If you use Sage CRM, your business data — customers, cases, leads, and opportunities — lives inside your CRM every single day. But getting to the right information often means navigating through multiple modules and tabs before you find what you need.
GUMU™ Copilot is an AI assistant for Sage CRM users, built directly into the platform that lets you interact with your live CRM data using natural language. Instead of switching between screens, simply ask questions about customers, sales, leads, opportunities, and support cases — and receive structured responses directly within Sage CRM.
Whether you are on the sales team tracking pipeline and customer revenue, a support lead managing cases, or an operations manager looking for a quick data overview — GUMU™ Copilot is the Sage CRM AI assistant built for the way your team already works.
This guide walks you through everything you can do with GUMU™ Copilot for Sage CRM.
How to use GUMU™ Copilot inside Sage CRM
Once you’re logged into Sage CRM, GUMU™ Copilot is accessible directly from your interface — no separate login, no additional setup. Simply type what you need in plain language into the GUMU™ Copilot chat bar, and it pulls the relevant data from your live Sage CRM — returning a structured, ready-to-use response.
GUMU™ Copilot has three main areas — the Chat Section, Quick Actions, and History.
Let’s explore each one.
A] The Chat Section
From sales data to support cases — the Chat Section covers the day-to-day questions your team asks most. Here’s what you can ask.
1. Find top customers by revenue
Finding your top revenue-driving customers is as simple as typing the question. GUMU™ Copilot returns them ranked by year-to-date sales — company names, sales figures, structured and ready.
2. Get a Closer Look at Any Customer
Once you have your top customers, you can go deeper on any one of them. Ask for a specific company’s sales data, and GUMU™ Copilot returns their complete sales picture instantly.
3. Check high-priority support cases
For your support team, staying on top of critical cases is just as straightforward. Ask for high-priority cases, and GUMU™ Copilot returns your complete case list — sorted by priority, ready to act on.
4. Pull up leads assigned to you
For your sales team, keeping track of leads is just as quick. Ask for leads assigned to you — and every lead comes back with all the details you need, in one view.
B] Quick Actions
The Chat Section gets you information. Quick Actions takes you further — from understanding your customer to acting on that knowledge, without leaving GUMU™ Copilot
1. Company Summary
Summarize Company gives you everything you need to know about a customer — before any interaction. Click on it in Quick Actions and GUMU™ Copilot pulls everything Sage CRM holds on that company — delivering a clean, structured summary of the entire customer relationship, ready before the call starts.
2. Sales Summary
Sales Summary gives you the full sales picture of any company — structured, clear, and pulled directly from your live Sage CRM data.
3. Financial Summary
Financial Summary brings the financial context of any company directly into GUMU™ Copilot — giving your team a complete financial overview without leaving the Sage CRM interface.
4. Create a Case
When you’ve identified a customer issue, GUMU™ Copilot lets you act on it immediately. Through Insert Records in Quick Actions, you can create a case directly against that customer in Sage CRM — fill in the required details, save it, and the case is created and connected to that customer’s record instantly.
5. Schedule an Appointment
Create Communication in Quick Actions lets you schedule an appointment directly from GUMU™ Copilot — fill in the necessary details and your appointment is set, without leaving the interface.
C] History
Every interaction you have with GUMU™ Copilot is saved in your History. You can go back to any previous interaction and revisit the insights you already pulled — so every conversation builds on the last, keeping your entire AI experience connected and continuous.
Built for Enterprise. Secure by Architecture.
GUMU™ Copilot is architected for environments where data accuracy, access control, and compliance are non-negotiable. Role-Based Access & Masking ensures the right people see the right data. RAG-Powered Accuracy grounds every response in your live Sage CRM data. And a Compliance-First Framework keeps your data within your environment — audit-ready and aligned with your enterprise security policies.
Conclusion
AI is gradually becoming part of every tool teams rely on — and CRM systems are no exception. As GUMU™ Copilot continues to evolve inside Sage CRM, the way sales, support, and operations teams access and act on their data is changing. Less navigating, fewer manual steps, and more time spent on the work that actually moves the business forward. For teams already running on Sage CRM, GUMU™ Copilot is where that shift begins.
FAQs:
1. What can GUMU™ Copilot do in Sage CRM?
GUMU™ Copilot for Sage CRM lets you interact with your live CRM data using natural language — no module navigation, no manual report building. You can find top customers by revenue, check high priority support cases, pull up leads assigned to you, get AI-powered company and sales summaries, create cases, and schedule appointments — all from within the GUMU™ Copilot interface inside Sage CRM.
2. Can GUMU™ Copilot retrieve real-time Sage CRM data?
Yes. As a Sage CRM AI assistant, GUMU™ Copilot pulls every response directly from your live Sage CRM data. You always get the most current information available — structured and ready instantly.
3. Can GUMU™ Copilot create records in Sage CRM?
Yes. Through Insert Records in Quick Actions, GUMU™ Copilot lets you create cases, persons, communications, and opportunities directly inside Sage CRM — without switching screens or navigating through modules.
4. Who can use GUMU™ Copilot in Sage CRM?
GUMU™ Copilot is an AI assistant for Sage CRM users across sales, support, and operations. Sales teams tracking pipeline and customer revenue, support leads managing cases, and operations managers looking for quick data overviews — all benefit from having GUMU™ Copilot inside their Sage CRM. Access is governed by Role-Based Access & Masking, ensuring each team member sees only the data relevant to their role.
5. Is my Sage CRM data secure with GUMU™ Copilot?
Yes. GUMU™ Copilot is built with enterprise-grade security at its core. It applies Role-Based Access & Masking to ensure each team member sees only the data relevant to their role. RAG-Powered Accuracy grounds every response in your live Sage CRM data, and your data never leaves your environment — GUMU™ Copilot does not send your information to external AI models for analysis.
6. Do I need any additional setup to get started?
GUMU™ Copilot is built to work directly inside your existing AI-powered Sage CRM environment. No separate login, no additional infrastructure required. Our Greytrix team will guide you through the setup to ensure everything is configured and ready for your team.
7. Can I create custom prompts for my team?
Yes. Along with a library of prebuilt prompts, GUMU™ Copilot allows you to configure and create custom prompts tailored to your team’s specific workflows — so your team can get to the information they need without starting from scratch every time.
8. Does GUMU™ Copilot work with my current version of Sage CRM?
GUMU™ Copilot for Sage CRM integrates directly through Greytrix’s GUMU™ integration framework. To confirm compatibility with your specific version, reach out to a Greytrix expert who can assess your environment and guide you through the process.
9. How much does GUMU™ Copilot cost?
Pricing depends on your Sage CRM environment, team size, and workflow requirements. Reach out to a Greytrix expert at na.sales@greytrix.com for a customised quote tailored to your needs.
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