GoldMine CRM was is a Customer Relationship Management (CRM) solutions for small businesses boasting at its peak over 1 millions users across verticals, a CRM solution for businesses running Windows, available for the Cloud, Mobile and on premise. The product was acquired by Ivanti, and currently is no longer available as a standalone application.
$65
per month per user
Workamajig
Score7.6 out of 10
N/A
Workamajig is a project management system with capabilities such as file sharing, resource management, and revenue projection.
$41
per month per user
Pricing
GoldMine CRM (discontinued)
Workamajig
Editions & Modules
Cloud Based
$65
per month per user
On-Premise - multi-user
$1,992
one-time fee 3 shared users (includes 1 year of support)
I believe GoldMine is well suited to keep track of customer contact automatically, so your customers needs are met. I also like keeping track of my emails and customer contact notes, this way I always know what they need quickly. I like to keep reminders on certain customer request or pricing for certain items. We use GoldMine in unison with Traverse for placing orders . I would love GoldMine more if they had the abilities to place orders through the app , rather than using an additional tool.
If you're looking for a system to help you address accounting that's not suited for marketing agency structures, this is the right tool. It is a bit cumbersome, but it has streamlined our reporting, billing, estimating, and tracking. As for project management, it's great that it integrates with the estimating and finances, but it's just not enjoyable to use. The interface is clunky. So if project management is your main criteria, I'd choose something else. We would never use it to collaborate with clients either because I'd be afraid of making them frustrated by the tool, so we use Basecamp to do that.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The Platinum version has a particularly robust time tracking system, down to a 'timer' function that can be critical for an agency like mine where you want to be accountable for billing a client arruately
The ability to make projects available only to those who are permitted to assign their time to it has apparently been very helpful during our revenue reconciliation meetings where time incurred is reviewed against scope
The mobile app, while I still feel needs some work, is pretty handy for a quick calendar check if I'm in a client meeting and cannot utilize my browser to get information
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Of course, there are always areas that could be improved, in my view the Report generation tool, hasn't really changed in the last 10 years at least, whilst other CRM products have more powerful and easy to use and customise Reporting tools, although there are plenty of Reports to choose from
The Database schema has stood the test of time but is quite restrictive in certain areas and what you can do with it
Integration with other system unless you are a developer is not easy as there are only one or two areas to show/bring in information
WMJ's interface is dated. Despite an html5 driven "sheets"-based interface, it takes a lot of time and effort to manage the interface, which could be streamlined considerably. On a UX/UI scale of 1 to 10, with 10 being the best, WMJ would earn a 6 from me.
Despite the amount of documentation available, there is a distinct lack of clarity in that documentation, and it doesn't fully cover everything you would expect. Branching thoughts, for instance, are not addressed. Additionally, because there are two editions of the software online, there are two support sites that aren't sequestered. So information from both commingles, creating confusion.
Support is available on an email and phone basis. They strongly encourage you to use email, however, and they are resistant to phone time. This is likely because the support staff is limited in number, but has a great depth of knowledge. If you want immediate phone support, however, YOU ARE OUT OF LUCK. You are placed in a queue and the odds of same-day help are low. For email, the response is usually within an hour, but when you are stuck with a configuration issue, or need to generate a report and don't know how to do something, waiting is not optimal. That said, the support team is TERRIFIC.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
If there were a product that would mean less on-site support/maintenance with comparable or not much more cost, I would seriously consider switching. Furthermore, going to a more mobile, paper-less application process would tip the scales in the favor of a competitor. I'd also like something that integrates web forms so that data entry is more stream-lined as is response time
Personally, perhaps I should give it a higher rating, but I do genuinely think it was very easy to pick up and run with, but I did have a full training session and of course was keen on using it. In my previous marketing role many years ago, I 'd tried to create an MS Access database and this has taken ages, so being introduced to the power of GoldMine really impressed. People have comments on it, but my opinion is its still fast and a great workhorse
For me, its always been there, no worries here about downtime or the internet being down or switched off. Having it on a laptop as well with Goldsync means I'm always able to updated my notes and then synchronise. This to me is one of the benefits of purchased on-premise software, it cant simply be turned off!.
Pretty good, Yes, there are occasions when i may think there should be an easier way to do things, but over the years, I've always found a way to get the information out that i want, sometimes just needing a bit of help from the technical team. Day to day,. it works for me very well.
Their customer support is spot on! We never feel like we're being made to wait, and when we email, they respond and offer assistance very quickly. It's the same response I'd expect from an in-house IT team down the corridor. Some support teams you know you're talking to the first line support chap who probably doesn't know how to resolve your issue, and you have to wait until they give up and pass it, but GM support people seem very knowledgable
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I was originally trained by the UK distributor and then subsequently trained my self and had access to GoldMine consultants. In the long run, this saved me a lot of time really since I knew the product on an advanced/administrator basis and able to perform day to day tasks. Some things, still needed the consultants. The trick was with the training, I knew when I was out of my depth
As I said earlier, to me now with all this experience, it is ensuring that you focus on two things:- 1/ Ensure core customisations only are required until you get users started and embedded in using the system. 2/ Ensuring users get some good level of dedicated training time, internal or external, but I feel this is best done in a group rather than at your own speed. Afterall, no one really customises their MS Word or MS Excel each time, they just ignore the bits they don't need or ask if they do need them
GoldMine is a better overall product based on scalability, ease of use and cost effectiveness. All of the customization in GoldMine was beyond the other applications we tested and considered. Overall we believe we made the right choice based on how quickly we saw results. Our sales staff has used this tool extensively to become more agile.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Workamajig was selected over a decade ago when there were very few project management platforms that has integrations with other platforms, support for Agile, KanBan, etc etc. Most of the other offerings did not offer the type of security available with us hosting an on premises server behind a VPN although now there are plenty of cloud based solutions that have security compliance greater than what we can provide (fedRamp, etc.)
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
GoldMine, when maintained well has always been pretty reliable and in over 10 years, I don't think we've ever lost a day or more than an hour or so when we cant use it. Occasional a 'blip' will happen and you will have to log out, the only thing to bear in mind, which I'm not good at is ensuring you keep the mailbox to less than 2000 mails in your inbound box, I hover around 1800 and need to streamline this to get rid of my junk or notifications from LinkedIn groups for example when i mean to read, but never get round to it
Our company prides itself on its responsiveness to customer requests. As a consequence of that, we need to be able to follow up consistently on issues until they are solved and goldmine helps us do that.
Because of its ease of use and wealth of information, it allows us to react to customer queries quickly and with a familiarity that instills confidence in our customers.
The lag on the other hand, since we have kind of choked it with too much information, slows us down. I understand we're using it for more than it was designed for, but as businesses grow and customer demands increase we need our technology to improve at the same rate.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The agency switched to an hourly allocation so our clients were subject to a certain amount of hours each quarter. JIG helped us keep track of who was going over hours or who had some to spare. Once the clients went over we would use JIG to help charge the additional fees for going over. It helped keep clients accountable.
It was used to keep track of time sheets and through those time sheets, the directors were able to make a case for more employees on certain accounts. The corporate team hired 3 additional people that were truly needed and our time sheets helped reflect that.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
