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!

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

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.

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 :-)

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.

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

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

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 !!

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.

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

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.

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.

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.

The aesthetics, the ease of use and it is clear which step is next and I don't get frustrated working it out!

I didnt like the initial data upload and cleansing the data before going into the system as the duplicates were a nightmare

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.

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.

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.

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

Super 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

There are some basic features missing, such as copying or cloning opportunities and quotes and auto-updates that could be improved.

Our customer database is held and manged in Gold-Vision. We couldn't do without it.

We 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.

We 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.

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.

The customer service is fantastic and being able to have such a bespoke set up was perfect for us.

We had no issues at all with Gold-Vision CRM, everything was just as we needed it

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.

The calendar functionality could be improved, along with better action point awareness.

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.

There 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.

Some 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.

overall its good captures everything we need and works well within the business

everything is easily accessible and easily changeable to achieve accurate information so all users have all the information required

sometimes doesnt work 100% have to keep refreshing

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.

Our 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.

As of today we are one year into our Gold-Vision subscription and do not have anything bad to say about the platform.

Good experience

Easy to use and important for tracking customer information.

Not that easy to create graphs. Does not allow percentage breakdowns on some graphs

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.

The 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.

I can't think of any improvements. The software is easy to use and fulfils our current requirements.

Exciting, Technical & Efficient

The 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.

This 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.

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

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.

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.

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.

Through Gold-Vision, we have a data-driven way of managing all aspects of sales, marketing, and support,

Pale blue text on white background?

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!

My 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!

Nothing, I think the software is great!

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.

Can be time consuming to set up in the initial stages.

Good - no issues and [sensitive content hidden] was helpful

It's a easy system to use whether you are a 2 man band or a 50 employee company

Seems a little bulky - could look better

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.

The 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.

at 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.

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.

Records data easily for other members to review

some aspects of the system are limited when creating charts/graphs

Excellent

Very Sophisticated and easy to use. Virtually fool proof

Not easy to navigate to editing or creating campaigns