Gold-Vision CRM Software


 

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 marketing, campaign management and marketing automation. Dashboard and reporting features provide customer information and help users analyze sales activities.

Pricing is per user per month. Support is offered via email, phone, online chat and a support portal.

 

Gold-Vision CRM - Mobile view
 
  • Gold-Vision CRM - Mobile view
    Mobile view
  • Gold-Vision CRM - Leads
    Leads
  • Gold-Vision CRM - Marketing automation
    Marketing automation
  • Gold-Vision CRM - Quotes
    Quotes
  • Gold-Vision CRM - Multiple devices
    Multiple devices
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

42 Reviews of Gold-Vision CRM

 

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Software Advice Reviews (2)
More Reviews (40)

Showing 1-2 of 2

Chris from ZZYXX Shoes
Specialty: Retail
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Reliable CRM Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

A very reliable product in general from the interface both user and customer facing as well as the features.

Cons

The cost of the software as a whole as well as certain add ons and additional features have gone up significantly in price recently.

Review Source
 
 

Lucinda from Advance Change Ltd
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

Not all it was cracked up to be

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The system feels dated and very click heavy, you have to edit all boxes and save resulting in multiple clicks. It is slow to load and I cannot use it as a mobile version. It does not feel like the system we were promised.

Pros

I like the fact you can link emails and that you are able to see all the notes in one place from opportunites etc

Cons

We were sold this as an integrated product and unfortunately it seems that the email marketing function is too clunky so we've gone back to mail chimp and the support functionality isn't user friendly either, defeating the object of why we bought it. Whenever we ask for help to configure the system e.g. for projects we are hit with a bill for a full days training which we don't want - we just want the system to do what we bought it for.

Review Source
 
 
 
Showing 1-20 of 40

Steven from Broadstone Corporate Benefits
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2018

April 2018

Easy to amend, build and use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra
 

Gerard from InterLace
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

An in-depth CRM system which is very effective. We have relied on it heavily for many years.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Steve from BIRAL
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Naomi from Osney Media

February 2018

February 2018

Great implementation given the very short timeframe we had for delivery. Thank you to all the team!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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

Review Source: Capterra
 

Cassie from Rockingham Motor Speedway

January 2018

January 2018

The customer service has always been reliable and fast. All questions are always answered fully.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra
 

Lauren from Socitm Ltd
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

Overall its great, I didn't realise quite how much opportunity there was to make my job easier!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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

Review Source: Capterra
 

Gary from Hayman Distillers

January 2018

January 2018

Good value CRM, brilliant support, slightly dated

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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)

Review Source: Capterra

  Response: Esteiro Business Solutions, Esteiro Business Solutions

Date: January 2018

January 2018

 

Hi Gary - many thanks for your review and great to hear your positive experience for our support and product reliability. Gold-Vision 8 with new modern interface is due for release in the first half of 2018 and I will ask Usmaan to give you a sneak demo preview so you can see the great new UI which you will be able to update to seamlessly from your current Gold-Vision version. - Alison Turney

 

Anna-Marie from Clamason Industries Limited
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2017

October 2017

From the start of the process the Gold-Vison team have delivered 5 star service.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Stephanie from MHS Radiators Limited
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Flexible user friendly software with excellent customer support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Michelle from ChargePoint Technology
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

Gold Vision offers a tailored solution to suit our business CRM needs.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Praveen from London Corporate Training

July 2017

July 2017

Excellent support team!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra
 

Karen from Catalina Software Ltd
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Excellent customer service and a product that will help the business grow!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra
 

Emma from Oil Spill Response

July 2017

July 2017

Great CRM and a fantastic support team

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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

Review Source: Capterra
 

Gillian from Lincolnshire Chamber of |Commerce
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Extremely well supported

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Better and more integrated staff awareness. More up to date information about the businesses we work with and a more meaningful relationship with our customers.

Pros

The connectivity, easy functionality and versatility. It was easy to implement and staff training is straightforward and supplemented by many choices of ongoing support via webinars, online help and supported telephone calls. All staff are so helpful and friendly delivering complex detail in a calm and efficient manner.

Cons

Reporting, I would like to choose fields from all interfaces to make a report - This is possible in the main but not overall and depends on where you have decided to lodge specific data

Review Source: Capterra
 

Jordan from AST

July 2017

July 2017

An intuitive system for those with CRM experience and excellent support for those less experienced

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Intuitive (for the experienced CRM user)
Ease of Customization
Great support
Easy to extract data
The dashboard is a great feature for statistical analysis

Cons

The GUI
Needs improvements to certain fields (phone numbers for example)
Reporting function could be improved (more customization and ability to edit charts)

Review Source: Capterra
 

Warren from Baines Simmons Ltd
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2017

June 2017

Very capable system for managing CRM and marketing activities

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Broad functionality, ability to bespoke certain areas, great support team, ever evolving and improving tool set.

Pros

It is a very broad piece of software which captures more functionality than a majority of more expensive and well known products. With an excellent account management and bespoke development/technical team backing up the system, it is hard to find fault.

Cons

Difficult to find anything of note to fault with this system! The only downside would be that it runs in Internet Explorer and isn't full functional in Chrome, but it's not really an issue and is more about my preference for browser.

Review Source: Capterra
 

Paul from Combat HVAC Ltd
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Our experience has provided a platform to continually improve service to our customers

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Although our use of the software is still evolving, it is helping to be more green with using less paperwork. It has improved communication across teams both internal & externally. It has also helped improve our quote process along with enabling quotes to contain specific descriptions on products along with links to our website for literature downloads.

Pros

We most like the flexibility & ease in how we can customize the software to suit ourselves as & when the need arises which will allow us to continually improve how we use the software for the benefit of our business

Cons

Due to nature & set up of our business, we least like the dominance of the primary company. A project / opportunity for ourselves is an end user business where our correspondence / quotes would be for equipment only to individual contractors or distributors

Review Source: Capterra
 

Claire from Community Case Management Services Ltd

June 2017

June 2017

GV staff are all AMAZING with customer support!!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Its capabilities are seemingly never-ending. The staff at GV are ALWAYS so helpful and patient. They offer a personal customer support services rather than the generic script reading call centre help. And they remember you too. Special thanks must go to customer servive agents who must see my name and take a sigh however are always so friendly and nothing ever seems too much trouble.

Cons

I find the system's appearance a bit fussy and unclear. And some of the areas of the system can be complicated to understand.

Review Source: Capterra
 

Belinda from G & B North West Ltd

May 2017

May 2017

Excellent service and great product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It is very easy to navigate and all relevant information is easy to find. I also like the ease of contacting customer support when any issues arise.

Cons

The software has been customized for our use and we have had an on-going issue with integration of Sage 200 but this is always quickly resolved.

Review Source: Capterra
 

Oliver from David Ball Group

March 2017

March 2017

Excellent CRM package

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Have been really impressed with the work done by Esteiro, particularly the Implementation Team who've been outstanding. Very knowledgeable & professional team, with a great approach to working, and a clear dedication to delivering excellent customer satisfaction. Implementation sessions with our account manager were always efficient and well-run. The level of support available from the project's outset has been really first-rate and, several months into deployment, we are really pleased with the support facilities available.

Review Source: Capterra
 
 
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