GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM data. Users can view information for customers, invoices and orders from either of the systems. The link supports multiple company integration which means users can integrate multiple companies of Sage 100 with one instance of Sage CRM. Users can access Sage 100 data over the Web (Multiple Browsers) and Mobile (Android/iPhone) from Sage CRM using our GUMU™ Integration.
With GUMU™, our focus has always been on creating tools that simplify complex processes and give businesses the insights our Clients need to make smarter decisions. One of the recent enhancements we delivered is the Custom Quote Items Screen in Sage CRM —developed as part of our Sage CRM – Sage 100 Integration.
Recently, one of our clients asked for a consolidated view of all quoted items in a single grid. The goal was to quickly review the sales history of quoted products across different Product families. With this visibility, their team could easily see how products were quoted in the past, identify items with strong customer demand, and track which product families were gaining momentum. Most importantly, it empowered their sales team to plan future strategies with smarter, data-driven decisions.
With this requirement in mind, we built a custom Quote Items screen under the global Find context in Sage CRM. It provides a centralized, real-time view of all quoted items across the Sage 100 integrated company codes. (See image below.)
This custom screen brings all your quoted items together in one place. Instead of jumping between different opportunities or reports, sales teams can now see everything in a clean, easy-to-use grid view. The layout shows both past and ongoing opportunities with key details like Quote Date, Product Code, Product Name, Product Family, Quantity Ordered, and Quoted Price Sum—right at a glance.
To make things even smoother, both Quote Numbers and Opportunities are clickable, so users can instantly dive into the full details without opening multiple screens.
We’ve also added a handy filter panel, letting teams quickly narrow down data by product family, company code, or product code. This means less time searching and more time focusing on insights that drive smarter decisions.
If you have a similar customization request, feel free to reach out to us at sage@greytrix.com — we’d be happy to help.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes add-ons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.
