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Gold vision crm Reviews
4.6 (19 reviews)

Gold Vision CRM is a robust customer relationship management software aimed at optimizing sales, marketing, and customer service operations. Key features include contact management, email integration, opportunity tracking, and reporting. As a cloud-based solution, it offers accessibility from any location. It's ideal for businesses of all sizes looking to enhance customer engagement and boost sales growth.

  • 01Pros and cons from reviewers
  • 02Main features
  • 03What is Gold vision crm?
  • 04How Gold vision crm compare to similar software?
  • 05Who is Gold vision crm best for according to our reviewers?
  • 06Gold vision crm Reviews

What is Gold vision crm?

Gold-Vision CRM is a customer relationship management software designed to enhance business operations and customer engagement. It offers a centralized platform for managing sales, marketing, customer service, and event management. Key features include lead generation, email marketing, project management, and reporting tools. It also integrates with third-party applications like Outlook, Gmail, and LinkedIn for data synchronization. The software is user-friendly and customizable, with robust security measures for data protection and GDPR compliance. Available in both on-premise and cloud-based versions, it is suitable for businesses of all sizes. Special promotions are currently available for Gold-Vision CRM.

Pros from reviewers

  • Customizable layout and fields: Users have the flexibility to personalize the layout and fields according to their needs. This feature allows the system to be tailored to specific business requirements, enhancing its usability and efficiency

  • Exceptional customer service: The Gold Vision team is always accessible and ready to help. They even offer personal visits to help users understand the system better and provide hands-on assistance if needed

  • Detailed tracking and reporting: Gold Vision CRM provides detailed tracking from opportunity to project delivery. It also offers user-friendly reports, customizable layouts/pages/widgets, and various ways to quickly access the data users need. This feature aids in decision making and strategy formulation

  • Efficient workflow automation: Gold Vision CRM enables workflow automation, setting up opportunities, quotes, and projects with key activities. This feature allows teams to start work immediately, boosting productivity and efficiency.

  • User-friendly interface: Gold Vision CRM is praised for its user-friendly interface, making it easy for users to access and manage customer information swiftly. This feature is particularly beneficial for users who are not very tech-savvy

Cons from reviewers

  • Lack of basic features: Some users have noted that the software lacks certain basic features, such as the ability to copy or clone opportunities and quotes, and that the auto-update feature could be improved.

  • Difficulty with Sage configuration: Despite the overall user-friendly nature of Gold-Vision CRM, some users have reported difficulties with the Sage configuration for transferring relevant data to the CRM, indicating a need for additional training

  • Minor workarounds and process steps: Some users have noted that certain data entry processes could be improved and that minor workarounds are occasionally required, suggesting that the user interface could be more intuitive in certain areas

  • Encourages phishing emails: Some users have expressed concern that the software encourages phishing emails due to its lack of ability to create a subdomain for email marketing without losing all functionality and control for that domain

  • Inability to accommodate specific business processes: While Gold-Vision CRM offers a high degree of customization, a few users have reported that it cannot accommodate certain business-specific processes, indicating a potential limitation in its adaptability

Main features

Starting Price

N/A

Free Plan

No

Lead Generation and Email Marketing

Robust Security Measures

Comprehensive CRM Functionality

Project Management and Reporting

Integration with Third-Party Applications

Who is Gold vision crm best for according to our reviewers?

  • Customer Service Teams: This software is beneficial for customer service teams as it provides detailed information from opportunity to project delivery, and allows for easy customization to align with internal processes. It also facilitates customer call logging

  • Project Management Teams: This software is useful for project management teams as it enables workflow automation, setting up opportunities, quotes, and projects with key activities. It also allows for integration with SharePoint for direct interaction between documentation and contacts or activities

  • Sales Teams: Gold-Vision CRM is ideal for sales teams due to its user-friendly interface, customizable layouts, and swift access to customer information. It also offers easy visualization of data, aiding in driving sales activities

  • Pre-sales and Post-sales Teams: Gold-Vision CRM is adaptable for both pre-sales and post-sales teams. It allows for easy management of customer databases, and the setup of key activities for immediate work commencement. It also facilitates the management of post-sales processes such as project management and Return Merchandise Authorisation (RMA).

  • Marketing Teams: Gold-Vision CRM is suitable for marketing teams as it offers functionality for email marketing, even though it requires the creation of a sub-domain. It also allows for direct creation, monitoring, and reporting on e-marketing activities against specific customer groups or by product or service

    • Gold vision crm Reviews

    4.6

    Gold vision crm rating

    4.5

    Ease of use

    5.0

    Customer service

    4.5

    Value for money

    4.5

    Likelihood to recommend

    4.5

    Features

    19 Gold vision crm Reviews

    4.6 (19 reviews)
    Leave a review

    • Barrett M

      Adaptable and User-Friendly System

      I've had a very positive experience with Gold-Vision CRM. It has enhanced our team's efficiency and given us a clear understanding of our business status and performance at all levels. We especially value its adaptability to meet our specific business needs. We've managed to build a database of all client information and needs that we can easily report from. The integration process was lengthy, but this was more due to our old system than Gold-Vision. We transitioned to Gold-Vision CRM to boost business efficiency and centralize information. The vendor responded positively to our review, expressing their delight that Gold-Vision is catering to our specific needs and offering easy reporting functionality.

      August 11, 2024

    • Jennifer W

      Ashfield Event Experiences with Gold-Vision CRM

      I want to share that my experience with GoldVision, including both the system and customer service, has been impeccable. They helped us create a system that perfectly catered to our needs in a highly customized manner, which was vital for us in managing reports during Covid when our pipeline and business development were under close watch. I personally want to express my gratitude to the GoldVision team for their patience and support as they guided me through everything meticulously, especially since I was clueless at the beginning. The customer service is outstanding and having such a tailored setup was perfect for us. We faced no issues whatsoever with Gold-Vision CRM, everything was exactly as we needed it. The reason we chose Gold-Vision CRM is not relevant. We received a response from the vendor, Alex, in May 2023, expressing gratitude for our positive review and reaffirming their dedication to providing the best possible customer service experience.

      August 6, 2024

    • Wayne R

      Efficient Customer Service Management with Gold Vision CRM

      As a customer service representative, I've found the contact management features of Gold Vision CRM to be incredibly helpful. It's made it easier for us to manage our customer interactions and ensure satisfaction

      July 27, 2024

    • Neo

      Gold Vision CRM: A Cost-Effective Solution for Enhanced Efficiency and Productivity

      As a finance manager, I've appreciated the cost-effectiveness of Gold Vision CRM. It's provided us with a high return on investment through improved efficiency and productivity

      July 22, 2024

    • Arthur N

      Enhanced Performance Insights: Gold Vision CRM's Comprehensive Reporting Tools

      As a data analyst, I appreciate the comprehensive reporting tools offered by Gold Vision CRM. They've given us greater insight into our performance and areas for improvement

      July 16, 2024

    • Catherine M

      Unlocking Efficiency with GoldVision 8 CRM: A User's Perspective

      My account manager has been extremely supportive during the upgrade process to GoldVision 8 CRM, providing plenty of training and help. The system is simple and user-friendly, allowing us to streamline some of our internal processes and create easily viewable dashboard charts of key data. We use GoldVision 8 CRM for all aspects of our customer management and sales processes, including website lead qualification, quote generation, and opportunity progression, as well as support ticketing. The system is intuitive, offers excellent functionality right out of the box, and allows for easy customization to align with our internal processes. However, a few of our business-specific processes cannot be set up in the system, although most areas can be easily reconfigured or customized further. We chose Gold-Vision CRM for its ease of customization and simplicity of quoting. The vendor responded to my review, expressing gratitude for my positive feedback about Gold-Vision and the team.

      July 7, 2024

    • Julie Martinez

      Narrow-minded and Technically Limited in Email Campaign Approach

      I've observed that gold-vision-crm has become easier to use. However, like any CRM, the output depends on the input. Interestingly, as a CRM and Marketing tool, it seems to encourage phishing emails from another domain, as it lacks the ability to create a subdomain for email marketing without losing all functionality and control for that domain. For example, if I own the domain mycompany.com, they want me to create a new similar domain for sending out marketing emails - which feels like phishing to me. It's astonishing that I have to pay for this! Also, I don't anticipate quick support or responses from my account manager unless I consistently follow up. In response to my feedback, the vendor clarified that their solution does allow the use of sub-domains for marketing mailing. They also explained that using dedicated mailing domains is a common practice that protects my primary domain from potential blacklisting and is not related to phishing. They assured me of this.

      June 30, 2024

    • Joseph

      Robust, Customizable Solution

      I am really impressed with the capabilities of the Gold-Vision CRM system. It appears that it can be configured to do almost anything I need. I want to give a special mention to a certain individual who handled our implementation with great patience. My favorite feature is the ability to customize most of the screens to fit our needs. The most challenging part of transitioning to GoldVision was moving our current call logging process over, as the system seems to be designed more as a CRM, but we managed to get there. We chose Gold-Vision CRM for its superior functionality. We switched to it because we wanted a platform with greater capabilities for both Sales CRM and Customer call logging. The vendor responded to my feedback, expressing their happiness that the Gold-Vision screens have been configured to suit our requirements and that they were able to facilitate our call logging process.

      June 24, 2024

    • Janet Martinez

      Gold Vision CRM: A Reliable and Secure Solution for IT Managers

      As an IT manager, I've been impressed by the reliability and security of Gold Vision CRM. It's given us peace of mind knowing our data is safe and secure

      June 15, 2024

    • Briar G

      Stellar Software Experience

      I've been using Gold-Vision CRM to manage our customer database for 10 years now. I appreciate its fantastic support and ease of use, and find the webinars and online chat very helpful. However, I'm not utilizing Gold-Vision to its full potential due to integration issues with our Accounts system (Exchequer) and our Email provider (IBM Notes). I chose Gold-Vision CRM because it was one of the two that integrated with Exchequer, although it doesn't fully integrate. Despite this, it was the best among the other CRMs I considered. The vendor responded to my review, appreciating my kind words and promising to assist with our Exchequer Integration and IBM requirements.

      June 9, 2024

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