We're very happy with the system! It's great, easy to use and quick to find information about our customers. The Gold-Vision team are fantastic and are always friendly and happy to help!

Its ease of use and the fact the team are so easy to get hold of for any support enquiries our team may have

We're struggling slightly with getting the Sage configuration to send relevant information over to crm, I think we'll need some training on this.

Goldvision is helping us to keep a track of all of our customer contact and complaints. It allows us to to open tickets and follow the tickets through to resolution. The email tracking system is great so you can view all of the email contacts for each ticket at once. It allows us to add any photos or notes to view on each ticket and also integrates with our phone system outbound to leave call notes. This allows for a detailed investigation for each ticket and all of the tools we need to complete a thorough investigation through to a resolution. It also allows us to tag individual products and issues leading to more detailed and easily accessible reporting.

Integrated with our business easily and is now a go-to function for us in Customer Care. We use this regularly every day and is now used as our CRM for all customer contact with us. The ticketing system is excellent and the integration allows you to track your emails via the ticket reference to keep a record of all contact for each ticket. There is also a dashboard function which helps you to monitor and analyse incoming tickets and trends to report on.

There are still some more advanced features I would like to see from Goldvision in the future. This would include more advanced reporting for tickets, particularly for our Customer Care aspect and further integration with some of the other platforms we use would prove very handy too.

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

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 !!

The CRM is flexible and easy to amend once it has been created. The training is key and very useful- for us we have had an amazing project manager [sensitive content hidden] that has support us with any questions and always answers us straight away. We are happy with the CRM so far and looking forward to continue to build the system to suit our business.

We haven't found any cons with the CRM- anything that hasn't worked for us our project manager found a solution to it.

I am some what reticent to change any systems (bit of a tech dinosaur), however, once I was shown GV and got used to it, which didn't take long (and if I can use it, anyone can!) it is a great tool. Easy to customize the layout & fields with fab customers support from GV [SENSITIVE CONTENT HIDDEN]. GV provides a LOT of functionality, most of which I personally won't/ don't need to use in my current role, however, I can see the immense benefits it will bring to the rest of the wider teams, our Division and parent company. Can't live with out it now :-)

The level of detail it provides, from opportunity to project delivery is great and provides all the data I need to track opportunities and projects, coupled with easy to use reports. Customisable layouts/pages/widgets etc and various ways to get to the data you want, quickly.

Some minor work rounds required and some process steps when entering certain data could be improved.

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.

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.

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.

The aesthetics, the ease of use and it is clear which step is next and I don't get frustrated working it out!

I didnt like the initial data upload and cleansing the data before going into the system as the duplicates were a nightmare

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.

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.

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.

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

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

There are some basic features missing, such as copying or cloning opportunities and quotes and auto-updates that could be improved.

Very positive - we've improved efficient within the team and staff at all levels have a clear view of business standing and performance

We particularly like the fact that we can adapt the back system to meet our specific business needs, we've been able to create a database of all client information and requirements that we can easily report from.

Integration was time consuming but this was more to do with our old system than Goldvision!

5* Experience. Implementing Gold Vision was probably the best business decision I've made in the last 12 months.

I have been using GV for around 12 months now and it has genuinely had a transformational impact on our business. The setup process (implementation and customization) was incredibly straightforward and led by GV's friendly team. We started seeing improved results almost instantly compared to previous solutions. Gold Vision CRM is now an integral part of our business operations and I would highly recommend it. Two best things about Gold Vision from our point of view; 1. Customer service is outstanding - The team is very responsive and great at helping us get the most out of the system 2. There is so much to discover - We are probably only using around 30% of the capability of the system right now and are getting huge value from it. There are so many facets to the system that you can constantly be unlocking new areas for better performance, automation and analysis.

Haven't come across anything we are unhappy with yet.

Gold Vision has provided us with a 360 degree view of our ongoing customer and prospective customer interactions. With full visibility is it easy to see at a glance what is going on from full sales pipeline viewing right down to the notes captured within an opportunity.

The fact that just about every aspect of it is customizable. With the help of a very talented and conscientious team at GV we were able to re-create our entire project workflow system within Gold Vision with a seamless integration. The ability to easily navigate it is incredible, it's a very intuitive system.

It's inability at this time to interface with LinkedIn, although this may have changed or may be integrated at some point.

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.

Really pleased with our decision to upgrade to GV v8 and this has facilitated us to drive efficiencies in our work processes, time saving, greater customer interactions visibility and reporting.Roisin has been a real help in supporting us with the transition.

transition form v7 has been straight forward

a bit slower than we had hoped....nothing else to date

Overall very good- helpful team, responsive help desk and regular updates, they are even open to product upgrade suggestions

We have specific quarterly targets in terms of revenue and other objectives. We are able to create customised dashboards to monitor our progress against these targets and help to create focus on the key deals that will make the difference

Sometimes we find the 255 character limit an issue on text fields. Larger or a warning that you have reached the limit, or even just preventing you from trying to type more would be helpful.

Storage of members details is very clear and manageable allowing our organisation to be very specific in who and how we target members when providing information. Excellent technical support from the start to ensure our organisation enjoyed the benefits from day one.

Its clear and concise, adaptable to suit what we need, easy to pick and use.

No real cons , it does what we want as a CRM.

WE have used Gold-Vision for many years and the support function and team have always been very helpful which is much appreciated

The ability and flexibility Gold-Vision offers to change screen design and add new fields is very helpful in the management of data

Sometimes having multiple ways of doing the same thing can be difficult for new users as it isn't always intuitive

It centralised our customer records and streamline many processes for us from quoting through project management to credit control.

Easy to use. Multiple pop-up windows enable work to be completed faster. The links function works well, especially when multiple parties are involved. Customer service usually good. Connect email app is very good. Customisable to suit specific needs. Has streamlined many functions for us.

No mobile app yet. Limited dashboards available. Limited external integration. Support sometimes patchy.

Better and more integrated staff awareness. More up to date information about the businesses we work with and a more meaningful relationship with our customers.

The connectivity, easy functionality and versatility. It was easy to implement and staff training is straightforward and supplemented by many choices of ongoing support via webinars, online help and supported telephone calls. All staff are so helpful and friendly delivering complex detail in a calm and efficient manner.

Reporting, I would like to choose fields from all interfaces to make a report - This is possible in the main but not overall and depends on where you have decided to lodge specific data

All our information is in one place with regards to the sales pipeline and it is used to create cashflow forecasts and give an accurate overview of the business at any time.

Once set up Goldvision has been straightforward to use and gives reports and information needed quickly and effectively

Sometimes it feels like the inputting of data is time-consuming, but is essential in the tracking of our business.

The abilities of the system are pretty impressive, it would seem to you can configure it to do pretty much whatever you need. Special mention to [sensitive content hidden] who has managed our implementation with a great deal of patience.

My favourite thing is the ability to configure most of the screens to suit your requirements.

The harder bit of moving to GoldVision has been moving our current call logging process over as I think the system has been designed more as a CRM but we've got there

Fantastic!

I love that we can customise everything to suit our needs. We use Eventbrite for our event registrations and it works seamlessly. The GDPR function is very handy for us

I don't think anything needs to be improved

Stability, flexibility, and a great price point.

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.

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)

overall very good and have given demos to suppliers and customers

Simple to use, and easy access, mobile friendly

import tools are complicated - lead import has been tiresome