ShiftMate Start a conversation

Member relationship management

CRM built for credit unions.

Bring member and household information, leads, opportunities, cases, and follow-up into one employee workspace. Help lending, member service, and operations teams understand the relationship and coordinate the next action.

Request a CRM demonstration Explore the broader platform

Know the relationship. Keep the work moving.

Understand the member relationship

See member and household context alongside relevant accounts, products, applications, and institutional information so employees can prepare informed conversations.

Manage leads and opportunities

Coordinate ownership, prepare outreach, record engagement, and track progress so opportunities receive consistent attention.

Coordinate cases and follow-up

Connect service needs with the employees responsible, the work required, and the next handoff. Keep unresolved items visible.

See the member workspace.

Demo data

The relationship at a glance

Member workspace Member information and services Member information

ShiftMate relationship overview with member information, account summaries, and a lending opportunity.

Switch between members and review member information, account summaries, and an opportunity in one view.

View full-size screen

Account details in context

Checking account Checking account Balance and account information

ShiftMate account view with checking, savings, and certificate details.

Review checking, savings, and certificate balances with the selected member’s account details.

View full-size screen

A clear next step

Follow-up details Follow-up details Follow-up details

ShiftMate follow-up form with status, priority, queue, due date, and employee assignment.

Set the follow-up status, priority, queue, due date, and assigned employee.

View full-size screen

Governed AI and connected workflows

Turn relationship insight into action.

Governed AI helps employees interpret context and prepare relevant next steps. Connected workflows help teams carry approved work forward across supported systems.

Lending example · Actual product · Synthetic data

This lending sequence shows how relationship information supports a member conversation and staff follow-through.

  1. Review the opportunity

    Bring member information and loan details into the conversation.

  2. Prepare the conversation

    Review the guidance, assumptions, and questions to discuss with the member.

  3. Coordinate follow-up

    Prepare a contact or follow-up action and record the next step.

  4. See progress

    Review activity and engagement. Approval and funding require separate outcome records.

Opportunity and conversation guidance

ShiftMate lending opportunity with an estimated benefit, conversation guidance, and engagement status.

Review the offer context and conversation guide before discussing next steps. Projected benefits are estimates, not realized member savings.

View full-size screen

Staff-reviewed next actions

ShiftMate lending actions for follow-up, email or text review, scheduling, and engagement updates.

Choose the follow-up that fits the conversation, including application preparation within the lending workflow.

View full-size screen

Demo data, not customer results. We confirm supported systems and workflow scope with your institution.

See the full lending workflow

Fit with your institution.

ShiftMate can provide a shared member relationship workspace or connect its capabilities with an existing CRM. Each implementation defines the information, activities, and updates managed in each system.

Member relationship management is part of ShiftMate’s broader intelligence and workflow platform, supporting coordinated work across growth and operations.

Explore the operating model

See how your team could manage the next member interaction.

Discuss your relationship-management priorities, existing systems, and the work your teams need to coordinate.

Request a CRM demonstration