A union CRM is the living member and employer file: who is in the unit, what class they are, whether dues are current, where they sit on the out-of-work list, which grievances they have, which employers they work for. Generic CRMs do not know a bargaining unit.

Guide / Union CRM

Union CRM · Member tracker · Union dashboard

A union CRM is the hall's memory. Treat it that way.

Vendors rebrand membership databases as "union CRM." Buyers mean: one searchable record for members and signatory employers, with dues, dispatch, and grievances attached. That is Union OS plus the manager portal, configured from the agreement, not a sales-pipeline tool.

If your "CRM" cannot answer "is this person dispatchable this morning?" it is a mailing list. The CBA names the classes and the hall procedures. AI reads them. You get the record structure in a day. Related: union software, dispatch, vendor comparison.

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Upload the agreement. AI maps every rule and stands up pension, benefits, dues, dispatch, grievances, and a member portal on your contract. People approve before any money moves. The analysis is free.

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