Great CRM solutions for small businesses
February 08, 2019

Great CRM solutions for small businesses

Adrian Takacs | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Gold-Vision

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.

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?
  • 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)
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.

Gold-Vision Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
10
Task management
Not Rated
Billing and invoicing management
10
Reporting
9
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
10
Custom objects
9
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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