My CRM Manager – Sage CRM Expert

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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

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Sage CRM Pilot Package

How much is Sage CRM

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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™ 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) …

Mail Merge Using Accelerator

Accelerator‘s Mail Merge feature allows users to edit documents on the fly – without having to download and then re-upload the edited document. This works …

MobileX User Experience

MobileX is the companion product to Accelerator. For systems that require users to access Sage CRM from their smartphones, MobileX is what we recommend. More …

Quoting from Sage CRM

Many of our systems allow users to generate Quotes from Sage CRM. The templates can be completely customized to suit your requirements. This can include: …

Data Islands

Data Islands, published by CRM Together, is an App and Platform for Data Sharing & Delivery. I have provided a practical example from our system …

Configuring Sage CRM’s Outbound Email using 365

This article walks through the steps of setting up Sage CRM for outbound email if your organization uses O365. We have broken up the steps …

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