A CRM that can flex and fit to your companies needs.

Note only a great experience with the software but also with the team. Non pushy sales, understanding project managers, amazing training and a very knowledgeable support team.

Pros

Gold-Vision CRM has had the same reaction with all users in our company. That is simply how flexible it is and how powerful it is. The pros start with the team behind it. All departments work together in the office and make sure they all get involved in areas of the product so they are making what the users need not what they think will be "cool". This means Gold-Vision is a system that has been built up over the year to be a fully featured CRM. Account/Contact Management is simple, Opportunities are clear and can be cross linked to any other aspect of the data so you can include all stakeholders in the process. Lead Management is clear and makes sure you don't double up with duplicates. The whole system though is driven with really powerful searching and filtering. So finding that single piece of data that is crucial to your process is fast and can be saved, making sure you can save time on repetitive tasks. You can report all data into a a range of charts and graphs, all dynamic and easy to drill down into. Applying the powerful filtering you can create lists for targeted marketing campaigns, quickly and easily. Then using the drag and drop template maker create stylish content templates. We also use a third party integration to track website visits. When you get stuck you have a number of options to the reach the support team and this is part of the price so no extra spend on something you may not need. A great help site and a range of quick and simple help videos.

Cons

Honesty, haven't found anything yet that we found that is a Con. When we have had an issue with have found a workaround, or checked our workflow to see if we have been doing things a way that can be made better.

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.

User Friendly & Adaptable

Gold-Vision is a very easy system to use and I enjoy working with it everyday as does my team. It does all we need and I haven't yet come across something it can't do that I need!

Pros

My team have to use Gold-Vision on a daily basis and it is very user friendly and you can amend to your own personal business needs!

Cons

Nothing, I think the software is great!

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 !!

Great tool for staying organized and having all our critical information in one location

Our overall experience with Gold-Vision has been great so far. Any time we have questions or run into a problem the Gold-Vision team is very quick to respond and help.

Pros

Our company has found Gold-Vision to be a very useful tool in helping us stay organized and on task with our client base. It's very helpful to have project and client information on one platform where all users within our organization can access it at any given time. I would recommend this software to any company who is looking to get away from working with ten different spreadsheets across five different departments of their organization. Gold-vision is a one stop shop for task management and organization.

Cons

As of today we are one year into our Gold-Vision subscription and do not have anything bad to say about the platform.