Gold-Vision CRM

About Gold-Vision CRM

Gold-Vision is a highly configurable and user-intuitive 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 an impressive 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, allowing for excellent pipeline management capabilities. 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 to help you stay focused on the task at hand.

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. CSV files are now a thing of the past, with Gold-vision you can manage your marketing campaigns directly from within your CRM. You can also use targeted marketing campaigns and configure multi-stage automation for lead nurture or new customer campaigns and understand your ROI quickly with built-in reporting, supported seamlessly by our powerful lead forensics integration.

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 allow you to take informed action and stay on top of deadlines by keeping projects organized and on schedule with automated to-do lists, project reporting, due date alerting, appointment tracking, collaboration tools, and more. The ability to keep an eye on project progress and gain valuable insights by manager encourages improved workflow efficiency and organization, ensuring your team stays on top of any task.

Manage your events, conferences, or training courses in one place across the full lifecycle with Gold-Vision's streamlined event bookings system. Enabling real-time booking and payment management, Gold-vision provides a systematic workflow that implements API’s to support website integration, this automatically updates your website with current events by type, date, or location.

Harmonise your customer portal with Gold-Vision to share key CRM data, maximize customer satisfaction, and boost team productivity. Gold-Vision currently offers two types of Portal pages, Account and Activity. The account page acts as a self-service area for customers to update, whereas the activity page gives customers the ability to view or create opportunities, as well as add and see notes and attachments using Gold-Vision. The portal provides the perfect balance of customer self-service, direct support, and communication.

Integrations are a fundamental element that make Gold-Vision such a dynamic system. Whether you want to improve your data enrichment or tender management, Gold-vision will have an Integration for your requirements or customize with our API.