My CRM Manager – Sage CRM Expert

Get Organized With

Contact Management
Communication Tracking
Accounting Integration
Process Controls
Marketing

Sage CRM Process Controls

Contact
Management

Your rolodex on steroids! Sage CRM has a powerhouse of features to tame your contact list.

Communication Tracking

Recording and managing your calendar in conjunction with Sage CRM provides a valuable history of interactions. Sage CRM offers an incredible integration with MS Outlook

Accounting Integration

Sage CRM provides the best integrations to Sage accounting programs, arming your staff with valuable information and functionality

Process Control

Sage CRM can be used to enforce best practices within your organization.

Sage CRM Process Controls

Marketing

From creating targeted groups, to Mailchimp integration, to campaign management, Sage is the ideal platform for making the most of that data that flows through your organization

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

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 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 …

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 …

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 …

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 …

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. https://www.youtube.com/watch?v=5Y99OTpFSOw Changes with this theme – …

Connecting 1 CRM company to multiple customer records

By default, integrated CRMs typically connect a single CRM account to a single customer (or vendor) record. Many companies would prefer a single CRM account …

GUMU salesforce to Sage #1 on salesforce’s App Exchange

Greytrix’s GUMU™ salesforce to Sage integration is now the top ranked integration on salesforce’s App Exchange with a 4.98 rating and over 50 reviews. Key …

MobileX now on iOS store

Sage CRM’s MobileX component is now available for download from the iOS store. Here is the link. Connect to your Sage CRM system, log calls, …

GUMU™ Sage 100 CRM User Experience

Greytrix’s flagship integration to accounting is the GUMU™ Sage 100 CRM integration. Without question, this is the most robust and feature rich integrated CRM available …

GUMU™ Salesforce to Sage Accounting

Starting in 2023, My CRM Manager has begun representing Greytrix’s GUMU™ Salesforce to Sage integrations. This includes Sage 100 and Intacct. Check out our jazzy …

MOTM 2023

My CRM Manager will be attending MOTM again this year with special guest Marc Reidy from CRM Together (publisher of Accelerator, MobileX, 365, and more) …

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