My CRM Manager

We have a very effective approach and deep resources to help companies maximize their Sage CRM instance.

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 Sage CRM.

On the technical side, Vivek (Director of Technology) and his team manage most of the technical tasks that fall beyond the skill sets of our project managers.

Due to our partnership with Greytrix and the massive success of the GUMU™ Sage 100 CRM integration, our technical services resources have expanded to include many key members of the Greytrix team. 

My CRM Manager Timeline

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

Sage 50

We began developing an integration between Sage CRM and the US and Canadian versions of Sage 50. Both solutions are now listed in Sage’s Marketplace!

2017

August, 2017

CRM Together

This is when we began immersing ourselves in the third-party solutions from CRM Together.  Was a very good move.

August, 2017

January 1, 2019

Greytrix Preferred Partner

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

January 1, 2019

Today

Today

The My CRM Manager team continues to lead the field. We are the #1 Sage CRM partner for Sage North America, and also for Greytrix and CRM Together.

Today
Schedule A Call Back