Gold-Vision CRM

RATING:

4.6

(123)

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 2024
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

Gold-Vision CRM Pricing

Subscriptions include support, maintenance and software updates

Starting price: 

$38.00 per month

Free trial: 

Available

Free version: 

Not Available

Gold-Vision Sales
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Gold-Vision CRM Reviews

Overall Rating

4.6

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 123 Reviews

User Profile

Nikki

Verified reviewer

Building Materials, 11-50 employees

Used daily for more than 2 years

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 April 2023

Great System, Great Service!

We're very happy with the system! It's great, easy to use and quick to find information about our customers. The Gold-Vision team are fantastic and are always friendly and happy to help!

PROS

Its ease of use and the fact the team are so easy to get hold of for any support enquiries our team may have

CONS

We're struggling slightly with getting the Sage configuration to send relevant information over to crm, I think we'll need some training on this.

Reason for choosing Gold-Vision CRM

Customer service!! We had three companies pitch to us, and Gold-Vision was the only one to come and see us in person.... which made the system much easier to understand and we knew we would have hands-on help if needed (which we always have!) Your system is really good.... but it was your customer service that made our decision extremely easy!

Vendor Response

Hi Nikki, thank you so much for your review. We are very glad you are happy with the system, and have found our support to be useful in dealing with any enquiries. Please don't hesitate to get in touch if we can assist with your sage configuration, we'd be happy to assist. Kind Regards, Alex

Replied April 2023

Ross

Airlines/Aviation, 51-200 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:

4

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2021

Great CRM tool with Great Customer Support

I am some what reticent to change any systems (bit of a tech dinosaur), however, once I was shown GV and got used to it, which didn't take long (and if I can use it, anyone can!) it is a great tool. Easy to customize the layout & fields with fab customers support from GV [SENSITIVE CONTENT HIDDEN]. GV provides a LOT of functionality, most of which I personally won't/ don't need to use in my current role, however, I can see the immense benefits it will bring to the rest of the wider teams, our Division and parent company. Can't live with out it now :-)

PROS

The level of detail it provides, from opportunity to project delivery is great and provides all the data I need to track opportunities and projects, coupled with easy to use reports. Customisable layouts/pages/widgets etc and various ways to get to the data you want, quickly.

CONS

Some minor work rounds required and some process steps when entering certain data could be improved.

Reason for choosing Gold-Vision CRM

I wasn't involved in the selection process.

Reasons for switching to Gold-Vision CRM

Not my choice, but I am glad we did, and far better than Salesforce (which we I used before WorkflowMax)

Vendor Response

Hi Ross, Thank you for you positive review. We are so pleased you are finding GV easy to use and you can create reports, opportunities and obtain data quickly! 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

Iona

Electrical/Electronic Manufacturing, 11-50 employees

Used daily for less than 2 years

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 January 2024

100% would recommend to businesses looking for a CRM system

PROS

The CRM is flexible and easy to amend once it has been created. The training is key and very useful- for us we have had an amazing project manager [sensitive content hidden] that has support us with any questions and always answers us straight away. We are happy with the CRM so far and looking forward to continue to build the system to suit our business.

CONS

We haven't found any cons with the CRM- anything that hasn't worked for us our project manager found a solution to it.

Reason for choosing Gold-Vision CRM

It seemed to be the best fit for our business- it allows us to make edits with admin users and create and take away information we no longer require.

Vendor Response

Hi Iona, thank you for such a nice review. We are very pleased to hear Gold-Vision is proving flexible, and you feel supported with any queries you may have. Kind Regards, Alex

Replied February 2024

Alice

Biotechnology, 51-200 employees

Used daily for more than 2 years

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

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2021

GoldVision 8 CRM

Our account manager has been on hand every step of our upgrade process and provided plenty of support and training in setting up GoldVision 8 CRM. The system is clean and easy to use, has allowed us to simplify some of our internal processes and create easy to view dashboard charts of key information.

PROS

We use GoldVision 8 CRM for all aspects of our customer management, sales processes (website lead qualification, quote generation and opportunity progression) and support ticketing. The system is very intuitive to use, provide good functionality ‘out of the box’, but also allows easy customization to match our internal processes.

CONS

A few of our business specific processes cannot be set up in the system, although most areas can be re-configured easily or via additional customization.

Reason for choosing Gold-Vision CRM

We preferred the ease of customization and simplicity of quoting on GoldVision CRM

Vendor Response

Thank you Alice for your fantastic review of Gold-Vision and the team. Kind regards, Zoe

Replied November 2021