Gold-Vision Pricing, Features, Reviews & Comparison of Alternatives

Pros
Gold-Vision CRM has had the same reaction with all users in our company. That is simply how flexible it is and how powerful it is. The pros start with the team behind it. All departments work together in the office and make sure they all get involved in areas of the product so they are making what the users need not what they think will be "cool". This means Gold-Vision is a system that has been built up over the year to be a fully featured CRM. Account/Contact Management is simple, Opportunities are clear and can be cross linked to any other aspect of the data so you can include all stakeholders in the process. Lead Management is clear and makes sure you don't double up with duplicates. The whole system though is driven with really powerful searching and filtering. So finding that single piece of data that is crucial to your process is fast and can be saved, making sure you can save time on repetitive tasks. You can report all data into a a range of charts and graphs, all dynamic and easy to drill down into. Applying the powerful filtering you can create lists for targeted marketing campaigns, quickly and easily. Then using the drag and drop template maker create stylish content templates. We also use a third party integration to track website visits. When you get stuck you have a number of options to the reach the support team and this is part of the price so no extra spend on something you may not need. A great help site and a range of quick and simple help videos.

Cons
Honesty, haven't found anything yet that we found that is a Con. When we have had an issue with have found a workaround, or checked our workflow to see if we have been doing things a way that can be made better.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Loved the system before but with the V8 upgrades which gives the CRM a new look and feel to menus and tool bars / views etc, it's even easier to use and without any detriment to its' already great functionality. Whether you need the system for pre-sales (leads), opportunities, marketing or something else, every screen is tailor-able making user input screens relatable and provides the facility to include terminology and fields more relevant to your business. I've worked with Gold-Vision CRM now for the last 8 years and still love using every bit of it!

Cons
No 'cons' for me - we are happy with Gold-Vision

Rating breakdown

Likelihood to recommend: 10/10

Pros
The GUI is the best feature - very good to use. Other aspects that are good are the ability to link accounts together and migrate contacts from one account to another.

Cons
Having to "page" in lists rather than scroll through them, especially in the quotes dialogue. That really annoying red "alerts" dialogue that crops up every couple of minutes - there really needs to be a way of cancelling that or at least making it less frequent.

Rating breakdown

Likelihood to recommend: 5/10

Pros
Very logical to use. Good visuals Good support from the Support ticket system. Good training on site from Bashar has been easy to train others & sort out their issues have used the standard reports eg for Duplicate companies

Cons
Expected Jan, Feb, Mar etc to be in calendar order Didn't seem logical to get the Quotation emailed to the customer (sorted now) Expect to be able to get actual sales compared to forecast sales on the same graph It wasn't clear from the sales pitch that we had to input all the company & contact data from ACT! We all thought it would transfer from Sage using the Sage integration tool.

Rating breakdown

Likelihood to recommend: 7/10

Pros
The aesthetics, the ease of use and it is clear which step is next and I don't get frustrated working it out!

Cons
I didnt like the initial data upload and cleansing the data before going into the system as the duplicates were a nightmare

Rating breakdown

Likelihood to recommend: 10/10