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Contact Management
Communication Tracking
Accounting Integration
Process Controls
Marketing

Sage CRM Process Controls

Contact
Management

Your rolodex on steroids! Sage CRM has a powerhouse of features to tame your contact list.

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Communication Tracking

Recording and managing your calendar in conjunction with Sage CRM provides a valuable history of interactions. Sage CRM offers an incredible integration with MS Outlook

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Accounting Integration

Sage CRM provides the best integrations to Sage accounting programs, arming your staff with valuable information and functionality

Process Control

Sage CRM can be used to enforce best practices within your organization.

Sage CRM Process Controls

Marketing

From creating targeted groups, to Mailchimp integration, to campaign management, Sage is the ideal platform for making the most of that data that flows through your organization

Contact Management

Profile companies, people, jobs and opportunities - or anything else

Communication Tracking

Meetings, notes, phone calls, emails, reminders and more

Accounting Integration

Sage 50, 100, 300, 500, X3, Intacct

Process Controls

Advanced features ensure that best practices are being followed

Marketing

Segment your data for targeted actions, and then measure results

What is Sage CRM?

Sage CRM is generally recognized as a top 5 CRM globally – and always gets the award for ‘best value’.

Sage CRM’s key strength is how it can be used to manage processes. It is highly customizable and very practical for those looking for an integrated system.

See Sage CRM in Action

Sage 100 Integration to Sage CRM – User Experience

Managing Customer Service Issues

Visualize your CRM data in Google Maps

Sage CRM & Outlook: Accelerator Overview

Sage CRM Image Gallery

Leveraging the Process Automation Features in Sage CRM

Test Drive before you commit

Sage CRM Pilot Package

How much is Sage CRM

Pricing Calculator

Recent CRM News

Sage CRM Fields, Screens, and Lists

Modifying the Fields, Screens, and Lists within your Sage CRM instance is something we want you to understand. It is easy once you get the

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

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

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

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

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

Newport Theme for Sage CRM

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

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

©2023 – My CRM Manger is operated by Dan Cousins & Associates Inc. All rights reserved. Sage Software, the Sage Software logos, and the Sage Software product and service names mentioned herein are registered trademarks or trademarks of Sage Software Inc., or its affiliated entities. All other trademarks are property of their respective owners. This website is owned by Dan Cousins & Associates Inc. and is independent from Sage Software Inc. and is not authorized to make any statement, representation or warranties or grant any license or permission on behalf of Sage Software Inc. regarding any product, service or website content. Certain materials made available on or through this website are owned by Sage Software Inc. and cannot be used without the prior written permission of Sage Software Inc. My CRM Manager – Dan Cousins & Associates Inc.

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