About Gold-Vision CRM

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 mar...


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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8

77 Reviews of Gold-Vision CRM

Average User Ratings

Overall

4.65 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(52)

52

4 stars

(23)

23

3 stars

(2)

2

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 77 results

November 2019

Lee from Ambersphere Solutions Ltd

Company Size: 11-50 employees

Industry: Entertainment

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2019

A CRM that can flex and fit to your companies needs.

Note only a great experience with the software but also with the team. Non pushy sales, understanding project managers, amazing training and a very knowledgeable support team.

Pros

Gold-Vision CRM has had the same reaction with all users in our company. That is simply how flexible it is and how powerful it is. The pros start with the team behind it. All departments work together in the office and make sure they all get involved in areas of the product so they are making what the users need not what they think will be "cool". This means Gold-Vision is a system that has been built up over the year to be a fully featured CRM. Account/Contact Management is simple, Opportunities are clear and can be cross linked to any other aspect of the data so you can include all stakeholders in the process. Lead Management is clear and makes sure you don't double up with duplicates. The whole system though is driven with really powerful searching and filtering. So finding that single piece of data that is crucial to your process is fast and can be saved, making sure you can save time on repetitive tasks. You can report all data into a a range of charts and graphs, all dynamic and easy to drill down into. Applying the powerful filtering you can create lists for targeted marketing campaigns, quickly and easily. Then using the drag and drop template maker create stylish content templates. We also use a third party integration to track website visits. When you get stuck you have a number of options to the reach the support team and this is part of the price so no extra spend on something you may not need. A great help site and a range of quick and simple help videos.

Cons

Honesty, haven't found anything yet that we found that is a Con. When we have had an issue with have found a workaround, or checked our workflow to see if we have been doing things a way that can be made better.

Reasons for Choosing Gold-Vision CRM

Flexibility! Goldvision is the product that you tune to your needs and not the other way around.

Reasons for Switching to Gold-Vision CRM

Our previous solution was inflexible if we wanted to do anything tailored to our needs. They were more interested in developing modules to increase revenue rather than increase the existing users experience.

Response from Esteiro Business Solutions

Replied November 2019

Thank you Lee for your fantastic review. We're so pleased to hear that Gold-Vision helps everyone in Ambersphere Solutions work together and that you find our product not only simple to use, but flexible and powerful too. We're also happy to hear of the amazing training and support that you have received from our Gold-Vision teams. Kind regards, Zoe

January 2021

Shaun from Yewdale

Company Size: 51-200 employees

Industry: Wholesale

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

Functionality

4.0

January 2021

Yewdale - Customer Experience Review

Goldvision is helping us to keep a track of all of our customer contact and complaints. It allows us to to open tickets and follow the tickets through to resolution. The email tracking system is great so you can view all of the email contacts for each ticket at once. It allows us to add any photos or notes to view on each ticket and also integrates with our phone system outbound to leave call notes. This allows for a detailed investigation for each ticket and all of the tools we need to complete a thorough investigation through to a resolution. It also allows us to tag individual products and issues leading to more detailed and easily accessible reporting.

Pros

Integrated with our business easily and is now a go-to function for us in Customer Care. We use this regularly every day and is now used as our CRM for all customer contact with us. 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. There is also a dashboard function which helps you to monitor and analyse incoming tickets and trends to report on.

Cons

There are still some more advanced features I would like to see from Goldvision in the future. This would include more advanced reporting for tickets, particularly for our Customer Care aspect and further integration with some of the other platforms we use would prove very handy too.

Reasons for Choosing Gold-Vision CRM

Goldvision was the best overall package for us in taking the next steps towards a better CRM. Competitive pricing and the functions to help multiple departments use it such as Sales, Marketing and Customer Care. From the Customer Experience perspective, any initial doubts I had were quickly removed by [SENSITIVE CONTENT HIDDEN] who dealt with onboarding us and we are now functioning quicker and more efficiently as a Customer Care department since the move.

Reasons for Switching to Gold-Vision CRM

Our previous platform could not provide enough of what we required as a rapidly expanding business. Goldvision allows us to improve our service and customer management to help with our increased contact.

Response from Esteiro Business Solutions

Replied January 2021

Hi Shaun, Thank you for your great review and we are so pleased to hear that Gold-Vision was the best overall package when seeking a better CRM. It's also great to hear that it is now your go-to function for your Customer Care to improve you service and customer management. Kind regards, Zoe

March 2018

Steve from BIRAL

Company Size: 11-50 employees

Industry: Electrical/Electronic Manufacturing

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

5.0

Functionality

3.0

March 2018

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

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.

January 2021

Ross from Redline Assured Security an Air Partner company

Company Size: 51-200 employees

Industry: Airlines/Aviation

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

Functionality

4.0

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.

Reasons 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)

Response from Esteiro Business Solutions

Replied January 2021

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

November 2019

Bev from Sterling Capital Reserve Ltd

Company Size: 2-10 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2019

Solid system now upgraded beautifully!

What makes it so perfect as my marketing tool, is the integration of CRM with Connect e-marketing. Great CRM segmentation functionality, no exporting / importing of data to 3rd party e-marketing systems and no manipulation of data in Excel spreadsheets before I can send out a campaign! And, at the end of the day, the CRM is constantly updating the campaign data for reporting purposes and most importantly ensures our company remains GDPR compliant!

Pros

Loved the system before but with the V8 upgrades which gives the CRM a new look and feel to menus and tool bars / views etc, it's even easier to use and without any detriment to its' already great functionality. Whether you need the system for pre-sales (leads), opportunities, marketing or something else, every screen is tailor-able making user input screens relatable and provides the facility to include terminology and fields more relevant to your business. I've worked with Gold-Vision CRM now for the last 8 years and still love using every bit of it!

Cons

No 'cons' for me - we are happy with Gold-Vision

Reasons for Choosing Gold-Vision CRM

The reliability of the online CRM services and the choice of beautifully integrated modules the product offered coupled with the flexibility / tailor-ability of the screens. Our decision to go with Gold-Vision was also influenced by the professional product knowledge and support offered via the Gold-Vision sales and support team.

Reasons for Switching to Gold-Vision CRM

Act was not fulfilling our requirements.

Response from Esteiro Business Solutions

Replied November 2019

Hi Bev, A big thank you for your excellent review about Gold-Vision. It's great to hear that you find it to be the perfect CRM for marketing where you can create effective campaigns easily whilst learning from campaign reporting. Kind regards, Zoe