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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.

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How To Sage CRM: Finding Secondary Entity Data Quickly

If you have had any exposure to Sage CRM at all, then you know how easy it is to look up data using either the Quick Find feature of any of the standard FINDER screens. 

But what about the data that is typically trickier to look up globally such as Addresses, Documents, or Phone Numbers?  We have a solution for each of these three lookups outlined on the Customizing Sage CRM page of our website.  Below is a 2-minute video overview.

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Accelerator 2021

Accelerator – the advanced integration between Sage CRM and MS Outlook has just released their version 2021.  This is a very significant release. Below is

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Greytrix and MCM

In North America, My CRM Manager represents Greytrix for their GUMU™ integrations to Salesforce and Sage CRM. And, on Friday, Feb 2nd, I (Dan) met

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