CRMNEXT

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What CRMNEXT offers credit unions

CRMNEXT, now under the BusinessNext brand, is a CRM platform built specifically for banks and credit unions. It gives CUs a Customer 360 view drawn from the core, an AI Insight Engine for next-product recommendations, plus lending workflows, lead and referral tracking, case management, and marketing automation. Pre-built workflows and a no-code studio let credit unions deploy and configure quickly.

🔗 https://crmnext.us/

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Credit unions that work with CRMNEXT 7 publicly referenced

Compiled from public press releases, case studies and client announcements, most recent source dated 2026-03-17. Each ↗ links to its source. A public reference documents a relationship at the date of the source, not a statement of a current commercial relationship. These are public references, not member reviews.

First Source Federal Credit UnionNY↗ Foothill Credit UnionCA↗ Magnifi FinancialMN↗ O Bee Credit UnionWA↗ SESLOC Credit UnionCA↗ State Department Federal Credit UnionVA↗ Westmark Credit UnionID↗

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