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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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Featured Sage CRM Video

GUMU™ Sage 100 Sage CRM QLE Screens

Many of our systems allow the CRM user to Create Quotes or Orders that can be promoted directly from the CRM to the Sage accounting system. In the GUMU™ CRM to Sage integrations, we provide ‘Quick Line Entry’ (QLE) screens that make this a practical and efficient task for the CRM User.
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GUMU™ Salesforce to Sage Releases

Greytrix is constantly updating the GUMU™ Integration to enhance the administrative tools and user experience. The latest releases are now here! For those that already subscribe to this integration, these can be applied to your system on request at no charge as part of your GUMU™ subscription. You can check out the latest enhancements to the GUMU™ Salesforce Integration in the videos below: Settings Enhancements ...
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Linking Marketing Activities to Opportunities

You can link marketing activities to individual opportunities. The quick method is to use the ‘Source’ field at the opportunity level. The more involved method allows your marketing team to define detailed marketing activities (Sage CRM calls these wave activities). The 3-minute video below provides you with an overview.
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S5Scheduler for Sage CRM

S5Scheduler for Sage CRM provides a more practical means to visualizing date specific content from Sage CRM. For example, allowing you to see a schedule of jobs for your install team OR deliverables for your outside Sales team. In the real life example below, we are displaying service jobs that have… Color coded events to reference a specific user/team/status/product/location (whatever you require) The color on ...
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How My CRM Manager works with clients

The video below walks through how we work with clients to document and progress jobs in our system. AND how we report this information back to clients. We use Sage CRM to manage individual jobs. A CRM workflow controls how the job is entered and how it progresses along from the Project Manager, to the technical team, and then back to the Project Manager. If ...
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Sage 100 CRM GUMU™ Release Notes

You can now check out the latest features and enhancements related to the advanced integration between Sage 100 and Sage CRM GUMU™ for Sage Release Notes – My CRM Manager
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Outbound Email User Delegation

If your Sage CRM system has been configured for Outbound email AND users have 365 accounts, then whenever a new CRM user gets added, whomever manages your MS Exchange must remember to go into the Exchange Admin Center and enable the user’s email address  to have either SEND AS or SEND ON BEHALF rights for the crm@ address that was used to configure outbound email ...
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GUMU™ Sage 100 Sage CRM Enhancements Winter 2024

There has been of flurry of feature enhancements to Greytrix’s GUMU™ Sage 100 CRM integration over the past few months.  Rolling 12 months Relocation of GUMU™ Charts Better Item Sales History Product Sales Analysis Both Item Sales History and Product Sales Analysis can be by account or across all accounts. More information can be found on My CRM Manager’s Sage 100 page.  https://www.youtube.com/watch?v=OA9zqDZ_8yI
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