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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’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

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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CustomIDs

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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Greytrix and MCM working together to help Sage ERP partners

Greytrix and My CRM Manager are making a more significant effort to help Sage ERP Partners! The email that went out on September 13th, 2023
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My CRM Update September 2023

This message is for Sage ERP partners (100, Intacct, 300, etc.). The biggest things going on at My CRM Manager include: Newport Theme for Sage
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GUMU™ Enhancements August 2023

This 3-minute video is a good example of the ever improving GUMU™ Sage 100 CRM integration. Our Sage 100 page has a complete breakdown of
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GUMU Salesforce to Sage 100

Our GUMU™ Salesforce to Sage 100 page is ready for go-time. This page includes two 5-minute explainer videos, one for the user experience (below) and
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Newport Theme for Sage CRM

My CRM Manager has a new UI for Sage CRM called ‘Newport’. The 2-minute video below covers the highlights. Using this Newport theme is a
Read More →
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Did you know that you can integrate your Sage system with Salesforce.com?

Looking for Dedicated Sage CRM Help?
Contact My CRM Manager