We have found that the flexibility throughout the system is better than we have ever seen before and the integration and system updates are flawless.

It's early days as we have only just been set up on this system, but I really like the look of it and it seems user friendly, which is what we wanted.

The ticketing system is excellent and the integration allows you to track your emails via the ticket reference to keep a record of all contact for each ticket.

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.

Literally everything up until now has been outstanding. The implementation phase was quick and easy and allowed us to hit the ground running.

Probably OK if you don't want to integrate with anything else and you have time and knowledge to filter out unneccesesary stuff and build your own dashboards.

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

Excellent customer service. Two factor authentication.

Small minded and technically limited  in there approach to email campaigns.

A user friendly CRM that offers lots of functionality.

In terms of synchronisation this is great as everything is in one place including all email correspondence with the contact.

GV is a great product and costs much less than its competitors. The service we receive is excellent and the webinars are very worthwhile.

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.

With the help of a very talented and conscientious team at GV we were able to re-create our entire project workflow system within Gold Vision with a seamless integration.

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.

A great help site and a range of quick and simple help videos.

It also allows us to tag individual products and issues leading to more detailed and easily accessible reporting.

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

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.

What makes it so perfect as my marketing tool, is the integration of CRM with Connect e-marketing.

Brings all our customer data into one place, quick and easy access for all users. Very easy to manage our GDPR compliance.

Excellent technical support  from the start to ensure our organisation enjoyed the benefits from day one.

Extremely difficult to use; insufficient integrations; many customer service reps had poor English language skills.

When linkedin changed their url format I was stuck with over 3000 records with bad url's.

It is somewhat customizable. We like the reporting features, and the ability to incorporate other tools like Zapier to work with InfusionSoft.

Some functionality has been lost in transitioning to keap ownership.

Sick and tired of paying money for something no one can make function and do what I need.

We found this one of the best CRMs in market and application built quality is great.

The fact that we can design the whole campaign on a drawing board like the platform is something that I think everyone should do. It just gives you a good overall view of how we are running things.

The only bad thing is that it has no documentation in Spanish and that it is a bit expensive.

I started with Infusionsoft before it was Keap. Customer service was way better before the were bought out.

Landing pages rarely work and I have had multiple events and lost hundreds of leads during the KEAP take over of Infusionsoft. Now I have too much money invested to make a switch.

My overall experience is fantastic. Infusionsoft is advanced and I applaud the creators for their brilliant and creative minds.

I requested a cancellation of our acccount which, to this day, has not been actioned. I have had to go to my bank to block further charges of my account.

No meaningful R&D, poor support, and no email integration.

Keap has really been awesome so far and I will keep using it.

But it's just things like that that make the platform feel so outdated. For the first couple of years, we felt like the customer support was fantastic.

I don't know much about the pricing, but I have heard that it's a great value comparatively.

It  gives us the ability to help the customer feel secure in their purchase also helps to cover our end if one tries to lie and say they didnt recieve it.

We love Infusionsoft because it is user friendly, intuitive and we have been able to combine our marketing campaigns into the software.

There is a learning curve to understanding how to set up and send emails. It's also hard to manage email contacts.

I am happy with their level of support as well. I would recommend it to someone that is serious about building an online business.

Positive experience and great customer support.

US Dollar

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 analytics with simplistic touchpoint scoring, with leads automatically scored based on customer interest.  

Pipeline management is at the core of the sales module, get an instant live view of your business status, forecast sales revenue, and even set and monitor performance targets for different team members, ensuring the entire team is in the loop with sales activities. 

Gold-Vision's opportunities module provides details of all quotes, activities and recent emails, so any user can view where the lead came from and what’s happening next.   

Marketing: 

Gold-Vision ships with highly capable marketing features, including a campaigns area where you can run, automate, track and report on outgoing emails. This links directly to Gold-Vision “connect”, a fully integrated email marketing tool for email template creation and scheduling. It provides a straightforward way of nurturing leads to engage with in the future.  

Gold-Vision's marketing features feed directly into analytics and dashboards, which are fully customizable visual charts and graphs. Other features include touchpoint point scoring, event booking management, and more. 

Projects: 

Managing projects in Gold-Vision is a simplistic and collaborative process, whether that’s assigning different team members tasks, creating to-do lists, or even just staying on schedule by monitoring progress and time spent on each activity. Appointment tracking, document management, and workflow management are core to the projects area of Gold-Vision. 

Customer support: 

To deliver great customer support your team needs to know more than just the name of the person they’re talking to – they need the full picture.   

With Gold-Vision CRM, all your customer data – from your first touchpoint to the last – is in one place. Your support agents will always have the latest information at their fingertips and can respond more efficiently and effectively than ever before 

Customer interactions are automatically tracked and linked to their corresponding support tickets via integrations such as Live Chat, Microsoft 365, Outlook and more. 

Demo: 

After identifying your needs, we will build out a bespoke demo system for you, considering your business set-up, internal processes, and anything else you may detail to us and will then guide you through, giving you an insight into what an average day may look like within Gold-Vision. 

We provide a smooth and stress-free purchase process that puts your business needs at the forefront of our minds, carrying out all discussions and consultations with a personal feel. 

Implementation and support: 

From the moment you become a Gold-Vision customer, we will work directly with you to integrate and implement your system exactly how you want it. We provide quick-start packages for smaller projects or more in-depth training for larger teams. Our training services are flexible based on your needs, and we’re here to make sure you get value from Gold-Vision from the start. 

Our support team is attentive and offers comprehensive advice whenever needed. 

Gold-Vision pricing is done on a per-user per-month basis, allowing for manageable payments. 

LongDescription

Support Ticket Management

Real Time Analytics

AB Testing

Cataloging/Categorization

Sales Analytics

Forecasting

Multi-Channel Marketing

Internal Chat Integration

Lead Capture

Customizable Reports

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

Data Synchronization

Customer Segmentation

Drip Campaigns

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Contract/License Management

Marketing Calendar

Calendar/Reminder System

Lead Distribution

Projections

Knowledge Management

Pipeline Management

Customer Database

Lead Database Integration

Calendar Management

Call Management

Customizable Fields

Collaboration Tools

Automated Routing

Activity Management

Sales Trend Analysis

Template Management

ROI Tracking

Data Import/Export

Campaign Segmentation

Email Tracking

Customer Support

Lead Generation

Email Templates

Contact Management

Lead Verification/Validation

Opportunity Management

Configurable Workflow

Lead Management

Email Marketing

Mobile Access

Sales Reports

Performance Metrics

Routing

Territory Management

Channel Management

Shared Contacts

Marketing Automation

Landing Pages/Web Forms

Support Ticket Tracking

Request Escalation

Social Media Integration

Lead Segmentation

Customizable CTAs

Workflow Management

Email Management

Source Tracking

Dynamic Content

Event Triggered Actions

Visual Analytics

Field Sales Management

Customization

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Predictive Analytics

Segmentation

Reminders

Website Visitor Tracking

Chat/Messaging

Customizable Templates

Calendar Sync

Conversion Tracking

Multi-Channel Attribution

Lead Nurturing

Interaction Tracking

Dashboard

Web Forms

Alerts/Escalation

Real Time Reporting

Customizable Branding

Commission Management

Reporting/Analytics

Contact Database

Batch Processing

Campaign Analytics

Lead Qualification

Mac OS

Web browser (OS agnostic)

Windows 10

Subscriptions include support, maintenance and software updates

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Gold-Vision CRM

In Person

Live Online

Webinars

Documentation

Videos

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across various industries streamline sales and manage customer experiences.


Users can segment contacts, track customer interactions, send emails, as well as run campaigns with personalized communication triggers based on emails opened, clicks, and more. Users can also manage e-commerce, from inventory management to payments and purchase fulfillment, set up online shopping carts, track digital storefront activity, send quotes, invoices, and receipts.


The system’s reporting and analytics tools help users run analyses on parameters such as emails, campaign performance, and ROI data. Users can access Keap remotely on Android and iOS devices. It offers integration with QuickBooks, SalesForce, Outlook, Gmail, plus more. 


Pricing is on a monthly subscription basis and includes support via phone, email, and FAQs. 



Lead Notifications

Customer Surveys

Electronic Payments

Personalization

Social Marketing

Request Assignment

Lead Engagement

SEO Management

Responsive Web Design

Task Scheduling

Order Management

Relationship Tracking

Invoice Management

Multi-Campaign

Sales Orders

Shopping Cart

Campaign Scheduling

Promotions Management

Campaign Planning

Customer Activity Tracking

Self Service Portal

Subscriber Management

XML/RSS

Pricing and Cost Calculations

Form Builder

Conversion Rate Optimization

List Management

Sales Activity Management

Real Time Data

Click Tracking

CAN SPAM Compliance

Visitor Tracking

Sales Automation

WYSIWYG Editor

Billing & Invoicing

Image Library

Keap is available across three pricing plans based on the number of users and contacts.

Gold-Vision CRM vs Keap

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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