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CULogix

A web‑based customer relationship management service designed by Accounting Technology, LLC for finance & insurance companies.
Questions about CULogix? Call (800) 827-1151 and talk to a software expert now.

CULogix is the premier member experience and relationship management tool exclusive to credit unions. Created by our own Master Developers, CULogix is specifically formulated to integrate smoothly with credit union software.

CULogix is a credit union vertical solution of the award winning SalesLogix Customer Relationships Management Software by Sage Software—one of the top largest software companies in the world.

With over 7,000 customers, SalesLogix is utilitzed in companies such as Blue Cross and Blue Shield of Tennessee, Hoover, Seattle Times and Unifirst.

Features

  • The ability to detail all member teller transactions
  • Shows member type (Platinum, Gold, Silver)
  • Integrated with Credit Union Software
  • Ability to view member balances and transaction history
  • Contains a Member Alerts section which will alert the customer service representative of bad mailing addresses or past due loans
  • The ability to move back and forth between multiple accounts and view account details
  • Can view joint ownership accounts
  • The ability to view member savings accounts, checking accounts, certifications, and loans, including auto.
  • Member services management/issue tracking/workflow automation
  • Sales automation and sales management/forecasting
  • Marketing campaign management
  • Employee sales tracking
  • Built in Crystal Reports
  • Manages back office, branch and call center operations

Benefits

  • Member centric view for all staff members- documentation of all member correspondence beyond transactional data
  • Marketing campaign and event management
  • Central repository for analyzing member behavior
  • Increase revenue while minimizing support staff required to sustain growth
  • Enhanced reliability and quality of data
  • Increased efficiency, which will allow more time to be spent on business analysis and sales process, rather than tedious clerical tasks
  • Decrease in time spent on creating reports
  • Improved continuous member support and responsiveness

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