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

  • 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.

  • Devices

    Business size

    S M L

    Markets

    Canada, United Kingdom, United States

    Supported Languages

    English, French, German

    Pricing starting from:

    US$32.50/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 - Gold-Vision is ready to integrate with your key business tools.
    Gold-Vision CRM Software - Manage marketing campaigns in the one place.
    Gold-Vision CRM Software - Streamline your booking process with automated workflows, booking & delegate management and reporting.
    Gold-Vision CRM Software - Improve customer satisfaction with increased Help Desk productivity.
    Gold-Vision CRM Software - Stay on schedule, improve collaboration ad reduce tender admin with Gold-Vision's project management tool.
    View 8 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 - Gold-Vision is ready to integrate with your key business tools. Gold-Vision CRM Software - Manage marketing campaigns in the one place. Gold-Vision CRM Software - Streamline your booking process with automated workflows, booking & delegate management and reporting. Gold-Vision CRM Software - Improve customer satisfaction with increased Help Desk productivity. Gold-Vision CRM Software - Stay on schedule, improve collaboration ad reduce tender admin with Gold-Vision's project management tool.

    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

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    Reviews

    Overall rating

    4.7 /5
    (91)
    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.

    Write a Review!
    Showing 5 reviews of 91
    Paul M.
    Overall rating
    • 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 Cloud

    Reasons 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

    Rob J.
    Overall rating
    • 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 for

    Switched From

    Salesforce Sales Cloud

    Reasons for Switching to Gold-Vision CRM

    It seemed to be the best fit and the initial discussions were very positive and productive

    Response 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

    Jason R.
    Overall rating
    • 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.

    Alice L.
    Overall rating
    • 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 CRM

    Reasons for Switching to Gold-Vision CRM

    We preferred the ease of customization and simplicity of quoting on GoldVision CRM

    Response from Esteiro Business Solutions

    Thank you Alice for your fantastic review of Gold-Vision and the team.

    Kind regards,

    Zoe

    Kim A.
    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 91 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+

    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 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

    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.