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Find your perfect solution here!
Innovating Solutions Redefining Experiences
Trusted by 2000+ Customers
Know More

Find your perfect solution here!

Innovating Solutions
Redefining Experiences

Trusted by 2000+ Customers

Know More

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Find your perfect solution here!

Innovating Solutions
Redefining Experiences

Trusted by 2000+ Customers

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Leading CRM platform for managing sales, marketing, and customer service with AI insights.
 
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ERP simplifying processes with finance, supply chain, and production management features.
 
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Cloud financial management software for growing businesses, offering real-time insights and automation.
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Cloud-native ERP for modern businesses, integrating finance, inventory, and project management.
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Unified platform for customer engagement, combining sales, service, and AI-driven insights.
 
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Low-code CRM for automating workflows and driving efficiency across sales and marketing.
 
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Our Services

Robust Consulting
Seamless integration
Secured Migration
Customized Development
Innovative Apps

Why Choose Us

Find Your Solution

It’s fine if you don’t know which ERP and CRM would best serve your business or have no idea how you can leverage your existing system; we’re driven to help you with the best consultation.

End-to-End Transformation

Your business demands reliable, secure, and cost-effective technology for your business transformation. Greytrix provides the expertise, resources, and processes to make an innovative business transformation.

Operational Efficiencies

We believe in the concept of “simplified tech leads to significant outcomes.” Therefore, Greytrix helps your business to adopt a solution that supports its goals quickly and effectively.

Trusted Worldwide

We deal in different markets and are well-accustomed to varied dynamics. Our team is transparent and responsive to build trust from the start.

Case Study

Driving Change, Delivering Results

Seamless CRM & Accounting Integration
for a Leading Power & Energy Company

ABC Corp, founded in 1997, is Michigan's exclusive distributor of Generac Industrial Power generators. The company offers comprehensive energy solutions, including generator sales, service, rentals, and parts, catering to industrial, commercial, and residential applications.

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Flowing Towards Efficiency
Barclay’s Smart Evolution with Sage CRM & Sage 100

Struggling with outdated sales portals and disconnected systems, Barclay Water Management Inc. needed a transformation.

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Simplifying Financial Operations
with GUMU™ for Council for Professional Recognition

Learn how Greytrix’s GUMU™ integrator helped the Council for Professional Recognition to bridge the gap between their accounting and enterprise software and streamline their operations.

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Streamlining Operations
With Salesforce and Sage 100 Integration

Discover how we transformed Newberry Tanks & Equipment's operational efficiency through a comprehensive integration of Salesforce and Sage 100.

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Transforming Financial Data
With Sage 100 & Salesforce Integration

Learn how Hanan Products – overcame financial data challenges by integrating Sage 100 & Salesforce. The integration enhanced their data precision and provided advanced financial insights, driving enormous business growth and an acquisition.

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Enhance Efficiency with
Custom Portal Integration with Sage X3

Llyods Supa sought to seamlessly integrate their fruits and vegetables portal with Sage X3. Discover how our custom-built integration enhanced their operations and significantly boosted productivity.

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Simplifying Sales Workflows of Vortex Canada
With Salesforce Greenfield Services

See how Vortex Canada improved their sales operations and accuracy by integrating Salesforce CRM with Sage 300 through GUMU™. The integration enabled automated order processing, real-time insights into sales performance, and account balance monitoring to improve the sales team’s productivity and business efficiency.

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Boosting JEM Accessories’
Efficiency with Tailored Sage X3 Solutions

Learn how Greytrix helped JEM Accessories tackle operational challenges by customizing Sage X3 to automate billing cycles, enhance inventory visibility, and provide real-time order tracking, enabling efficient handling of increased global demand.

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Transforming Sales Efficiency
With Servest’s Salesforce Integration

Discover how Servest boosted sales and enhanced operational efficiency with Greytrix’s Salesforce – Sage 300 integration powered by GUMU™. We upgraded their Sage 300 system and built a custom integration solution to achieve smoother operations and higher business productivity.

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Redefining Customer Services
for Vacuum Engineering & Materials

Know how Vacuum Engineering & Materials improved customer experience and streamlined back office inventory management through GUMU™ integration for Salesforce with Sage X3. The integration provides them with a 360° view of their customers, allowing them to make data-driven decisions to deliver better services.

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Industry Portfolio

Healthcare

Manufacturing

Distribution

Retail

Food & Beverages

E-commerce

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Our Latest Insights

How should i get logs for the recurring task in Sage X3

How should i get logs for the recurring task in Sage X3

In Sage X3, recurring tasks help streamline routine operations by automating them through the Recurring Task Management feature found under…
Dynamic Allocation in ERP: Smarter Resource Planning for Agile Businesses

Dynamic Allocation in ERP: Smarter Resource Planning for Agile Businesses

In today’s rapidly moving world. The organization and companies with multiple branches and entities are often faced with challenges in…
Acumatica ERP for Manufacturing Industry: The Silver Bullet to All Manufacturing Woes!

Acumatica ERP for Manufacturing Industry: The Silver Bullet to All Manufacturing Woes!

“ERP implementations take ages and cost millions for manufacturing industries.” We’ve all heard this one before, right? While it’s true that…
How AI and Automation in Salesforce are Streamlining Supply Chain Workflows

How AI and Automation in Salesforce are Streamlining Supply Chain Workflows

Managing a modern supply chain is no easy feat; manual processes, scattered data, and delayed deliveries often leave logistics managers…
Automating Fixed Asset Register Report

Automating Fixed Asset Register Report

Managing fixed assets effectively is critical for accurate financial reporting, compliance, and audit readiness. However, anyone who has worked with…
Streamlining Processes of Bank Transaction in Sage 500

Streamlining Processes of Bank Transaction in Sage 500

The bank transaction process can be done through batch creation. In one batch we can do one transaction or multiple…
GUMU Sage 100 WebAPI (NEW!) versus SData

GUMU Sage 100 WebAPI (NEW!) versus SData

Welcome back to our GUMU Sage 100 Web API blog series! Today, we are going to discuss an important topic…
Why does project management matter in a well-optimized CRM?

Why does project management matter in a well-optimized CRM?

The efficiency of projects is beyond simple execution. It demands planning resources and real-time tracking. This is where Greytrix’s helping…
Triggering Email Notifications After SVG Backup in Sage X3 using Recurring Tasks and Workflows

Triggering Email Notifications After SVG Backup in Sage X3 using Recurring Tasks and Workflows

Data extraction is the process of retrieving data from sources for further processing or storage (e.g., data migration). In Sage…
How Lot-Tracked Items in Sage Intacct Drive Traceability and Financial Precision

How Lot-Tracked Items in Sage Intacct Drive Traceability and Financial Precision

If you work in an industry where traceability and compliance are crucial, like food, pharmaceuticals, or electronics, you know that…
Step by Step Guide for Setting up Companies in Acumatica

Step by Step Guide for Setting up Companies in Acumatica

Businesses that are expanding and managing more than one company. For such businesses, setting up a new company in Acumatica…
Secure API Integrations in Salesforce Using Named Credentials

Secure API Integrations in Salesforce Using Named Credentials

When integrating Salesforce with external systems, secure and authenticated HTTP callouts are crucial. Traditionally, developers had to manage this using…
Inspection Release Note

Inspection Release Note

In Sage 300 ERP, An Inspection Release Note (IRN) is a document that formally confirms a product, element, or process…
Sage Intacct Integration: Automating Construction Timesheets & Project Management 

Sage Intacct Integration: Automating Construction Timesheets & Project Management 

In the demanding industry of construction, tracking employee timesheets and project information is no easy task. Using manual methods tends…
GUMU™ Sage 100 API

GUMU™ Sage 100 API

We know that SDATA is an API designed to make integration with Sage 100 smoother and more straightforward. By using…
Creatio: The Secret To Maximizing Customer Success

Creatio: The Secret To Maximizing Customer Success

With constantly evolving demands, it’s becoming difficult to retain customers. A company’s ability to deliver exceptional customer experience can make…
Making Sage X3 Reports Dynamic with Miscellaneous Tables: AR/AP Report Filtering Without SQL Changes

Making Sage X3 Reports Dynamic with Miscellaneous Tables: AR/AP Report Filtering Without SQL Changes

Miscellaneous Tables in Sage X3 offer a powerful way to make reports dynamic, user-friendly, and low-maintenance. This approach is especially…
How to do Internal Inventory Transfer in Inventory?

How to do Internal Inventory Transfer in Inventory?

Inventory warehouse is not default functionality in sage intact it is the work around to do move inventory from own…
What is “Kit Assembly” in Acumatica

What is “Kit Assembly” in Acumatica

Kit Assembly in Acumatica is a simplified method to combine multiple stock (or non-stock) items into a single inventory item…
Sort Sales Orders by Most Recent Date on ERP Real-Time Page in Salesforce for Sage X3

Sort Sales Orders by Most Recent Date on ERP Real-Time Page in Salesforce for Sage X3

This blog will focus on ensuring sales orders are listed in descending order by Order Date, highlighting the importance of…

Our Awards and Recognitions

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Testimonials

They've helped us, as we've acquired new entities, load some pretty complex historical data sets from various different charts of accounts and helped us get them loaded into Sage Intacct. So we have the full historical data of every single operating company that we've acquired. Greytrix is very detail oriented, very diligent, and we've had a great time working with them. They've helped us load in the historical data of nine different entities that we've acquired over the last year, and we're looking forward to working with them in the future as we acquire more entities and build our platform. I would definitely recommend working with Greytrix to help anybody who is just getting started on Sage Intacct, especially anybody who has significant amounts of data that will need to be incorporated into their Sage Intacct environment. Greytrix is a great partner, and they would be very capable of helping you out with that sort of task.
Sean Ryan
Sean RyanFinance Integration Manager at Seacoast
I have had the pleasure of a nearly 15-year relationship with Greytrix. Before entering the Acumatica space, I spent many years as a consultant and practice owner in the Sage 300 ERP and Sage CRM ecosystems. During that time, I collaborated extensively with Greytrix on projects ranging from small reporting requests to large-scale, fully custom solutions. Throughout our work together, I found the Greytrix team to be consistently attentive, eager, and willing to collaborate at every stage. Over the years, I built strong relationships with their developers, team leads, and several of their executives.
When I launched my Acumatica practice, one of my long-time contacts at Greytrix reached out to share that they were starting a cloud ERP practice as well, offering services similar to their work with legacy ERP systems. Given our history, I was thrilled to learn this. As we were both new to Acumatica, it took some time to establish the same rhythm we had developed with the Sage applications.
Today, several years into our Acumatica collaboration, I’m happy to say that the Greytrix Acumatica team has become an invaluable extension of our own. We rely on them for a high volume of enhancements and customizations each month and are consistently pleased with their results. We greatly value this partnership and look forward to growing and strengthening it in the years to come.
David Gelula
David GelulaManaging Principal Revive ERP
I just want to take a minute to thank you for the amazing service you have given us over the last year. Your organization is quick to understand requirements, deliver quickly, and most importantly, get it right every time with minimal communications. It is a real comfort to have you ready to help at any time, every partner should have you on retainer.
Johnny Pabian
Johnny PabianCEO, Pabian Partners
I'm very happy to have received the exceptional support of Pritesh and Aditya during this implementation process, as they went above and beyond to meet our needs while fixing our problems, and they really made a difference on the first impression we had when dealing with all the initial challenges. They were very knowledgeable and worked very hard to ensure all issues were fixed in a timely manner. They were also very patient as we learned about the GUMU product and its features, took the time to explain everything in detail ensuring we had everything we needed to be successful with the transition, and with our Go Live.
Heidi Araiza
Heidi AraizaCustomer Service Manager, Danica
The Gumu integration tool was recommended by our solution partners when we looked at linking our Salesforce platform to Sage and this began our interaction with Kavita and Ashwin. With no real understanding of how powerful this tool could be, your willingness to meet on teams and address questions or provide guidance has been much appreciated, Your professional approach to our requirements, speedy response to our emails and your knowledge and skill in tailoring your tool to meet the needs of our team has resulted in a successful project "go live". Thank you for your incredible patience with us. We could not have done this without you!
Carol Lowe
Carol LoweSalesforce Administrator, Servest (PTY) Ltd
This has completely met our needs in terms of Salesforce/Sage integration. GUMU hits their target spot on by providing the integration for both platforms to work in unison. Their implementation is well planned and intuitive. However, a great product is nothing without strong customer service. Greytrix provides just that. A dedicated team works with the customer to resolve any issues which may arise. Communication is prompt and reliable. In short, everything works as it should, but if the customer has concerns or problems along the way, Greytrix will be responsive - in communication and problem-solving.
Kyle Ivy
Kyle IvyDigital Accessibility Account Manager
& Salesforce Admin, NewView Oklahoma
We are still discovering more ways to capitalize upon Greytrix's GUMU Sage ERP Integration for Salesforce! Greytrix knows both Salesforce and Sage 300 inside and out. Working with Hayat and Adil to customize the solution to our specific sales team and work environment has been a pleasure. With regular online meetings we have been able to collaborate with them and their team to create a vital business resource to empower our Sales Agents and provide our staff with easy access to the data required to monitor and grow our business. Highly recommended.
Ken McRory
Ken McRoryGeneral Manager, Vortex Canada
Team Greytrix's GUMU™ is a product that syncs the data between our Salesforce and Sage 100 ERP system. During the discussion phase of our customization, they understood our requirements and delivered a solution that suited our business process and needs. The team was able to suggest workarounds to any challenges that we faced. Even after going live, they periodically monitored our integration and provided us timely updates and were quick to answer any of our queries. Throughout our engagement, the team has been very supportive with some exceptionally Great support.
Steve Honick
Steve HonickTechnology Executive, CCT Tapes
The solution that Greytrix provided for our Sage100 to SalesForce integration was far superior to our previous integration. Being that my company was switching our integration to Greytrix there were some complications that we ran into while uninstalling old components, however the TEAM at Greytrix supported every step of the process with rapid and reliable assistance. Not only is the quality of their standard product very high, but also of the customized solutions that were designed for us. For a high quality product, with reasonable pricing and unparalleled customer support - I would recommend GUMU for SalesForce to any company utilizing the Sage ERP system.
Joseph Madrazo
Joseph MadrazoSolution Engineer, NPC Global
Greytrix has proven to be a solid partner in our Salesforce implementation. Their GUMU tool works effectively and without issues. The Greytrix team has always been very professional and responsive. We are very pleased with our decision to use them as our partner for data integration between Sage and Salesforce. Regarding communication: While the email correspondence with the Greytrix team was exemplary, prompt, courteous, and with screen shots and very detailed explanations, the challenge our team faced in the planning stages was the voice communication. With the time variance from India and the US, we were limited on the time of day we could have voice conferences.
Jamie Burdett
Jamie BurdettSales Support / Salesforce
Administrator, SAM Medical
GUMU is a fantastic, cost-effective product and the dedicated and hardworking Greytrix team were responsive to every question asked, addressed each issue we encountered, and continued to help us reach the goal line. Greytrix/GUMU was recommended to us by the professionals who monitor our ERP system (Sage 100). We had a somewhat challenging integration, due to the quirks of our existing system and the fact that our business model does not fit Salesforce's out-of-the-box functionality. Because our Implementation Partner continued to help build/refine Visualforce components and many custom objects in our Org at the same time, there were a lot of moving pieces (and a few missteps along the way, as often happens) while we learned.
Christin Landis Fraser
Christin Landis FraserConsumer Engagement Manager,
Milton's Craft Bakers
The best thing I can say about our Sage 300 integration with GUMU is that I don't think about it anymore. Everything is working perfectly. Our Salesforce setup and Sage process are a little bit outside of standard practices but Greytrix was able to make it work with how we work. Customer service was great. Questions were answered quickly and when a more in depth discussion was called for, they were ready to jump on a call.
Mike Quill
Mike QuillSalesforce Administrator, Academic Innovations
The Greytrix team behind the GUMU integration is very professional. They're on call almost 24/7. It took us a long time to get started and they were patient throughout the whole process, answering our every question with expertise. The product itself is pretty straight forward, easy for an admin to understand and maintain. On top of that, their team is composed of talented SalesForce and Sage experts, who know exactly what they're talking about.
Alex Trinh
Alex TrinhGlobal Vision
We wholeheartedly endorse Greytrix for their comprehensive Sage Intacct implementation services. Their solution is meticulously customized to align perfectly with our business requirements. They trained our team and assisted them in acclimating to the robust accounting and finance system. We are extremely pleased with their services and confidently recommend them to anyone seeking top-tier Sage Intacct services.
jay-meierdiercks-halco
Jay MeierdiercksVP Operations, Halco Energy
Like any other implementation we had our set of challenges with data migration and reporting. We worked with the Greytrix team who helped and provided us with workaround solutions. We are thankful to the Greytrix Team for the support they extended to ensure successful implementation.
ramkumar-hariharan-care-stack
Ram Kumar HariharanFinance Director, Good Methods Global Inc (DBA: Care Stack)
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