CU-Force CRM’s cloud based CRM is a software strategy that uses people, processes and technology to track and analyze partner company business information. CU-Force CRM is specific to your credit unions’ business development requirements and manages all aspects of business development. CU-Force CRM helps you find prospective companies, qualifying them and following through your established marketing events to successfully make them valuable participants in your select employee group portfolio.
CU-Force CRM then continues to provide insight to allow marketing your products as you develop relationships. Using Partner Company business information wisely allows employees to take advantage of the benefits of remote collaboration. CU-Force CRM gives you the ability to manage partner company relationships using any mobile device or desktop computer that has access to the Internet.