Gold-Vision CRM

RATING:

4.65

(108)

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 ...

Awards and Recognition

FrontRunner 2023
Software Advice's FrontRunners report ranks top products based based on user reviews, which helps businesses find the right software.

Gold-Vision CRM Pricing

Subscriptions include support, maintenance and software updates

Starting price: 

$32.50 per month

Free trial: 

Available

Free version: 

Not Available

Gold-Vision support
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Gold-Vision CRM Reviews

Overall Rating

4.65

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Gold-Vision CRM

1 - 5 of 112 Reviews

Rob

Construction, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2021

Great product with fantastic support

With Gold-Vision we have managed to amalgamate several systems into a single place improving our overall efficiency as well as the visibility of data.

PROS

From the start, it was made very clear that we could customise the software to suit our requirements, of all the CRM systems we have used this is definitely the one that best suits our requirements. Best of all everything is very intuitive so training new staff members is very simple.

CONS

The Sage plugin we use often takes far too long and it would be nice if we could automate this. We use the map view for a couple of lists and it would be nice if you could edit the records from this view.

Reason for choosing Gold-Vision CRM

It seemed to be the best fit and the initial discussions were very positive and productive

Reasons for switching to Gold-Vision CRM

Didn't meet our requirements and cost far to much for what we were using it for

Vendor Response

Hi Rob, Thank you for your great review and I will pass your comments on to our team! Kind regards, Zoe

Replied December 2021

Shaun

Wholesale, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2021

Yewdale - Customer Experience Review

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.

PROS

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.

CONS

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.

Reason for choosing Gold-Vision CRM

Goldvision was the best overall package for us in taking the next steps towards a better CRM. Competitive pricing and the functions to help multiple departments use it such as Sales, Marketing and Customer Care. From the Customer Experience perspective, any initial doubts I had were quickly removed by [SENSITIVE CONTENT HIDDEN] who dealt with onboarding us and we are now functioning quicker and more efficiently as a Customer Care department since the move.

Reasons for switching to Gold-Vision CRM

Our previous platform could not provide enough of what we required as a rapidly expanding business. Goldvision allows us to improve our service and customer management to help with our increased contact.

Vendor Response

Hi Shaun, Thank you for your great review and we are so pleased to hear that Gold-Vision was the best overall package when seeking a better CRM. It's also great to hear that it is now your go-to function for your Customer Care to improve you service and customer management. Kind regards, Zoe

Replied January 2021

Jason

Verified reviewer

Telecommunications, 11-50 employees

Used less than 2 years

Review Source: GetApp
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

3

Reviewed April 2021

Small minded and technically limited in there approach to email campaigns

PROS

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

CONS

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 !!

Vendor Response

Thank you for providing feedback. It was good to discuss this with you to confirm that our solution does allow you to use your sub-domains for marketing mailing. Also, using dedicated mailing domains is common practice, protects your primary domain from potential blacklisting and not related to phishing. Our strong mail delivery performance is testament to this. Although the common view is that primary domains are unaffected by the reputation of sub-domains, this view is not shared by organisations that manage the blacklists who are clear that poor sub domain reputation can affect a primary domain reputation. We are happy to support the sub domain approach, on the understanding that you accept the risks. Our team had been trying to make contact with you and your colleagues on this matter. We have since spoken and we look forward to working with you and your team.

Replied May 2021

Rachel

Events Services, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2019

Gold-Vision CRM review

PROS

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

CONS

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

Reason for choosing Gold-Vision CRM

The ease of use and the fact that everything I said that we needed from the system, there was a way to do it or at least attempted.

Reasons for switching to Gold-Vision CRM

Goldmine was a very old school system of which we were only using for an address book essentially, we needed a proper CRM that we could report on and the entire team can look in one place and know whats going on.

Vendor Response

Hi Rachel, Thank you for your positive review. It's always nice to hear that Gold-Vision eliminates frustrations and you find it easy to use. We're pleased that we could work with you to cleanse your data making your user experience much better. Kind regards Zoe

Replied November 2019

Laura

Construction, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2020

Easily developed even during a pandemic!

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.

PROS

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.

CONS

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.

Reason for choosing Gold-Vision CRM

Referral from customer, ease of use, customer service and price

Reasons for switching to Gold-Vision CRM

SAGE wasn't functional for our needs.

Vendor Response

Hi Laura, Thank you for your fantastic review. We are very happy to hear that you find Gold-Vision easy to use and you received great support throughout the development! Kind regards, Zoe

Replied October 2020