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.

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.

Pricing starting from:

US$38.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Gold-Vision CRM

  • 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.
  • 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$38.00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    Gold-Vision CRM Software - Intelligent by design, Gold-vision is a CRM that will meet your wider business needs on the go.
    Gold-Vision CRM Software - Get better leads with alerting and automated workflows.
    Gold-Vision CRM Software - Deliver high-quality quotes and proposals from any device with opportunity quoting
    Gold-Vision CRM Software - Stay on schedule, improve collaboration ad reduce tender admin with Gold-Vision's project management tool.
    Gold-Vision CRM Software - Utilise different views to boost project visibility
    Gold-Vision CRM Software - Streamline your event booking and workflow management
    Gold-Vision CRM Software - Improve customer satisfaction with increased Help Desk productivity.
    Gold-Vision CRM Software - Become more time-intentional with time logging functionality
    View 9 more
    Gold-Vision CRM video
    Gold-Vision CRM Software - Intelligent by design, Gold-vision is a CRM that will meet your wider business needs on the go.
    Gold-Vision CRM Software - Get better leads with alerting and automated workflows.
    Gold-Vision CRM Software - Deliver high-quality quotes and proposals from any device with opportunity quoting
    Gold-Vision CRM Software - Stay on schedule, improve collaboration ad reduce tender admin with Gold-Vision's project management tool.
    Gold-Vision CRM Software - Utilise different views to boost project visibility
    Gold-Vision CRM Software - Streamline your event booking and workflow management
    Gold-Vision CRM Software - Improve customer satisfaction with increased Help Desk productivity.
    Gold-Vision CRM Software - Become more time-intentional with time logging functionality

    Features

    Total features of Gold-Vision CRM: 104

    • A/B Testing
    • API
    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Tracking
    • Alerts/Escalation
    • Alerts/Notifications
    • Automated Routing
    • Batch Processing
    • CRM
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Campaign Analytics
    • Campaign Management
    • Campaign Segmentation
    • 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
    • Customisable Branding
    • Customisable CTAs
    • Customisable Reports
    • Customisable Templates
    • Customizable Fields
    • Dashboard
    • Data Import/Export
    • Document Storage
    • Drag & Drop
    • Drip Campaigns
    • Dynamic Content
    • Email Management
    • Email Marketing
    • Email Templates
    • Email Tracking
    • 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
    • Proposal Generation
    • Prospecting Tools
    • Quotes/Estimates
    • ROI Tracking
    • Real Time Reporting
    • Referral Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Sales Activity Management
    • 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

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    Reviews

    Overall rating

    4.6 /5
    (123)
    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 123
    Paul
    Overall rating
    • Industry: Transportation/Trucking/Railroad
    • 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

    Great, adaptable system

    Reviewed on 28/09/2022

    Having used Gold-Vision for 8 years for CRM and pre-sales management, we have now implemented a...

    Having used Gold-Vision for 8 years for CRM and pre-sales management, we have now implemented a number of post-sales processes, such as project management and Return Merchandise Authorisation (RMA). The team at Gold-Vision have been excellent in understanding our needs and working with our team to implement the features we need to develop our business.

    Pros

    Automation of workflow - automatically setting up opportunities/quotes/projects with key activities means our team can start working directly.
    Customisation - we are able to develop UI design, dashboard, reports, etc. that enable users to tailor the system to their individual working practices whilst maintaining corporate processes.
    Third-party integration - we have integrated our system with SharePoint to provide direct interaction between documentation and contacts/activities.
    Marketing - we are able to directly create, monitor and report on e-marketing activities against specific customer/prospect groups or by product/service.

    Cons

    We currently have no issues with Gold-Vision.

    Response from Esteiro Business Solutions

    Thank you for such a fantastic review Paul. We are very pleased Gold-vision is working well for you and your team.

    Kind regards,

    Alex

    Richard
    Overall rating
    • Industry: Building Materials
    • Company size: 2–10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

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

    Goldvision helps us manage our pipeline.

    Reviewed on 26/08/2020

    Goldvision talked us through the process with clarity at every stage, and the product has delivered...

    Goldvision talked us through the process with clarity at every stage, and the product has delivered to and beyond our expectations. Goldvision's after sales / implementation support has been exemplary.

    Pros

    Goldvision has vastly increased our productivity, the accuracy of our opportunity tracking and critically the ability for us to speak with decision makers at the right time. As an organisation we can now forecast more precisely, monitor conversion rates and overall have much better control over our pipeline.

    Cons

    There is little to dislike about the software, some of the quotation interface has taken a while to understand but there have been no issues.

    Alternatives Considered

    Dynamics 365 and Salesforce Sales Cloud
    Steve
    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 12/03/2018

    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.

    Debbi
    Overall rating
    • Industry: Food Production
    • 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

    A brilliant CRM system built to suit different companies needs!

    Reviewed on 13/12/2021

    The gold-vision team have not only been so helpful throughout the implementation of our CRM system...

    The gold-vision team have not only been so helpful throughout the implementation of our CRM system but our support tickets have always been quickly addressed in a professional and friendly way.

    Our teams use the CRM system for marketing campaigns, sales leads, customer account management and email tracking as well as complaints handling and communication within the wider teams but most importantly us, gold-vision created a bespoke customer portal to allow our customers complete access to their account information including managing their contacts details, billing and shipping information, raising support tickets and even ordering our products, which has been vital to the every day success of our business.

    Pros

    Gold-vision has been flexible right from the start of our CRM integration, which is something that was key to us as we are part of a very unique industry. The integration with our software was smooth and despite having lots of bespoke items in our current software that could cause issues, the gold-vision team have found ways to marry the two systems harmoniously.

    Cons

    Nothing as yet although we have been using the CRM system for a while I feel like there is a lot more that we can learn to properly utilise it!

    Response from Esteiro Business Solutions

    Hi Debbi,

    We are so pleased to receive your excellent review.

    I shall certainly pass on your positive comments to all teams at GV.

    Thank you,

    Zoe

    Adam
    Overall rating
    • Industry: Aviation & Aerospace
    • 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

    Gold-Vision CRM

    Reviewed on 25/11/2021

    It well worth the investment. Gold-Vision are very good at support, training and webinars. So...

    It well worth the investment. Gold-Vision are very good at support, training and webinars. So anything you don't understand can be easily understood!

    Pros

    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.

    Cons

    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.

    Response from Esteiro Business Solutions

    Hi Adam,

    Thank you for you excellent review.

    We are really pleased to hear that Gold-Vision brings your teams together whilst working remotely and you find you have a great range of support tools should you and your team need it!

    Kind regards,

    Zoe

    Showing 5 reviews of 123 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:

    • Starting from: US$38.00/month
    • Pricing model: Subscription
    • Free Trial: Available

    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:

    Access Dimensions, Adobe Acrobat Sign, Clearbit, DocuSign, Eventbrite, Exchequer, Gmail, Google Analytics 360, Google Maps, Lead Forensics, LiveChat, Loqate, Meta for Business, Microsoft 365, Microsoft Outlook, Opera 3, QuickBooks Online, Sage 50cloud Accounting, SharePoint, 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.