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.

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

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.

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.

Goldvision helps us manage our pipeline.

Goldvision talked us through the process with clarity at every stage, and the product has delivered to and beyond our expectations. Goldvision's after sales / implementation support has been exemplary.

Pros

Goldvision has vastly increased our productivity, the accuracy of our opportunity tracking and critically the ability for us to speak with decision makers at the right time. As an organisation we can now forecast more precisely, monitor conversion rates and overall have much better control over our pipeline.

Cons

There is little to dislike about the software, some of the quotation interface has taken a while to understand but there have been no issues.