About Gold-Vision CRM

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:

US$32.50/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Gold-Vision CRM

  • 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.

  • Devices

    Business size

    S M L

    Markets

    Canada, United Kingdom, United States

    Supported Languages

    English, French, German

    Pricing starting from:

    US$32.50/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    Gold-Vision CRM Software - Intelligent by design, Gold-vision is a CRM that will meet your wider business needs on the go.
    Gold-Vision CRM Software - Get better leads with alerting and automated workflows.
    Gold-Vision CRM Software - Gold-Vision is ready to integrate with your key business tools.
    Gold-Vision CRM Software - Manage marketing campaigns in the one place.
    Gold-Vision CRM Software - Streamline your booking process with automated workflows, booking & delegate management and reporting.
    Gold-Vision CRM Software - Improve customer satisfaction with increased Help Desk productivity.
    Gold-Vision CRM Software - Stay on schedule, improve collaboration ad reduce tender admin with Gold-Vision's project management tool.
    View 8 more
    Gold-Vision CRM video
    Gold-Vision CRM Software - Intelligent by design, Gold-vision is a CRM that will meet your wider business needs on the go. Gold-Vision CRM Software - Get better leads with alerting and automated workflows. Gold-Vision CRM Software - Gold-Vision is ready to integrate with your key business tools. Gold-Vision CRM Software - Manage marketing campaigns in the one place. Gold-Vision CRM Software - Streamline your booking process with automated workflows, booking & delegate management and reporting. Gold-Vision CRM Software - Improve customer satisfaction with increased Help Desk productivity. Gold-Vision CRM Software - Stay on schedule, improve collaboration ad reduce tender admin with Gold-Vision's project management tool.

    Features

    Total features of Gold-Vision CRM: 111

    • AB Testing
    • API
    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Management
    • Activity Tracking
    • Alerts / Escalation
    • Alerts/Notifications
    • Analytics/ROI Tracking
    • Automated Routing
    • Batch Processing
    • CRM Software
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Call Management
    • Campaign Analytics
    • Campaign Management Software
    • Campaign Segmentation
    • Cataloging/Categorization
    • Channel Management Software
    • Chat/Messaging
    • Collaboration Tools
    • Commission Management
    • Configurable Workflow
    • Contact Database
    • Contact Management Software
    • Contract/License Management
    • Conversion Tracking
    • Customer Database
    • Customer Segmentation
    • Customer Service Analytics
    • Customer Support Software
    • Customizable Branding
    • Customizable CTAs
    • Customizable Fields
    • Customizable Reports
    • Customizable Templates
    • Customization
    • Dashboard Software
    • Data Import/Export
    • Data Synchronization
    • Document Storage
    • Drag & Drop
    • Drip Campaigns
    • Dynamic Content
    • Email Management Software
    • Email Marketing Software
    • Email Response Control
    • Email Templates
    • Email Tracking Software
    • Event Triggered Actions
    • FAQ
    • Field Sales Management
    • Forecasting
    • Interaction Tracking
    • Internal Chat Integration
    • Knowledge Management Software
    • Landing Pages/Web Forms
    • Lead Capture Software
    • Lead Database Integration
    • Lead Distribution
    • Lead Generation Software
    • Lead Management Software
    • Lead Nurturing Software
    • Lead Qualification
    • Lead Segmentation
    • Lead Verification/Validation
    • Live Chat Software
    • Marketing Automation Software
    • Marketing Calendar
    • Mobile Access
    • Multi-Channel Marketing
    • Multivariate Testing
    • Opportunity Management
    • Performance Metrics
    • Pipeline Management
    • Pipeline Reports
    • Projections
    • Proposal Generation
    • Prospecting Tools
    • Quotes/Estimates
    • Real Time Reporting
    • Referral Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Request Escalation
    • Routing
    • Sales Analytics
    • Sales Forecasting Software
    • Sales Pipeline Management
    • Sales Reports
    • Sales Trend Analysis
    • Search Marketing
    • Search/Filter
    • Segmentation
    • Shared Contacts
    • Social Media Integration
    • Source Tracking
    • Support Ticket Management
    • Support Ticket Tracking
    • Task Management Software
    • Template Management
    • Territory Management
    • Third Party Integrations
    • Visual Analytics
    • Web Forms
    • Web-based Deployment
    • Website Visitor Tracking
    • Workflow Management Software

    Alternatives

    Zoho CRM

    4.2
    #1 Alternative to Gold-Vision CRM
    Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

    Saphyte

    4.8
    #2 Alternative to Gold-Vision CRM
    Saphyte is a salesforce automation software designed to help small and medium businesses connect service and support...

    Salesforce Sales Cloud

    4.4
    #3 Alternative to Gold-Vision CRM
    Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

    Agile CRM

    4.1
    #4 Alternative to Gold-Vision CRM
    Agile CRM combines powerful automation, telephony, web, mobile, email, social and scheduling features to effectively...

    Reviews

    Overall rating

    4.6 /5
    (84)
    Value for Money
    4.5/5
    Features
    4.4/5
    Ease of Use
    4.5/5
    Customer Support Software
    4.8/5

    Already have Gold-Vision CRM?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 84
    Lee H.
    Overall rating
    • Industry: Entertainment
    • Company size: 11-50 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

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

    Reviewed on 2019-11-13

    Note only a great experience with the software but also with the team. Non pushy sales, understandin...

    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.

    Alternatives Considered

    Prospect CRM and Salesforce Sales Cloud

    Reasons for Choosing Gold-Vision CRM

    Our previous solution was inflexible if we wanted to do anything tailored to our needs. They were more interested in developing modules to increase revenue rather than increase the existing users experience.

    Switched From

    HubSpot CRM

    Reasons for Switching to Gold-Vision CRM

    Flexibility! Goldvision is the product that you tune to your needs and not the other way around.

    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

    Shaun S.
    Overall rating
    • Industry: Wholesale
    • Company size: 51-200 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 9.0 /10

    Yewdale - Customer Experience Review

    Reviewed on 2021-01-14

    Goldvision is helping us to keep a track of all of our customer contact and complaints. It allows...

    Goldvision is helping us to keep a track of all of our customer contact and complaints. It allows us to to open tickets and follow the tickets through to resolution. The email tracking system is great so you can view all of the email contacts for each ticket at once. It allows us to add any photos or notes to view on each ticket and also integrates with our phone system outbound to leave call notes. This allows for a detailed investigation for each ticket and all of the tools we need to complete a thorough investigation through to a resolution. It also allows us to tag individual products and issues leading to more detailed and easily accessible reporting.

    Pros

    Integrated with our business easily and is now a go-to function for us in Customer Care. We use this regularly every day and is now used as our CRM for all customer contact with us. The ticketing system is excellent and the integration allows you to track your emails via the ticket reference to keep a record of all contact for each ticket. There is also a dashboard function which helps you to monitor and analyse incoming tickets and trends to report on.

    Cons

    There are still some more advanced features I would like to see from Goldvision in the future. This would include more advanced reporting for tickets, particularly for our Customer Care aspect and further integration with some of the other platforms we use would prove very handy too.

    Alternatives Considered

    Spark Hire, Zendesk and Salesforce Sales Cloud

    Reasons for Choosing Gold-Vision CRM

    Our previous platform could not provide enough of what we required as a rapidly expanding business. Goldvision allows us to improve our service and customer management to help with our increased contact.

    Switched From

    Act!

    Reasons for Switching to Gold-Vision CRM

    Goldvision was the best overall package for us in taking the next steps towards a better CRM. Competitive pricing and the functions to help multiple departments use it such as Sales, Marketing and Customer Care. From the Customer Experience perspective, any initial doubts I had were quickly removed by [SENSITIVE CONTENT HIDDEN] who dealt with onboarding us and we are now functioning quicker and more efficiently as a Customer Care department since the move.

    Response from Esteiro Business Solutions

    Hi Shaun,

    Thank you for your great review and we are so pleased to hear that Gold-Vision was the best overall package when seeking a better CRM.

    It's also great to hear that it is now your go-to function for your Customer Care to improve you service and customer management.

    Kind regards,

    Zoe

    Stephen D.
    Overall rating
    • Industry: Financial Services Software
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    Intuitive, flexible, and easy to use software

    Reviewed on 2021-08-26

    Our overall experience has been positive. We are a small, but expanding firm, and GoldVision gives...

    Our overall experience has been positive. We are a small, but expanding firm, and GoldVision gives us the flexibility we need at a fair cost. We receive excellent customer support and the team are responsive and knowledgeable.

    Pros

    The software is easy to use, and the interface is intuitive and well laid out. It's an excellent application for tracking emails and documenting notes. It's easy to share notes will colleagues. We like that information can be restricted according to job roles and responsibilities.

    Cons

    I can't think of any improvements. The software is easy to use and fulfils our current requirements.

    Response from Esteiro Business Solutions

    Thank you Stephen for you 10 out of 10 review!

    It's great to hear of your positive experience not only with Gold-Vision but with the team too.

    Kind regards,

    Zoe

    Jason R.
    Overall rating
    • Industry: Telecommunications
    • Company size: 11-50 Employees
    • Used for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 1.0 /10

    Small minded and technically limited in there approach to email campaigns

    Reviewed on 2021-04-08

    Pros

    they have come along way with the ease of using the product , however its a crm and like everything else you get out what you put in

    Cons

    Amusingly as a CRM and Marketing tool they go against industry practice and essentially encourage you to Phish emails from another domain as they don't have ability to create a sub domain (like most companies use) for emailing marketing purposes without losing all functionality and control for that domain.

    i.e if you own the domain mycompany.com they want you to create a new domain similar for sending out marketing emails - isnt this want phishing is - Crazy and to think you have to pay for the pleasure !!

    Also dont hold your breath for support or your account manager to get back to you unless you chase and chase and chase and chase !!

    Response from Esteiro Business Solutions

    Thank you for providing feedback. It was good to discuss this with you to confirm that our solution does allow you to use your sub-domains for marketing mailing. Also, using dedicated mailing domains is common practice, protects your primary domain from potential blacklisting and not related to phishing. Our strong mail delivery performance is testament to this. Although the common view is that primary domains are unaffected by the reputation of sub-domains, this view is not shared by organisations that manage the blacklists who are clear that poor sub domain reputation can affect a primary domain reputation. We are happy to support the sub domain approach, on the understanding that you accept the risks.

    Our team had been trying to make contact with you and your colleagues on this matter. We have since spoken and we look forward to working with you and your team.

    Linda M.
    Overall rating
    • Industry: Packaging & Containers
    • Company size: 51-200 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    A truly custom-built CRM with a phenomenal team at Gold Vision backing it.

    Reviewed on 2021-08-09

    Gold Vision has provided us with a 360 degree view of our ongoing customer and prospective customer...

    Gold Vision has provided us with a 360 degree view of our ongoing customer and prospective customer interactions. With full visibility is it easy to see at a glance what is going on from full sales pipeline viewing right down to the notes captured within an opportunity.

    Pros

    The fact that just about every aspect of it is customizable. With the help of a very talented and conscientious team at GV we were able to re-create our entire project workflow system within Gold Vision with a seamless integration. The ability to easily navigate it is incredible, it's a very intuitive system.

    Cons

    It's inability at this time to interface with LinkedIn, although this may have changed or may be integrated at some point.

    Response from Esteiro Business Solutions

    Hi Linda,

    Thank you for your brilliant 10 out of 10 review. We are thrilled to hear that we were able to develop an intuitive system that exceeds your expectations and provides you will full visibility across the board.

    Kind regards,

    Kim

    Showing 5 reviews of 84 Read all reviews

    Gold-Vision CRM FAQs

    Below are some frequently asked questions for Gold-Vision CRM.

    Gold-Vision CRM offers the following pricing plans:

    Subscriptions include support, maintenance and software updates

    Gold-Vision CRM has the following typical customers:

    2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

    Gold-Vision CRM supports the following languages:

    English, French, German

    Gold-Vision CRM supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Gold-Vision CRM integrates with the following applications:

    Access Dimensions, Adobe Sign, Clearbit, DocuSign, Eventbrite, Exchequer, Facebook for Business, Gmail, Google Analytics, Google Maps, Lead Forensics, LiveChat, Loqate, Microsoft 365, Microsoft Outlook, Opera 3, Sage 50cloud, Twitter, Xero

    Gold-Vision CRM offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

    Related categories

    See all software categories found for Gold-Vision CRM.