Say Hi to GUMU™ Copilot
Turn your business data into smarter decisions across sales, operations, and every part of your organization.
Say Hi To GUMU™ Copilot
Turn your ERP and CRM data into smarter decisions across sales, operations, and every part of your business.
Built for Business Impact - Not Just Chat
The real power of AI isn’t in conversation — it’s in connection. GUMU™ Copilot lets marketing and sales teams read signals earlier, respond smarter, and engage customers at the right moment. By turning your business data into AI-driven insights — like purchase trends, payment patterns, or deal velocity — it helps you target, position, and sell with precision.
GUMU™ Copilot connects directly to your business systems, extracting live data to deliver role-aware, AI–powered intelligence. Users can interact through conversational AI queries, automate workflows via prebuilt prompts, and integrate seamlessly across platforms like Acumatica, Sage Intacct, Sage X3, Sage 100, Sage 300, and Sage CRM. All data interactions are secured by RAG, while LLMs are configured based on your enterprise’s security requirements.
GUMU™ Copilot goes beyond generic AI outputs. It connects directly to your ERP and CRM, delivering insights grounded in your real business data — secure, compliant, and always contextual.
No more switching systems – insights come to you.
Every answer is based on your data, not guesswork.
Teams align faster and make smarter decisions.
Enterprise-Ready, Security-First Intelligence
Enterprise AI must be trusted. GUMU™ Copilot sources insights directly from your live business data with strict governance and controls. It’s built for environments where accuracy, access, and accountability matter most.
Role-Based Access & Masking
Only the right people see the right data
RAG-Powered Accuracy
Insights are grounded in your ERP/CRM.
Compliance-First Framework
Audit-ready, secure and aligned with your policies.
A Robust Architecture Designed for Confident Decision
Disconnected systems slow down decisions. Teams spend hours toggling between dashboards, exports, and emails trying to make sense of fragmented data. GUMU™ Copilot eliminates that friction and gives you results that you need.
Integration Core
A new way to access data, connects your ERP and CRM data in real time.
Data Governance Layer
Applies security, masking, and validation everywhere.
Prompt Engine
Enable teams to create reusable prompts and custom workflows.
AI Logic Layer
Detects anomalies, highlightrisks, and generates insights.
Action & Insights Layer
Delivers dashboards and summaries that drive next moves.
Seamless AI for Your Business Systems
The real power of AI isn’t in conversation — it’s in connection. GUMU™ Copilot lets marketing and sales teams read signals earlier, respond smarter, and engage customers at the right moment. By turning your ERP and CRM data into instant insights — like purchase trends, payment patterns, or deal velocity — it helps you target, position, and sell with precision.
GUMU™ Copilot connects directly to your ERP and CRM systems, extracting live data to deliver role-aware insights. Users can interact through conversational queries, automate workflows via prebuilt prompts, and integrate seamlessly across platforms like Sage and Salesforce. All data interactions are secured by RAG, while LLMs are configured based on your enterprise’s security requirements.
Why Businesses Love GUMU™ Copilot?
Data at Your fingertips
From sales to supply chain, access all insights in one place.
Do more, faster
Skip tedious navigation and focus on tasks that drive real results.
Decide with confidence
Act on data that’s accurate, reliable, and grounded in your business systems.
Scale effortlessly
Adapt workflows as your business grows without slowing down operations.
Stay secure, stay compliant
Every insight respects your enterprise boundaries and governance standards.
See how GUMU™ Copilot can make
business systems work smarter for you
About Greytrix
With 25 years of proven expertise, Greytrix stands as a trusted Sage Gold Development Partner, specializing in ERP and CRM integrations across leading technologies such as Sage Intacct, Sage X3, Sage 100, Sage 300, Acumatica, Salesforce, and Microsoft Dynamics 365 CRM. Having successfully delivered 1000+ projects for over 5000+ customers worldwide, Greytrix combines unmatched industry knowledge with innovative technology solutions. Built on this strong foundation, we have developed AI-enhanced CRM and ERP solutions through GUMU™ Copilot, leveraging intelligent automation and real-time insights to streamline workflows and empower smarter business decisions. As a result, it has become an indispensable tool for businesses striving to innovate, scale, and grow efficiently.
Let’s automate together.
Our Partner Ecosystem
FAQs
What is GUMU™ Copilot, and how does it work?
GUMU™ Copilot is an AI assistant built specifically for ERP and CRM systems. It lets you ask questions naturally, retrieves precise insights from live system data, automates routine tasks, and provides actionable recommendations As an AI-enhanced CRM and ERP solution, all processing stays inside your environment under strict governance controls.
Is GUMU™ Copilot secure for business data?
Yes. GUMU™ Copilot for ERP and CRM is built with enterprise-grade security at its core. It applies role-based access, data masking, and RAG to ensure insights are grounded only in your ERP/CRM data. Most importantly, your data never leaves your environment — GUMU™ Copilot does not send your information to external AI models for analysis. Only masked and approved data fields are used in LLM workflows, ensuring complete privacy, compliance, and audit readiness.
Can GUMU™ Copilot reduce manual work in ERP and CRM systems?
Absolutely. GUMU™ Copilot reduces manual effort by enabling conversational access to system data, automating repetitive tasks through prebuilt prompts, generating quick insights, and simplifying navigation across ERP and CRM modules.
Why choose GUMU™ Copilot over other AI assistants?
GUMU™ Copilot is built specifically for AI in ERP and CRM environments. It operates on live system data inside your environment, provides role-aware insights, and uses secure LLM workflows with strict governance. Unlike
generic AI tools, it delivers the precision and compliance required for operational decision-making — making it one of the best AI assistants for ERP and CRM.
What industries can benefit from GUMU™ Copilot?
GUMU™ Copilot is suitable for any organization running ERP or CRM systems, including:
- Distribution
- Logistics & Supply Chain
- Oil & Gas
- Distillery
- Pharma
- Financials
- Retail
- Healthcare
- Information Technology
- Telecommunication
- Construction & Engineering
- Manufacturing
- Financial Technology
- Food & Beverages
Does GUMU™ Copilot support all ERP & CRM platforms?
Yes. It integrates with leading ERP and CRM systems such as Sage (Intacct, X3, 100, 300), Sage CRM, and Acumatica — all through the extensive GUMU™ integration framework.
Can GUMU™ Copilot be customized for my workflows?
Yes. You can configure prompts, tasks, and workflows to match your business processes. GUMU™ Copilot aligns with your existing ERP/CRM setup, helping teams work faster without modifying system structures.
How much does GUMU™ Copilot cost?
Pricing varies based on your system environment, workflows, and user needs. Our experts at Greytrix can guide you to the most suitable plan. Reach out to globalsales@greytrix.com for a customized quote.
Still Have Questions?
Achieved Certifications
[ISO 27001:2022 Certified] [SOC 2 Type II Attested]
QRO has certified our organization for ISO 27001:2022 (Information Security Management System), accredited under the International Accreditation Forum (IAF). Additionally, we have successfully achieved SOC 2 Type II attestation, demonstrating the effectiveness of our internal controls related to security, availability, and confidentiality as per AICPA Trust Services Criteria. These milestones reaffirm our unwavering commitment to maintaining the highest standards of information security, compliance, and governance across all our operations.
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Testimonials
When I launched my Acumatica practice, one of my long-time contacts at Greytrix reached out to share that they were starting a cloud ERP practice as well, offering services similar to their work with legacy ERP systems. Given our history, I was thrilled to learn this. As we were both new to Acumatica, it took some time to establish the same rhythm we had developed with the Sage applications.
Today, several years into our Acumatica collaboration, I’m happy to say that the Greytrix Acumatica team has become an invaluable extension of our own. We rely on them for a high volume of enhancements and customizations each month and are consistently pleased with their results. We greatly value this partnership and look forward to growing and strengthening it in the years to come.
& Salesforce Admin, NewView Oklahoma
Administrator, SAM Medical
Milton's Craft Bakers
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GUMU™ Integrations
ERP & CRM Migrations
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Years of Presence
Connector Apps
Partners
World-class Net Promoter Score
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Why Choose Us
It’s fine if you don’t know which ERP and CRM would best serve your business or have no idea how you can leverage your existing system; we’re driven to help you with the best consultation.
Your business demands reliable, secure, and cost-effective technology for your business transformation. Greytrix provides the expertise, resources, and processes to make an innovative business transformation.
We believe in the concept of “simplified tech leads to significant outcomes.” Therefore, Greytrix helps your business to adopt a solution that supports its goals quickly and effectively.
We deal in different markets and are well-accustomed to varied dynamics. Our team is transparent and responsive to build trust from the start.
Find Your Solution
It’s fine if you don’t know which ERP and CRM would best serve your business or have no idea how you can leverage your existing system; we’re driven to help you with the best consultation.
End-to-End Transformation
Your business demands reliable, secure, and cost-effective technology for your business transformation. Greytrix provides the expertise, resources, and processes to make an innovative business transformation.
Operational Efficiencies
We believe in the concept of “simplified tech leads to significant outcomes.” Therefore, Greytrix helps your business to adopt a solution that supports its goals quickly and effectively.
Trusted Worldwide
We deal in different markets and are well-accustomed to varied dynamics. Our team is transparent and responsive to build trust from the start.
Case Study
Driving Change, Delivering Results
Discover how Instant Infosystems transformed their operations by integrating Dynamics 365 CRM with Sage Intacct using Greytrix’s smart, cloud-first approach with GUMU™.
ABC Corp, founded in 1997, is Michigan's exclusive distributor of Generac Industrial Power generators. The company offers comprehensive energy solutions, including generator sales, service, rentals, and parts, catering to industrial, commercial, and residential applications.
Struggling with outdated sales portals and disconnected systems, Barclay Water Management Inc. needed a transformation.
Learn how Greytrix’s GUMU™ integrator helped the Council for Professional Recognition to bridge the gap between their accounting and enterprise software and streamline their operations.
Discover how we transformed Newberry Tanks & Equipment's operational efficiency through a comprehensive integration of Salesforce and Sage 100.
Learn how Hanan Products – overcame financial data challenges by integrating Sage 100 & Salesforce. The integration enhanced their data precision and provided advanced financial insights, driving enormous business growth and an acquisition.
Llyods Supa sought to seamlessly integrate their fruits and vegetables portal with Sage X3. Discover how our custom-built integration enhanced their operations and significantly boosted productivity.
See how Vortex Canada improved their sales operations and accuracy by integrating Salesforce CRM with Sage 300 through GUMU™. The integration enabled automated order processing, real-time insights into sales performance, and account balance monitoring to improve the sales team’s productivity and business efficiency.
Learn how Greytrix helped JEM Accessories tackle operational challenges by customizing Sage X3 to automate billing cycles, enhance inventory visibility, and provide real-time order tracking, enabling efficient handling of increased global demand.
Discover how Servest boosted sales and enhanced operational efficiency with Greytrix’s Salesforce – Sage 300 integration powered by GUMU™. We upgraded their Sage 300 system and built a custom integration solution to achieve smoother operations and higher business productivity.
Industry Portfolio
Healthcare
Manufacturing
Distribution
Retail
Food & Beverages
E-commerce
Healthcare
Manufacturing
Distribution
Retail
Food & Beverages
E-commerce
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Testimonials
Sean Ryan
David Gelula
Heidi Araiza
Carol Lowe
Kyle Ivy
Ken McRory
Steve Honick
Joseph Madrazo
Jamie Burdett
Christin Landis Fraser
Mike Quill
Jay Meierdiercks
Ram Kumar Hariharan
When I launched my Acumatica practice, one of my long-time contacts at Greytrix reached out to share that they were starting a cloud ERP practice as well, offering services similar to their work with legacy ERP systems. Given our history, I was thrilled to learn this. As we were both new to Acumatica, it took some time to establish the same rhythm we had developed with the Sage applications.
Today, several years into our Acumatica collaboration, I’m happy to say that the Greytrix Acumatica team has become an invaluable extension of our own. We rely on them for a high volume of enhancements and customizations each month and are consistently pleased with their results. We greatly value this partnership and look forward to growing and strengthening it in the years to come.
Milton's Craft Bakers