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.

Has all of the features needed to deliver professional help desk support services. Well integrated to the tracker customer self service web portal.

Stuck in the middle of being a manageable small company and having the resources of the big company.

I love the visibility of my team having the ability to see and work out of one queue. The ability to have access to multiple queues is also a feature I love.

The web portal is great and easy to use. I really like to email setup as well to let me know what's going on and reminding me when a work order is due or to follow up.

Well suited for help desks  and onsite technical servicing. Product keeps track of active & closed tickets, keeps a knowledge base and allows you to set flexible service and billing plans for clients.

The customer service is great, always responsive. It would be helpful if the product included integration with other helpdesk products.

We are in the early stages of implementation and have been very impressed by the quality of the software and the set-up training.

PhaseWare is easy to build and easy to use. It has a very friendly user interface that both internal and external customers use with ease.

The support team is on top of your needs and will have a quick resolution for you. From the first call, the representatives are attentive and very friendly.

Customer Support has been amazing and has helped me to improve how our team uses the product. In addition, we are now aware and use additional functionality.

The price was affordable and competitive with the many other business solutions.

The licensing model is affordable. Tech support is very good.

Reports don't provide full access to all user defined or system fields without having to make some customizations. The web screens I found difficult to customize - not intuitive.

If you do not close the program when you disconnect from the net you get lots of error messages.

We have been very pleased with the product and especially the support and access when needed. Very open to suggestions for new features and functions and changes to make the product even better.

It's a great product with outstanding support and I highly recommend it to others. I am very pleased with the ease of implementation and functionality.

This is a great product and the support staff are very good at in thier roles and will help the customer out any way possible.

Customization of our knowledgebase was a little tricky to learn. Not so much in adding new content as much as controlling the environment.

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: 

The Gold-Vision product line also includes our brand-new product, Gold-Vision Marketing. Gold-Vision Marketing is an all-in-one digital marketing platform which is fully integrated with our CRM. Marketing gives users the ability to create and run campaigns, all whilst data is being fed back into CRM to aid the sales process – making sales and marketing alignment easier than ever. 

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

A/B 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

PhaseWare Tracker is a customer support and help desk solution. It automatically notifies users whenever clients report or escalate existing issues. Flexible deployment options include on-premise installation and a cloud-based option.


Applications for help desk and customer service can be supplemented with a web self-service portal for clients or a knowledge management suite to improve a support team's training process.


The client self-service center frees up support staff while allowing customers to report issues, check for status updates on existing tickets or access FAQs and other learning tools. 


Users can quickly generate reports using the 80+ templates included with the solution, or dig deep into client interactions using the data field and customer incident search functions. 


Tracker's support team offers highly individualized customer service to fit each organization's unique needs. Tracker can be scaled to fit the service center size, whether one license or 1,000 are needed.


The solution supports Windows and Mac operating systems and is compatible with all major web browsers. Native iOS and Android apps are available for the customer self-service portal.


Pricing is per user per month for a cloud solution and one-time license fee for an on-premise solution. Support is via email, call and self-service portal.



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