Integrate Operations, Enhance Collaborations, & Elevate Experience
With Tailored Industry-Specific CRM Solutions
Integrate Operations, Enhance Collaborations, & Elevate Experience
CRM Solutions Salesforce, Sage CRM, D365 CRM, and Creatio
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Nurture Lasting Customer Relationships with CRM-Driven Engagement
In this fast-paced digital landscape, customer relationships are the cornerstone of your business success. A Customer Relationship Management (CRM) system is a strategic tool that streamlines tracking and management across every stage of the customer journey – lead generation, sales, and support.
With a modern CRM system, you can centralize customer data, automate workflows, and get real-time insights to build stronger customer relationships, close more deals, and enhance customer experiences. From personalized marketing and lead management to sales tracking, a CRM optimizes your operations and boosts collaboration across teams.
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+ Integrations
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+ Migrations
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% Assurance
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+ Presence
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+ Apps
Partners
World-class Net
Promoter Score
Lead Management
Contact Management
Sales Analytics
Campaign Management
Ticket Management
Case Management
Dashboard & Reports
Integrate Essential
CRM Modules
Forecasting
Process Automation
Purchase Orders
Vendors
Accounts
Invoices
Products
Integrate Essential CRM Modules
Lead Management
Dashboard and Reports
Sales Analytics
Process Automation
Products
Vendors
Contact Management
Accounts
Invoices
Purchase Orders
Forecasting
Quotes
Ticket Management
Case Management
Find the Right CRM for Your Industry
Healthcare
Agriculture
Food & Beverages
Financial Services
Manufacturing
Chemical
Distribution
Textiles & Fashion
CRM Services Tailored for Your Business
Integration
Maximize your CRM’s potential with our integration services. Connect your CRM platform with an ERP system or third-party apps, ensuring smooth data flow and connectivity across all departments.
Support
Keep your CRM system running smoothly with support services that enhance functionality, optimize performance, and prevent issues with data sync, availability, security, and more
Drive Sales Excellence with Our ERP
About Greytrix
Over the last 24+ years, Greytrix has built proficiency in delivering Industry-relevant CRM and ERP solutions to suit business needs. We provide end-to-end services for custom development, consultation, implementation, and migration needs of robust ERPs (Sage Intacct, Sage X3, Sage 100, and Sage 300) and CRM systems (Salesforce and Sage CRM). With our native cloud connector GUMU™, we enable 15+ out-of-box Sage Intacct integrations and Salesforce – Sage ERP integrations. We extend our expertise to provide integration services for Acumatica with CRM and third-party apps.
What Are Your Perks with Us?
Expertise and Partnerships
Seamless Integration
Guided User Training & Documentation
Industry Specific Solutions
One-Point Contact
End-to-End Support
Our Customers
Contact Us
Testimonials
I have had the pleasure of a nearly 15-year relationship with Greytrix. Before entering the Acumatica space, I spent many years as a consultant and practice owner in the Sage 300 ERP and Sage CRM ecosystems. During that time, I collaborated extensively with Greytrix on projects ranging from small reporting requests to large-scale, fully custom solutions. Throughout our work together, I found the Greytrix team to be consistently attentive, eager, and willing to collaborate at every stage. Over the years, I built strong relationships with their developers, team leads, and several of their executives.
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.
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.
I just want to take a minute to thank you for the amazing service you have given us over the last year.
Your organization is quick to understand requirements, deliver quickly, and most importantly, get it right every time with minimal communications.
It is a real comfort to have you ready to help at any time, every partner should have you on retainer.
I'm very happy to have received the exceptional support of Pritesh and Aditya during this implementation process, as they went above and beyond to meet our needs while fixing our problems, and they really made a difference on the first impression we had when dealing with all the initial challenges. They were very knowledgeable and worked very hard to ensure all issues were fixed in a timely manner. They were also very patient as we learned about the GUMU product and its features, took the time to explain everything in detail ensuring we had everything we needed to be successful with the transition, and with our Go Live.
The Gumu integration tool was recommended by our solution partners when we looked at linking our Salesforce platform to Sage and this began our interaction with Kavita and Ashwin. With no real understanding of how powerful this tool could be, your willingness to meet on teams and address questions or provide guidance has been much appreciated, Your professional approach to our requirements, speedy response to our emails and your knowledge and skill in tailoring your tool to meet the needs of our team has resulted in a successful project "go live". Thank you for your incredible patience with us. We could not have done this without you!
This has completely met our needs in terms of Salesforce/Sage integration. GUMU hits their target spot on by providing the integration for both platforms to work in unison. Their implementation is well planned and intuitive. However, a great product is nothing without strong customer service. Greytrix provides just that. A dedicated team works with the customer to resolve any issues which may arise. Communication is prompt and reliable. In short, everything works as it should, but if the customer has concerns or problems along the way, Greytrix will be responsive - in communication and problem-solving.
& Salesforce Admin, NewView Oklahoma
We are still discovering more ways to capitalize upon Greytrix's GUMU Sage ERP Integration for Salesforce! Greytrix knows both Salesforce and Sage 300 inside and out. Working with Hayat and Adil to customize the solution to our specific sales team and work environment has been a pleasure. With regular online meetings we have been able to collaborate with them and their team to create a vital business resource to empower our Sales Agents and provide our staff with easy access to the data required to monitor and grow our business. Highly recommended.
Team Greytrix's GUMUâ„¢ is a product that syncs the data between our Salesforce and Sage 100 ERP system. During the discussion phase of our customization, they understood our requirements and delivered a solution that suited our business process and needs. The team was able to suggest workarounds to any challenges that we faced. Even after going live, they periodically monitored our integration and provided us timely updates and were quick to answer any of our queries. Throughout our engagement, the team has been very supportive with some exceptionally Great support.
The solution that Greytrix provided for our Sage100 to SalesForce integration was far superior to our previous integration. Being that my company was switching our integration to Greytrix there were some complications that we ran into while uninstalling old components, however the TEAM at Greytrix supported every step of the process with rapid and reliable assistance. Not only is the quality of their standard product very high, but also of the customized solutions that were designed for us. For a high quality product, with reasonable pricing and unparalleled customer support - I would recommend GUMU for SalesForce to any company utilizing the Sage ERP system.
Greytrix has proven to be a solid partner in our Salesforce implementation. Their GUMU tool works effectively and without issues. The Greytrix team has always been very professional and responsive. We are very pleased with our decision to use them as our partner for data integration between Sage and Salesforce. Regarding communication: While the email correspondence with the Greytrix team was exemplary, prompt, courteous, and with screen shots and very detailed explanations, the challenge our team faced in the planning stages was the voice communication. With the time variance from India and the US, we were limited on the time of day we could have voice conferences.
Administrator, SAM Medical
GUMU is a fantastic, cost-effective product and the dedicated and hardworking Greytrix team were responsive to every question asked, addressed each issue we encountered, and continued to help us reach the goal line. Greytrix/GUMU was recommended to us by the professionals who monitor our ERP system (Sage 100). We had a somewhat challenging integration, due to the quirks of our existing system and the fact that our business model does not fit Salesforce's out-of-the-box functionality. Because our Implementation Partner continued to help build/refine Visualforce components and many custom objects in our Org at the same time, there were a lot of moving pieces (and a few missteps along the way, as often happens) while we learned.
Milton's Craft Bakers
The best thing I can say about our Sage 300 integration with GUMU is that I don't think about it anymore. Everything is working perfectly. Our Salesforce setup and Sage process are a little bit outside of standard practices but Greytrix was able to make it work with how we work. Customer service was great. Questions were answered quickly and when a more in depth discussion was called for, they were ready to jump on a call.
The Greytrix team behind the GUMU integration is very professional. They're on call almost 24/7. It took us a long time to get started and they were patient throughout the whole process, answering our every question with expertise. The product itself is pretty straight forward, easy for an admin to understand and maintain. On top of that, their team is composed of talented SalesForce and Sage experts, who know exactly what they're talking about.
We wholeheartedly endorse Greytrix for their comprehensive Sage Intacct implementation services. Their solution is meticulously customized to align perfectly with our business requirements. They trained our team and assisted them in acclimating to the robust accounting and finance system. We are extremely pleased with their services and confidently recommend them to anyone seeking top-tier Sage Intacct services.
Like any other implementation we had our set of challenges with data migration and reporting. We worked with the Greytrix team who helped and provided us with workaround solutions. We are thankful to the Greytrix Team for the support they extended to ensure successful implementation.
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