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 many more.

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.

The Gold-Vision product line also includes our brand-new product, Gold-Vision Marketing. Gold-Vision Marketing is an all-in-one digital marketing platform which is fully integrated with our CRM. Marketing gives users the ability to create and run campaigns, all whilst data is being fed back into CRM to aid the sales process – making sales and marketing alignment easier than ever.

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.

Pricing starting from:

US$55.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Gold-Vision CRM

  • Gold-Vision 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.
  • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premise

    Countries available

    Canada, United Kingdom, United States

    Supported Languages

    English, French, German

    Pricing starting from:

    US$55.00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    Gold-Vision CRM Software - Gold-Vision Sales
    Gold-Vision CRM Software - Gold-Vision Marketing
    Gold-Vision CRM Software - Gold-Vision Lead Management
    Gold-Vision CRM Software - Gold-Vision Events
    Gold-Vision CRM Software - Gold-Vision Portal
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    Gold-Vision CRM Software - Gold-Vision Sales
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    Gold-Vision CRM Software - Gold-Vision Events
    Gold-Vision CRM Software - Gold-Vision Portal
    Gold-Vision CRM Software - Gold-Vision Project Management

    Features

    Total features of Gold-Vision CRM: 114

    • A/B Testing
    • API
    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Tracking
    • Alerts/Escalation
    • Alerts/Notifications
    • Automated Routing
    • Batch Processing
    • Bid Management
    • CRM
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Campaign Analytics
    • Campaign Management
    • Campaign Segmentation
    • Channel Management
    • Chat/Messaging
    • Client Management
    • Client Tracking
    • Collaboration Tools
    • Commission Management
    • Communication Management
    • Configurable Workflow
    • Contact Database
    • Contact Management
    • Contract/License Management
    • Conversion Tracking
    • Customer Database
    • Customer Segmentation
    • Customisable Branding
    • Customisable CTAs
    • Customisable Reports
    • Customisable Templates
    • Customizable Fields
    • Dashboard
    • Data Import/Export
    • Document Management
    • Document Storage
    • Drag & Drop
    • Drip Campaigns
    • Dynamic Content
    • Email Management
    • Email Marketing
    • Email Templates
    • Email Tracking
    • Estimating
    • Event Triggered Actions
    • Field Sales Management
    • For Insurance Industry
    • For Small Businesses
    • For Startups
    • For iPad Devices
    • Forecasting
    • Interaction Tracking
    • Internal Chat Integration
    • Landing Pages/Web Forms
    • Lead Capture
    • 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
    • Project Management
    • Project Time Tracking
    • Project Tracking
    • Proposal Generation
    • Prospecting Tools
    • Quotes/Estimates
    • ROI Tracking
    • Real-Time Reporting
    • Referral Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Sales Activity Management
    • Sales Analytics
    • Sales Approval
    • Sales Forecasting
    • Sales Pipeline Management
    • Sales Reports
    • Sales Trend Analysis
    • Scheduling
    • 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

    4.4
    #1 Alternative to Gold-Vision CRM
    Manage your leads with Salesforce Sales Cloud, tracking lead activity across the sales pipeline, routing and assigning...

    Capsule

    4.5
    #2 Alternative to Gold-Vision CRM
    Capsule is the smart simple online CRM. It's used to build stronger customer relationships, make more sales, save time,...

    Spark Hire

    4.7
    #3 Alternative to Gold-Vision CRM
    Spark Hire is a video interviewing platform offering one-way video and live video interviews along with interview...

    Insightly

    4.0
    #4 Alternative to Gold-Vision CRM
    Create velocity through your sales process. Leverage your pipelines to track, manage, and nurture deals efficiently....

    Reviews

    Overall rating

    4.6 /5
    (126)
    Value for Money
    4.5/5
    Features
    4.5/5
    Ease of Use
    4.5/5
    Customer Support
    4.8/5

    Already have Gold-Vision CRM?

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

    Showing 5 reviews of 126
    Gary
    Gary
    Overall rating
    • Industry: Food & Beverages
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Good value CRM, brilliant support, slightly dated

    Reviewed on 09/01/2018

    Stability, flexibility, and a great price point.

    Stability, flexibility, and a great price point.

    Pros

    Email tracking works smoothly, in our years it has not fallen over or crashed once from internal errors. The training options and training material available for it is also credible.

    Cons

    The UI is looking a little dated and an ability to 'theme' or 'skin' it would be useful, some validation would be good to (i.e. stop people entering duplicate domain names)

    Response from Esteiro Business Solutions

    Hi Gary - many thanks for your review and great to hear your positive experience for our support and product reliability. Gold-Vision 8 with new modern interface is due for release in the first half of 2018 and I will ask Usmaan to give you a sneak demo preview so you can see the great new UI which you will be able to update to seamlessly from your current Gold-Vision version. - Alison Turney

    Laura
    Overall rating
    • Industry: Construction
    • Company size: 2–10 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

    Easily developed even during a pandemic!

    Reviewed on 23/09/2020

    Overall our experience has been great. Trying to develop a new system over video call seemed...

    Overall our experience has been great. Trying to develop a new system over video call seemed daunting at first however with the support of Gold-Vision the calls were easy and hands on. We worked through in a logical way but we were always given time to ask questions no matter how easy or complex. The online chat has been a great help during the first few weeks of use as team members can proactively sort issues they have come across. Would highly recommend Gold-Vision to anyone looking for a new CRM system. Taj was a great support throughout the development.

    Pros

    The system is easy to use and even easier to follow. Prompts suggest what to do next which made staff training even easier. The overall design makes the system more appealing than other systems used previously and has seen a higher uptake in daily use of the system.

    Cons

    We have come across a few small bugs but there are being looked into by the team and I am sure will be sorted soon enough.

    Alternatives Considered

    Capsule, Insightly and Salesforce Sales Cloud

    Reasons for Choosing Gold-Vision CRM

    SAGE wasn't functional for our needs.

    Reasons for Switching to Gold-Vision CRM

    Referral from customer, ease of use, customer service and price

    Response from Esteiro Business Solutions

    Hi Laura,

    Thank you for your fantastic review. We are very happy to hear that you find Gold-Vision easy to use and you received great support throughout the development!

    Kind regards,

    Zoe

    Verified Reviewer
    Overall rating
    • Industry: Construction
    • 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 4.0 /10

    OK but better out there

    Reviewed on 19/01/2023

    Probably OK if you don't want to integrate with anything else and you have time and knowledge to...

    Probably OK if you don't want to integrate with anything else and you have time and knowledge to filter out unneccesesary stuff and build your own dashboards.

    Pros

    Flexible and if you are IT savvy you can probably mostly build what you need. It does seem highly configurable if you know what you are doing which is probably a plus over other CRMS

    Cons

    Doesnt integrate with many other apps and platforms. Completely lacking basic CRM functions like a visible sales pipeline. No automatic mail and contact tracking like for example Hubspot. If you want to integrate with anything basic like a 3CX phone system we found the support obstructive and they want to charge you.

    Response from Esteiro Business Solutions

    Thank you for taking the time to leave a review. In response to some of the points you have raised, we would like to highlight the full capabilities of our product.

    Integration is important. Therefore, we prioritise building links to tools where we believe customers will gain the best value, such as the Microsoft Office suite, accounting systems, website tracking, chat, and eSign, to name a few.   

    Gold-Vision supports numerous ways to easily create a visual pipeline view, such as a funnel, sales board, target charts, and histogram pipeline. If you would like to build a specific view, please check our help pages, or reach out to our support desk. Gold-Vision is often used by businesses that require more that the "one size fits all" chart.

    Given all phone systems are different, we offer a standard outbound dialling solution that works with most softphone systems. However, certain inbound features can require setting up, which we're happy to do as part of your project.   

    Without your name we are unable to reach out directly - please contact us via your account manager and/or our support desk for further assistance.

    Kind Regards,

    Gold-Vision

    Rachel
    Overall rating
    • Industry: Events Services
    • 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

    Gold-Vision CRM review

    Reviewed on 22/11/2019

    Pros

    The aesthetics, the ease of use and it is clear which step is next and I don't get frustrated working it out!

    Cons

    I didnt like the initial data upload and cleansing the data before going into the system as the duplicates were a nightmare

    Response from Esteiro Business Solutions

    Hi Rachel,

    Thank you for your positive review. It's always nice to hear that Gold-Vision eliminates frustrations and you find it easy to use.

    We're pleased that we could work with you to cleanse your data making your user experience much better.

    Kind regards

    Zoe

    Kim
    Overall rating
    • 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

    Showing 5 reviews of 126 Read all reviews

    Gold-Vision CRM FAQs

    Below are some frequently asked questions for Gold-Vision CRM.

    Gold-Vision CRM offers the following pricing plans:

    Subscriptions include support, maintenance and software updates

    Gold-Vision CRM has the following typical customers:

    2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    Gold-Vision CRM supports the following languages:

    English, French, German

    Gold-Vision CRM supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Gold-Vision CRM integrates with the following applications:

    Clearbit, Docusign, Eventbrite, Gmail, Google Analytics 360, Google Maps, Lead Forensics, LiveChat, Loqate, Meta for Business, Microsoft 365, Microsoft Outlook, Opera 3, QuickBooks Online, Sage 50cloud Accounting, Twitter/X, Xero

    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.