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Overview

What is Gold-Vision?

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

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Recent Reviews
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Pricing

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What is Gold-Vision?

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

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

Gold-Vision | CRM for Customer Service

YouTube

Gold-Vision | CRM for Marketing

YouTube

Gold-Vision | CRM for Sales

YouTube

What's New in Gold-Vision CRM [Version 8 Teaser]

YouTube

WEBINAR | Why do fire protection companies choose Gold-Vision?

YouTube
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Product Details

What is Gold-Vision?

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Comparisons

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Reviews and Ratings

(1)

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
Adrian Takacs | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We implement Gold Vision for our customers that look for a bespoke CRM solution, this would be at the center of their business. Gold Vision provides integration with lots of other products likely to be used by our customers. Licensing per user makes it ideal for small business that cannot afford to pay for a full-fledged CRM solution.
  • 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.
  • 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?
It is the best available solution for small businesses due to the licensing model and the ease of use. For companies like us who implement this for customers, it is easy to implement and train users. Larger companies would prefer to use existing products that have been developed for their specific industry or department.
Sales Force Automation (9)
66.66666666666667%
6.7
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
N/A
N/A
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
100%
10.0
Interaction tracking
N/A
N/A
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
50%
5.0
Lead management
N/A
N/A
Email marketing
100%
10.0
CRM Project Management (3)
63.33333333333333%
6.3
Task management
N/A
N/A
Billing and invoicing management
100%
10.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
N/A
N/A
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
N/A
N/A
Customization (4)
47.5%
4.8
Custom fields
100%
10.0
Custom objects
90%
9.0
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
50%
5.0
Role-based user permissions
100%
10.0
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
  • 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.
Probably the most important aspect would be the licensing model which makes it affordable for all businesses. Can be adapted to the business without having to change the business model around the CRM product.
Microsoft Office 365, Solarwinds Take Control (formerly SolarWinds MSP Anywhere)
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