About Gold-Vision CRM

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

The core CRM features include automatic tracking and synchronization of emails with Microsoft Exchange. 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 features include lead management and scoring, with leads automatically scored based on customer interest. Users can also set pre-defined scores and view integrated website analytics. Marketing features include email mar...


Read More

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

68 Reviews of Gold-Vision CRM

Average User Ratings

Overall

4.65 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(47)

47

4 stars

(20)

20

3 stars

(2)

2

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 68 results

November 2019

Lee from Ambersphere Solutions Ltd

Company Size: 11-50 employees

Industry: Entertainment

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2019

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.

Reasons for Choosing Gold-Vision CRM

Flexibility! Goldvision is the product that you tune to your needs and not the other way around.

Response from Esteiro Business Solutions

Replied November 2019

Thank you Lee for your fantastic review. We're so pleased to hear that Gold-Vision helps everyone in Ambersphere Solutions work together and that you find our product not only simple to use, but flexible and powerful too. We're also happy to hear of the amazing training and support that you have received from our Gold-Vision teams. Kind regards, Zoe

November 2019

Bev from Sterling Capital Reserve Ltd

Company Size: 2-10 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2019

Solid system now upgraded beautifully!

What makes it so perfect as my marketing tool, is the integration of CRM with Connect e-marketing. Great CRM segmentation functionality, no exporting / importing of data to 3rd party e-marketing systems and no manipulation of data in Excel spreadsheets before I can send out a campaign! And, at the end of the day, the CRM is constantly updating the campaign data for reporting purposes and most importantly ensures our company remains GDPR compliant!

Pros

Loved the system before but with the V8 upgrades which gives the CRM a new look and feel to menus and tool bars / views etc, it's even easier to use and without any detriment to its' already great functionality. Whether you need the system for pre-sales (leads), opportunities, marketing or something else, every screen is tailor-able making user input screens relatable and provides the facility to include terminology and fields more relevant to your business. I've worked with Gold-Vision CRM now for the last 8 years and still love using every bit of it!

Cons

No 'cons' for me - we are happy with Gold-Vision

Reasons for Choosing Gold-Vision CRM

The reliability of the online CRM services and the choice of beautifully integrated modules the product offered coupled with the flexibility / tailor-ability of the screens. Our decision to go with Gold-Vision was also influenced by the professional product knowledge and support offered via the Gold-Vision sales and support team.

Response from Esteiro Business Solutions

Replied November 2019

Hi Bev, A big thank you for your excellent review about Gold-Vision. It's great to hear that you find it to be the perfect CRM for marketing where you can create effective campaigns easily whilst learning from campaign reporting. Kind regards, Zoe

December 2019

Caroline from Ashfield Meetings & Events

Company Size: 201-500 employees

Industry: Events Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

December 2019

Ashfield Meetings & Events/Caroline Holmes

Excellent, I enjoy using the system and the customer service is excellent.

Pros

Ability to adapt and reconfigure to our exact requirements. Ease of use once set up.

Cons

There are a few limitations with the charts which I hope will be improved when we upgrade to GV8.

Reasons for Choosing Gold-Vision CRM

NA

Response from Esteiro Business Solutions

Replied December 2019

Hi Caroline, Thank you for your great review. We are happy to hear that you enjoy using Gold-Vision and you find our customer service excellent! We are sure when you upgrade to GV8 you'll be impressed with the reporting tools and dynamic dashboards that will be available to you. Kind regards, Zoe

March 2018

Steve from BIRAL

Company Size: 11-50 employees

Industry: Electrical/Electronic Manufacturing

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

5.0

Functionality

3.0

March 2018

Overall, this is a good piece of software but lacks some of the sophistication of other packages

It makes it easier for the team to see what's happening with various projects that often cross responsibility boundaries.

Pros

The GUI is the best feature - very good to use. Other aspects that are good are the ability to link accounts together and migrate contacts from one account to another.

Cons

Having to "page" in lists rather than scroll through them, especially in the quotes dialogue. That really annoying red "alerts" dialogue that crops up every couple of minutes - there really needs to be a way of cancelling that or at least making it less frequent.

November 2019

Karen from MHS Radiators Ltd

Company Size: 51-200 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

November 2019

Quite Simply - Ticks Every CRM Box

From ease of creating to extracting information, Gold-Vision is superb. It has transformed each part of our business with its plethora of functionality: from forecasting to managing literature requests...is there nothing it can't do? Probably not. I can't recommend this product enough.

Pros

Being able to create speedy e-shots and mailshots, logging client literature and colour swatch requests, manually adding emails to a Company/Contact.

Cons

Limited number of Categories available - we have a lot of radiators available in many different colour options. However, I believe that Gold-Vision 8 has a resolution to this, so watch this space!

Response from Esteiro Business Solutions

Replied November 2019

Hi Karen, Thank you so much for your excellent Capterra review. We are so pleased to hear that as a business you use all features of Gold-Vision, and you cannot recommend our product enough! With regards to categories Gold-Vision 8 introduces a new field type which offers multi select drop down options, and you can create as many of these as you need. We can also help you manage multiple fields from your current categories. Alternatively, categories can be extended but now offer colour options too in Gold-Vision 8. Kind regards, Zoe