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
Devices
Business size
Markets
Canada, United Kingdom, United States
Supported Languages
English, French, German
Pricing starting from:
US$32.50/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of Gold-Vision CRM: 116
- AB Testing
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts / Escalation
- Alerts/Notifications
- Analytics/ROI Tracking
- Automated Routing
- Batch Processing
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Segmentation
- Cataloguing/Categorisation
- Channel Attribution
- Channel Management
- Chat/Messaging
- Client Management
- Collaboration Tools
- Commission Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Customer Database
- Customer Segmentation
- Customer Service Analytics
- Customer Support
- Customisable Branding
- Customisable CTAs
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Customization
- Dashboard
- Data Import/Export
- Data Synchronisation
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Event Triggered Actions
- FAQ
- Field Sales Management
- For Small Businesses
- Forecasting
- Interaction Tracking
- Internal Chat Integration
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Database Integration
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Lead Verification/Validation
- Live Chat
- Marketing Automation
- Marketing Calendar
- Mobile Access
- Multi-Channel Marketing
- Multivariate Testing
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Projections
- Proposal Generation
- Prospecting Tools
- Quotes/Estimates
- Real Time Analytics
- Real Time Reporting
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Request Escalation
- Routing
- Sales Analytics
- Sales Forecasting
- 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
- Template Management
- Territory Management
- Third Party Integrations
- Visual Analytics
- Web Forms
- Web-based Deployment
- Website Visitor Tracking
- Workflow Management
Alternatives
Salesforce Sales Cloud
Dynamics 365
Zoho CRM
Sage CRM
Reviews
Already have Gold-Vision CRM?
Software buyers need your help! Product reviews help the rest of us make great decisions.
Write a Review!- 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
- Likelihood to recommend 10.0 /10
Gold-Vision User
Reviewed on 24/11/2021
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 CloudReasons 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
- Industry: Construction
- 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
Great product with fantastic support
Reviewed on 06/12/2021
With Gold-Vision we have managed to amalgamate several systems into a single place improving our...
With Gold-Vision we have managed to amalgamate several systems into a single place improving our overall efficiency as well as the visibility of data.
Pros
From the start, it was made very clear that we could customise the software to suit our requirements, of all the CRM systems we have used this is definitely the one that best suits our requirements. Best of all everything is very intuitive so training new staff members is very simple.
Cons
The Sage plugin we use often takes far too long and it would be nice if we could automate this. We use the map view for a couple of lists and it would be nice if you could edit the records from this view.
Reasons for Choosing Gold-Vision CRM
Didn't meet our requirements and cost far to much for what we were using it forSwitched From
Salesforce Sales CloudReasons for Switching to Gold-Vision CRM
It seemed to be the best fit and the initial discussions were very positive and productiveResponse from Esteiro Business Solutions
Hi Rob,
Thank you for your great review and I will pass your comments on to our team!
Kind regards,
Zoe
- Industry: Telecommunications
- Company size: 11-50 Employees
- Used for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 1.0 /10
Small minded and technically limited in there approach to email campaigns
Reviewed on 08/04/2021
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.
- Industry: Biotechnology
- Company size: 51-200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
GoldVision 8 CRM
Reviewed on 09/11/2021
Our account manager has been on hand every step of our upgrade process and provided plenty of...
Our account manager has been on hand every step of our upgrade process and provided plenty of support and training in setting up GoldVision 8 CRM. The system is clean and easy to use, has allowed us to simplify some of our internal processes and create easy to view dashboard charts of key information.
Pros
We use GoldVision 8 CRM for all aspects of our customer management, sales processes (website lead qualification, quote generation and opportunity progression) and support ticketing. The system is very intuitive to use, provide good functionality ‘out of the box’, but also allows easy customization to match our internal processes.
Cons
A few of our business specific processes cannot be set up in the system, although most areas can be re-configured easily or via additional customization.
Alternatives Considered
Sage CRMReasons for Switching to Gold-Vision CRM
We preferred the ease of customization and simplicity of quoting on GoldVision CRMResponse from Esteiro Business Solutions
Thank you Alice for your fantastic review of Gold-Vision and the team.
Kind regards,
Zoe
- Industry: Health, Wellness & Fitness
- 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
Great CRM
Reviewed on 01/12/2021
Gold Vision is super easy to use and is enabling the sales teams to update the system much quicker...
Gold Vision is super easy to use and is enabling the sales teams to update the system much quicker and easier than the previous CRM. data is more easy to visualise which is supporting and driving sales activities
Pros
Super easy to use and configure for sales and account management activities. The reporting and dashboards are interactive and provide an easy way to see what is needed, quickly
Cons
There are some basic features missing, such as copying or cloning opportunities and quotes and auto-updates that could be improved.
Response from Esteiro Business Solutions
Hi Kim,
Thank you for you fantastic 10/10 review.
We're so pleased to hear that you find Gold-Vision super easy to use and configure for sales and account management.
Kind regards,
Zoe
Gold-Vision CRM FAQs
Below are some frequently asked questions for Gold-Vision CRM.Q. What type of pricing plans does Gold-Vision CRM offer?
Gold-Vision CRM offers the following pricing plans:
- Starting from: US$32.50/month View Pricing Plans
- Pricing model: Subscription
- Free Trial: Available
Subscriptions include support, maintenance and software updates
Q. Who are the typical users of Gold-Vision CRM?
Gold-Vision CRM has the following typical customers:
2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+
Q. What languages does Gold-Vision CRM support?
Gold-Vision CRM supports the following languages:
English, French, German
Q. Does Gold-Vision CRM support mobile devices?
Gold-Vision CRM supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Gold-Vision CRM integrate with?
Gold-Vision CRM integrates with the following applications:
Access Dimensions, Adobe Sign, Clearbit, DocuSign, Eventbrite, Exchequer, Facebook for Business, Gmail, Google Analytics, Google Maps, Lead Forensics, LiveChat, Loqate, Microsoft 365, Microsoft Outlook, Opera 3, Sage 50cloud, Twitter, Xero
Q. What level of support does Gold-Vision CRM offer?
Gold-Vision CRM offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
Related categories
See all software categories found for Gold-Vision CRM.
