SEGManager is a CRM product that allows credit union business development professionals to do their job Better, Smarter and Faster!

This comprehensive data collection and management tool gives you the ability to easily analyze and manage your partner company relationships in an easy and straightforward way.  What Our Customers Think of SEGManager


Build stronger Partner Company relationships using SEGManager's:

  • Complete Profile information
  • Key Relationship information
  • Contact interaction: Calls, Visits, Email, Open Enrollments, etc.
  • Calendar items and schedules
  • Demographic information:
  • Key Marketing Events
  • Competitive information
  • Win/Lost information




Features in SEGManager that you won't find in other CRM products