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.

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

    Images

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

    Features

    Total features of Gold-Vision CRM: 112

    • A/B Testing
    • API
    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Tracking
    • Alerts / Escalation
    • Analytics/ROI Tracking
    • Appointment Management
    • Batch Processing
    • Booking Management
    • Calendar Management
    • Calendar/Reminder System
    • Call Center Management
    • Call Management
    • Call Routing
    • Call Tracking Software
    • Campaign Management Software
    • Cataloging/Categorization
    • Channel Management Software
    • Charting
    • Chat/Messaging
    • Collaboration Tools
    • Commission Management
    • Communication Management
    • Configurable Workflow
    • Contact Database
    • Contact Management Software
    • Content Management System (CMS) Software
    • Contract/License Management
    • Customer Database
    • Customer Segmentation
    • Customer Service Analytics
    • Customer Support Software
    • Customizable CTAs
    • Customizable Fields
    • Customizable Reports
    • Customization
    • Data Import/Export
    • Data Synchronization
    • Deadline Management
    • Distribution Management
    • Document Storage
    • Drip Campaigns
    • Dynamic Content
    • Email Management Software
    • Email Marketing Software
    • Email Response Control
    • Email Tracking Software
    • Event Management Software
    • FAQ
    • Field Sales Management
    • Forecasting
    • Interaction Tracking
    • 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
    • Microsoft Outlook Integration
    • Mobile Access
    • Multi-Channel Marketing
    • Multi-Currency
    • Multivariate Testing
    • Opportunity Management
    • Performance Metrics
    • Pipeline Management
    • Progress Tracking
    • Project Management Software
    • Projections
    • Proposal Generation
    • Prospecting Tools
    • Quotes/Estimates
    • Real Time Analytics
    • Real Time Reporting
    • Referral Tracking
    • Reminders
    • Reporting/Analytics
    • Request Assignment
    • Request Escalation
    • Routing
    • Sales Analytics
    • Sales Forecasting Software
    • Sales Pipeline Management
    • Search Marketing
    • Search/Filter
    • Segmentation
    • Shared Contacts
    • Social Media Integration
    • Source Tracking
    • Support Ticket Tracking
    • Task Management Software
    • Team Calendars
    • Template Management
    • Territory Management
    • Third Party Integrations
    • To-Do List
    • 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...

    Salesforce Sales Cloud

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

    EngageBay

    4.6
    #3 Alternative to Gold-Vision CRM
    EngageBay is an all-in-one marketing, sales and service automation software which automates marketing sales by...

    monday.com

    4.6
    #4 Alternative to Gold-Vision CRM
    monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and...

    Reviews

    Overall rating

    4.6 /5
    (82)
    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 82
    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,...

    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

    Bev W.
    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

    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

    Matt H.
    Overall rating
    • Industry: Oil & Energy
    • Company size: 11-50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 8.0 /10

    Great tool for staying organized and having all our critical information in one location

    Reviewed on 2021-03-10

    Our overall experience with Gold-Vision has been great so far. Any time we have questions or run...

    Our overall experience with Gold-Vision has been great so far. Any time we have questions or run into a problem the Gold-Vision team is very quick to respond and help.

    Pros

    Our company has found Gold-Vision to be a very useful tool in helping us stay organized and on task with our client base. It's very helpful to have project and client information on one platform where all users within our organization can access it at any given time. I would recommend this software to any company who is looking to get away from working with ten different spreadsheets across five different departments of their organization. Gold-vision is a one stop shop for task management and organization.

    Cons

    As of today we are one year into our Gold-Vision subscription and do not have anything bad to say about the platform.

    Response from Esteiro Business Solutions

    Hi Matt,

    Thank you so much for your great review.

    It's good to hear that your overall experience with Gold-Vision has been great and our support team have been really helpful and quick to respond to your queries.

    Kind regards,

    Zoe

    Steve G.
    Overall rating
    • Industry: Electrical/Electronic Manufacturing
    • 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 5.0 /10

    Overall, this is a good piece of software but lacks some of the sophistication of other...

    Reviewed on 2018-03-12

    It makes it easier for the team to see what's happening with various projects that often cross...

    It makes it easier for the team to see what's happening with various projects that often cross responsibility boundaries.

    Pros

    The GUI is the best feature - very good to use. Other aspects that are good are the ability to link accounts together and migrate contacts from one account to another.

    Cons

    Having to "page" in lists rather than scroll through them, especially in the quotes dialogue. That really annoying red "alerts" dialogue that crops up every couple of minutes - there really needs to be a way of cancelling that or at least making it less frequent.

    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.

    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

    Showing 5 reviews of 82 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:

    • Starting from: US$32.50/month
    • Pricing model: Subscription
    • Free Trial: Available

    Subscriptions include support, maintenance and software updates

    We do not have any information about Gold-Vision CRM features

    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:

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

    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.