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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

Marketing

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 is highly customizable, incredibly fast, and very extendible to meet all your organizational needs.

See Sage CRM in Action

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Sage CRM Pilot Package

How much is Sage CRM

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Recent Sage CRM News

GUMU™ Sage 100 User Experience 2021

So much has changed with the Sage 100 integration over the past year that I needed to update the User Experience video.  The updated version …

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Accelerator 2021

Accelerator – the advanced integration between Sage CRM and MS Outlook has just released their version 2021.  This is a very significant release. Below is …

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My CRM Manager now an official distributor for s5Maps

April 30th, 2021. My CRM Manager is proud to announce that we are now an official distributor for s5Maps.  What does this mean? s5Maps has …

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Editable Grids update August 2022

Editable Grids allows you to mass update rows of data within Sage CRM instead of going into individual records. In August of 2022, Editable Grids …

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GUMU™ Sage 100 CRM Update August 2022

The latest version of the GUMU™ has significant enhancements added that are a direct result in your feedback. These new features/changes include: Deeper integration to …

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Explode kits in Sage CRM

A new feature of the GUMU­™ Sage 100 CRM integration is to allow CRM Order Entry users to explode kit items from Sage CRM. Using …

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MCM 365 Customer Portal

Our customer portal allows you to submit new cases directly into our Sage CRM instance and/or view historical cases. When submitting a Case, you can …

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Profitability By Salesperson

One of our accounts using the GUMU™ version of the Sage 100 integration needed to see profitability by an individual salesperson from within Sage CRM. …

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Adding Color to Required Fields

This video illustrates how we add color to your system. In this example, we have made any/all yellow fields in the CRM instance yellow. This …

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Sage CRM Roadmap

Take a look at what Sage has planned for the next few years! (to 2024). This page also allows you to submit ideas for improvement.

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Sage 100 CRM default integration (not GUMU) Compatibility Matrix

While the Advanced version of the Sage 100 CRM integration works regardless of what version of 100 and CRM you have, companies must pay careful …

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