Gold-Vision CRM Software


 

Gold-Vision is a fully integrated customer relationship management (CRM) solution that includes modules for sales, marketing, support, projects and events. Suitable for organizations of all sizes, it can be installed both on-premise and in the cloud.

The core CRM features include automatic tracking and synchronization of emails with Microsoft Exchange. There is also a facility for centralized storage of all prospects and customer information, which can be accessed from any device. The software also provides the ability to look up the social profiles of prospects and customers.

Gold-Vision’s sales functionality features lead management and lead scoring, which automatically scores leads based on their interest on business and can set pre-defined score as per previous communications with customers. It can also generate B2B leads with its integrated website analytics function.

The software’s Marketing feature includes email marketing, campaign management and marketing automation. Users can also integrate a Web tracking account feature, which allows them to track B2B websites.

Gold-Vision also comes with dashboard and reporting features that provide a dynamic view of customer information, and features analysis of sales activities efforts and complete visibility for sales and customer service management functions.

 

Gold-Vision CRM - Multiple devices
 
  • Gold-Vision CRM - Multiple devices
    Multiple devices
  • Gold-Vision CRM - Lead management
    Lead management
  • Gold-Vision CRM - Marketing automation
    Marketing automation
  • Gold-Vision CRM - Opportunities and quotes
    Opportunities and quotes
  • Gold-Vision CRM - Touch points
    Touch points
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8

27 Reviews of Gold-Vision CRM

Showing 1-20 of 27

 

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Stephanie from MHS Radiators Limited
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Flexible user friendly software with excellent customer support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Source: Capterra
 

Michelle from ChargePoint Technology
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

Gold Vision offers a tailored solution to suit our business CRM needs.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Gold-Vision is now a company wide tool as it offers solutions for all of our internal departments including, sales, support, aftercare, installations and marketing.
It allows visibility of account managers, actions and communication throughout the business.

Pros

Gold Vision allows each area to interact with others, creating an overall account management tool. The Esteiro support helpdesk work around our business requirements and offer tailored solutions at affordable rates.

Cons

The output of the graphical reporting and editing flexibility is limited. However, this can be overcome using additional software.

Source: Capterra
 

Jordan from AST

July 2017

July 2017

An intuitive system for those with CRM experience and excellent support for those less experienced

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Intuitive (for the experienced CRM user)
Ease of Customization
Great support
Easy to extract data
The dashboard is a great feature for statistical analysis

Cons

The GUI
Needs improvements to certain fields (phone numbers for example)
Reporting function could be improved (more customization and ability to edit charts)

Source: Capterra
 

Warren from Baines Simmons Ltd
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2017

June 2017

Very capable system for managing CRM and marketing activities

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Broad functionality, ability to bespoke certain areas, great support team, ever evolving and improving tool set.

Pros

It is a very broad piece of software which captures more functionality than a majority of more expensive and well known products. With an excellent account management and bespoke development/technical team backing up the system, it is hard to find fault.

Cons

Difficult to find anything of note to fault with this system! The only downside would be that it runs in Internet Explorer and isn't full functional in Chrome, but it's not really an issue and is more about my preference for browser.

Source: Capterra
 

Paul from Combat HVAC Ltd
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Our experience has provided a platform to continually improve service to our customers

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support

Although our use of the software is still evolving, it is helping to be more green with using less paperwork. It has improved communication across teams both internal & externally. It has also helped improve our quote process along with enabling quotes to contain specific descriptions on products along with links to our website for literature downloads.

Pros

We most like the flexibility & ease in how we can customize the software to suit ourselves as & when the need arises which will allow us to continually improve how we use the software for the benefit of our business

Cons

Due to nature & set up of our business, we least like the dominance of the primary company. A project / opportunity for ourselves is an end user business where our correspondence / quotes would be for equipment only to individual contractors or distributors

Source: Capterra
 

Claire from Community Case Management Services Ltd

June 2017

June 2017

GV staff are all AMAZING with customer support!!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Its capabilities are seemingly never-ending. The staff at GV are ALWAYS so helpful and patient. They offer a personal customer support services rather than the generic script reading call centre help. And they remember you too. Special thanks must go to customer servive agents who must see my name and take a sigh however are always so friendly and nothing ever seems too much trouble.

Cons

I find the system's appearance a bit fussy and unclear. And some of the areas of the system can be complicated to understand.

Source: Capterra
 

Belinda from G & B North West Ltd

May 2017

May 2017

Excellent service and great product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It is very easy to navigate and all relevant information is easy to find. I also like the ease of contacting customer support when any issues arise.

Cons

The software has been customized for our use and we have had an on-going issue with integration of Sage 200 but this is always quickly resolved.

Source: Capterra
 

Oliver from David Ball Group

March 2017

March 2017

Excellent CRM package

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Have been really impressed with the work done by Esteiro, particularly the Implementation Team who've been outstanding. Very knowledgeable & professional team, with a great approach to working, and a clear dedication to delivering excellent customer satisfaction. Implementation sessions with our account manager were always efficient and well-run. The level of support available from the project's outset has been really first-rate and, several months into deployment, we are really pleased with the support facilities available.

Source: Capterra
 

Abi from MASS Concrete
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Great Webinar Experience

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

GV is a great product and costs much less than its competitors. The service we receive is excellent and the webinars are very worthwhile.

Pros

GV is easy to use, and very customisable - when you know how!

Cons

We are running MAC's are theres been a few minor glitches, but all resolved and deal with, so not a problem

Advice to Others

Pay the extra money and get GV set up from day1 by their team. We tried to save money and its meant much much more work for us that has been very timely. I also recommend doing all of the webinars.

Source: Capterra
 

Donna from BNL

February 2017

February 2017

Brilliant software and brilliant team

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support

We struggled with obtaining CRM software as out business processes are very niche and we had very specific requirements. We were worried we'd never find a suitable solution. The software demo was exciting as it seemed that we could, in fact get what we needed - and we did! The software configuration and support are second to none. The fact that the team develop the software themselves means that they are super knowledgeable and that the system is really flexible to meet requirements. When introduced to the teams and departments with the company the feedback has been extremely positive once they saw how powerful the system was. The training alone generated lots of ideas on how we could build other processes and workflows into the system and we have a lot of development plans in the pipeline with the system at their core. I appreciate the responsiveness, power and flexibility and I actually find working on the system and tweaking it to make it more and more useful for my team quite enjoyable, sad but true. Finally, I can't sing the praises of the support highly enough. We've asked for some strange tweaks and custom configuration that they have always seen as a challenge and been as enthusiastic as us about, as well as really responsive to our needs.

Source: Capterra
 

Tom from TIMco
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2017

February 2017

Best CRM on the market !

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We reviewed lots of CRM's out there but nothing had all of the functionality of Gold-Vision. We had specific requirements with regards to integrating with our ERP (Sage X3) but not a problem for these guys.
All functions work as they should and when we have had issues (caused by our side of the integration) the support team were quick to resolve. Highly recomend this product....best thing to do is see it in action for yourself.

Pros

Full of features, support very good

Cons

Front end a bit complicated but it is being reviewed

Advice to Others

Go see it in action at a live site, you wont be dissapointed. The email tracking is fantastic too.

Source: Capterra
 

Emma from Agrimin Ltd
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2017

February 2017

Gold Vision makes day to day account management easy!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

gold vision is a very user friendly software that is suitable for personal of all abilities.
Day to day tasks within Gold Vision are simple to achieve, making account management extremely efficient.
Email tracking is very beneficial as allows records to be held automatically, without input from the user.
Gold vision support team are always willing to help with any enquiries. Although goldVision software was a large investment for our company, we would not turn away from it now and go back to our old system.

Pros

Records data easily for other members to review

Cons

some aspects of the system are limited when creating charts/graphs

Advice to Others

If unsure about anything call the support team as they are always willing to help.

Source: Capterra
 

John from Real Group Ltd
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2017

January 2017

A highly versatile CRM with great support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Source: Capterra
 

Andrew from Servowatch Systems Limited
Number of employees: 51-200 employees Employees number: 51-200 employees

January 2017

January 2017

Gold-Vision CRM implementation at Servowatch Systems Ltd

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Source: Capterra
 

Ray from Anatune
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2016

December 2016

Esteiro are a great business partner to have

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have been Gold-Vision users for 12 years or so and we are utterly reliant upon it. We took a decision to move away from running G-V on our server to a hosted service in the Cloud and Esteiro managed this for us very efficiently and with no drama. We have a very complex implementation of G-V and a vast amount of data. The move was performed during our annual company meeting on a Thursday/Friday and we were up and running with new logins to the hosted version early the following Monday - so we lost no time at all. Great service.

Pros

Through Gold-Vision, we have a data-driven way of managing all aspects of sales, marketing, and support,

Cons

Pale blue text on white background?

Source: Capterra
 

Nick from Spacestor

November 2016

November 2016

Used for 6 years. Good CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Used for over 6 years now. Has improved a lot in the time we have used it. Lots of features for the price point. Good local UK support. Interface a bit dated, especially mobile although I understand a brand new mobile-first front end is imminent.

Source: Capterra
 

Phil Brown from CRP Ltd
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2016

November 2016

The most useful of business software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Advice to Others

I recommend this software package.

Source: Capterra
 

Paul from Trans Data Management Ltd

November 2016

November 2016

Great CRM Solution

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The software delivers everything we need in our business. The support is comprehensive and all queries are dealt with in a professional and speedy manner.

Source: Capterra
 

Kirsty from Coffin Mew LLP
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2016

October 2016

A great CRM system with an excellent team behind it

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Source: Capterra
 

Elisha from Blythin And Brown Insurance Brokers

October 2016

October 2016

Gold-Vision Professional And Efficient !

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Gold-Vision have been professional and efficient from start to finish. We have looked a many CRM providers over the past few months but no company compared to Gold-Vision, they were the only company who invited us to there office for a demonstration which was a great insight of Gold-Vision's day to day running. It was quite clear that they look at every company personally and suggest the best way forward rather than their being a standard format which impressed us the most and is why we chose Gold-Vision as are new CRM providers.
Our installation and training with Bashar was precise he understood that we are an insurance brokers and there were no questions to difficult for him to answer all information given was easy to understand and the system has been configured to our working needs and is working well for our company.
Overall Gold-Vision have been a great company to work with during our CRM installation and are still proving to be with there support.

Source: Capterra
 
 
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