All Gold-Vision CRM Reviews
1-25 of 123 Reviews
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Nikki
Verified reviewer
Building Materials, 11-50 employees
Used daily for more than 2 years
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!
PROSIts ease of use and the fact the team are so easy to get hold of for any support enquiries our team may have
CONSWe'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
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 :-)
PROSThe 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.
CONSSome 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
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
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
CONSAmusingly 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
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
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.
CONSWe 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
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.
PROSWe 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.
CONSA 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
Rachel
Events Services, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2019
Gold-Vision CRM review
The aesthetics, the ease of use and it is clear which step is next and I don't get frustrated working it out!
CONSI didnt like the initial data upload and cleansing the data before going into the system as the duplicates were a nightmare
Reason for choosing Gold-Vision CRM
The ease of use and the fact that everything I said that we needed from the system, there was a way to do it or at least attempted.
Reasons for switching to Gold-Vision CRM
Goldmine was a very old school system of which we were only using for an address book essentially, we needed a proper CRM that we could report on and the entire team can look in one place and know whats going on.
Vendor Response
Hi Rachel, Thank you for your positive review. It's always nice to hear that Gold-Vision eliminates frustrations and you find it easy to use. We're pleased that we could work with you to cleanse your data making your user experience much better. Kind regards Zoe
Replied November 2019
Laura
Construction, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2020
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.
PROSThe 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.
CONSWe 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.
Reason for choosing Gold-Vision CRM
Referral from customer, ease of use, customer service and price
Reasons for switching to Gold-Vision CRM
SAGE wasn't functional for our needs.
Vendor Response
Hi Laura, Thank you for your fantastic review. We are very happy to hear that you find Gold-Vision easy to use and you received great support throughout the development! Kind regards, Zoe
Replied October 2020
Kim
Health, Wellness and Fitness, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2021
Great CRM
Gold Vision is super easy to use and is enabling the sales teams to update the system much quicker and easier than the previous CRM. data is more easy to visualise which is supporting and driving sales activities
PROSSuper easy to use and configure for sales and account management activities. The reporting and dashboards are interactive and provide an easy way to see what is needed, quickly
CONSThere are some basic features missing, such as copying or cloning opportunities and quotes and auto-updates that could be improved.
Reasons for switching to Gold-Vision CRM
The system wasn't configured to support the needs of the business, was not easy to use and didn't meet our requirements
Vendor Response
Hi Kim, Thank you for you fantastic 10/10 review. We're so pleased to hear that you find Gold-Vision super easy to use and configure for sales and account management. Kind regards, Zoe
Replied December 2021
Charlotte
Mechanical or Industrial Engineering, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
Fabulous Product
Our customer database is held and manged in Gold-Vision. We couldn't do without it.
PROSWe have used Gold-Vision for 10 years now and like the fantastic support and the ease of use. The webinars are really useful and the online chat very good.
CONSWe don't use Gold-Vision to it's full potential because of problems we have integrating with our Accounts system (Exchequer) and our Email provider (IBM Notes). The parts of Gold-Vision we are using are great.
Reason for choosing Gold-Vision CRM
At the time it was one of two which integrated with Exchequer. It doesn't actually fully integrate but at the time it was the best of any other CRMs we looked at.
Vendor Response
Hi Charlotte, thankyou so much for your review of Gold-Vision, we appreciate the kind words. As a long standing user of Gold-Vision, it is amazing to hear that you continue to feel supported, and that the system is still proving simplistic to use. Your account manager will be in touch to help you with your Exchequer Integration and IBM requirements. Kind Regards, Alex
Replied June 2023
Caroline
Events Services, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
Ashfield Event Experiences
I’d like to take this opportunity to say that our experience of using GoldVision – both the system and the customer experience – has been faultless. You helped us create a system which perfectly matched our needs, in a very bespoke way, and this was really essential for us in managing the reporting during Covid when all eyes were on our pipeline and business development. A personal thank you from me also because I had no clue what I was doing at the start, and the GV team were very patient and supportive and guided me through everything so carefully.
PROSThe customer service is fantastic and being able to have such a bespoke set up was perfect for us.
CONSWe had no issues at all with Gold-Vision CRM, everything was just as we needed it
Reason for choosing Gold-Vision CRM
Not Applicable
Vendor Response
Hi Caroline, we really appreciate such a lovely review of Gold-Vision. We pride ourselves in being attentive and offering the best customer service experience possible. We are very glad you feel supported, and the system continues to match your business needs. Kind Regards, Alex
Replied May 2023
David
Automotive, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2021
Future proof your business
GV delivers a sensibly priced solution that has been rapidly intergrated by our various teams very efficently. Flexible, transparent and simple to use are key attributes.
CONSThe calendar functionality could be improved, along with better action point awareness.
Reasons for switching to Gold-Vision CRM
Poor customer service Ease of upgradeability Lack of future proof planning
Vendor Response
Hi David, Thank you for your 5 star review and we're pleased to hear that you find Gold-Vision flexible, transparent and simple to use. If we can help further with the calendar functionality, please do get in touch. Kind regards, Zoe
Replied February 2021
Donna
Mechanical or Industrial Engineering, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2022
Easy to use and configure
Excellent, so easy to use as an admin and edition 8 is really intuitive for our users, who have given nothng but good feedback about the new UI. Support is excellent and there is always help at hand, plus all the Gold Vision contacts that I have are extremely helpful and friendly.
PROSThere is so much scope for admministrators to learn and implement configuration themselves which makes it so much easier to tweak and personalise to the business.
CONSSome of the search functionality can jump about on the lists and it's a bit frustrating but I understand it is a bug that is undergoing a fix.
Reason for choosing Gold-Vision CRM
The configuration potential
Reasons for switching to Gold-Vision CRM
Salesforce was overkill for us, we were using a fractionnof the system and it's functionality. It was also a pain to configure and support was hard to come by.
Vendor Response
Hi Donna, Thank you so much for your excellent review. It's great to hear that you find Gold-Vision to be intuitive and our support to be excellent. Kind regards, Zoe
Replied November 2022
Charlie
Mechanical or Industrial Engineering, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed October 2022
Ease of use
overall its good captures everything we need and works well within the business
PROSeverything is easily accessible and easily changeable to achieve accurate information so all users have all the information required
CONSsometimes doesnt work 100% have to keep refreshing
Vendor Response
Hi Charlie, thank you for such a nice review. We're glad Gold-vision captures everything you need within your business. Kind Regards Alex
Replied October 2022
Matt
Oil & Energy, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2021
Great tool for staying organized and having all our critical information in one location
Our overall experience with Gold-Vision has been great so far. Any time we have questions or run into a problem the Gold-Vision team is very quick to respond and help.
PROSOur company has found Gold-Vision to be a very useful tool in helping us stay organized and on task with our client base. It's very helpful to have project and client information on one platform where all users within our organization can access it at any given time. I would recommend this software to any company who is looking to get away from working with ten different spreadsheets across five different departments of their organization. Gold-vision is a one stop shop for task management and organization.
CONSAs of today we are one year into our Gold-Vision subscription and do not have anything bad to say about the platform.
Vendor Response
Hi Matt, Thank you so much for your great review. It's good to hear that your overall experience with Gold-Vision has been great and our support team have been really helpful and quick to respond to your queries. Kind regards, Zoe
Replied March 2021
Chris
Logistics and Supply Chain, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed September 2022
Gold-Vision Review
Good experience
PROSEasy to use and important for tracking customer information.
CONSNot that easy to create graphs. Does not allow percentage breakdowns on some graphs
Vendor Response
Hi Chris, we are glad to hear Gold-vision is helping you track important customer data, many thanks for your review and feedback. Kind Regards, Alex
Replied October 2022
Stephen
Financial Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2021
Intuitive, flexible, and easy to use software
Our overall experience has been positive. We are a small, but expanding firm, and GoldVision gives us the flexibility we need at a fair cost. We receive excellent customer support and the team are responsive and knowledgeable.
PROSThe software is easy to use, and the interface is intuitive and well laid out. It's an excellent application for tracking emails and documenting notes. It's easy to share notes will colleagues. We like that information can be restricted according to job roles and responsibilities.
CONSI can't think of any improvements. The software is easy to use and fulfils our current requirements.
Vendor Response
Thank you Stephen for you 10 out of 10 review! It's great to hear of your positive experience not only with Gold-Vision but with the team too. Kind regards, Zoe
Replied September 2021
Caleb
Computer Software, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2021
Gold Vision Review
Exciting, Technical & Efficient
PROSThe user interface has a simplicity to it where the user can view the basic needs for their work flow. Anything from account look up to order processing can be viewed within a few clicks. The different views provided for the business related object types (Accounts, Orders, Contacts) make it easy to go through the entire customer database. It's very user friendly and takes almost no time to learn.
CONSThis software is so good that there's not really a least favorite list. Just a feature list, if we could change the pop out so that there's only one feature I could request. A right click "Open Link in New Tab" addition. Everything else is so user friendly that there is nothing that I could say I like least.
Reasons for switching to Gold-Vision CRM
Old Software was outdated
Vendor Response
Hi Caleb, Thank you for your excellent review. It's great to hear you find Gold-Vision to be such a great software and that it's user friendly and takes no time at all to learn! Kind regards, Zoe
Replied December 2021
Warren
Airlines/Aviation, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2017
Very capable system for managing CRM and marketing activities
Broad functionality, ability to bespoke certain areas, great support team, ever evolving and improving tool set.
PROSIt 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.
CONSDifficult 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.
Ray
Industrial Automation, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2016
Esteiro are a great business partner to have
We have been Gold-Vision users for 12 years or so and we are utterly reliant upon it. We took a decision to move away from running G-V on our server to a hosted service in the Cloud and Esteiro managed this for us very efficiently and with no drama. We have a very complex implementation of G-V and a vast amount of data. The move was performed during our annual company meeting on a Thursday/Friday and we were up and running with new logins to the hosted version early the following Monday - so we lost no time at all. Great service.
PROSThrough Gold-Vision, we have a data-driven way of managing all aspects of sales, marketing, and support,
CONSPale blue text on white background?
Sophie
Logistics and Supply Chain, 501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2021
User Friendly & Adaptable
Gold-Vision is a very easy system to use and I enjoy working with it everyday as does my team. It does all we need and I haven't yet come across something it can't do that I need!
PROSMy team have to use Gold-Vision on a daily basis and it is very user friendly and you can amend to your own personal business needs!
CONSNothing, I think the software is great!
Vendor Response
Hi Sophie, Thank you for your fabulous 10 out of 10 review. We are so pleased to hear that your team uses Gold-Vision daily and it meets your business needs! Kind regards, Zoe
Replied May 2021
Louise
Retail, 51-200 employees
Used weekly for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2019
Great System!
Gold Vison system & reporting can be fully customized which allows easy of access. New drag and drop features make uploading information/images much easier. The support team are always willing to help with any queries and are always quick to get back to you. Version 8 has recently been installed and it is much more user friendly. Training has always been excellent, Usmaan and team have always been flexible to suit our needs.
CONSCan be time consuming to set up in the initial stages.
Vendor Response
Thank you Louise for your fantastic review. It's great to hear that you find Gold-Vision easy to use and you're happy with how customisable it is. Thank you also for your excellent feedback about our training and support team - they'll be pleased to hear of your positive feedback. Kind regards, Zoe
Replied November 2019
Lauren
Construction, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
3
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed June 2023
Easy software
Good - no issues and [sensitive content hidden] was helpful
PROSIt's a easy system to use whether you are a 2 man band or a 50 employee company
CONSSeems a little bulky - could look better
Vendor Response
Hi Lauren, we are glad you are finding the system easy to use. Thank you very much for leaving a review, your feedback is valued and greatly appreciated. Kind Regards, Alex
Replied June 2023
Chris
Architecture & Planning, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2016
Gold Medal for Gold-Vison
From early discussions to install and training, the journey with Gold-Vision has been a pleasurable experience. working with Jiggy initially with a interactive demonstration that was both professional and easy to follow and then with Tim, who seemed to know everything about our business and needs prior to his visit to train us, extremely professional guy and then with Simon in technical support who dealt with our German colleagues technically to ensure all parts of the system was not only working well but to get over security issues with two servers was amazing. extremely professional team and highly recommended.
PROSThe main things I like about this software is the attractiveness of the data between users, projects and clients. I also like the ease of use when it comes to reporting. using Gold-Vision has dramatically reduced my time to produce the reports but also increased the accuracy of the reports.
CONSat the moment there is nothing to dislike, we are new to CRM software. Coming from an Access database system to Gold-vision has completely opened our eyes. I am sure there will be teething issues but with the service we have received so far, Gold-Vision will overcome any problems we may have.
Emma
Veterinary, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2017
Gold Vision makes day to day account management easy!
gold vision is a very user friendly software that is suitable for personal of all abilities. Day to day tasks within Gold Vision are simple to achieve, making account management extremely efficient. Email tracking is very beneficial as allows records to be held automatically, without input from the user. Gold vision support team are always willing to help with any enquiries. Although goldVision software was a large investment for our company, we would not turn away from it now and go back to our old system.
PROSRecords data easily for other members to review
CONSsome aspects of the system are limited when creating charts/graphs
Samantha
Insurance, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2019
Easy to Use
Excellent
PROSVery Sophisticated and easy to use. Virtually fool proof
CONSNot easy to navigate to editing or creating campaigns
Vendor Response
Hi Samantha, Thank you for your fabulous 10/10 review. We are happy to hear that you find Gold-Vision very sophisticated and easy to use. We can offer you some further assistance with regards to campaigns and shall be in touch. Kind regards, Zoe
Replied November 2019