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Ratings & Reviews

Overall Rating

4.30 / 5 (197)

3.57 / 5 (153)

Ease-of-Use

4.5 / 5

3.5 / 5

Value for Money

4.5 / 5

3.5 / 5

Customer Support

4.5 / 5

3.5 / 5

Functionality

4.0 / 5

3.5 / 5

Last Reviewed

March 12, 2020

November 24, 2019

Pros/Cons

  • Pros

  • I love the user friendly interface and the ease of use. It allows me to see any updates regarding clients and allow my coworkers to stay up to date on tasks and important information.

  • Good value for cost per user. Like the web-based format and the customization options.

  • Cons

  • upgrades are a challenge, but they get solved thanks to the PROS listed above.

  • Had problems utilizing the marketing module, but was informed by customer service how to use it correctly

  • Pros

  • It was easy to navigate and had a large storage capacity.

  • Pros - It tracks history well. Customization of fields is easy. Adoption by users is easy. Sql back end works smoothly. Tabs on records work well.

  • Cons

  • The learning curve for customization was daunting. But, it was more than worth the time to train us all.

  • The only thing that could be better is better reporting capabilities within Goldmine. The price could be a bit better as well.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

4 Recommendations

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots