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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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Sage CRM

CustomIDs

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 ...

GUMU™

Greytrix and MCM working together to help Sage ERP partners

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 (image below) is a good example of this union. Greytrix have the best integrations – but often clients and partner prefer an on-shore resource to help manage the project and this is the benefit of the Greytrix/MCM combo.

GUMU™Sage CRMSalesforce

My CRM Update September 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 CRM (different and modernized UI) Ongoing changes to the GUMU™ Sage 100 CRM integration Very steady flow of new Sage CRM projects – mainly Sage 100 CRM projects but also Sage 300, X3, and Sage 50 My CRM Manager is ...

GUMU™Sage CRM

GUMU™ Enhancements August 2023

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.

GUMU™Salesforce

GUMU Salesforce to Sage 100

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 a second for the configuration features. There is also a link to the GUMU™ Salesforce to Sage pricing calculator, which cover Sage 100, 300, X3, and Intacct.

GUMU™Sage CRM

Connecting 1 CRM company to multiple customer records

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. https://www.youtube.com/watch?v=OXHcWVmz37w

GUMU™Salesforce

GUMU salesforce to Sage #1 on salesforce’s App Exchange

Greytrix’s GUMU™ salesforce to Sage integration is now the top ranked integration on salesforce’s App Exchange with a 4.98 rating and over 50 reviews. Key reasons why are outlined below. Better Design, Flexibility, Price, Service Better Design The GUMU™ brings key Sage accounting data into salesforce (Order and Invoice details) so that it can be used within salesforce’s native reporting features (See image below). If ...

AcceleratorSage CRM

MobileX now on iOS store

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. iPhone Screen Shots

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