Gold-Vision is a highly configurable CRM solution that unifies sales and marketing across all industries. The platform is fully featured, covering all aspects of customer support, projects, event management, and dashboard reporting. Users can integrate with a number of day-to-day essentials including Outlook, Exchange, Gmail, LiveChat, Eventbrite, social media networks, and more.
Gold-Vision includes various sales and sales team management tools that provide visibility on how leads are performing. Users are able to capture data automatically from website forms, live chats or IP tracking tools, define touch points to score leads, and get a live view of the pipeline. Sales automation features enhance the sales process with reminder alerts, defined due dates, follow ups, and more.
Integrated email marketing features allow users to blend website visitor data with email marketing and interactions to help score leads and contacts. Users can carry out targeted marketing campaigns and configure multi-stage automation for lead nurture or new customer campaigns. Built-in ROI reporting helps identify campaign success to measure opportunity value, sales, bookings, and more.
Gold-Vision automates customer support services in order to help decrease waiting times for customers, and improve satisfaction. All historic support data is logged whether conversations took place via phone or web chat, allowing users to track and search customer exchanges, including any linked support tickets.
Project management features help 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.
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.
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.
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.
Easy to use
Integration with other platforms
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.
Powerful list views.
Excellent mail campaign tools.
Flexible views and lists for each user.
Filtering different objects can be difficult to set up.
We have been using Gold Vision for many years now and are very happy with its functionality, we don't use all aspects of the software but do find the automatic email tracking and sorting to be fantastic and a real advantage. Having the ability to quickly search all of your colleagues emails to and from customers is so helpful. We currently have 427691 emails cross referenced and stored, MS Outlook struggles to give meaningful results with just a few thousand. The emails can be very quickly and easily searched using wild cards etc. Of course we use the contacts features with the usual company and phone details. Not only do our Sales Team use it to store customer information but also our Logistics Team use Gold Vision to store supplier information and track all suppliers emails. In fact all the teams across the business are using Gold Vision, it is wonderful tool and one I would recommend to any business small or large.
Easy to use.
Email tracking quick and deals with huge volumes quickly and easily.
Nothing, its really very good.
The experience from first contact to last was exceptional. Everyone I came in contact with balanced professionalism with the personal touch.
My account Manager took the time to understand my needs and wants before progressing to the discussion on features and benefits. By doing that he was able to tailor them to what I needed immediately making my decision very easy.
The implementation went totally to plan from the initial contact through developing our instance of the software and the training of the sales managers. Very smooth process which was also completed to budget.
The software is very intuitive to use and although I only needed minimal customisation it was very easy to do. Setting up alerts to warn of unwanted activity is also easy to achieve.
I only have a small team but they are already seeing the benefits of having a professional CRM tool set (as opposed to a spreadsheet) and the CRM roadmap has development of lead management, customer issues log and integration of our web site as upcoming sub-projects.
There are some minor shortcomings in the analytics area but I am looking forward to the next issue of the software due in the first half of 2017 to see what that brings and I'm optimistic that this will further develop on an excellent piece of software.
I wouldn't hesitate to recommend Gold-Vision CRM to small, medium or large businesses.
Sales & Marketing Director
Servowatch Systems Limited
Simple to configure to your businesses needs
Very little customisation required
Very cost effective solution
Great company to deal with
Some shortcomings in the reporting / dash boards but the next release of the software is due to address most of these
Subscriptions include support, maintenance and software updates
Below are some frequently asked questions for Gold-Vision.
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
Gold-Vision offers the following features:
Gold-Vision has the following typical customers:
Mid Size Business
Gold-Vision supports the following languages:
English, French, German
Gold-Vision has the following pricing plans:
We do not have any information about what devices Gold-Vision supports
Gold-Vision integrates with the following applications:
Eventbrite, Facebook, Gmail, Google Analytics, LiveChat, LiveChat, Microsoft Outlook, Office 365, Sage 50cloud, Twitter
Gold-Vision offers the following support options:
FAQs, Knowledge Base, Online Support, Online Support, Phone Support, Phone Support, Video Tutorials