Gold-Vision CRM 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Gold-Vision CRM

4.6

(131)

Pricing

Starting at £35.00 per month

About Gold-Vision CRM

Who are we?

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

Core features:

The core CRM features include automatic tracking and synchronization of emails with Microsoft 365. Other features include centralized storage of prospect and customer information, which can be accessed on desktop or mobile devices. Users can also view social profiles for prospects and customers.

Sales:

Sales features include lead scoring, easy reporting, and comprehensive pipeline management. Furthermore, set pre-defined scores and view integrated website analytics with simplistic touchpoint scoring, with leads automatically scored based on customer interest.

Pipeline management is at the core of the sales module, get an instant live view of your business status, forecast sales revenue, and even set and monitor performance targets for different team members, ensuring the entire team is in the loop with sales activities.

Gold-Vision's opportunities module provides...

details of all quotes, activities and recent emails, so any user can view where the lead came from and what’s happening next. Marketing: 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. Gold-Vision's marketing features feed directly into analytics and dashboards, which are fully customizable visual charts and graphs. Other features include touchpoint point scoring, event booking management, and more. Projects: Managing projects in Gold-Vision is a simplistic and collaborative process, whether that’s assigning different team members tasks, creating to-do lists, or even just staying on schedule by monitoring progress and time spent on each activity. Appointment tracking, document management, and workflow management are core to the projects area of Gold-Vision. Customer support: To deliver great customer support your team needs to know more than just the name of the person they’re talking to – they need the full picture. With Gold-Vision CRM, all your customer data – from your first touchpoint to the last – is in one place. Your support agents will always have the latest information at their fingertips and can respond more efficiently and effectively than ever before Customer interactions are automatically tracked and linked to their corresponding support tickets via integrations such as Live Chat, Microsoft 365, Outlook and more. Demo: After identifying your needs, we will build out a bespoke demo system for you, considering your business set-up, internal processes, and anything else you may detail to us and will then guide you through, giving you an insight into what an average day may look like within Gold-Vision. We provide a smooth and stress-free purchase process that puts your business needs at the forefront of our minds, carrying out all discussions and consultations with a personal feel. Implementation and support: From the moment you become a Gold-Vision customer, we will work directly with you to integrate and implement your system exactly how you want it. We provide quick-start packages for smaller projects or more in-depth training for larger teams. Our training services are flexible based on your needs, and we’re here to make sure you get value from Gold-Vision from the start. Our support team is attentive and offers comprehensive advice whenever needed. Gold-Vision pricing is done on a per-user per-month basis, allowing for manageable payments.

Gold-Vision CRM Screenshots

Gold-Vision CRM Pricing and Plans

Starting price: £35.00 per month

Free Trial

Free Version

Core

£35.00

per user, per month

Plan includes:

Sales pipeline management
Marketing made simple
Service desk support
Accounts, contacts, comms, and docs

Professional

£60.00

per user, per month

Plan includes:

Automate your processes
Project & time management
Quotes, invoices, billing integration
Lead management

Ultimate

£80.00

per user, per month

Plan includes:

Marketing automation, branding, CMS
Custom integrations
On-premises options
Global / Mutli-business

Enterprise

Pricing available upon request

Plan includes:

Scalable to 1000s of users
On-premises options
Bespoke in-house development
Integrate your entire estate

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Gold-Vision CRM Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Gold-Vision CRM
A/B Testing
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Escalation
Alerts/Notifications
API
Automated Routing
Batch Processing
Bid Management
Calendar/Reminder System
Calendar Sync
Campaign Analytics
Campaign Management
Campaign Segmentation
Channel Management
Chat/Messaging
Client Management
Client Tracking
Collaboration Tools
Commission Management
Communication Management
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
Conversion Tracking
CRM
Customer Database
Customer Segmentation
Customizable Branding
Customizable CTAs
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Data Enrichment
Data Import/Export
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Dynamic Content
Email Marketing
Email Templates
Email Tracking
Estimating
Event Triggered Actions
Field Sales Management
For AEC Industry
Forecasting
For Insurance Industry
For iPad Devices
For Small Businesses
For Startups
Interaction Tracking
Internal Chat Integration
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Scoring
Lead Segmentation
Lead Verification/Validation
Live Chat
Marketing Automation
Marketing Calendar
Mobile Access
Monitoring
Multi-Channel Marketing
Multivariate Testing
Opportunity Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Project Management
Project Time Tracking
Project Tracking
Proposal Generation
Prospecting Tools
Real-Time Reporting
Referral Tracking
Reminders
Reporting & Statistics
ROI Tracking
Sales Activity Management
Sales Analytics
Sales Approval
Sales Forecasting
Sales Reports
Sales Trend Analysis
Scheduling
Search
Search/Filter
Search Marketing
Shared Contacts
Social Media Integration
Source Tracking
Support Ticket Management
Support Ticket Tracking
Template Management
Third-Party Integrations
Visual Analytics
Web-based Deployment
Web Forms
Website Visitor Tracking

Gold-Vision CRM Integrations

Meta for Business

Twitter/X

Eventbrite

Microsoft 365

Xero

Docusign

See all 16 integrations

Gold-Vision CRM User Reviews

Overall Rating

4.6

Ratings Breakdown

67%

28%

Secondary Ratings

Ease of Use

4.5

Value for money

4.5

Customer support

4.8

Functionality

4.4

Aiden T.

Verified reviewer

Medical Devices

51-200 employees

Used daily for more than 2 years

Review source

Reviewed May 2023

Fantastic service with a well built system.

Really good, we have been using GV for a number of years and it has served us well over our growth and constant changes. We have reviewed our options after a few years to see if it was still the best option and we decided to stick with GV as it met all of our needs and the main pro was the customer service, Both [sensitive content hidden] have been incredible to deal with.[sensitive content hidden] has been very supportive and knowledgeable though any issue I have.[sensitive content hidden] within the support team is also a dream to talk to.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Generally easy to use and implement with users, it has all of the features you could want from a CRM at a good price.

Cons:

Releasing features that don't work correctly.

Reasons for choosing Gold-Vision CRM

This met our needs with the customisation, price and customer service.

Vendor Response

Thank you for taking the time to leave such a nice review Aiden. We are pleased Gold-Vision has been able to facilitate your business growth and changes, and that you continue to feel supported through our customer service. Please do reach out to your account manager or to our support team should you need any assistance with any new features - we will be more than happy to help. Kind Regards, Alex

Replied June 2023

Emily N.

Verified reviewer

Construction

11-50 employees

Used daily for more than 2 years

Review source

Reviewed June 2025

A genuinely valuable CRM with outstanding support

Our overall experience with Gold-Vision CRM has been excellent. It’s made managing client relationships and projects across different areas of the business straightforward and reliable. The whole team find it intuitive and beneficial, which is no small feat for a CRM. Combined with outstanding, fast, and friendly support from the Gold-Vision team, it’s become an indispensable tool for our business. Highly recommended.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What stands out most about Gold-Vision is how easy it is for our entire business to manage projects and client information across multiple arms of the company. Where CRMs often feel like a chore, our wider team actually find value in using it — several even said it's by far the best CRM they've worked with. The reporting functions are excellent, making it effortless to stay informed and up to date. The recent update to the home screen has made the user experience even better, and we’re really looking forward to the upcoming feature for bulk widget updates. On top of the software itself, the Gold-Vision team are fantastic — super responsive, helpful and always a pleasure to deal with. Our account manager [sensitive content hidden] is brilliant, and [sensitive content hidden] are consistently key in supporting us with queries and quotations.

Cons:

My only critique was around the original home screen functionality, but this has recently been updated and has genuinely improved the platform’s usability. It’s difficult to fault it now.

Reasons for choosing Gold-Vision CRM

The flexibility of the screen designs and user level based features

Vendor Response

Thank you for such a fantastic review Emily, we are so pleased Gold-Vision is providing the team with value and ease of use . We'll be sure to relay this feedback to our team and your account manager. Kind Regards, Alex

Replied June 2025

Stefanie J.

Verified reviewer

Package/ Freight Delivery

51-200 employees

Used daily for less than 6 months

Review source

Reviewed May 2024

Gold vision turned platinum results

My overall experience has been wonderful like I said I've only been using this with my company for about 6 months or so but it's been amazing and how we have been able to turn around are business model and actually eliminate a job to provide more financial for different areas of our department

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I liked that they cater to small business and you're not so lost in all the features of this product and it makes you feel real efficiently able to run a business

Cons:

Twilight police was the ability to just be caught up in the amount of features but like I said if you're unable to narrow down what you need and not use some of you're not forced to use all the pictures so don't feel like you have to

Vendor Response

Hi Stefanie, thank you for taking the time to leave a review. We are very glad Gold-Vision enables you to efficiently run your business, and that you've had a great experience. For assistance on narrowing down on features, please reach out to us, your account manager would be more than happy to help. Many thanks, Alex

Replied June 2024

Verified

Reviewer

Construction

51-200 employees

Used daily for less than 6 months

Review source

Reviewed December 2025

5 star rating for a superb CRM system and team

Collaborative work with the team at Goldvision has been an absolute pleasure. They are responsive, helpful and friendly and always extremely patient when working with a busy business like ours. I highly recommend the team and the software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It brings together in one easy to use platform tender and client management along with the ability to monitor all aspects of the bid department. It makes reporting to senior managers so much easier. After the initial period the software is really easy and saves me time.

Cons:

As yet there is nothing in Gold-Vision CRM that I do not like. The system is user friendly and very easy to work with.

Laura A.

Verified reviewer

Construction

2-10 employees

Used daily for more than 2 years

Review source

Reviewed June 2025

Great system, highly recommend

Fantastic throughout. The support team are fantastic and get back to you quickly whenever you have any questions or concerns.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The system is easy to navigate and use. The system can also be customised to suite specific needs which we found really helpful.

Cons:

When copy quoting the details from the first quote pull through (i dont think this use to happen) now you have to remove those details to add in the correct contact. Potential risk of sending a quote addressed to the wrong person.

Reasons for switching to Gold-Vision CRM

The system was horrible and didnt work for the business

Vendor Response

Thank you for your kind words Laura, we are glad Gold-Vision is supporting your needs - we are always happy to address any questions that may arise. We also appreciate your feedback on copying quotes, this is a valuable insight that we'll be sure to add to our product board. Many thanks, Alex

Replied June 2025

Kelly M.

Verified reviewer

Hospital & Health Care

2-10 employees

Used daily for less than 6 months

Review source

Reviewed November 2024

Training and account management exceeds expectations

Overall we are very happy with Gold Vision and are keen to see what other things they will release that will help us with our business.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Our wonderful account manager [sensitive content hidden] :) but also just how we are able to adapt the system for our use.

Cons:

It can be quite hard to setup and time consuming, but once you get there you can make it work for you.

Reasons for choosing Gold-Vision CRM

We went with the cheaper price because we are a startup

Vendor Response

Hello Kelly, Thank you for such nice feedback, we are very glad you are pleased with how Gold-Vision is working for you. We're always happy to configure and assist on setup. Many thanks, Alex

Replied November 2024

Alice L.

Verified reviewer

Biotechnology

51-200 employees

Used daily for more than 2 years

Review source

Reviewed November 2021

GoldVision 8 CRM

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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.

Reasons for choosing Gold-Vision CRM

We preferred the ease of customization and simplicity of quoting on GoldVision CRM

Vendor Response

Thank you Alice for your fantastic review of Gold-Vision and the team. Kind regards, Zoe

Replied November 2021

Graham T.

Verified reviewer

Electrical/ Electronic Manufacturing

11-50 employees

Used daily for more than 2 years

Review source

Reviewed July 2025

Gold Vision CRM as seen/tested by Graham Tonkin

Gold Vision CRM has streamlined our entire customer database, from prospects to active accounts. It’s excellent value, offers robust security that meets our CE Plus standards, and provides fantastic reporting for directors. Our account manager, [sensitive content hidden], delivers outstanding support. The whole team stays informed on business activity, making collaboration and pipeline management effortless.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

GV CRM provides comprehensive tracking of all customer emails, offering effortless, fingertip control for maximum simplicity.

Cons:

The absence of a mobile app and the need to access the system exclusively through a web browser can be inconvenient and frustrating.

Vendor Response

Hi Graham, Thank you for taking the time to leave such a positive review, we really value the feedback. We are glad Gold-Vision continues to support your business & reporting needs. We will be sure to relay this onto your account manager too! Many thanks, Alex

Replied July 2025

Tolu A.

Verified reviewer

Government Relations

51-200 employees

Used daily for less than 12 months

Reviewed August 2025

Gold-Vision Client Review 2025

My overall experience using with Gold-Vision CRM has been ok, moreso with the help of our success manager. There are quite a few areas of improvement needed as the company grows and requirements change. as it stands its not 100% fit for purpose. The actual platform itself could do with a sprucing up to make it more visually appealing, when looking at the likes of Monday, Salesforce etc.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Customer support in relation to our client manager makes it much better to maneuver. Email are responded to promptly and efficiently and solutions are reached with advice on how to utilise platform in accordance to company needs. In comparison to others Gold-Vision is good value for money.

Cons:

The user interface can be quite difficult and not straight forward. The usage of communication tools on the platform is not always fit for purpose and looks like there will need to be further developments made (potentially backend) to help us reach out goals.

Vendor Response

Hi Tolu, Thankyou very much for such an in depth and comprehensive review, we really value your feedback. We appreciate the kind words and take all comments on board, we'll be sure to relay this to your account manager. Kind Regards, Alex

Replied August 2025

Lloyd G.

Verified reviewer

Pharmaceuticals

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2025

Great support & easy to use

Great - super helpful and the product is a great central hub for our team

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Amazing support - GV are always super quick at helping me enquiries and finding ways to help us use the product better. Also like how easy it is to see key metrics on my dashboard, love logging in to see how our sales and KPIs are doing each day

Cons:

Not much. I did take a bit of time to get used to how contacts are set up as we mostly engage with customers on an account level. I do wish as a marketer there was easier ways of linking GV with some external products without having to use zapier etc as we don't currently use that.

Vendor Response

Hi Lloyd, Thank you for such a nice review, and your kind words. We are always happy to support you in using Gold-Vision to best suit your business needs! Many thanks, Alex

Replied February 2025

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