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features
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support

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Description

As businesses increasingly adopt IT systems to streamline their operations, the demand for cohesive management solutions is rapidly growing. Central to this evolution are CRM and ERP software, which facilitate seamless process management. Greytrix stands out with its extensive experience and well-established partnership with Sage, offering top-tier ERP and CRM solutions. In addition to this, Greytrix has developed GUMU™ Cloud, an innovative cloud integration platform that simplifies the connection between these systems. This advanced framework leverages cutting-edge technology to enable effortless plug-and-play integration, eliminating the need for a separate on-premise server for these tasks. With GUMU™, users can access a robust integration solution that connects Sage ERPs (such as Sage X3, Sage Intacct, Sage 100, and Sage 300), Acumatica, and QuickBooks with various CRM platforms including MS Dynamics 365, Sage CRM, and Salesforce, as well as eCommerce solutions like Adobe Commerce (formerly Magento) and Shopify, alongside POS systems. This comprehensive connectivity ensures businesses can operate more efficiently and effectively across their entire IT landscape.

Description

In the insurance industry, knowledge is essential for success, yet when crucial information is scattered across various platforms and drives, retrieving it can become a frustratingly slow process. With updates and bulletins frequently issued, staying informed can feel overwhelming. However, Sage’s centralized announcement center simplifies this task, allowing your team to remain updated on changes in real-time. If your team is familiar with Google, they'll find Sage just as user-friendly. Accessing the platform is straightforward—simply log in via a browser without the need for software installations, IT setups, or extensive training. Additionally, Sage provides valuable analytics that reveal user inquiries and their frequency, offering insights into both information and training deficiencies within your organization, as well as highlighting potential new product and market avenues. The intuitive quick filters refine search results, info cards present key highlights, and a date stamp indicates the recency of the information. Furthermore, the complete source document is easily accessible with just a single click, ensuring that you're always equipped with the most up-to-date resources. This seamless integration of information not only enhances productivity but also empowers your team to make informed decisions swiftly.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Acumatica Cloud ERP Yes 
Adobe Commerce Yes 
Avalara Yes 
BlackLine Yes 
Configure One Cloud Yes 
Microsoft 365 Yes 
Microsoft Azure Yes 
Microsoft Dynamics 365 Yes 
QuickBooks Online Yes 
SAGE Yes 
Sage 100 Yes 
Sage 300 Yes 
Sage CRM Yes 
Sage Intacct Yes 
Sage X3 Yes 
Salesforce Yes 
Shopify Yes 
Treez Yes 

Integrations

Acumatica Cloud ERP No 
Adobe Commerce No 
Avalara No 
BlackLine No 
Configure One Cloud No 
Microsoft 365 No 
Microsoft Azure No 
Microsoft Dynamics 365 No 
QuickBooks Online No 
SAGE No 
Sage 100 No 
Sage 300 No 
Sage CRM No 
Sage Intacct No 
Sage X3 No 
Salesforce No 
Shopify No 
Treez No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

GUMU

Country

United States

Website

gumu.greytrix.com

Vendor Details

Company Name

ProNavigator

Founded

2016

Country

Canada

Website

pronavigator.ai/

Product Features

Integration

Dashboard No 
ETL - Extract / Transform / Load No 
Metadata Management No 
Multiple Data Sources No 
Web Services No 

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management Yes 
Insurance Rating No 
Life & Health No 
Policy Management No 
Property & Casualty Yes 
Quote Management No 

Knowledge Management

Artificial Intelligence (AI) No 
Cataloging / Categorization No 
Collaboration No 
Content Management No 
Decision Tree No 
Discussion Boards No 
Full Text Search No 
Knowledge Base Management Yes 
Self Service Portal Yes 

Alternatives