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Overview

Gold-Vision CRM is a powerful platform that helps your team stay organized, close deals faster, and manage customer relationships with ease. While contact setup takes a little learning, it effortlessly supports multiple areas of your business. Experience a flexible CRM that adapts to your needs and ultimately grows with you.

Gold-Vision CRM Specifications

  • Contact Management
  • Lead Management
  • Opportunity Management
  • Sales Forecasting

Gold-Vision CRM Features

Marketing Automation

Gold-Vision CRM simplifies campaign efforts by merging sales and marketing data into one platform. Its intuitive tools help you create targeted campaigns, eliminating CSV exports and enabling you to deliver the right message to the right audience effortlessly and efficiently.

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Sales Forecasting

With accurate sales forecasting, Gold-Vision CRM helps you predict performance and make informed decisions. You can analyze pipelines, identify trends, and set realistic targets to prepare for the future with more clarity and improved business planning across your organization.

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Powerful Reporting

Gold-Vision CRM provides fast, real-time reporting that turns raw data into meaningful insights. You are able to build custom reports in seconds, monitor KPIs, and share actionable information across teams to stay on top of performance, trends, and business health with ease.

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Manage Accounts And Contacts

Gold-Vision CRM gives you a flexible structure to manage complex relationships across accounts and contacts. You are enabled to connect individuals to multiple projects or organizations, view full histories, and streamline your contact management process in one centralized, intuitive platform.

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Email Tracking

The email tracking feature allows you to gain full visibility into conversations with clients. It syncs seamlessly with Office365, Exchange, and Google to log interactions automatically, helping teams collaborate better and keep all communications accurate, timely, and well-organized.

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Pros And Cons of Gold-Vision CRM

Pros

  • Flexible screen designs and user-level features

  • Seamlessly handles multiple business areas

  • Promotes efficient communication and collaboration

Cons

  • The system can feel inflexible for report manipulation

  • Contact setup may take time to understand

Gold-Vision CRM Reviews

Total 4 reviews

4.3

All reviews are from verified customers

Rating Distribution

5

Stars

25%

4

Stars

75%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Share your experience

GB
Gunjan B.

Mid-Market, 51-100 employees

5.0

“Good and clean tool to use”

Pros

It feels really interactive when ure going through customer relationships and the interface just makes sense and doesnt require much of effort.

Cons

Setting it up initially was pretty confusing to me and took longer than expected to figure out.

Rating Distribution

Ease of use

8

Value for money

10

Customer Support

9

Functionality

10

BG
Benjamin G.

Mid-Market, 51-100 employees

4.0

“Fully Customizable, All in one CRM Solution”

Pros

To be honest, this software is great for managing customer relationships plus the customization options are fantastic. I can adjust everything to fit my business needs. It has many useful features for sales, marketing, contact management, support, projects and events. One thing I really like is how it automatically tracks and syncs emails which makes my job easier by assigning messages and appointments to the right accounts without me having to do anything. Besides that, the dashboard is simple, easy to use and I can set up multiple dashboards which is really convenient. The reports are accurate and give me clear insights into opportunities, lead management is efficient and I can organize data the way I want. The interface is easy to use and having all customer information in one place saves me time. It also works well with tools like Sage and Outlook. The e-marketing feature is fully integrated and the setup was quick. Mobile access is a nice bonus too. It's flexible and works well every day. The customer support team is friendly and helpful and it comes at a reasonable price which makes it even better.

Cons

It's tricky when you first start using it and the terminology can be confusing. Sometimes it takes way too long to find what I'm looking for through all the filters. The charts and graphs are very basic and it would be great to have more options there.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

9

Functionality

9

A
Anonymous

Mid-Market, 51-100 employees

4.0

“Works well for us but needs more updates”

Pros

I love how this system was designed specifically for what our company requires. The support team is really helpful and never tries to pressure you into anything.

Cons

I wish there were more customization options to fit my specific requirements.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

8

Functionality

9

Frequently Asked Questions

What other apps does Gold-Vision CRM integrate with?

Gold-Vision CRM has integration arrangements with Google Analytics, DocuSign, Adobe Sign, QuickBooks Online, Gmail, Google Maps, and Microsoft Outlook.

What level of support does Gold-Vision CRM offer?

Gold-Vision CRM offers phone, email/helpdesk, live chat, support form/customer portal, and knowledge base support.

Who are the typical users of Gold-Vision CRM?

Typical users of Gold-Vision CRM include professionals in IT and software, events and training, financial services, pharmaceutical and health sectors, construction, manufacturing, and water and environmental services industries.

What types of pricing plans does Gold-Vision CRM offer?

Gold‑Vision CRM cost comprises four flexible monthly plans, i.e., the Core plan at $55/user/month, the Professional plan at $85/user/month, the Ultimate plan at $110/user/month, and the Enterprise plan with customized pricing. Get further details about the Gold-Vision CRM price by contacting us.

Does Gold-Vision CRM offer an API?

Yes, Gold-Vision CRM offers an API.

Does Gold-Vision CRM have a mobile app?

No, Gold-Vision CRM does not have a mobile app.

What language does Gold-Vision CRM support?

Gold-Vision CRM supports English and multiple other languages (list not available).