Gold-Vision CRM Reviews

Its a great way for multiple people, who all work remotely to access a single database where everything is stated and clear. The way the quote numbers, quote templates and the whole sales process is covered, has really helped us improve our overall efficiency.
The email and calendar tracking is a useful feature and is a super way of gathering information.
We really like the email marketing side of the software, which is something as a company is new to us. Since having Gold-Vision we have been able to send out multiple marketing emails a month to push our name and products further than ever before.

Before we updated to 8.0 the software was a little confusing and tricky to use. That said, the new version is far easier, with a colour coded approach its visually simpler.

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.

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.

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.

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

The ease of organising and understanding each teams workflow and tasks. The ability to oversee and review individuals work on an hourly basis is critical to the business and Gold Vision enables us to do that with ease and fluidity. We have found that the flexibility throughout the system is better than we have ever seen before and the integration and system updates are flawless.

No issues with Gold Vision that affect our business growth and any minor issues have been resolved by their support team within a fair timescale and with complete professionalism

We needed a flexible system to suit our industry. Both [SENSITIVE CONTENT]and [SENSITIVE CONTENT]did a fantastic job explaining that their software could be modified to our needs. We ended up with a lot of bespoke work done and I'm pleased to say it suits our needs perfectly. The version 8 upgrade went smoothly and we love the new interface.
We use Connect for email campaigns and are very happy with it.

As we have a highly bespoked system, when we have problems it can take a while to resolve.

We have specific quarterly targets in terms of revenue and other objectives. We are able to create customised dashboards to monitor our progress against these targets and help to create focus on the key deals that will make the difference

Sometimes we find the 255 character limit an issue on text fields. Larger or a warning that you have reached the limit, or even just preventing you from trying to type more would be helpful.

It is a very broad piece of software which captures more functionality than a majority of more expensive and well known products. With an excellent account management and bespoke development/technical team backing up the system, it is hard to find fault.

Difficult to find anything of note to fault with this system! The only downside would be that it runs in Internet Explorer and isn't full functional in Chrome, but it's not really an issue and is more about my preference for browser.

My team have to use Gold-Vision on a daily basis and it is very user friendly and you can amend to your own personal business needs!

Nothing, I think the software is great!

Gold Vison system & reporting can be fully customized which allows easy of access.
New drag and drop features make uploading information/images much easier.
The support team are always willing to help with any queries and are always quick to get back to you.
Version 8 has recently been installed and it is much more user friendly.
Training has always been excellent, Usmaan and team have always been flexible to suit our needs.

Can be time consuming to set up in the initial stages.

It's a easy system to use whether you are a 2 man band or a 50 employee company

Seems a little bulky - could look better

The ability to add and remove fields
Reporting on all modules / fields
Dashboards
Ease of use
Admin console
Support
Ability to adapt the system to fit our needs

Personally I believe that the charts and graphs need further development, to show the amounts not just when you put your mouse over the chart. It would be useful to have a matching key / table to show the figures / amounts.

Very Sophisticated and easy to use. Virtually fool proof

Not easy to navigate to editing or creating campaigns

Great deal of out-of-the-box functionality
Easy Customization
Great support team
Easy to extract data
Excellent campaign tools and marketing automation
Constant development
Integrates with other platforms

The interface is dated although understand new one imminent
Reporting could be improved both in the main GV CRM and GV Connect

The functions are intuitive with a shallow learning curve. Customer care team is always accessible and very helpful.

The drag and drop functionality for Gold-vision Connect design aspect is a bit clunky and makes it difficult to position and re-size the elements exactly how you want them to look.

More modern than v 7 and more accessible.

Not sure yet. As we have only being using v 8 for a few hours.