Gold-Vision CRM Reviews

Its a great way for multiple people, who all work remotely to access a single database where everything is stated and clear. The way the quote numbers, quote templates and the whole sales process is covered, has really helped us improve our overall efficiency.
The email and calendar tracking is a useful feature and is a super way of gathering information.
We really like the email marketing side of the software, which is something as a company is new to us. Since having Gold-Vision we have been able to send out multiple marketing emails a month to push our name and products further than ever before.

Before we updated to 8.0 the software was a little confusing and tricky to use. That said, the new version is far easier, with a colour coded approach its visually simpler.

Being able to create speedy e-shots and mailshots, logging client literature and colour swatch requests, manually adding emails to a Company/Contact.

Limited number of Categories available - we have a lot of radiators available in many different colour options. However, I believe that Gold-Vision 8 has a resolution to this, so watch this space!

I like the fact you can link emails and that you are able to see all the notes in one place from opportunites etc

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.

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.

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.

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

Easy to use
Constant development
Integration with other platforms

Our company has found Gold-Vision to be a very useful tool in helping us stay organized and on task with our client base. It's very helpful to have project and client information on one platform where all users within our organization can access it at any given time. I would recommend this software to any company who is looking to get away from working with ten different spreadsheets across five different departments of their organization. Gold-vision is a one stop shop for task management and organization.

As of today we are one year into our Gold-Vision subscription and do not have anything bad to say about the platform.

Easy to use.
Email tracking quick and deals with huge volumes quickly and easily.

Nothing, its really very good.

Easy to use and important for tracking customer information.

Not that easy to create graphs. Does not allow percentage breakdowns on some graphs

We needed a flexible system to suit our industry. Both [SENSITIVE CONTENT]and [SENSITIVE CONTENT]did a fantastic job explaining that their software could be modified to our needs. We ended up with a lot of bespoke work done and I'm pleased to say it suits our needs perfectly. The version 8 upgrade went smoothly and we love the new interface.
We use Connect for email campaigns and are very happy with it.

As we have a highly bespoked system, when we have problems it can take a while to resolve.

The software is easy to use, and the interface is intuitive and well laid out. It's an excellent application for tracking emails and documenting notes. It's easy to share notes will colleagues. We like that information can be restricted according to job roles and responsibilities.

I can't think of any improvements. The software is easy to use and fulfils our current requirements.

The user interface has a simplicity to it where the user can view the basic needs for their work flow. Anything from account look up to order processing can be viewed within a few clicks.
The different views provided for the business related object types (Accounts, Orders, Contacts) make it easy to go through the entire customer database. It's very user friendly and takes almost no time to learn.

This software is so good that there's not really a least favorite list. Just a feature list, if we could change the pop out so that there's only one feature I could request. A right click "Open Link in New Tab" addition. Everything else is so user friendly that there is nothing that I could say I like least.

The ability and flexibility Gold-Vision offers to change screen design and add new fields is very helpful in the management of data

Sometimes having multiple ways of doing the same thing can be difficult for new users as it isn't always intuitive

Through Gold-Vision, we have a data-driven way of managing all aspects of sales, marketing, and support,

Pale blue text on white background?

Version 8 has a great looking GUI and is very easy to get to grips with.

Being web based it can run slowly on occasion.

The connectivity, easy functionality and versatility. It was easy to implement and staff training is straightforward and supplemented by many choices of ongoing support via webinars, online help and supported telephone calls. All staff are so helpful and friendly delivering complex detail in a calm and efficient manner.

Reporting, I would like to choose fields from all interfaces to make a report - This is possible in the main but not overall and depends on where you have decided to lodge specific data

I love that we can customise everything to suit our needs. We use Eventbrite for our event registrations and it works seamlessly. The GDPR function is very handy for us

I don't think anything needs to be improved

The main things I like about this software is the attractiveness of the data between users, projects and clients. I also like the ease of use when it comes to reporting. using Gold-Vision has dramatically reduced my time to produce the reports but also increased the accuracy of the reports.

at the moment there is nothing to dislike, we are new to CRM software. Coming from an Access database system to Gold-vision has completely opened our eyes. I am sure there will be teething issues but with the service we have received so far, Gold-Vision will overcome any problems we may have.

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.

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)

Simple to use, and easy access, mobile friendly

import tools are complicated - lead import has been tiresome

Very logical to use. Good visuals
Good support from the Support ticket system.
Good training on site from Bashar
has been easy to train others & sort out their issues
have used the standard reports eg for Duplicate companies

Expected Jan, Feb, Mar etc to be in calendar order
Didn't seem logical to get the Quotation emailed to the customer (sorted now)
Expect to be able to get actual sales compared to forecast sales on the same graph

It wasn't clear from the sales pitch that we had to input all the company & contact data from ACT! We all thought it would transfer from Sage using the Sage integration tool.

GV is easy to use, and very customisable - when you know how!

We are running MAC's are theres been a few minor glitches, but all resolved and deal with, so not a problem

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

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

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.

I don't yet, when I get into using it more and know what I'm doing, I'm hoping there won't be any issues!

Gold-Vision is very simple to use and has integrated well with our other databases.

We have found no problems so far with using Gold-Vision