Optimise the features of your CRM with specialised extensions


Greytrix software has been designed to provide Sage CRM with specialist functionality to manage events, projects, resources and budgets. The management capabilities include timesheets, workflows, project analysis and milestones, all within the Sage CRM environment. Greytrix Contract Management assists enterprises manage the lifecycle of documents from draft through to final, utilising Sage CRM’s powerful workflows to track and progress a contract to conclusion. The Resource Planner expands the Sage CRM calendar capabilities, adding easy drag and drop allocation of resources, for both people and assets and auto resource conflict management. The budget planner is very popular in the not-for-profit sector, as it offers configurable routing, workflow and sign off business rules to meet the most demanding budgeting scenarios.

By using Greytrix your staff in the field can access Sage CRM via your Web portal. Any purchase of software includes a FREE Web Portal license. Remote field staff can capture a digital signature from clients for work performed on site. It’s also compatible with Samsung Android phones and tablets. Event Manager is ideal for Member based organisations. The free inclusion of a Web portal license enable Members to pay for events online, reserve seats at events. Event Manager also enables Clubs and Associations to advertise their events online.

Greytrix for Sage CRM is allows you to think outside the CRM box. One example of this is the resource planner, which can be configured to manage asset tracking. The framework product enables non-Sage application data to be presented via the Sage CRM user interface, using Web Services technology. The Greytrix Sage CRM CTI product enhances the standard CRM phone system integration capabilities, by adding customisable event handlers, custom interfaces, palettes of actions, open protocols and post actions on incoming and outgoing events.

And importantly, Sage CRM and Greytrix offer deep integration with Sage 300, ensuring data capture in your CRM that is financially based. Membership Subs, Time Sheets, event Orders & invoices paid by credit card all flow seamlessly through to your Accpac accounting system, allowing organisations to operate a lean back office team.

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