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.
An improving picture, the more we learn the more we use it. Although I still feel we don't use it to it's full potential
Switching over to any new software package is going to be a challenge, when everyone was happy with the old system but over time and with more support & training from Gold Vision we now wouldn't be without it.
Brings all our customer data into one place, quick and easy access for all users.
Very easy to manage our GDPR compliance.
Provides clear and accurate daily reports, which appear live on your own dashboard
You can customise the software, which we've now done and it works much better for our business
Initially, it was over complicated, far to many steps and options on each screen
Terminology was difficult to understand, which made keying data into some fields a challenge. People were putting the same data into different fields because they didn't understand the titles
Over time, we have customised each screen and made the software work for our business
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.
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.
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.
Easy to use
Integration with other platforms
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.
Powerful list views.
Excellent mail campaign tools.
Flexible views and lists for each user.
Filtering different objects can be difficult to set up.
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.
Easy to use.
Email tracking quick and deals with huge volumes quickly and easily.
Nothing, its really very good.
Subscriptions include support, maintenance and software updates
Voici quelques-unes des questions fréquentes sur Gold-Vision.
Types de licences disponibles pour Gold-Vision :
À partir de: 21,50 $US/mois
Type de licence: Abonnement
version d'essai gratuite: Disponible
Subscriptions include support, maintenance and software updates
Fonctionnalités du logiciel Gold-Vision :
Utilisateurs habituels du logiciel Gold-Vision :
Entreprises de taille moyenne
Langues dans lesquelles Gold-Vision est disponible :
anglais, français, allemand
Types de licences disponibles pour Gold-Vision:
Nous n'avons pas d'informations sur les appareils pris en charge par Gold-Vision.
Applications s'intégrant à Gold-Vision :
Adobe Sign, Eventbrite, Facebook, Google Analytics, LiveChat, LiveChat, Microsoft Outlook, Office 365, Sage 50cloud, Twitter
Ressources d'aide disponibles pour Gold-Vision :
FAQ, Base de connaissances, Support en ligne, Support en ligne, Support téléphonique, Support téléphonique, Tutoriels vidéo