Gold-Vision

Gold-Vision

Sales, marketing & support CRM

4.7/5 (59 reviews)

Gold-Vision Overview

Gold-Vision is a highly configurable CRM solution that will unify your sales & marketing teams. Fully featured and covering all aspects that a modern business needs, you can also integrate Gold-Vision with a number of your day-to-day essentials such as Outlook, Exchange, Gmail, LiveChat, Eventbrite and social media networks.

With Gold-Vision CRM you have access to various sales tools that provide visibility on how your leads are performing. Capture data automatically from website forms, live chats or IP tracking tools, define touch points to score leads, and get a live view of your pipeline. Plus, sales automation features enhance the sales process with reminder alerts, defined due dates, follow ups, and much more.

Use Gold-Vision’s integrated email marketing features to blend your website visitor data with email marketing and interactions so that you can score leads and contacts accurately. You can also use targeted marketing campaigns and configure multi-stage automations for lead nurture or new customer campaigns and understand your ROI quickly with built in reporting.

Decrease waiting times for customers and improve their satisfaction with Gold-Vision’s automated customer support features. All historic support data is logged whether conversations took place via phone or web chat, helping you to track and search customer exchanges, including any linked support tickets.

Project management features keep projects organized and on schedule with automated to-do lists, project reporting, due date alerting, appointment tracking, collaboration tools, and more. Users are also able to manage events, conferences and training courses as well as create invitations and take bookings.

Pricing

Starting from
$21.50/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, Europe, United Kingdom, United States

Supported Languages

English, French, German

Gold-Vision Reviews

Overall rating
4.7/5
97% positive reviews
41
Excellent
16
Very good
2
Average
0
Poor
0
Terrible
Lee H.

A CRM that can flex and fit to your companies needs.

Used Daily for 1-5 months
Reviewed on 11/13/2019
Review Source: Capterra

Note only a great experience with the software but also with the team. Non pushy sales, understanding project managers, amazing training and a very knowledgeable support team.

Pros

Gold-Vision CRM has had the same reaction with all users in our company. That is simply how flexible it is and how powerful it is. The pros start with the team behind it. All departments work together in the office and make sure they all get involved in areas of the product so they are making what the users need not what they think will be "cool". This means Gold-Vision is a system that has been built up over the year to be a fully featured CRM.

Account/Contact Management is simple, Opportunities are clear and can be cross linked to any other aspect of the data so you can include all stakeholders in the process. Lead Management is clear and makes sure you don't double up with duplicates.
The whole system though is driven with really powerful searching and filtering. So finding that single piece of data that is crucial to your process is fast and can be saved, making sure you can save time on repetitive tasks.
You can report all data into a a range of charts and graphs, all dynamic and easy to drill down into.
Applying the powerful filtering you can create lists for targeted marketing campaigns, quickly and easily. Then using the drag and drop template maker create stylish content templates. We also use a third party integration to track website visits.
When you get stuck you have a number of options to the reach the support team and this is part of the price so no extra spend on something you may not need. A great help site and a range of quick and simple help videos.

Cons

Honesty, haven't found anything yet that we found that is a Con. When we have had an issue with have found a workaround, or checked our workflow to see if we have been doing things a way that can be made better.

Response from Esteiro Business Solutions

Thank you Lee for your fantastic review.

We're so pleased to hear that Gold-Vision helps everyone in Ambersphere Solutions work together and that you find our product not only simple to use, but flexible and powerful too.

We're also happy to hear of the amazing training and support that you have received from our Gold-Vision teams.

Kind regards,

Zoe

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Helen B.

Improves with Regular Daily Use

Used Daily for 1+ year
Reviewed on 10/4/2019
Review Source: Capterra

An improving picture, the more we learn the more we use it. Although I still feel we don't use it to it's full potential
Switching over to any new software package is going to be a challenge, when everyone was happy with the old system but over time and with more support & training from Gold Vision we now wouldn't be without it.

Pros

Brings all our customer data into one place, quick and easy access for all users.
Very easy to manage our GDPR compliance.
Provides clear and accurate daily reports, which appear live on your own dashboard
You can customise the software, which we've now done and it works much better for our business

Cons

Initially, it was over complicated, far to many steps and options on each screen
Terminology was difficult to understand, which made keying data into some fields a challenge. People were putting the same data into different fields because they didn't understand the titles
Over time, we have customised each screen and made the software work for our business

Response from Esteiro Business Solutions

Thank you for your great review Helen.

We're pleased to hear that with additional support and training you wouldn't be without Gold-Vision.

To address your user interface point we would love to upgrade you to our latest version.

Please do get in touch when you are ready.

Many thanks,

Zoe

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Stephanie B.

Flexible user friendly software with excellent customer support

Used Daily for 2+ years
Reviewed on 7/12/2017
Review Source: Capterra

We're able to report quickly on so many different areas of our business that we had no visibility of before having Gold Vision. This allows us to react almost immediately to issues that we were unaware of in the past. As we've recently implemented a pervasive upgrade, which has allowed us to carry out a long overdue update to the latest version of GV, we've been incredibly impressed with the lead management, campaign and event management improvements. We're about to enter a period of expansion for our business, and this would have been far more challenging without the flexibility of GV.

Pros

Over the six years that we've been running several instances of GV, we've been extremely impressed by the flexibility of the system, enabling us to tailor screens and processes to meet our businesses varying requirements. Our in-house administrators have a large amount of scope for making changes quickly and easily without needing to wait for support from the rep, but when needed, this is fast and helpful. Our users, especially new joiners, say how easy the system is to use.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Kirsty H.

A great CRM system with an excellent team behind it

Used Daily for 2+ years
Reviewed on 10/26/2016
Review Source: Capterra

I've been working with GoldVision's CRM system since I joined Coffin Mew in 2008 and have knowledge of it from a user perspective within a team and now from a Marketing and Business Development perspective.

The system is flexible, which allows the Marketing team to edit the platform to get the best use out of it without having to contact GoldVision. We use the system for recording all Marketing and Business Development activity including events, mailshots, campaign management and pipeline management.

The GoldVision Connect mailshot system is intuitive to use and has a great HTML drag and drop function for creating professional looking mailshots. It also provides a good reporting function to get the best out of your campaigns.

GoldVision also works well with other systems and can integrate Twitter, Facebook, Lead Forensics and EventBrite.

I always find the team at GoldVision easy to work with, especially our account manager Jiggy. The support team are also quick to help with any questions about the system.

I would be happy to recommend GoldVision.

Pros

Easy to use
Constant development
Integration with other platforms

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
John R.

A highly versatile CRM with great support

Used Daily for 1+ year
Reviewed on 1/25/2017
Review Source: Capterra

We have used Gold-Vision for over a year now and have found that it has revolutionised our business operations.

Gold-Vision comes with a huge number of CRM tools out-of-the-box; many of which are usually add-ons in other CRMs. Because of this, there are many features that are used a lot, and some that we are still yet to leverage.

Users can easily create their own dashboards and reports - but what really shines about Gold-Vision is it's approach to how it allows users to create lists of any items within the main UI, giving easy sortable and searchable live data.

My only gripe of Gold-Vision is it can be difficult to pull in data across different hierarchys in this manner - and depending on if you are self-hosted or cloud-based, you might need additional support to get those connections working.

Esteiro are very knowledgable about their product and their support is invaluable in our use of Gold-Vision.

With the cost of licensing and the software and support you receive, I cannot fault the value for money at all.

Overall an affordable powerful tool for your business that you should definitely consider if you are looking for a new CRM.

Pros

Powerful list views.
Excellent mail campaign tools.
Flexible views and lists for each user.

Cons

Filtering different objects can be difficult to set up.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
User Recommendation
9.1/10
Based on 59 reviews
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Gold-Vision Pricing

Starting from
$21.50/month
Pricing options
Free Trial
Subscription
Value for money

Subscriptions include support, maintenance and software updates

Value for Money
4.5/5
Based on 59 reviews
Compare value for money rating with alternatives

Gold-Vision Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Calendar Management
  • Customizable Reporting
  • Mobile Integration
  • Reminders
  • Social Media Integration
  • Third Party Integration

  • Automatic Notifications
  • CRM Integration
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Real Time Data
  • Reporting & Statistics
Features
4.4/5
Based on 59 reviews
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Additional information for Gold-Vision

Key features of Gold-Vision

  • API
  • Access control
  • Analytics
  • Appointment tracking
  • Automated reminders
  • Automated to-do lists
  • Automatic distribution
  • Booking management
  • CRM integration
  • Call management
  • Campaign management
  • Communication management
  • Custom integrations
  • Customer service analytics
  • Customer service tools
  • Customer support
  • Customer support tracking
  • Customizable workflows
  • Delegate management
  • Document storing
  • Due date alerting
  • Email response control
  • Event marketing
  • Forecasting
  • Intelligent data segmentation
  • Interaction tracking
  • List management
  • Live chat
  • Live dashboards
  • Mail server integration
  • Marketing automation
  • Mobile sales
  • Multi-currency
  • Performance tracking
  • Pipeline
  • Progress tracking
  • Project management
  • Quotes / proposals
  • ROI reporting
  • Real-time reports
  • Request escalation
  • Security levels
  • Standard or custom reporting
  • Support history
  • Task management
  • Team collaboration
  • Third party integrations
  • Touch point scoring

Benefits

  • The CRM helps reduce administration and increase efficiency with built-in sales automation and workflows, together with alerts and reminders, defined due dates, follow ups, and more.

  • Integration with Outlook and Gmail allows users to track emails and appointments, and automatically store them against accounts.

  • Gold-Vision helps users focus on the right leads as well as reach out at exactly the right moment using intelligent touch point lead scoring.

  • Support features help increase customer satisfaction by providing all customer data in a single location to efficiently track and search through all historical interactions.

  • Gold-Vision's dashboards and analytics provide real-time insight on sales, marketing, events and more, through a range of standard or custom charts and graphs.

  • Gold-Vision FAQs

    Below are some frequently asked questions for Gold-Vision.

    Q. What type of pricing plans does Gold-Vision offer?

    Gold-Vision offers the following pricing plans:

    Starting from: $21.50/month

    Pricing model: Subscription

    Free Trial: Available

    Subscriptions include support, maintenance and software updates

    Q. What are the main features of Gold-Vision?

    Gold-Vision offers the following features:

    • API
    • Access control
    • Analytics
    • Appointment tracking
    • Automated reminders
    • Automated to-do lists
    • Automatic distribution
    • Booking management
    • CRM integration
    • Call management
    • Campaign management
    • Communication management
    • Custom integrations
    • Customer service analytics
    • Customer service tools
    • Customer support
    • Customer support tracking
    • Customizable workflows
    • Delegate management
    • Document storing
    • Due date alerting
    • Email response control
    • Event marketing
    • Forecasting
    • Intelligent data segmentation
    • Interaction tracking
    • List management
    • Live chat
    • Live dashboards
    • Mail server integration
    • Marketing automation
    • Mobile sales
    • Multi-currency
    • Performance tracking
    • Pipeline
    • Progress tracking
    • Project management
    • Quotes / proposals
    • ROI reporting
    • Real-time reports
    • Request escalation
    • Security levels
    • Standard or custom reporting
    • Support history
    • Task management
    • Team collaboration
    • Third party integrations
    • Touch point scoring

    Q. Who are the typical users of Gold-Vision?

    Gold-Vision has the following typical customers:

    Mid Size Business

    Q. What languages does Gold-Vision support?

    Gold-Vision supports the following languages:

    English, French, German

    Q. What type of pricing plans does Gold-Vision offer?

    Gold-Vision has the following pricing plans:

    Subscription

    Q. Does Gold-Vision support mobile devices?

    We do not have any information about what devices Gold-Vision supports

    Q. What other apps does Gold-Vision integrate with?

    Gold-Vision integrates with the following applications:

    Adobe Sign, Eventbrite, Facebook, Google Analytics, LiveChat, LiveChat, Microsoft Outlook, Office 365, Sage 50cloud, Twitter

    Q. What level of support does Gold-Vision offer?

    Gold-Vision offers the following support options:

    FAQs, Knowledge Base, Online Support, Online Support, Phone Support, Phone Support, Video Tutorials