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We specialize in Sage CRM implementations and services. Sage CRM is highly customizable, incredibly fast, and very extendible to meet all your organizational needs.

GUMU™ Sage Intacct

The default integration between Sage CRM and Intacct integration is published by Greytrix. This integration is sold around the world throughout the Intacct community.

Not only is CRM a more practical environment for customer-facing staff, but using CRM results in fewer users requiring direct access to Intacct.

Features

Bi-direction, real-time integration
Users can view customer records
New Customers can be promoted from Sage CRM to Accounting
From the customer record in Sage CRM, we can view order and invoice history and purchasing patterns
CRM users can create Quotes and Orders that leverage inventory
Approved Orders can flow directly Intacct’s Order Entry module

Benefits

A single source for customer contacts&communication tracker
Enhanced visibility
Maintain data integrity & consistency
Streamline your processes & Create accurate quotes quickly
Better sales forecasts helps to keep a visisbility towards forecast and demand
Resolve customer inquiries confidently
Provide more information through self-service

About the Publisher - Greytrix

The GUMU™ Intacct CRM integration is published by Greytrix. Greytrix has been a Sage CRM development partner for over 20 years and has an excellent reputation within the global Sage Community.

Aside from this integration with Sage Intacct, Greytrix also publishes the best integration between Sage CRM and Sage 100, as well as Sage X3.

Link to the Marketplace listing for Intacct

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