We specialize in Sage CRM implementations and services. Sage CRM is highly customizable, incredibly fast, and very extendible to meet all your organizational needs.
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.
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 information can be found on the mobile access page of the My CRM Manager website.
MobileX can be extended to show ERP/Accounting data too!
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, published by CRM Together, is an App and Platform for Data Sharing & Delivery. I have provided a practical example from our system in the video below.
Query, Publish and Share data via API’s and Apps.
Using the App
– Build Micro Data Warehouses to reconcile different datasets from disparate data sources.
– Share Datasets with your distributors, manufacturers and Partners
– Secure sharing without exposing your ERP/eCommerce database directly
Using the API
– Integrate any data with your CRM or Custom Apps
– With only one API set show any dataset in your app
Configuring the Sage CRM instance to properly send out email is a function of the client’s IT team. This is because most of the setup is done within MS Exchange Admin Center.
Fortunately Sage publishes and maintains thorough documentation about setting configuring Sage CRM to work with your company’s 365 emails. Here is the link to the Sage CRM help center. From the help center link, you will need to select the System Administrator Help link corresponding to the version of Sage CRM being used and go to Email and Documents.
If you have followed Sage’s documentation, but still can’t get this to work, our recommendation is to reach out to the Sage CRM support team. They are your best resource for this issue. You can go online and register for a call back using the online scheduler feature. When you initially set yourself up with the online scheduler, you will need to know your Sage ID. This is a 10-digit code that normally starts with a 4. If you do not know your Sage ID, just email us and we will let you know.
Sage CRM requires MS SQL. And most customers do not already have MS SQL when they go to implement Sage CRM. Historically, clients could get the necessary SQL from Sage and this was referred to as Sage runtime MS SQL, however, at some point over the past few months (summer 2022), Sage dropped this option. I only learned this when I tried to place a new order in October for Sage CRM + Sage runtime MS SQL. Moving forward, clients will have to source the required MS SQL licensing from their IT provider.
We have removed the line item from the Sage CRM Pricing Calculator on the My CRM Manager website.