Gold-Vision CRM Reviews

Comments: 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

Comments: 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.

Comments: An improving picture, the more we learn the more we use it. Although I still feel we don't use it to it's full potential
Switching over to any new software package is going to be a challenge, when everyone was happy with the old system but over time and with more support & training from Gold Vision we now wouldn't be without it.

Pros: Brings all our customer data into one place, quick and easy access for all users.
Very easy to manage our GDPR compliance.
Provides clear and accurate daily reports, which appear live on your own dashboard
You can customise the software, which we've now done and it works much better for our business

Cons: Initially, it was over complicated, far to many steps and options on each screen
Terminology was difficult to understand, which made keying data into some fields a challenge. People were putting the same data into different fields because they didn't understand the titles
Over time, we have customised each screen and made the software work for our business

Comments: From ease of creating to extracting information, Gold-Vision is superb. It has transformed each part of our business with its plethora of functionality: from forecasting to managing literature requests...is there nothing it can't do? Probably not. I can't recommend this product enough.

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

Cons: 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!

Comments: We're able to report quickly on so many different areas of our business that we had no visibility of before having Gold Vision. This allows us to react almost immediately to issues that we were unaware of in the past. As we've recently implemented a pervasive upgrade, which has allowed us to carry out a long overdue update to the latest version of GV, we've been incredibly impressed with the lead management, campaign and event management improvements. We're about to enter a period of expansion for our business, and this would have been far more challenging without the flexibility of GV.

Pros: 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.

Comments: I've been working with GoldVision's CRM system since I joined Coffin Mew in 2008 and have knowledge of it from a user perspective within a team and now from a Marketing and Business Development perspective. The system is flexible, which allows the Marketing team to edit the platform to get the best use out of it without having to contact GoldVision. We use the system for recording all Marketing and Business Development activity including events, mailshots, campaign management and pipeline management. The GoldVision Connect mailshot system is intuitive to use and has a great HTML drag and drop function for creating professional looking mailshots. It also provides a good reporting function to get the best out of your campaigns. GoldVision also works well with other systems and can integrate Twitter, Facebook, Lead Forensics and EventBrite. I always find the team at GoldVision easy to work with, especially our account manager Jiggy. The support team are also quick to help with any questions about the system. I would be happy to recommend GoldVision.

Pros: Easy to use
Constant development
Integration with other platforms

Comments: We have used Gold-Vision for over a year now and have found that it has revolutionised our business operations. Gold-Vision comes with a huge number of CRM tools out-of-the-box; many of which are usually add-ons in other CRMs. Because of this, there are many features that are used a lot, and some that we are still yet to leverage. Users can easily create their own dashboards and reports - but what really shines about Gold-Vision is it's approach to how it allows users to create lists of any items within the main UI, giving easy sortable and searchable live data. My only gripe of Gold-Vision is it can be difficult to pull in data across different hierarchys in this manner - and depending on if you are self-hosted or cloud-based, you might need additional support to get those connections working. Esteiro are very knowledgable about their product and their support is invaluable in our use of Gold-Vision. With the cost of licensing and the software and support you receive, I cannot fault the value for money at all. Overall an affordable powerful tool for your business that you should definitely consider if you are looking for a new CRM.

Pros: Powerful list views.
Excellent mail campaign tools.
Flexible views and lists for each user.

Cons: Filtering different objects can be difficult to set up.

Comments: We have been using Gold Vision for many years now and are very happy with its functionality, we don't use all aspects of the software but do find the automatic email tracking and sorting to be fantastic and a real advantage. Having the ability to quickly search all of your colleagues emails to and from customers is so helpful. We currently have 427691 emails cross referenced and stored, MS Outlook struggles to give meaningful results with just a few thousand. The emails can be very quickly and easily searched using wild cards etc. Of course we use the contacts features with the usual company and phone details. Not only do our Sales Team use it to store customer information but also our Logistics Team use Gold Vision to store supplier information and track all suppliers emails. In fact all the teams across the business are using Gold Vision, it is wonderful tool and one I would recommend to any business small or large.

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

Cons: Nothing, its really very good.

Comments: The experience from first contact to last was exceptional. Everyone I came in contact with balanced professionalism with the personal touch. My account Manager took the time to understand my needs and wants before progressing to the discussion on features and benefits. By doing that he was able to tailor them to what I needed immediately making my decision very easy. The implementation went totally to plan from the initial contact through developing our instance of the software and the training of the sales managers. Very smooth process which was also completed to budget. The software is very intuitive to use and although I only needed minimal customisation it was very easy to do. Setting up alerts to warn of unwanted activity is also easy to achieve. I only have a small team but they are already seeing the benefits of having a professional CRM tool set (as opposed to a spreadsheet) and the CRM roadmap has development of lead management, customer issues log and integration of our web site as upcoming sub-projects. There are some minor shortcomings in the analytics area but I am looking forward to the next issue of the software due in the first half of 2017 to see what that brings and I'm optimistic that this will further develop on an excellent piece of software.
I wouldn't hesitate to recommend Gold-Vision CRM to small, medium or large businesses. Andrew Burns
Sales & Marketing Director
Servowatch Systems Limited

Pros: Simple to configure to your businesses needs
Very little customisation required
Very cost effective solution
Great company to deal with

Cons: Some shortcomings in the reporting / dash boards but the next release of the software is due to address most of these

Pros: The aesthetics, the ease of use and it is clear which step is next and I don't get frustrated working it out!

Cons: I didnt like the initial data upload and cleansing the data before going into the system as the duplicates were a nightmare

Comments: From early discussions to install and training, the journey with Gold-Vision has been a pleasurable experience. working with Jiggy initially with a interactive demonstration that was both professional and easy to follow and then with Tim, who seemed to know everything about our business and needs prior to his visit to train us, extremely professional guy and then with Simon in technical support who dealt with our German colleagues technically to ensure all parts of the system was not only working well but to get over security issues with two servers was amazing. extremely professional team and highly recommended.

Pros: 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.

Cons: 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.

Comments: Storage of members details is very clear and manageable allowing our organisation to be very specific in who and how we target members when providing information. Excellent technical support from the start to ensure our organisation enjoyed the benefits from day one.

Pros: Its clear and concise, adaptable to suit what we need, easy to pick and use.

Cons: No real cons , it does what we want as a CRM.

Comments: Broad functionality, ability to bespoke certain areas, great support team, ever evolving and improving tool set.

Pros: It is a very broad piece of software which captures more functionality than a majority of more expensive and well known products. With an excellent account management and bespoke development/technical team backing up the system, it is hard to find fault.

Cons: Difficult to find anything of note to fault with this system! The only downside would be that it runs in Internet Explorer and isn't full functional in Chrome, but it's not really an issue and is more about my preference for browser.

Comments: Gold-Vision is now a company wide tool as it offers solutions for all of our internal departments including, sales, support, aftercare, installations and marketing.
It allows visibility of account managers, actions and communication throughout the business.

Pros: Gold Vision allows each area to interact with others, creating an overall account management tool. The Esteiro support helpdesk work around our business requirements and offer tailored solutions at affordable rates.

Cons: The output of the graphical reporting and editing flexibility is limited. However, this can be overcome using additional software.

Comments: We have been Gold-Vision users for 12 years or so and we are utterly reliant upon it. We took a decision to move away from running G-V on our server to a hosted service in the Cloud and Esteiro managed this for us very efficiently and with no drama. We have a very complex implementation of G-V and a vast amount of data. The move was performed during our annual company meeting on a Thursday/Friday and we were up and running with new logins to the hosted version early the following Monday - so we lost no time at all. Great service.

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

Cons: Pale blue text on white background?

Pros: Its capabilities are seemingly never-ending. The staff at GV are ALWAYS so helpful and patient. They offer a personal customer support services rather than the generic script reading call centre help. And they remember you too. Special thanks must go to customer servive agents who must see my name and take a sigh however are always so friendly and nothing ever seems too much trouble.

Cons: I find the system's appearance a bit fussy and unclear. And some of the areas of the system can be complicated to understand.

Comments: It centralised our customer records and streamline many processes for us from quoting through project management to credit control.

Pros: Easy to use. Multiple pop-up windows enable work to be completed faster. The links function works well, especially when multiple parties are involved. Customer service usually good. Connect email app is very good. Customisable to suit specific needs. Has streamlined many functions for us.

Cons: No mobile app yet. Limited dashboards available. Limited external integration. Support sometimes patchy.

Comments: A user friendly CRM that offers lots of functionality. Most of the content makes perfect sense "straight out of the box" but if I ever get stuck, I feel really confident in speaking to an excellent customer support team that always have a solution to hand.

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

Cons: Being web based it can run slowly on occasion.

Comments: Better and more integrated staff awareness. More up to date information about the businesses we work with and a more meaningful relationship with our customers.

Pros: 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.

Cons: 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

Comments: GV is a great product and costs much less than its competitors. The service we receive is excellent and the webinars are very worthwhile.

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

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

Comments: gold vision is a very user friendly software that is suitable for personal of all abilities.
Day to day tasks within Gold Vision are simple to achieve, making account management extremely efficient.
Email tracking is very beneficial as allows records to be held automatically, without input from the user.
Gold vision support team are always willing to help with any enquiries. Although goldVision software was a large investment for our company, we would not turn away from it now and go back to our old system.

Pros: Records data easily for other members to review

Cons: some aspects of the system are limited when creating charts/graphs

Pros: Gold Vison system & reporting can be fully customized which allows easy of access.
New drag and drop features make uploading information/images much easier.
The support team are always willing to help with any queries and are always quick to get back to you.
Version 8 has recently been installed and it is much more user friendly.
Training has always been excellent, Usmaan and team have always been flexible to suit our needs.

Cons: Can be time consuming to set up in the initial stages.

Pros: The ability to add and remove fields
Reporting on all modules / fields
Dashboards
Ease of use
Admin console
Support
Ability to adapt the system to fit our needs

Cons: Personally I believe that the charts and graphs need further development, to show the amounts not just when you put your mouse over the chart. It would be useful to have a matching key / table to show the figures / amounts.

Comments: Stability, flexibility, and a great price point.

Pros: 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.

Cons: 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)

Pros: Great deal of out-of-the-box functionality
Easy Customization
Great support team
Easy to extract data
Excellent campaign tools and marketing automation
Constant development
Integrates with other platforms

Cons: The interface is dated although understand new one imminent
Reporting could be improved both in the main GV CRM and GV Connect