Labor Union CRM Market Research

February 27, 2025

The market for CRM or member management for local labor unions in the United States appears to be unconsolidated. SalesForce and UnionWare seem to capture an outsize portion of spend, but that appears to be driven by a small number of expensive systems for very large locals.

Methodology #

Labor unions with annual receipts larger than $250,000 are required to fill an LM-2 form and submit it to the Department of Labor’s Office of Labor-Management Standards yearly.

We use this form to find unions that are using a CRM product and how much they are spending on it.

Here’s our procedure. For each local union that files LM-2 forms, we look at the forms filed starting in 2010 for mentions of the CRM company or product in the disbursement or purchases schedules (schedules 18 and 4, respectively). If a union has multiple years in which a CRM company or product were mentioned, we just look at the most recent form. If more than one company is mentioned, we choose the company that received more money from the union.

This method definitely under-counts the number of unions that are using a CRM product and how much they are paying for it, but it is difficult to evaluate the extent of the error. In June, 2022, UnionWare claimed to serve 158 unions across three countries. Our methodology has finds 43. If their number is still accurate, then our estimate for UnionWare is off by at most 267%.

The CRM companies and products are listed below:

Notes:

A number of other vendors do sell CRMs, but their CRMs are much less popular than their other offerings. Since the LM data typically does not allow us to identify which product was bought from a vendor, we exclude these vendors: Microsoft, Oracle, and RCS Union Software.

If we segment the locals by size into three groups (small: 0-999, medium: 1,000-9,999, large: 10,000+), we can see that SalesForce’s and UnionWare’s spend is driven by the large locals.

Here is the underlying data behind these charts: