About Gold-Vision

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 Trial
  • Subscription
View Pricing Plans

Key benefits of Gold-Vision

  • 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

    United States, Canada, United Kingdom

    Supported Languages

    English, French, German

    Pricing starting from:

    US$32.50/month

    • Free Trial
    • Subscription
    View Pricing Plans

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

    Features

    Total features of Gold-Vision: 57

    • API
    • Access Control
    • Activity Dashboard
    • Activity Tracking
    • Alerts / Escalation
    • Appointment Management
    • Booking Management
    • Calendar Management
    • Call Center Management
    • Call Routing
    • Call Tracking
    • Campaign Management
    • Charting
    • Chat
    • Collaboration Tools
    • Communication Management
    • Configurable Workflow
    • Contact History
    • Content Management
    • Custom Charts
    • Customer Segmentation
    • Customizable Reporting
    • Data Synchronization
    • Deadline Management
    • Distribution Management
    • Document Storage
    • Email Marketing Management
    • Email Tracking
    • Event Management
    • Forecasting
    • Lead Generation
    • Lead Scoring
    • Microsoft Outlook Integration
    • Mobile Integration
    • Multi-Channel Marketing
    • Multi-Currency
    • Performance Reports
    • Pipeline Management
    • Progress Tracking
    • Project Management
    • Projections
    • Quote Management
    • ROI Analytics
    • Real Time Analytics
    • Real Time Reporting
    • Reminders
    • Request Routing
    • Sales Forecasting
    • Social Media Integration
    • Support Ticket Tracking
    • Task Management
    • Team Calendars
    • Third Party Integration
    • To-Do List
    • Visual Analytics
    • Web Forms
    • Workflow Management

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    Reviews

    Overall rating

    4.6 /5
    (75)
    Value for Money
    4.6/5
    Features
    4.4/5
    Ease of Use
    4.5/5
    Customer Support
    4.9/5

    Already have Gold-Vision?

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

    Write a Review!
    Showing 5 reviews of 75
    Bev W.
    Overall rating
    • Industry: Financial Services
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • 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

    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
    • 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

    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
    • 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.

    Ross W.
    Overall rating
    • Industry: Airlines/Aviation
    • Company size: 51-200 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Great CRM tool with Great Customer Support

    Reviewed on 2021-01-08

    I am some what reticent to change any systems (bit of a tech dinosaur), however, once I was shown...

    I am some what reticent to change any systems (bit of a tech dinosaur), however, once I was shown GV and got used to it, which didn't take long (and if I can use it, anyone can!) it is a great tool. Easy to customize the layout & fields with fab customers support from GV [SENSITIVE CONTENT HIDDEN].

    GV provides a LOT of functionality, most of which I personally won't/ don't need to use in my current role, however, I can see the immense benefits it will bring to the rest of the wider teams, our Division and parent company.

    Can't live with out it now :-)

    Pros

    The level of detail it provides, from opportunity to project delivery is great and provides all the data I need to track opportunities and projects, coupled with easy to use reports. Customisable layouts/pages/widgets etc and various ways to get to the data you want, quickly.

    Cons

    Some minor work rounds required and some process steps when entering certain data could be improved.

    Response from Esteiro Business Solutions

    Hi Ross,

    Thank you for you positive review.

    We are so pleased you are finding GV easy to use and you can create reports, opportunities and obtain data quickly!

    Kind regards,

    Zoe

    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
    • 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

    Showing 5 reviews of 75 Read all reviews

    Gold-Vision FAQs

    Below are some frequently asked questions for Gold-Vision.

    Gold-Vision offers the following pricing plans:

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

    Subscriptions include support, maintenance and software updates

    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

    Gold-Vision has the following typical customers:

    Mid Size Business

    Gold-Vision supports the following languages:

    English, French, German

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

    Gold-Vision integrates with the following applications:

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

    Gold-Vision offers the following support options:

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

    Related categories

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