Gold-Vision CRM Software

Pros

Easy to use with excellent on line help facility.
Impressive response times irrespective of the amount of data you are searching.
A full API making it easy to integrate into back office systems.

Cons

Access to the Document store; you have to keep authenticating username and passwords with different experience depending upon which browser you are using.

Pros

Very user friendly and good functionality. The support team are also very good, and are quick to help when you have any issues.

Cons

I haven't experienced any major cons. I like the software and the team, and it works for our business.

Pros

The fact that it has changed the internal processes in our organisation from very manual functions, multiple spreadsheets and databases into one easy to use and accessible system.

Cons

That I don't know how to do everything myself yet! Otherwise no real cons - it's working as anticipated.

Pros

Price and service. Always happy and available to help any time of the day. Very easy to use and highly recommended

Cons

I have nothing negative to say, we are very pleased with the service and we would not change for any other CRM.

Pros

Ease of use. Quality and speed of customer service. Campaigns easily replicated and analysed. Great help with GDPR.

Cons

Campaign software unable to send without .gv-c in the email - this can sometimes lead to emails being missed when people reply with the new email address in cc or bcc box.

Pros

I love that we can collate all of our information in one place where it can be visible to all those who need it

Cons

At the moment we need to use an older version of internet explorer to access the software and our Mac users do not have full functionality

Improved membership engagement for our members. The preference center allows our members to better control what and how they receive communications from us.

Pros

It has transformed how our members can interact with us and vice versa for a significantly improved membership experience.

Cons

The marketing tool was very new to us, so there was a fair amount to learn. But what we have now achieved is great.

Pros

The ability to add and remove fields
Reporting on all modules / fields
Dashboards
Ease of use
Admin console
Support
Ability to adapt the system to fit our needs

Cons

Personally I believe that the charts and graphs need further development, to show the amounts not just when you put your mouse over the chart. It would be useful to have a matching key / table to show the figures / amounts.

It centralised our customer records and streamline many processes for us from quoting through project management to credit control.

Pros

Easy to use. Multiple pop-up windows enable work to be completed faster. The links function works well, especially when multiple parties are involved. Customer service usually good. Connect email app is very good. Customisable to suit specific needs. Has streamlined many functions for us.

Cons

No mobile app yet. Limited dashboards available. Limited external integration. Support sometimes patchy.

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.

Pros

How much you can have customised and make the system views how you want them, to fit with your own business purposes.
The support from the Gold-Vision team - very efficient and helpful.
Ease of use - very easy to navigate around the system.

Cons

Currently not possible to run reports from 2 areas of the system i.e. contacts and opportunities - hopefully something that will be improved upon

Pros

This software can be adapted to the businesses needs and reports can be personalized. There is always regular updates and changes.

Cons

The downside to this software is the restrictions with the characters in some text boxes and by only being allowed so many of each type of field.

Pros

How easy it is to mould the database to exactly what you need. No matter the project it can easily be tailored

Cons

There is no 'bulk select' option so when looking at deleting multiple contacts this isnt an option at the moment

Stability, flexibility, and a great price point.

Pros

Email tracking works smoothly, in our years it has not fallen over or crashed once from internal errors. The training options and training material available for it is also credible.

Cons

The UI is looking a little dated and an ability to 'theme' or 'skin' it would be useful, some validation would be good to (i.e. stop people entering duplicate domain names)

great to get all our data stored in one area and have the ability to do mail shots ands markets all in one place.

Pros

Easy to use system with great expert training and second to none customer service. the helpline team have managed to find an solution to every query made or have directed me to place to get the information I required.
The system has been developed to fit our company needs and is still in the process of making the company run more efficiently.

Cons

There are a few functions that would be useful but nothing that has stopped the business developing, we are currently working with the help team to resolved these issues.
It would be helpful if some of the features where standard rather than setting up as needed but I understand this wouldn't be needed by every user so makes sense to not have every feature switched on at the installation.

We're able to report quickly on so many different areas of our business that we had no visibility of before having Gold Vision. This allows us to react almost immediately to issues that we were unaware of in the past. As we've recently implemented a pervasive upgrade, which has allowed us to carry out a long overdue update to the latest version of GV, we've been incredibly impressed with the lead management, campaign and event management improvements. We're about to enter a period of expansion for our business, and this would have been far more challenging without the flexibility of GV.

Pros

Over the six years that we've been running several instances of GV, we've been extremely impressed by the flexibility of the system, enabling us to tailor screens and processes to meet our businesses varying requirements. Our in-house administrators have a large amount of scope for making changes quickly and easily without needing to wait for support from the rep, but when needed, this is fast and helpful. Our users, especially new joiners, say how easy the system is to use.

Gold-Vision is now a company wide tool as it offers solutions for all of our internal departments including, sales, support, aftercare, installations and marketing.
It allows visibility of account managers, actions and communication throughout the business.

Pros

Gold Vision allows each area to interact with others, creating an overall account management tool. The Esteiro support helpdesk work around our business requirements and offer tailored solutions at affordable rates.

Cons

The output of the graphical reporting and editing flexibility is limited. However, this can be overcome using additional software.

Pros

The functions are intuitive with a shallow learning curve. Customer care team is always accessible and very helpful.

Cons

The drag and drop functionality for Gold-vision Connect design aspect is a bit clunky and makes it difficult to position and re-size the elements exactly how you want them to look.

Pros

Excellent support team, Email tracking abilities, Great dashboard once you know how to setup the charts!

Cons

Sometimes long winded to complete certain actions, some areas of the system are complicated and the ability to setup and run reports could be simplified.

Pros

Great deal of out-of-the-box functionality
Easy Customization
Great support team
Easy to extract data
Excellent campaign tools and marketing automation
Constant development
Integrates with other platforms

Cons

The interface is dated although understand new one imminent
Reporting could be improved both in the main GV CRM and GV Connect