Contact Management

Profile companies, people, jobs and opportunities - or anything else

Communication Tracking

Meetings, notes, phone calls, emails, reminders and more

Accounting Integration

Sage 50, 100, 300, 500, X3, Intacct

Process Controls

Advanced features ensure that best practices are being followed


Segment your data for targeted actions, and then measure results

What is Sage CRM?

Sage CRM is generally recognized as a top 5 CRM globally – and always gets the award for ‘best value’.

Sage CRM’s key strength is how it can be used to manage processes. It is highly customizable and very practical for those looking for an integrated system.

See Sage CRM in Action

Sage 100 Integration to Sage CRM – User Experience

Managing Customer Service Issues

Visualize your CRM data in Google Maps

Sage CRM & Outlook: Accelerator Overview

Sage CRM Image Gallery

Leveraging the Process Automation Features in Sage CRM

Test Drive before you commit

Sage CRM Pilot Package

How much is Sage CRM

Pricing Calculator

Recent CRM News

GUMU™ Sage 100 Sage CRM Enhancements Winter 2024

There has been of flurry of feature enhancements to Greytrix’s GUMU™ Sage 100 CRM integration over the past few months.  Rolling 12 months Relocation of ...
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MCM 2023 in Review

What were the biggest things at My CRM Manager in 2023? The GUMU™ Sage 100 Sage CRM// Huge growth with the GUMU™ Sage 100 Sage ...
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Greytrix and MCM

In North America, My CRM Manager represents Greytrix for their GUMU™ integrations to Salesforce and Sage CRM. And, on Friday, Feb 2nd, I (Dan) met ...
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Sage 100 CRM Job Costing

While there isn’t a default integration between Sage CRM and Sage 100, it is do-able and we have done this a couple of different ways ...
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Accelerator: Modifying your Outlook Ribbon

Not seeing all the Accelerator features from your Outlook? This can be corrected by modifying your Outlook Ribbon. Watch this 2-minute video below! Everything you ...
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Newport Theme – Adding or Removing

My CRM Manager publishes an alternative UI for Sage CRM called ‘Newport’. The 2-minute video below covers the highlights. Below we have provided (1) an ...
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Sage CRM Fields, Screens, and Lists

Modifying the Fields, Screens, and Lists within your Sage CRM instance is something we want you to understand. It is easy once you get the ...
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Our ID Generator utility ensures a consistent naming convention for data created in Sage CRM.  For example your opportunity descriptions. So, instead of having multiple ...
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