GUMU™ Peachtree Solutions for SageCRM/SageCRM.Com Integration

By | October 7, 2009

Is you client is willing to use SageCRM or, but along with SageCRM they need their Peachtree data also get inserted or updated on real time and this was the client key point. Then don’t worry how this can be achieved to integrate ERP system with web based system.

Here comes Greytrix with Peachtree integration with SageCRM/ link using this link client will get their data on real time (bi-directional) such as Client details, Order Details and many more features. Also it helps you to create Orders from and promote them to Peachtree.

GUMU™ Peachtree integration is currently compatible with SageCRM 6.1/6.2 (on premises & Hosted version) and Peachtree version 2007 to 2010.

Key Features:

1. Synchronize all Peachtree customer data in A/R module and bring them over as Companies in
In the era of GUMU, why take the process of manual data entry when you can import customer information from your Peachtree AR data? With the integration setup with your ERP system, you can synchronize your available AR customer data and bring them over as companies in SageCRM/ GUMU will accumulate the information and position all the record information in the respective slots meant in

2. Promote new Companies created in Sage as AR customers in Peachtree from the screen.

A new record in can be automatically promoted as an AR customer in Peachtree with the help of the ‘Promote Customer’ option in Once salespersons enter the information for the new company / person in, GUMU can assist users to promote this information and check marks the company as promoted hence making it easier to recognize the company which is already promoted.

3. Generate Orders for customers in Peachtree from the screen thus enabling remote order entry option to your Peachtree system.

Salespersons and other users of can now enter orders into Peachtree from Using the quotes and order feature of, users can enter a new order with the information and promote the created order into Peachtree. Thus both systems are updated without the need for redundant data entry into the Peachtree system.

Other Features:

1. View all financial transactions like orders and invoices generated for customers from Sage screen.
2. Viewing all line item & Price of Orders / Invoices in detail, through the
3. GUMU Scheduler takes care of integration and not having to manually sync data.

If you find this content useful, Please drop us an email at