Gold-Vision CRM Software

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FrontRunners 2020

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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 marketing, c...

Gold-Vision CRM Pricing

Subscriptions include support, maintenance and software updates

Starting price: 

$32.50 per month

Free trial: 

Available

Free version: 

Not Available

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Gold-Vision CRM User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

5

Functionality

4.5

Showing 1 - 5 of 85 reviews

Lee

Company size: 11-50 employees

Industry: Entertainment

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

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

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

Replied November 2019

Shaun

Company size: 51-200 employees

Industry: Wholesale

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
4

Ease-of-use

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

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

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

Replied January 2021

Linda

Company size: 51-200 employees

Industry: Packaging and Containers

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

August 2021

A truly custom-built CRM with a phenomenal team at Gold Vision backing it.

Gold Vision has provided us with a 360 degree view of our ongoing customer and prospective customer interactions. With full visibility is it easy to see at a glance what is going on from full sales pipeline viewing right down to the notes captured within an opportunity.

Pros

The fact that just about every aspect of it is customizable. 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. The ability to easily navigate it is incredible, it's a very intuitive system.

Cons

It's inability at this time to interface with LinkedIn, although this may have changed or may be integrated at some point.

Reasons for choosing Gold-Vision CRM

The people we were working with at GV and the fact that they LISTENED to our needs which led to them develop a product that well exceeded our expectations. We worked with the same team from demo all the way through to implementation and training - I have never had and experience like that in the past.

Response from Esteiro Business Solutions

Hi Linda, Thank you for your brilliant 10 out of 10 review. We are thrilled to hear that we were able to develop an intuitive system that exceeds your expectations and provides you will full visibility across the board. Kind regards, Kim

Replied August 2021

Sophie

Company size: 501-1,000 employees

Industry: Logistics and Supply Chain

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

April 2021

User Friendly & Adaptable

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!

Pros

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!

Cons

Nothing, I think the software is great!

Response from Esteiro Business Solutions

Hi Sophie, Thank you for your fabulous 10 out of 10 review. We are so pleased to hear that your team uses Gold-Vision daily and it meets your business needs! Kind regards, Zoe

Replied May 2021

Jason

Verified reviewer

Company size: 11-50 employees

Industry: Telecommunications

Time used: Less than 2 years

Review Source: GetApp

This review was submitted organically. No incentive was offered
3

Ease-of-use

out of 5
1

Value for money

out of 5
1

Customer support

out of 5
3

Functionality

out of 5

April 2021

Small minded and technically limited in there approach to email campaigns

Pros

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

Cons

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 !!

Response from Esteiro Business Solutions

Thank you for providing feedback. It was good to discuss this with you to confirm that our solution does allow you to use your sub-domains for marketing mailing. Also, using dedicated mailing domains is common practice, protects your primary domain from potential blacklisting and not related to phishing. Our strong mail delivery performance is testament to this. Although the common view is that primary domains are unaffected by the reputation of sub-domains, this view is not shared by organisations that manage the blacklists who are clear that poor sub domain reputation can affect a primary domain reputation. We are happy to support the sub domain approach, on the understanding that you accept the risks. Our team had been trying to make contact with you and your colleagues on this matter. We have since spoken and we look forward to working with you and your team.

Replied May 2021

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