GUMU™ Sage Intacct

The default integration between Sage CRM and Intacct integration published by Greytrix.  This integration is sold around the world throughout the Intacct community. 

Not only is CRM a more practical environment for customer-facing staff, but using CRM results in fewer users requiring direct access to Intacct.

Note – I appreciate this video (right) is incorrect.  I do not have a decent Intacct-specific integration video, but the message in this video is the same.

What is Sage CRM?

Learn about Sage CRM and it's key benefits.

Features

  • Bi-direction, real-time integration 
  • Users can view customer records
  • New Customers can be promoted from Sage CRM to Accounting
  • From the customer record in Sage CRM, we can view order and invoice history and purchasing patterns
  • CRM users can create Quotes and Orders that leverage inventory
  • Approved Orders can flow directly Intacct’s Order Entry module

Benefits

  • A single source for customer contacts&communication tracker
  • Enhanced visibility
  • Maintain data integrity & consistency
  • Streamline your processes & Create accurate quotes quickly
  • Better sales forecasts helps to keep a visisbility towards forecast and  demand
  • Resolve customer inquiries confidently
  • Provide more information through self-service

About the Publisher - Greytrix

The GUMU™ Intacct CRM integration is published by Greytrix. Greytrix has been a Sage CRM development partner for over 20 years and has an excellent reputation within the global Sage Community. 

Aside from this integration with Sage Intacct, Greytrix also publishes the best integration between Sage CRM and Sage 100, as well as Sage X3.  

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