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

52 Reviews of Gold-Vision CRM

 

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Software Advice Reviews (3)
More Reviews (49)

Showing 1-3 of 3

Felix from corporación Estelio
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

An excellent account/Channel management, the best choice for your company, very well supported

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The workflow of the tool, the distribution of all the functionalities, the multiple pop-up windows allow the work to be done much faster, when you compare it with other CRM in the market. The customization or the facility to add and delete fields is superior, it is very beneficial that you have Reports in all the modules / fields, the Facility Boards are easy to understand, Use, Configure, good user management module or roles, the system It is very intuitive, the learning curve is short, it is a tool that takes advantage of processes and data to evolve! The best ... the support

Cons

The implementation takes time, there is still no mobile application (serious), complicated integration with other platforms is a bit slow and takes longer to load, the reports as to presentation could be improved should have the ability to edit graphics.

Review Source
 
 

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 49

Adam from Loop Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2018

December 2018

Gold-Vision CRM

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

Gold-vision is extremely easy to use and understand. Even with the diverse amount of features if offers. It is fully adaptable to suit your company processes, which other software's do not offer. These changes to profile templates and quotes are really easy and quick. Making the system web based is a bonus as if you are out and about you can still gain access through a mobile device and won't be slow (as long as you have a good internet connection).

It also offers great support and guidance when learning the software for the first time.

Cons

It is quite expensive for the set up and installation. However it is difficult to fault when you get quick service and it works straight away!

Review Source: Capterra
 

Jodie from CCMS

August 2018

August 2018

Fantastic 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

numerous support options available and always excellent service, account manager fantastic at explaining and very quickly provides a written process, if you need handholding to implement changes they are there every step of the way

Cons

look of pages is outdated and ease of locating what required is not always straightforward, more flexibility for admin user to create new fields so that wouldn't have to contact support, e.g web links

Review Source: Capterra
 

Geoff from Clearwater Technology

July 2018

July 2018

A comprehensive CRM System that is easy to use with excellent support when needed.

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

Easy to use with excellent on line help facility.
Impressive response times irrespective of the amount of data you are searching.
A full API making it easy to integrate into back office systems.

Cons

Access to the Document store; you have to keep authenticating username and passwords with different experience depending upon which browser you are using.

Review Source: Capterra
 

Alex from GFC Media Group

June 2018

June 2018

Great product. Great 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

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

Cons

I haven't experienced any major cons. I like the software and the team, and it works for our business.

Review Source: Capterra
 

Nicola from British Dental Industry Association

June 2018

June 2018

Excellent, great customer service, really straightforward software to integrate & 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 fact that it has changed the internal processes in our organisation from very manual functions, multiple spreadsheets and databases into one easy to use and accessible system.

Cons

That I don't know how to do everything myself yet! Otherwise no real cons - it's working as anticipated.

Review Source: Capterra
 

Lauran from Tangent Link

June 2018

June 2018

Great CRM. Affordable price and outstanding 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
Pros

Price and service. Always happy and available to help any time of the day. Very easy to use and highly recommended

Cons

I have nothing negative to say, we are very pleased with the service and we would not change for any other CRM.

Review Source: Capterra
 

James from Cohesion Investments Limited
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

Great introduction and service from rep. Simple and effective for what we need.

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

Ease of use. Quality and speed of customer service. Campaigns easily replicated and analysed. Great help with GDPR.

Cons

Campaign software unable to send without .gv-c in the email - this can sometimes lead to emails being missed when people reply with the new email address in cc or bcc box.

Review Source: Capterra

  Response: Esteiro Business Solutions, Esteiro Business Solutions

Date: June 2018

June 2018

 

Thanks for the review James. The good news is we can add any domain of your choice as the sender address for Gold-Vision Connect emails. We'll get in touch and progress this with you.

 

Vicky from Smart Systems UK Ltd

June 2018

June 2018

A pleasure to deal with. Thank you for a professional and friendly service in a timely manner

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

I love that we can collate all of our information in one place where it can be visible to all those who need it

Cons

At the moment we need to use an older version of internet explorer to access the software and our Mac users do not have full functionality

Review Source: Capterra
 

Sarah from British In Vitro Diagnostics Association

June 2018

June 2018

From start to finish, excellent support from sales to installation and go live.

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

Improved membership engagement for our members. The preference center allows our members to better control what and how they receive communications from us.

Pros

It has transformed how our members can interact with us and vice versa for a significantly improved membership experience.

Cons

The marketing tool was very new to us, so there was a fair amount to learn. But what we have now achieved is great.

Review Source: Capterra
 

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
 
 
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