GUMU™ Sage Intacct
The default integration between Sage CRM and Intacct integration is published by Greytrix. This integration is sold around the world throughout the Intacct community.
Not only is CRM a more practical environment for customer-facing staff, but using CRM results in fewer users requiring direct access to Intacct.
Features
- Bi-direction, real-time integration
- Users can view customer records
- New Customers can be promoted from Sage CRM to Accounting
- From the customer record in Sage CRM, we can view order and invoice history and purchasing patterns
- CRM users can create Quotes and Orders that leverage inventory
- Approved Orders can flow directly to Intacct’s Order Entry module
Benefits
- A single source for customer contacts and communication tracker
- Enhanced visibility
- Maintain data integrity & consistency
- Streamline your processes and create accurate quotes quickly
- Better sales forecasts help keep visibility toward forecast and demand
- Resolve customer inquiries confidently
- Provide more information through self-service
About the Publisher – Greytrix
The GUMU™ Intacct CRM integration is published by Greytrix. Greytrix has been a Sage CRM development partner for over 20 years and has an excellent reputation within the global Sage Community.
Aside from this integration with Sage Intacct, Greytrix also publishes the best integration between Sage CRM and Sage 100, as well as Sage X3.
