We specialize in Sage CRM implementations and services. Sage CRM is highly customizable, incredibly fast, and very extendible to meet all your organizational needs.
Not seeing all the Accelerator features from your Outlook? This can be corrected by modifying your Outlook Ribbon. Watch this 2-minute video below!
Everything you ever wanted to know about Sage CRM’s Outlook Plugin (Accelerator) can be found on our Accelerator page.
My CRM Manager publishes an alternative UI for Sage CRM called ‘Newport’. The 2-minute video below covers the highlights. Below we have provided (1) an overview, (2) instructions on how to apply it, (3) key changes, and (4) answers to FAQs.
For the Newport theme, the icons are all coming from a CDN, so the only thing you need to do is to apply a JS file to the the CRM folders.
The Java Script file can be downloaded from this https://project-newport.b-cdn.net/install-files/projectNewport-loader.js and should be pasted into folder
\WWWRoot\js\custom
After loading this js file, please reset IIS
If you want a custom logo to appear on your login screen, you will need to provide us with a png file.
– Swap in legacy icons where applicable
– Created 50+ new icons to match the legacy icon style
– Added blue as a default color platform wide instead of black
– Reduced the usage of grey
– Removed borders and drop shadows to make better use of the screen real estate
– Standardized buttons on right sidebar
– New login screen- Table headers and table rows reformatted
– Table hover events to show selected row and column
– Platform wide change of typography to only use a single typeface instead of four typefaces for more cohesive design
– Reformatted page headers and menus for better readability and structure
There is no cost to use the Newport Theme
So far, only Sage CRM version 2023 is supported.
No - it is a global thing. Once applied, all users see this theme.
Just remove the css and js files from the folders mentioned above and reset IIS. That will remove the theme.
Yes. The Newport Theme supports the GUMU integrations.
Just email inquiries@mycrmmanager.com if you have any questions.
Modifying the Fields, Screens, and Lists within your Sage CRM instance is something we want you to understand. It is easy once you get the hang of it AND hugely important since we need to profile information in a way that makes sense for your organization – and then easily see or filter for that information later on.
Our ID Generator utility ensures a consistent naming convention for data created in Sage CRM. For example your opportunity descriptions. So, instead of having multiple opportunities with the same name ‘Big Deal’, it can have something more meaningful such as 23-0998 /My CRM Manager / 10.26.2023.
IDs can be applied to anything within Sage CRM, Cases, Leads, Opportunities, Equipment or whatever you are trying to track.
In this video example we are using a schema of YY + Number for the opportunity + Company + Creation date of the opportunity, but keep in mind that this is just an example – the naming convention you pick should make sense for your organization.
This message is for Sage ERP partners (100, Intacct, 300, etc.). The biggest things going on at My CRM Manager include:
This 3-minute video is a good example of the ever improving GUMU™ Sage 100 CRM integration.
Our Sage 100 page has a complete breakdown of the GUMU™ Sage 100 CRM integration. To get a realistic idea of pricing, go to our Sage CRM pricing calculator.
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 be mapped to multiple customers and/or vendors. Our 1:Many component for Sage CRM handles this for both Sage 100 and Sage 300.
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, create companies, people, opportunities and more.
MobileX is the companion product to Accelerator.
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 within the Sage community – and of course for Sage 100 customers. This integration has prompted many Sage 100 partners to urge their clients to take a closer look at Sage CRM. The 3-minute video below walks you through the user experience and will give you a clear understanding of the solution.
All information about the GUMU™ Sage 100 CRM integration is found on the Sage 100 page of the mycrmmanager.com website, but you or your clients are also welcome to schedule a demo for a personalized walk-through.
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)
My CRM Manager represents the top Sage CRM development partners (Greytrix and CRM Together) within 90 Minds.