Gold-Vision

Score10 out of 10

1 Reviews and Ratings

What is Gold-Vision?

Gold-Vision CRM is a customer relationship management (CRM) solution built as an integration for Microsoft Outlook.

Categories & Use Cases

Customer Relationship Management (CRM)

Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 8.2
Opportunity management
Users can track deals and create quotes.
Category average: 8.4

Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8.6
Custom objects
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
Category average: 8.2
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Category average: 8.1

Adrian Takacs View profile

Infrastructure Engineer in Information Technology at X-Net Solutions (1-10 employees employees)

Pros

Can be easily integrated with products like Sage or Outlook which most small companies use. This provides us with a great customer base.
It is quick to deploy and most of our customers start using the solutions in less than a week.
Very intuitive which makes training our customer easy and causes few support calls.

Cons

In the latest version, the user interfaces has been greatly improved. Some customers disliked the older version.
Nothing else to complain about, maybe it can be made cheaper?

Return on Investment

It really filled a gap in the market where small business could not afford expensive CRM solutions.
As we are implementing this as a solutions for our customers we don't pay for it, but it provides a monthly income from supporting the infrastructure this has been deployed on.

Alternatives Considered

Salesforce.com and SAP CRM

Other Software Used

Microsoft Office 365, Solarwinds Take Control (formerly SolarWinds MSP Anywhere)