Gold-Vision CRM

Gold-Vision CRM

4.67

(97)

best for

  • Customer Relationship Management
  • Best For All Business Sizes
  • Supports Multiple Platforms

what reviewers say

  • Great value for money
  • Great ease of use
  • Great functionality
Frontrunners

Frontrunner 2021

Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

What is 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... read more
Gold-Vision support
Gold-Vision support
Gold-Vision projects
Gold-Vision projects
Gold-Vision enterprise features
Gold-Vision enterprise features
Gold-Vision events
Gold-Vision events
Gold-Vision marketing
Gold-Vision marketing
Gold-Vision sales
Gold-Vision sales
Click to open gallery

User Review Highlights

4.67

97 Reviews

5
69
4
26
3
3
2
0
1
0
4.5

Ease-of-use

out of 5
5

Customer Support

out of 5
4.5

Value for money

out of 5
4.5

Functionality

out of 5
  • icon"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."
  • icon"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."
  • icon"Very user friendly and good functionality. The support team are also very good, and are quick to help when you have any issues."
  • icon"There is no 'bulk select' option so when looking at deleting multiple contacts this isnt an option at the moment."

Read user reviews

How much does Gold-Vision CRM cost?

Subscriptions include support, maintenance and software updates

Starting price

$32.50 per month

Free trial

Available

Free version

Not Available

Which features does Gold-Vision CRM offer?

Top Gold-Vision CRM features and user ratings for each are:

Sales Pipeline Management
4.9 (11)
Reporting/Analytics
5.0 (6)
Workflow Management
4.8 (5)
Email Management
4.4 (7)
Forecasting
4.7 (6)
Contact Management
4.9 (16)
Interaction Tracking
5.0 (8)
Task Management
4.8 (8)
Access Controls/Permissions
Configurable Workflow
Contact Database
CRM
Lead Capture
Website Visitor Tracking

This data is sourced from real user reviews, to provide you with unbiased context from people who actually use Gold-Vision CRM.

How easy is Gold-Vision CRM to use and deploy?

Gold-Vision CRM supports all deployment options, including: Cloud, SaaS, Web-based, iPhone, iPad, Android, Windows, Linux, Windows, Mac.

People who reviewed this software give it a 4.5 star rating for ease-of-use.

What do verified users say about Gold-Vision CRM

4.67/5 out of 97 Reviews

Showing 1 - 5 of 98 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

Bev

Company size: 2-10 employees

Industry: Financial Services

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

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

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

Replied November 2019

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

Andrew

Company size: 11-50 employees

Industry: Events Services

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
5

Functionality

out of 5

May 2022

An excellent CRM system with fantastic customer support

5* Experience. Implementing Gold Vision was probably the best business decision I've made in the last 12 months.

Pros

I have been using GV for around 12 months now and it has genuinely had a transformational impact on our business. The setup process (implementation and customization) was incredibly straightforward and led by GV's friendly team. We started seeing improved results almost instantly compared to previous solutions. Gold Vision CRM is now an integral part of our business operations and I would highly recommend it. Two best things about Gold Vision from our point of view; 1. Customer service is outstanding - The team is very responsive and great at helping us get the most out of the system 2. There is so much to discover - We are probably only using around 30% of the capability of the system right now and are getting huge value from it. There are so many facets to the system that you can constantly be unlocking new areas for better performance, automation and analysis.

Cons

Haven't come across anything we are unhappy with yet.

Response from Esteiro Business Solutions

Hi Andrew, Thank you for your wonderful review about Gold-Vision and the fantastic customer support that you and your team have received. I shall certainly pass on your comments. Kind regards, Zoe

Replied May 2022

Showing 1 - 5 of 98 reviews

Popular Gold-Vision CRM Comparisons