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.
  • Business size

    S M L

    Deployment

    • Cloud-based
    • On-premise

    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: 117

    • AB Testing
    • API
    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Management
    • Activity Tracking
    • Alerts / Escalation
    • Alerts/Notifications
    • 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
    • Client Management
    • 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
    • For Small Businesses
    • 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 Attribution
    • Multi-Channel Marketing
    • Multivariate Testing
    • Opportunity Management
    • Performance Metrics
    • Pipeline Management
    • Pipeline Reports
    • Predictive Analytics Software
    • Projections
    • Proposal Generation
    • Prospecting Tools
    • Quotes/Estimates
    • ROI Tracking
    • Real Time Analytics
    • Real Time Reporting
    • Referral Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Request Escalation
    • Routing
    • Sales Activity Management
    • 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

    Salesforce Sales Cloud

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

    Dynamics 365

    4.3
    #2 Alternative to Gold-Vision CRM
    Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is...

    Zoho CRM

    4.3
    #3 Alternative to Gold-Vision CRM
    Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

    Sage CRM

    3.5
    #4 Alternative to Gold-Vision CRM
    Speed up your business growth with our web-based CRM application: Sage, the leading supplier of business management...

    Reviews

    Overall rating

    4.7 /5
    (97)
    Value for Money
    4.6/5
    Features
    4.5/5
    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 97
    Lee
    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

    Salesforce Sales Cloud and Prospect CRM

    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

    Bev
    Overall rating
    • Industry: Financial Services Software
    • Company size: 2-10 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

    Solid system now upgraded beautifully!

    Reviewed on 2019-11-25

    What makes it so perfect as my marketing tool, is the integration of CRM with Connect e-marketing. ...

    What makes it so perfect as my marketing tool, is the integration of CRM with Connect e-marketing. Great CRM segmentation functionality, no exporting / importing of data to 3rd party e-marketing systems and no manipulation of data in Excel spreadsheets before I can send out a campaign! And, at the end of the day, the CRM is constantly updating the campaign data for reporting purposes and most importantly ensures our company remains GDPR compliant!

    Pros

    Loved the system before but with the V8 upgrades which gives the CRM a new look and feel to menus and tool bars / views etc, it's even easier to use and without any detriment to its' already great functionality. Whether you need the system for pre-sales (leads), opportunities, marketing or something else, every screen is tailor-able making user input screens relatable and provides the facility to include terminology and fields more relevant to your business. I've worked with Gold-Vision CRM now for the last 8 years and still love using every bit of it!

    Cons

    No 'cons' for me - we are happy with Gold-Vision

    Alternatives Considered

    Sage CRM and Zoho CRM

    Reasons for Choosing Gold-Vision CRM

    Act was not fulfilling our requirements.

    Reasons for Switching to Gold-Vision CRM

    The reliability of the online CRM services and the choice of beautifully integrated modules the product offered coupled with the flexibility / tailor-ability of the screens. Our decision to go with Gold-Vision was also influenced by the professional product knowledge and support offered via the Gold-Vision sales and support team.

    Response from Esteiro Business Solutions

    Hi Bev,

    A big thank you for your excellent review about Gold-Vision.

    It's great to hear that you find it to be the perfect CRM for marketing where you can create effective campaigns easily whilst learning from campaign reporting.

    Kind regards,

    Zoe

    Jason
    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.

    Andrew
    Overall rating
    • Industry: Events Services
    • Company size: 11-50 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

    An excellent CRM system with fantastic customer support

    Reviewed on 2022-05-13

    5* Experience.
    Implementing Gold Vision was probably the best business decision I've made in the...

    5* Experience.
    Implementing Gold Vision was probably the best business decision I've made in the last 12 months.

    Pros

    I have been using GV for around 12 months now and it has genuinely had a transformational impact on our business.
    The setup process (implementation and customization) was incredibly straightforward and led by GV's friendly team.
    We started seeing improved results almost instantly compared to previous solutions.
    Gold Vision CRM is now an integral part of our business operations and I would highly recommend it.
    Two best things about Gold Vision from our point of view;

    1. Customer service is outstanding - The team is very responsive and great at helping us get the most out of the system
    2. There is so much to discover - We are probably only using around 30% of the capability of the system right now and are getting huge value from it. There are so many facets to the system that you can constantly be unlocking new areas for better performance, automation and analysis.

    Cons

    Haven't come across anything we are unhappy with yet.

    Response from Esteiro Business Solutions

    Hi Andrew,

    Thank you for your wonderful review about Gold-Vision and the fantastic customer support that you and your team have received.

    I shall certainly pass on your comments.

    Kind regards,

    Zoe

    Paul
    Overall rating
    • Industry: Information Technology & Services
    • 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

    Gold-Vision User

    Reviewed on 2021-11-24

    Gold-Vision has streamlined our pre-sales processes and is used every day by our Sales team. Being...

    Gold-Vision has streamlined our pre-sales processes and is used every day by our Sales team. Being able to track correspondence, meeting notes, etc. allows us to respond to customer enquiries in the most efficient way possible and enables us to maintain a high-level of customer experience.

    Pros

    Simple business integration
    Easy to use
    Communication tracking, specifically Microsoft Exchange integration
    Sales pipeline tracking
    Opportunity/prospect tracking
    Excellent customer support
    High-level of customisation

    Cons

    Setting up of custom reports could be simpler
    It would be preferable if the recent change to the Home Page setup would be optional

    Alternatives Considered

    Salesforce Service Cloud

    Reasons for Switching to Gold-Vision CRM

    In meeting with the Gold-Vision team as part of the selection process, it was clear that our businesses were aligned in philosophy and meant the decision between similar products was made easier.

    Response from Esteiro Business Solutions

    Hi Paul,

    Fantastic to hear Gold-Vision is a integral part of your sales process and you are delivering an excellent CX experience.

    Thank you for your 5 star review!

    Kind regards,

    Zoe

    Showing 5 reviews of 97 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, 1,001-5,000

    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 Acrobat Sign, Clearbit, DocuSign, Eventbrite, Exchequer, Gmail, Google Analytics 360, Google Maps, Lead Forensics, LiveChat, Loqate, Meta for Business, Microsoft 365, Microsoft Outlook, Opera 3, Quickbooks Online, Sage 50cloud Accounting, SharePoint, 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.