Your Sage CRM Expert - My CRM Manager

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

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Our approach is to assign a primary point of contact to your account. We say ‘Project Manager’. The Project Managers are application specialists and bridge the gap between our clients and the technicians. They listen, document solutions, provide training to keep projects on track, and help clients maximize their investment in their integrated CRM system.

Vikas Panchakshari

Vikas is the lead developer on the Greytrix integrations team. All of ongoing changes to the GUMU™ Sage 100 CRM integration are managed by Vikas.  

Vikas
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Our Network of Partners

Our partners are renowned for their unparalleled expertise and commitment to delivering innovative, top-notch CRM solutions that set the standard in the industry. As the best in the business, they specialize in leveraging CRM to its fullest potential, ensuring that clients receive tailored, effective solutions that drive success.

Together, we are dedicated to providing exceptional service and support, making us the go-to choice for businesses seeking to enhance their customer relationship management strategies.

My CRM Manager Timeline

For over 20 years, our clients have turned to us for CRM customizations, support, and expertise. We represent Greytrix and their line up of GUMU™ to Sage CRM and GUMU™ Salesforce to Sage integrations in North America.

August 1st, 2004

Start

Opened for business with the plan of focusing exclusively on managing Sage CRM projects.

August 1st, 2004

2010

Development Partner

We became a development partner for Sage CRM.

2010

2017

CRM Together

In 2017 we began immersing ourselves in the third-party solutions from CRM Together, including Accelerator (Outlook integration).  CRM Together have been a fantastic partner and Accelerator has become the default Outlook integration for all our Sage CRM projects. 
2017

January 1, 2019

Greytrix Partnership

In January of 2019, My CRM Manager and Greytrix entered into a formal partnership.

January 1, 2019

January 1, 2023

GUMU™ Salesforce integrations

At the start of 2023, Greytrix expanded My CRM Manager’s responsibilities to include representing Greytrix’ GUMU™ Salesforce integrations to Sage. 

January 1, 2023

December 1, 2023

Newport Theme fo Sage CRM

An alternative, custom UI for Sage CRM made by My CRM Manager for all Sage CRM users.
December 1, 2023

Today

Today

The My CRM Manager team continues to lead the field in managing CRM projects that integrate with Sage accounting packages. 
Today

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Sheila Campolieto, Project Manager

Sheila’s background is in human resources with a focus in operations. Her previous roles include recruiting, affirmative action planning, process improvement, and training. She has made the switch to a more technical role with us and is successfully taking on new projects and helping to improve our processes internally. Sheila has her MS in Human Resources Development and BS in Organizational Management. In addition to her full-time job here, she is the PTA Treasurer for her son’s school, enjoys making jewelry, and loves downhill skiing near her hometown of Rochester, NY.

Sheila Campolieto

Shankari

Shankari began working with Sage CRM as a developer in 2013 and has developed into a critical part of our team. She is meticulous.

Shankari

Justin

Justin George is our account coordinator at Greytrix and he manages all of the various integration-related jobs we have on the go with the integrations team. 

Justin has a super fly shirt on in this picture from a recent trip to Agra.

Justin

Vivekanandan Ravindran, Director of Technology

Vivek is our IT/software executive and has 15 plus years of experience in development, implementation, technology consulting, and project management.

He manages our technical services team and is the lead architect for most of our Sage CRM implementations. Vivek’s deep understanding of Sage CRM allows each of our clients to customize their instances to meet their specific business needs. The videos to the right are just a few examples, there are tons of examples we could provide. 

He also enjoys traveling and is an avid photographer.

 

Vivek

Second Office

This is my favorite picture from all my trips to see Vivek. It was when he moved from the downtown office to the new space closer to his home.  Traffic in Bangalore is perhaps the worst in the world and bringing the office closer was a good move.  

Vivek's father Ravi (background) acted as the office secretary for several years before retiring in 2016.

Vivek & Ravi openig new office

Debarshi

Debarshi Bagchi is a senior analyst at Greytrix with 7 years experience specifically with Sage CRM. He coordinates our projects that related to the GUMU™ integrations.

Justin

Ken

Ken Schmitt has been involved in Sage CRM since 2007 and is generally regarded within the North American Sage CRM community as a top developer. His company s5Maps publish the s5Maps – Google Maps integration for Sage CRM.

Ken drives the same car that Eddie Murphy drove in 48 hours and also comes across as a smooth operator.

Ken Schmitt

Lunch with Greytrix team

Sometimes people from the Greytrix Team will pop by the Toronto office or be at Sage conferences in North America, but as a global group, it is seldom we physically get together. Dan generally visits the Greytrix offices in Mumbai once a year.  Which is always very productive and means a group luncheon. 

Team picture, 6 people

Ian McFarlan

Ian is our digital marketing manager. Not only does Ian help us present ourselves more professionally, but he is constantly bringing new ideas forward that make this ship run more smoothly. A background in design and professional experience in programming makes him a powerhouse.

Ian

Che Bautista

Che Bautista is a project manager at My CRM Manager, specializing in Sage CRM. With a keen eye for detail Che's expertise and dedication have contributed significantly to the success of numerous projects, making her an invaluable asset to the My CRM Manager team.

Che Bautista

First Office in Bangalore

This image is from 2013 with Dan, Shankari, and Vivek.

Vivek was a top Sage CRM developer working in the Persian Gulf (hot-spot for Sage) prior to joining in 2009. But he had a clear vision.  Developing into a strong Sage CRM developer takes years of hands-on experience Vivek is ideally suited to develop Sage CRM technical staff.

Team picture, 3 people

April Braun, Project Manager

April has an extensive background in change management and CRM, having titles including project manager and corporate trainer. She has managed multiple software implementations and specializes in standardized process management. In a previous life, April managed both customer service and purchasing teams. She brings a unique set of business skills and experience to our team. A graduate of marketing from Ohio University, April now lives just outside of Charlotte, NC. Beyond helping companies improve their systems, April is very crafty.

April Braun

Marc

Marc Reidy is the owner/president of CRM Together. We have him listed on our about us page because we treat him as an extension of our team. Most of our clients use his Accelerator application (advanced Outlook Integration), and additionally, we collaborate all the time on various projects. Marc’s skill set and experience make him an invaluable resource. Some of the solutions we work on together end up in Marc’s open-source program. 

Marc

Manoj

Manoj is a Project Manager supervising the Salesforce jobs for us that occur after the GUMU™ Salesforce to Sage integration has been deployed. He not only oversees the projects we have but also helps brainstorm client solutions with us.  His 13+ years of experience with CRM projects (integration and stand-alone) is very useful.

Manoj

Suniket

Suniket Kamble is on the Project Implementation Support Team at Greytrix.

Francis

Dan Cousins

Dan started focusing exclusively on managing Sage CRM projects back in 2004. As a non-technical person, the model was that he would be the application specialist and project manager and feed more technical responsibilities into the more technically inclined.

This model made sense for Dan's particular skill set but also for clients. It has developed into this fantastic network of  CRM experts who deliver successful, cost-effective projects.

Dan Cousins

Madeline De Leon

Madeline De Leon is a skilled project manager at My CRM Manager, where she plays a pivotal role in steering projects related to Sage CRM and Salesforce integrations. With a deep understanding of both platforms, she excels in crafting seamless integration solutions that enhance client business processes. Her expertise in project management, combined with her technical acumen, ensures that projects are delivered on time, within budget, and exceed client expectations. Madeline's dedication to client satisfaction and her ability to bridge the gap between technical and business requirements make her a valuable asset to the My CRM Manager team.

Madeline De Leon
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