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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

Technisoft's premier offering, Service Manager, is recognized as a Sage Endorsed Solution and has garnered several accolades, including multiple "Sage Accpac Product of the Year" awards. As a Sage Endorsed Development Partner, Technisoft has been delivering software solutions for Service and Maintenance for over 28 years. With Service Manager, businesses can efficiently oversee their resources, products, and services. The software enables users to access vital data both locally and remotely through mobile or web platforms, leading to significant time savings, reduced costs, enhanced profitability tracking, increased efficiency, and ultimately, elevated customer satisfaction. Fully integrated with the Sage 300 accounting suite, Service Manager ensures seamless accountability from a unified location. Technisoft also offers award-winning software solutions tailored for field service management, contracting, job costing, preventative maintenance, and general equipment servicing, making it a versatile choice for various industries. Their commitment to innovation and excellence ensures that clients can navigate complex operational challenges with ease.

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 
Checkbook Yes 
Configure One Cloud Yes 
Magento Yes 
Microsoft 365 Yes 
Microsoft Azure Yes 
Microsoft Dynamics 365 Yes 
Pocket HRMS Yes 
QuickBooks Online Yes 
SAGE Yes 
Sage 100 Yes 
Sage CRM Yes 
Sage Intacct Yes 
Sage X3 Yes 
Shopify Yes 
Treez Yes 

Integrations

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

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$3295.00/one-time
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 Yes 
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 Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

GUMU

Country

United States

Website

gumu.greytrix.com

Vendor Details

Company Name

TechniSoft

Founded

1987

Country

Australia

Website

www.technisoft.com

Product Features

Integration

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

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing Yes 
Tax Calculator Yes 

Employee Scheduling

Appointment Management Yes 
Automated Scheduling No 
Calendar Management Yes 
Employee Database Yes 
Group Scheduling Yes 
Messaging Yes 
Mobile Access Yes 
Payroll Management Yes 
Reporting/Analytics Yes 
Resource Management Yes 
Schedule Distribution Yes 
Scheduling Yes 
Shift Scheduling No 
Shift Swapping Yes 
Time Clock Yes 
Time Tracking Yes 
Vacation / Leave Tracking Yes 

Equipment Maintenance

Customer Database Yes 
Dispatch Management Yes 
Equipment Tracking Yes 
Inventory Control Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Warranty Tracking Yes 
Work Order Management Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management No 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Maintenance Management

Asset Tracking Yes 
Billing & Invoicing Yes 
Calibration Management No 
Dispatch Management Yes 
Inventory Control Yes 
Inventory Management Yes 
Key & Lock Management No 
Mobile Access Yes 
Planning Calendar Yes 
Predictive Maintenance Yes 
Preventive Maintenance Yes 
Purchasing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Scheduling

Alerts/Notifications Yes 
Appointment Scheduling Yes 
Automated Scheduling No 
Calendar Management Yes 
Class Scheduling No 
Employee Scheduling Yes 
Facility Scheduling Yes 
Group Scheduling Yes 
Interview Scheduling No 
Meeting Room Booking No 
Multi-Location No 
Online Scheduling No 
Payment Processing No 
Real-time Scheduling Yes 
Reservations No 
Resource Scheduling Yes 
Room Booking Management Yes 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management Yes 
Contract Management Yes 
Customer Database Yes 
Inventory Control Yes 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal No 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

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