The GUMU™ for Sage CRM – Sage 100 Integration is a real-time, bi-directional link that seamlessly connects Sage CRM and Sage 100. This integration synchronizes customer and vendor data between the two systems, allowing businesses to maintain consistent and accurate records.
Through GUMU™, users can access critical ERP data such as sales invoices, orders, and item sales history directly within Sage CRM — eliminating the need to switch between multiple systems and improving business efficiency.
At Greytrix, we are continuously enhancing our GUMU™ integration to help clients derive greater value from their ERP–CRM ecosystem. Our goal is to provide businesses with deeper visibility into ERP data, enabling smarter decisions, better efficiency, and smoother day-to-day operations.
We are excited to showcase one of our custom feature we provided within the standard GUMU™ AR Invoice Details screen, developed for multiple clients to address specific business needs.
One of our clients, who manages a high volume of Lot and Serial Number items in Sage 100, wanted the ability to view detailed Lot information directly against corresponding AR Invoices within Sage CRM.
This requirement stemmed from the need to:
- Ensure lot traceability for invoiced items
- Improve customer service through quick access to lot details
To meet this requirement, we provided a custom “Lot Details” button within the AR Invoice Inquiry Detail page in Sage CRM.
When a user clicks this button, a real-time pop-up window appears, pulling data directly from Sage 100. This window displays a structured, easy-to-read grid containing essential lot tracking details, including:
- Lot/Serial Number
- Expiration Date
- Quantity
- Unit Price
- Extended Amount
Implementing this customization delivers multiple business advantages:
- Improved Traceability – Track lot and serial items seamlessly across invoices.
- Real-Time Data Access – Instantly fetch lot information from Sage 100 without leaving Sage CRM.
By providing this real-time visibility, our customization strengthens data accuracy and operational transparency across sales, service, and inventory teams.
At Greytrix, we continue to evolve the GUMU™ to address our clients’ unique business challenges. The Lot Tracking customization is just one example of how we tailor Sage integrations to meet industry-specific requirements.
So, if you’re looking to have any such customization request feel free to contact us at sage@greytrix.com.
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.
