Greytrix Sage CRM Business Manager

By | November 17, 2016

Business management is the process of developing the strategies, plans, procedures and policies that guide a business. It involves coordinating human, financial and material resources to achieve organizational objectives.

More on: Greytrix Sage CRM Business Manager

Greytrix has launched Sage CRM Business Manager Suite with below Add-Ons:

Once Sage CRM Business Manager is installed, the Admin user will be enabled for all portions of the suite by default. Based on the licensing, you will be able to enable additional Users to all or certain portions of the Sage CRM Business Manager.

To give specific rights to users go to Admin -> Users ->Users, click Change and enable the User to have access to the specific facets of Sage CRM Business Manager. Refer below screenshot:

sage crm business manager

All products within the suite have relationships with each other, and the Resource Planner module at the core of Suite.

business manager sage crm

Below are the key features of all the add-ons:

Resource Planner

  • Booking a Resource
  • Email Notification
  • Drag and Drop of Resources within the Planner
  • Customizable screen and various viewing mode (Horizontal and Vertical)
  • Filter options which include by Resource Type, User, Territory etc.
  • Planner configuration

Project Manager

  • Timesheet is the basis by which draw down on the allocation of days are planned
  • Milestone Check are a means of grouping tasks which are related
  • Gantt Chart
  • Project Analysis
  • Project Task
  • Project Status

Event Manager

  • Attendance & group
  • Event workflow
  • Budget management is linked with Resource management and Event Management
  • Membership
  • Notifications and alerts
  • Profile & sponsorship
  • Report function
  • Web portal Integrated Web Portal that allows web users to register for events online
  • Integration and customization

Budget Planner

  • Drawdown Approvals Workflow
  • Find and create budget items
  • Budget summary
  • Margin and graph calculation
  • Approval of expenditure request

Contract Manager

  • Document management provides the ability to create any number of customized documents based on contract information
  • Clause library preferred and approved alternate language clauses
  • Notifications and alerts
  • Repository – contract template library
  • Contract viewer
  • Integration & customization
  • Report function

 For more information or demo on this product mail us at


About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix has some unique integration solutions for Sage CRM with Sage ERP’s (Sage X3Sage 100Sage 500 and Sage 300). It also offers best-in-class Sage ERP customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating to Sage CRM from ACTGoldmine and other CRM’s.

For more information on our integration solutions, please contact us at We will be glad to assist you.