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 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
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
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Features
Total features of Gold-Vision CRM: 114
Alternatives
Salesforce Sales Cloud

Capsule

Spark Hire

Insightly

Reviews
Already have Gold-Vision CRM?
Software buyers need your help! Product reviews help the rest of us make great decisions.

- Industry: Food & Beverages
- Used Weekly for 2+ years
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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
- Industry: Construction
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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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.
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 priceResponse 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
- 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
- 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
- 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
Gold-Vision CRM FAQs
Below are some frequently asked questions for Gold-Vision CRM.Q. What type of pricing plans does Gold-Vision CRM offer?
Gold-Vision CRM offers the following pricing plans:
- Starting from: US$55.00/month View Pricing Plans
- Pricing model: Subscription
- Free Trial: Available
Subscriptions include support, maintenance and software updates
Q. Who are the typical users of Gold-Vision CRM?
Gold-Vision CRM has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Gold-Vision CRM support?
Gold-Vision CRM supports the following languages:
English, French, German
Q. Does Gold-Vision CRM support mobile devices?
Gold-Vision CRM supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Gold-Vision CRM integrate with?
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
Q. What level of support does Gold-Vision CRM offer?
Gold-Vision CRM offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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