Gold-Vision

Sales, marketing & support CRM

4,7 /5 (72 reviews) Write a Review!

Gold-Vision Overview

What is Gold-Vision?

Gold-Vision is a highly configurable CRM solution that will unify your sales & marketing teams. Fully featured and covering all aspects that a modern business needs, you can also integrate Gold-Vision with a number of your day-to-day essentials such as Outlook, Exchange, Gmail, LiveChat, Eventbrite and social media networks.

With Gold-Vision CRM you have access to various sales tools that provide visibility on how your leads are performing. Capture data automatically from website forms, live chats or IP tracking tools, define touch points to score leads, and get a live view of your pipeline. Plus, sales automation features enhance the sales process with reminder alerts, defined due dates, follow ups, and much more.

Use Gold-Vision’s integrated email marketing features to blend your website visitor data with email marketing and interactions so that you can score leads and contacts accurately. You can also use targeted marketing campaigns and configure multi-stage automations for lead nurture or new customer campaigns and understand your ROI quickly with built in reporting.

Decrease waiting times for customers and improve their satisfaction with Gold-Vision’s automated customer support features. All historic support data is logged whether conversations took place via phone or web chat, helping you to track and search customer exchanges, including any linked support tickets.

Project management features keep projects organized and on schedule with automated to-do lists, project reporting, due date alerting, appointment tracking, collaboration tools, and more. Users are also able to manage events, conferences and training courses as well as create invitations and take bookings.

Gold-Vision Overview

Pricing

Starting from
US$32,50/month

Pricing options

Free Trial
Subscription
Value for money

Subscriptions include support, maintenance and software updates


Gold-Vision Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom
Supported Languages
English, French, German

Media

Intelligent by design, Gold-vision is a CRM that will meet your wider business needs on the go.
Get better leads with alerting and automated workflows.
Gold-Vision is ready to integrate with your key business tools.
Manage marketing campaigns in the one place.
Streamline your booking process with automated workflows, booking & delegate management and reporting.
Improve customer satisfaction with increased Help Desk productivity.
Stay on schedule, improve collaboration ad reduce tender admin with Gold-Vision's project management tool.
Gold-Vision video Gold-Vision screenshot: Intelligent by design, Gold-vision is a CRM that will meet your wider business needs on the go. Gold-Vision screenshot: Get better leads with alerting and automated workflows. Gold-Vision screenshot: Gold-Vision is ready to integrate with your key business tools. Gold-Vision screenshot: Manage marketing campaigns in the one place. Gold-Vision screenshot: Streamline your booking process with automated workflows, booking & delegate management and reporting. Gold-Vision screenshot: Improve customer satisfaction with increased Help Desk productivity. Gold-Vision screenshot: Stay on schedule, improve collaboration ad reduce tender admin with Gold-Vision's project management tool.

Gold-Vision Reviews

Gold-Vision Reviews

Overall rating
4,7
/
5
Excellent
49

Very good
21

Average
2

Poor
0

Terrible
0

Value for Money
4,6
Features
4,4
Ease of Use
4,5
Customer Support
4,9
97% recommended this app
Bev W.

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!


Lee H.

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.


Laura C.

Easily developed even during a pandemic!

Overall our experience has been great. Trying to develop a new system over video call seemed daunting at first however with the support of Gold-Vision the calls were easy and hands on. We worked through in a logical way but we were always given time to ask questions no matter how easy or complex. 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. Would highly recommend Gold-Vision to anyone looking for a new CRM system. Taj was a great support throughout the development.


Steve G.

Overall, this is a good piece of software but lacks some of the sophistication of other...

It makes it easier for the team to see what's happening with various projects that often cross responsibility boundaries.


Richard B.

Goldvision helps us manage our pipeline.

Goldvision talked us through the process with clarity at every stage, and the product has delivered to and beyond our expectations. Goldvision's after sales / implementation support has been exemplary.


Bev W.
Industry: Financial Services
Company size: 2-10 Employees

Solid system now upgraded beautifully!

Used Daily for 2+ years
Reviewed on 2019/11/25
Review Source: Capterra

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

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Lee H.
Industry: Entertainment
Company size: 11-50 Employees

A CRM that can flex and fit to your companies needs.

Used Daily for 1-5 months
Reviewed on 2019/11/13
Review Source: Capterra

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.

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Laura C.
Industry: Construction
Company size: 2-10 Employees

Easily developed even during a pandemic!

Used Daily for 1-5 months
Reviewed on 2020/09/23
Review Source: Capterra

Overall our experience has been great. Trying to develop a new system over video call seemed daunting at first however with the support of Gold-Vision the calls were easy and hands on. We worked through in a logical way but we were always given time to ask questions no matter how easy or complex. 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. Would highly recommend Gold-Vision to anyone looking for a new CRM system. Taj was a great support throughout the development.

Pros

The system is easy to use and even easier to follow. Prompts suggest what to do next which made staff training even easier. The overall design makes the system more appealing than other systems used previously and has seen a higher uptake in daily use of the system.

Cons

We have come across a few small bugs but there are being looked into by the team and I am sure will be sorted soon enough.

Response from Esteiro Business Solutions

Hi Laura,

Thank you for your fantastic review. We are very happy to hear that you find Gold-Vision easy to use and you received great support throughout the development!

Kind regards,

Zoe

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Steve G.
Industry: Electrical/Electronic Manufacturing
Company size: 11-50 Employees

Overall, this is a good piece of software but lacks some of the sophistication of other packages

Used Daily for 2+ years
Reviewed on 2018/03/12
Review Source: Capterra

It makes it easier for the team to see what's happening with various projects that often cross responsibility boundaries.

Pros

The GUI is the best feature - very good to use. Other aspects that are good are the ability to link accounts together and migrate contacts from one account to another.

Cons

Having to "page" in lists rather than scroll through them, especially in the quotes dialogue. That really annoying red "alerts" dialogue that crops up every couple of minutes - there really needs to be a way of cancelling that or at least making it less frequent.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Richard B.
Industry: Building Materials
Company size: 2-10 Employees

Goldvision helps us manage our pipeline.

Used Daily for 6-12 months
Reviewed on 2020/08/26
Review Source: Capterra

Goldvision talked us through the process with clarity at every stage, and the product has delivered to and beyond our expectations. Goldvision's after sales / implementation support has been exemplary.

Pros

Goldvision has vastly increased our productivity, the accuracy of our opportunity tracking and critically the ability for us to speak with decision makers at the right time. As an organisation we can now forecast more precisely, monitor conversion rates and overall have much better control over our pipeline.

Cons

There is little to dislike about the software, some of the quotation interface has taken a while to understand but there have been no issues.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,1/10
Based on 72 user ratings
Compare user recommendation rating with alternatives
Compare with alternatives

Gold-Vision Pricing

Gold-Vision Pricing

Starting from
US$32,50/month
Free Trial
Subscription
Value for money

Subscriptions include support, maintenance and software updates

Subscriptions include support, maintenance and software updates

Value for Money
4,6/5
Based on 72 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Gold-Vision Features

Gold-Vision Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4,4/5
Based on 72 user ratings
Compare features rating with alternatives
Compare with alternatives

Categories

Additional information for Gold-Vision

Additional information for Gold-Vision

Key features of Gold-Vision

  • API
  • Access control
  • Analytics
  • Appointment tracking
  • Automated reminders
  • Automated to-do lists
  • Automatic distribution
  • Booking management
  • CRM integration
  • Call management
  • Campaign management
  • Communication management
  • Custom integrations
  • Customer service analytics
  • Customer service tools
  • Customer support
  • Customer support tracking
  • Customizable workflows
  • Delegate management
  • Document storing
  • Due date alerting
  • Email response control
  • Event marketing
  • Forecasting
  • Intelligent data segmentation
  • Interaction tracking
  • List management
  • Live chat
  • Live dashboards
  • Mail server integration
  • Marketing automation
  • Mobile sales
  • Multi-currency
  • Performance tracking
  • Pipeline
  • Progress tracking
  • Project management
  • Quotes / proposals
  • ROI reporting
  • Real-time reports
  • Request escalation
  • Security levels
  • Standard or custom reporting
  • Support history
  • Task management
  • Team collaboration
  • Third party integrations
  • Touch point scoring

Benefits

  • The CRM helps reduce administration and increase efficiency with built-in sales automation and workflows, together with alerts and reminders, defined due dates, follow ups, and more.

  • Integration with Outlook and Gmail allows users to track emails and appointments, and automatically store them against accounts.

  • Gold-Vision helps users focus on the right leads as well as reach out at exactly the right moment using intelligent touch point lead scoring.

  • Support features help increase customer satisfaction by providing all customer data in a single location to efficiently track and search through all historical interactions.

  • Gold-Vision's dashboards and analytics provide real-time insight on sales, marketing, events and more, through a range of standard or custom charts and graphs.

  • Gold-Vision FAQs

    Gold-Vision FAQs

    Below are some frequently asked questions for Gold-Vision.

    Q. What type of pricing plans does Gold-Vision offer?

    Gold-Vision offers the following pricing plans:

    Starting from: US$32,50/month

    Pricing model: Subscription

    Free Trial: Available

    Subscriptions include support, maintenance and software updates

    Q. What are the main features of Gold-Vision?

    Gold-Vision offers the following features:

    • API
    • Access control
    • Analytics
    • Appointment tracking
    • Automated reminders
    • Automated to-do lists
    • Automatic distribution
    • Booking management
    • CRM integration
    • Call management
    • Campaign management
    • Communication management
    • Custom integrations
    • Customer service analytics
    • Customer service tools
    • Customer support
    • Customer support tracking
    • Customizable workflows
    • Delegate management
    • Document storing
    • Due date alerting
    • Email response control
    • Event marketing
    • Forecasting
    • Intelligent data segmentation
    • Interaction tracking
    • List management
    • Live chat
    • Live dashboards
    • Mail server integration
    • Marketing automation
    • Mobile sales
    • Multi-currency
    • Performance tracking
    • Pipeline
    • Progress tracking
    • Project management
    • Quotes / proposals
    • ROI reporting
    • Real-time reports
    • Request escalation
    • Security levels
    • Standard or custom reporting
    • Support history
    • Task management
    • Team collaboration
    • Third party integrations
    • Touch point scoring

    Q. Who are the typical users of Gold-Vision?

    Gold-Vision has the following typical customers:

    Mid Size Business

    Q. What languages does Gold-Vision support?

    Gold-Vision supports the following languages:

    English, French, German

    Q. What type of pricing plans does Gold-Vision offer?

    Gold-Vision has the following pricing plans:

    Subscription

    Q. Does Gold-Vision support mobile devices?

    We do not have any information about what devices Gold-Vision supports

    Q. What other apps does Gold-Vision integrate with?

    Gold-Vision integrates with the following applications:

    Adobe Sign, Eventbrite, Facebook, Google Analytics, LiveChat, LiveChat, Microsoft 365, Microsoft Outlook, Sage 50cloud, Twitter

    Q. What level of support does Gold-Vision offer?

    Gold-Vision offers the following support options:

    Online Support, Phone Support, FAQs, Online Support, Phone Support, Knowledge Base, Video Tutorials