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GoldMine Vault
April 24, 2020

GoldMine Vault

Ann Raineri | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with GoldMine

GoldMine is an excellent tool to use to track CRM and keep notes and do follow up. It has the ability to work with planners and administrators to keep records of client interactions and a storehouse for their information for future references.
  • It can be used from simply basic to upgrading for more sophisticated clients.
  • It is easy to use when compared to other CRM systems.
  • Found to be reliable and customer support is generally prompt.
  • Would like to see reminders done, set up in more priority system.
  • Adding additional information such as personal document vault that the client can access.
  • Add the edocusign feature somehow.
  • It has been a good investment but when principals do not want to add bells and whistles the system remains basic.
Redtail and other company owned or developed systems.
GoldMine is great and the support staff have always been prompt and easy to work with.

Do you think GoldMine CRM (discontinued) delivers good value for the price?

Yes

Are you happy with GoldMine CRM (discontinued)'s feature set?

Yes

Did GoldMine CRM (discontinued) live up to sales and marketing promises?

Yes

Did implementation of GoldMine CRM (discontinued) go as expected?

Yes

Would you buy GoldMine CRM (discontinued) again?

Yes

GoldMine is well suited as a client information library and easy reference system that most offices can adapt to. It should be promoted for company officers and principals to use more often than just support or administrative personnel to enter information into.