Learn about upcoming webinars, tips and tricks, and new features for Sage CRM.
One of our accounts that uses the GUMU™ Sage 100 CRM integration has made it easier to view and manage Past Due Receivables.
From the Past Due tab, users can see all of their customer’s 30/60/90, credit limits, etc. The system color codes the accounts based on how dire they might be. But then you can click right into the customer to see (image 2 below) the individual invoices outstanding. The color coding on this customer invoice list has separate color coding logic related to follow-ups.
So much has changed with the Sage 100 integration over the past year that I needed to update the User Experience video. The updated version
Accelerator – the advanced integration between Sage CRM and MS Outlook has just released their version 2021. This is a very significant release. Below is
April 30th, 2021. My CRM Manager is proud to announce that we are now an official distributor for s5Maps. What does this mean? s5Maps has
Greytrix and My CRM Manager are making a more significant effort to help Sage ERP Partners! The email that went out on September 13th, 2023
This message is for Sage ERP partners (100, Intacct, 300, etc.). The biggest things going on at My CRM Manager include: Newport Theme for Sage
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
Our GUMU™ Salesforce to Sage 100 page is ready for go-time. This page includes two 5-minute explainer videos, one for the user experience (below) and
My CRM Manager has a new UI for Sage CRM called ‘Newport’. The 2-minute video below covers the highlights. Using this Newport theme is a
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