What My CRM Manager does

My CRM Manager is a North American consulting and integration firm specializing in CRM-to-Sage ERP connectivity. Operated by Dan Cousins & Associates Inc. (Ontario corporation) and headquartered in Toronto, the company has been designing, implementing, and supporting integrated CRM systems for over 20 years. The firm serves as the exclusive North American representative for Greytrix's GUMU™ (Greytrix Universal Migration Utility) integration product line, targeting Sage accounting partners and end-user companies that rely on Sage ERP systems (Sage 100, Sage 300, Sage 500, Sage X3, Sage Intacct) alongside either Sage CRM or Salesforce as their customer-facing CRM.

The firm's core technical offering centers on the GUMU™ bi-directional integration framework, which enables real-time ERP data visibility, quote and order creation, and customer promotion from CRM interfaces without requiring Sage licenses for CRM users. Proprietary customizations include the Newport Theme (a free UI modernization for Sage CRM 2023+), the 1:Many component (mapping a single CRM account to multiple Sage ERP customer/vendor records), the CustomIDs utility, the Order Frequency Monitoring tool with anomaly detection, and the Quick Line Entry (QLE) screens for streamlined quoting. The company is also developing GUMU™ Copilot, an AI-powered natural language query assistant, and Agent GUMU for Salesforce Agentforce, both leveraging third-party AI platforms to access live ERP and CRM data. The GUMU™ Salesforce integration holds a 4.97 average rating with 60+ reviews on Salesforce AppExchange.

My CRM Manager's revenue model blends recurring subscriptions (GUMU™ integrations priced at $240-$300 per user per year, with a five-user minimum), one-time professional services (implementation, custom development, training, and the $3,000 USD Pilot/Evaluation Package), and Sage CRM licensing facilitation. Go-to-market is primarily sales-led, with direct demo scheduling via Calendly, joint engagement with Sage accounting partners, presence at Sage Future and other Sage ecosystem events, and content marketing through an extensive blog and YouTube library. The firm operates with 1-10 employees, has no disclosed external funding, and is led by Principal Dan Cousins, who is routinely invited to speak at national Sage-sponsored events.

Name

My CRM Manager

Legal name

Dan Cousins & Associates Inc.

Website

https://mycrmmanager.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

1–10 employees

Short description

My CRM Manager is a Toronto-based consulting firm that designs, implements, and supports integrated CRM systems, specializing in Sage CRM and Salesforce-to-Sage ERP integrations. It serves as the exclusive North American representative for Greytrix's GUMU™ integration product line.

Ownership category

akta.pro rank

Product category

CRM Integration Software

NAICS

Computer Systems Design Services (541512), Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151), Management Consulting Services (54161)

SIC

Services-Computer Integrated Systems Design (7373), Services-Computer Programming Services (7371), Services-Management Consulting Services (8742)

akta.pro primary industry

CRM Implementation & Customization Services (BPAEAGAC)

akta.pro secondary industries

CRM Managed Services & Support (BPAEAGAD), ERP/CRM/HRIS Implementation & Integration (BPAEAAAE), CRM Implementation & Systems Integration (BPAFAFAB)

Keywords

• Sage CRM consulting
• CRM to Sage integration
• Salesforce Sage integration
• ERP accounting integration
• GUMU integration services

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Supply Chain

Revenue model

1. GUMU™ Integration Subscriptions: Annual subscription revenue from GUMU™ Salesforce-to-Sage integrations, sold per user per year. Subscribers receive free version upgrades and access to new releases as part of their subscription. Requires a minimum number of users (5+).
2. Pilot/Evaluation Package: One-time fixed-fee Sage CRM pilot package ($3,000 USD / $4,000 CAD) providing proof-of-concept installation, GUMU™ Sage 100 CRM or default Sage 300 integration, database connection, and two 1-hour review sessions. No software licensing required during evaluation.
3. Professional Services (Implementation & Support): Revenue from implementation services, project management, custom development, training, and ongoing Sage CRM support. Includes Quick Start Implementation Package and custom integration projects. Services provided in North American time zones with coordination between client, My CRM Manager, and Greytrix.
4. Sage CRM Licensing Facilitation: Facilitation of Sage CRM software licensing to clients, where Sage CRM licenses are approximately 1/3 the price of Sage 300 licenses, enabling cost-effective CRM deployment.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

My CRM Manager provides CRM consulting, implementation, and integration services specializing in Sage CRM and Salesforce-to-Sage ERP connectivity. Operating as the exclusive North American representative for Greytrix's GUMU™ integration framework, the company delivers bi-directional integrations between CRM platforms (Sage CRM, Salesforce) and Sage ERP systems (Sage 100, Sage 300, Sage X3, Sage Intacct). It also publishes proprietary add-ons including the Newport Theme UI modernization for Sage CRM and the Accelerator Outlook integration plugin.

Product overview

My CRM Manager provides CRM consulting and integration services, specializing in Sage CRM implementations and GUMU™ Salesforce-to-Sage integrations. The core offering consists of Sage CRM as the primary CRM platform, supplemented by the GUMU™ integration framework for connecting Salesforce with Sage ERP systems (Sage 100, Sage 300, Sage X3, Sage Intacct). Additional products include the Newport Theme (a free alternative UI for Sage CRM), Accelerator (Outlook integration plugin), the Pilot Package for evaluations, and Quick Start Implementation services. My CRM Manager also offers GUMU™ Copilot, an AI-powered natural language query assistant currently in development, alongside tools like CustomIDs for data naming conventions and order frequency monitoring.

Differentiator

Problem solved

Functional benefit

Brands

• GUMU™ Sage CRM: Integration product connecting Sage CRM to Sage accounting systems (Sage 100, 300, 500, X3, Intacct), resold by My CRM Manager in North America.
• GUMU™ Salesforce
• Newport Theme
• Accelerator

Products and services

• GUMU™ Salesforce to Sage Integrations Bi-directional integration framework between Salesforce CRM and Sage ERP systems (Sage 100, Sage 300, Sage X3, Sage Intacct), enabling real-time ERP data visibility, quote and order creation from Salesforce, and customer promotion from Salesforce to Sage without consuming a Sage license.
• Sage CRM Implementation Services

Quantifiable outcome

• GUMU™ Salesforce integration holds 4.97 average rating on Salesforce AppExchange with 60+ reviews
• +3 more outcomes

Named customers9 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability3 records

Feature9 records

Partnerships

One partnership is on record.

• GreytrixcoreTechnology or IntegrationGreytrix is the developer of GUMU™ (Greytrix Universal Migration Utility), the integrated CRM-to-Sage ERP product line. My CRM Manager is the exclusive North American representative for Greytrix's GUMU™ integrations, providing sales, marketing, project management, and implementation support for North American clients. Greytrix handles product development while My CRM Manager provides local North American coordination in North American time zones. Dan Cousins visited Greytrix HQ in Mumbai in February 2025 for strategy discussions.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Sage Group: Owner of the Sage CRM and Sage 100/300/X3/Intacct platforms that My CRM Manager implements. Sage publishes its own native connectors and could expand native integration features, potentially competing directly with GUMU™'s value proposition. The relationship is symbiotic but asymmetric — Sage can commoditize the partner layer.
• MuleSoft (Salesforce): Enterprise iPaaS platform owned by Salesforce that competes at the broader CRM-to-ERP integration layer. My CRM Manager publishes direct comparison content positioning GUMU™ vs. MuleSoft on cost and time-to-implementation for the Sage ERP use case.

Emerging players

• Workato: Enterprise automation/iPaaS platform with recipe-based ERP integrations including Salesforce-Sage connectors. Competes with GUMU™ in the integration layer with a self-serve model that contrasts with My CRM Manager's services-led delivery.
• Boomi: Cloud-native iPaaS vendor with pre-built ERP connectors and a growing Salesforce ecosystem. Targets the same mid-market CRM-to-ERP integration buyer that GUMU™ addresses, but with a broader integration catalogue rather than Sage-specific depth.

Direct peers

• Net at Work: Sage Gold partner providing ERP, CRM, and HR consulting/implementation services across North America. Targets the same Sage 100/300/Intacct customer base and competes for CRM-to-ERP integration projects.
• Greytrix: Developer of the GUMU™ integration framework that My CRM Manager resells and implements in North America. While Greytrix owns the product IP and operates the Mumbai engineering hub, My CRM Manager is its exclusive NA channel and services arm — meaning they share the same customer, product, and go-to-market, with My CRM Manager being Greytrix's on-the-ground implementation front.
• Commercient: Provider of Commercient SYNC, a competing CRM-to-ERP data synchronization product that targets the same Salesforce/Sage CRM-to-Sage ERP integration use case as GUMU™. My CRM Manager publishes direct comparison content against Commercient, indicating direct head-to-head competition for Sage-using Salesforce customers.
• SWK Technologies: Long-standing Sage partner offering CRM/ERP implementation services and Sage CRM customization. Competes with My CRM Manager for Sage CRM and Sage 100/300 implementation projects across the North American mid-market.
• CRM Together: Developer of the Accelerator Outlook plugin for Sage CRM, which My CRM Manager resells and supports. Operates in the same Sage CRM extension ecosystem and targets the same Sage CRM end-user customer base with adjacent productivity tooling.

Regional players

• BerganKDV (now Eide Bailly Technology): Sage partner and North American accounting/ERP consultancy that offers CRM implementation services alongside Sage ERP rollouts. Comparable in customer segment (Sage mid-market) and service offering (CRM implementation, customization, and integration) but with a broader accounting-services footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Customer concentration

• Xx.com/crmmanager
• LinkedInlinkedin.com/company/mycrmmanager

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about My CRM Manager