GUMU™ for Sage CRM – Sage 100 application is a real-time bi-directional link where we synchronize all the customers and vendors data from Sage 100 to Sage CRM and vice versa. Using this integration, users can access critical ERP data — such as sales invoices, orders, and item sales history directly within the Sage CRM.
At Greytrix, we continuously enhance GUMU™ for Sage CRM – Sage 100 to help businesses maintain accurate financial control while improving operational efficiency.
One such powerful enhancement enables real-time Credit Limit and Credit Hold checking directly from the Company Summary screen in Sage CRM. With real-time credit limit and hold checking directly inside Sage CRM, businesses gain better control, faster decisions, and reduced risk — all without leaving the CRM environment.
How it works:
- A “Check Credit Limit” button is available on the Company Summary screen in Sage CRM.
- When the user clicks this button:
- GUMU triggers a real-time call to Sage 100.
- The system fetches:
- Customer Credit Limit
- Credit Status (Active / On Hold)
- The system evaluates:
- Whether the customer has exceeded their credit limit
- Whether the customer is on Credit Hold
Key Benefits:
- Real-time credit synchronization between Sage CRM and Sage 100
- No need to switch between systems
- Reduced financial risk
- Improved decision-making for sales teams
- Immediate visibility of customer credit status
- Centralized control driven directly from Sage 100
For more information about GUMU™ integration link, please refer below links:
YouTube video link:
https://www.youtube.com/watch?v=r1QlaTC0PX4
For any queries related to GUMU integration, you can 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.