Gold-Vision

Gold-Vision

Sales, marketing & support CRM

4.7/5 (57 reviews)

Gold-Vision Overview

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$21.50/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, Europe, United Kingdom, United States

Supported Languages

English, French, German

Gold-Vision Reviews for UK Users

Overall rating
4.7/5
96% positive reviews
40
Excellent
15
Very good
2
Average
0
Poor
0
Terrible
Stephanie B.

Flexible user friendly software with excellent customer support

Used Daily for 2+ years
Reviewed on 12/07/2017
Review Source: Capterra

We're able to report quickly on so many different areas of our business that we had no visibility of before having Gold Vision. This allows us to react almost immediately to issues that we were unaware of in the past. As we've recently implemented a pervasive upgrade, which has allowed us to carry out a long overdue update to the latest version of GV, we've been incredibly impressed with the lead management, campaign and event management improvements. We're about to enter a period of expansion for our business, and this would have been far more challenging without the flexibility of GV.

Pros

Over the six years that we've been running several instances of GV, we've been extremely impressed by the flexibility of the system, enabling us to tailor screens and processes to meet our businesses varying requirements. Our in-house administrators have a large amount of scope for making changes quickly and easily without needing to wait for support from the rep, but when needed, this is fast and helpful. Our users, especially new joiners, say how easy the system is to use.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Kirsty H.

A great CRM system with an excellent team behind it

Used Daily for 2+ years
Reviewed on 26/10/2016
Review Source: Capterra

I've been working with GoldVision's CRM system since I joined Coffin Mew in 2008 and have knowledge of it from a user perspective within a team and now from a Marketing and Business Development perspective.

The system is flexible, which allows the Marketing team to edit the platform to get the best use out of it without having to contact GoldVision. We use the system for recording all Marketing and Business Development activity including events, mailshots, campaign management and pipeline management.

The GoldVision Connect mailshot system is intuitive to use and has a great HTML drag and drop function for creating professional looking mailshots. It also provides a good reporting function to get the best out of your campaigns.

GoldVision also works well with other systems and can integrate Twitter, Facebook, Lead Forensics and EventBrite.

I always find the team at GoldVision easy to work with, especially our account manager Jiggy. The support team are also quick to help with any questions about the system.

I would be happy to recommend GoldVision.

Pros

Easy to use
Constant development
Integration with other platforms

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
John R.

A highly versatile CRM with great support

Used Daily for 1+ year
Reviewed on 25/01/2017
Review Source: Capterra

We have used Gold-Vision for over a year now and have found that it has revolutionised our business operations.

Gold-Vision comes with a huge number of CRM tools out-of-the-box; many of which are usually add-ons in other CRMs. Because of this, there are many features that are used a lot, and some that we are still yet to leverage.

Users can easily create their own dashboards and reports - but what really shines about Gold-Vision is it's approach to how it allows users to create lists of any items within the main UI, giving easy sortable and searchable live data.

My only gripe of Gold-Vision is it can be difficult to pull in data across different hierarchys in this manner - and depending on if you are self-hosted or cloud-based, you might need additional support to get those connections working.

Esteiro are very knowledgable about their product and their support is invaluable in our use of Gold-Vision.

With the cost of licensing and the software and support you receive, I cannot fault the value for money at all.

Overall an affordable powerful tool for your business that you should definitely consider if you are looking for a new CRM.

Pros

Powerful list views.
Excellent mail campaign tools.
Flexible views and lists for each user.

Cons

Filtering different objects can be difficult to set up.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Phil brown B.

The most useful of business software

Used Daily for 2+ years
Reviewed on 28/11/2016
Review Source: Capterra

We have been using Gold Vision for many years now and are very happy with its functionality, we don't use all aspects of the software but do find the automatic email tracking and sorting to be fantastic and a real advantage. Having the ability to quickly search all of your colleagues emails to and from customers is so helpful. We currently have 427691 emails cross referenced and stored, MS Outlook struggles to give meaningful results with just a few thousand. The emails can be very quickly and easily searched using wild cards etc. Of course we use the contacts features with the usual company and phone details. Not only do our Sales Team use it to store customer information but also our Logistics Team use Gold Vision to store supplier information and track all suppliers emails. In fact all the teams across the business are using Gold Vision, it is wonderful tool and one I would recommend to any business small or large.

Pros

Easy to use.
Email tracking quick and deals with huge volumes quickly and easily.

Cons

Nothing, its really very good.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Andrew B.

Gold-Vision CRM implementation at Servowatch Systems Ltd

Used Daily for 1-5 months
Reviewed on 16/01/2017
Review Source: Capterra

The experience from first contact to last was exceptional. Everyone I came in contact with balanced professionalism with the personal touch.

My account Manager took the time to understand my needs and wants before progressing to the discussion on features and benefits. By doing that he was able to tailor them to what I needed immediately making my decision very easy.

The implementation went totally to plan from the initial contact through developing our instance of the software and the training of the sales managers. Very smooth process which was also completed to budget.

The software is very intuitive to use and although I only needed minimal customisation it was very easy to do. Setting up alerts to warn of unwanted activity is also easy to achieve.

I only have a small team but they are already seeing the benefits of having a professional CRM tool set (as opposed to a spreadsheet) and the CRM roadmap has development of lead management, customer issues log and integration of our web site as upcoming sub-projects.

There are some minor shortcomings in the analytics area but I am looking forward to the next issue of the software due in the first half of 2017 to see what that brings and I'm optimistic that this will further develop on an excellent piece of software.
I wouldn't hesitate to recommend Gold-Vision CRM to small, medium or large businesses.

Andrew Burns
Sales & Marketing Director
Servowatch Systems Limited

Pros

Simple to configure to your businesses needs
Very little customisation required
Very cost effective solution
Great company to deal with

Cons

Some shortcomings in the reporting / dash boards but the next release of the software is due to address most of these

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Gold-Vision Pricing

Starting from
US$21.50/month
Pricing options
Free Trial
Subscription
Value for money

Subscriptions include support, maintenance and software updates

Gold-Vision Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Reminders
  • Calendar Management
  • Customisable Reporting
  • Mobile Integration
  • Social Media Integration
  • Third Party Integration

  • Automatic Notifications
  • CRM Integration
  • Custom Fields
  • Customer Database
  • Customisable Branding
  • Customisable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Real Time Data
  • Reporting & Statistics

Additional information for Gold-Vision

Key features of Gold-Vision

  • API
  • Access control
  • Analytics
  • Appointment tracking
  • Automated reminders
  • Automated to-do lists
  • Automatic distribution
  • Booking management
  • CRM integration
  • Call management
  • Campaign management
  • Communication management
  • Custom integrations
  • Customer service analytics
  • Customer service tools
  • Customer support
  • Customer support tracking
  • Customizable workflows
  • Delegate management
  • Document storing
  • Due date alerting
  • Email response control
  • Event marketing
  • Forecasting
  • Intelligent data segmentation
  • Interaction tracking
  • List management
  • Live chat
  • Live dashboards
  • Mail server integration
  • Marketing automation
  • Mobile sales
  • Multi-currency
  • Performance tracking
  • Pipeline
  • Progress tracking
  • Project management
  • Quotes / proposals
  • ROI reporting
  • Real-time reports
  • Request escalation
  • Security levels
  • Standard or custom reporting
  • Support history
  • Task management
  • Team collaboration
  • Third party integrations
  • Touch point scoring

Benefits

  • 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.

  • Gold-Vision FAQs

    Below are some frequently asked questions for Gold-Vision.

    Q. What type of pricing plans does Gold-Vision offer?

    Gold-Vision offers the following pricing plans:

    Starting from: US$21.50/month

    Pricing model: Subscription

    Free Trial: Available

    Subscriptions include support, maintenance and software updates

    Q. What are the main features of Gold-Vision?

    Gold-Vision offers the following features:

    • API
    • Access control
    • Analytics
    • Appointment tracking
    • Automated reminders
    • Automated to-do lists
    • Automatic distribution
    • Booking management
    • CRM integration
    • Call management
    • Campaign management
    • Communication management
    • Custom integrations
    • Customer service analytics
    • Customer service tools
    • Customer support
    • Customer support tracking
    • Customizable workflows
    • Delegate management
    • Document storing
    • Due date alerting
    • Email response control
    • Event marketing
    • Forecasting
    • Intelligent data segmentation
    • Interaction tracking
    • List management
    • Live chat
    • Live dashboards
    • Mail server integration
    • Marketing automation
    • Mobile sales
    • Multi-currency
    • Performance tracking
    • Pipeline
    • Progress tracking
    • Project management
    • Quotes / proposals
    • ROI reporting
    • Real-time reports
    • Request escalation
    • Security levels
    • Standard or custom reporting
    • Support history
    • Task management
    • Team collaboration
    • Third party integrations
    • Touch point scoring

    Q. Who are the typical users of Gold-Vision?

    Gold-Vision has the following typical customers:

    Mid Size Business

    Q. What languages does Gold-Vision support?

    Gold-Vision supports the following languages:

    English, French, German

    Q. What type of pricing plans does Gold-Vision offer?

    Gold-Vision has the following pricing plans:

    Subscription

    Q. Does Gold-Vision support mobile devices?

    We do not have any information about what devices Gold-Vision supports

    Q. What other apps does Gold-Vision integrate with?

    Gold-Vision integrates with the following applications:

    Adobe Sign, Eventbrite, Facebook, Google Analytics, LiveChat, LiveChat, Microsoft Outlook, Office 365, Sage 50cloud, Twitter

    Q. What level of support does Gold-Vision offer?

    Gold-Vision offers the following support options:

    FAQs, Knowledge Base, Online Support, Online Support, Phone Support, Phone Support, Video Tutorials