What Is Gold-Vision CRM?

Gold-Vision is a fully customisable and affordable CRM system that supports your business needs. Our system lets you manage customer data, integrate with business tools and manage teams - all in one place, wherever you are, on any device. Gold-Vision streamlines your processes and boosts team efficiency, optimising the opportunity to increase revenue. With dedicated in-house software authors and support teams, we believe there’s no one better to provide you with a great CRM solution.

Who Uses Gold-Vision CRM?

Businesses across all industries looking for a comprehensive CRM specialising in Sales & Marketing. Our highly configurable set-up lets you customise your system & integrate with your favourite tools.

Where can Gold-Vision CRM be deployed?

Cloud-based
On-premise

About the vendor

  • Esteiro Business Solutions
  • Located in West Haddon, UK
  • Founded in 2001

Gold-Vision CRM support

  • Phone Support
  • Chat

Countries available

Canada, United Kingdom, United States

Languages

English, French, German

Gold-Vision CRM pricing

Starting Price:

US$32.50/month
  • Yes, has free trial
  • No free version

Gold-Vision CRM does not have a free version but does offer a free trial. Gold-Vision CRM paid version starts at US$32.50/month.

Pricing plans get a free trial

About the vendor

  • Esteiro Business Solutions
  • Located in West Haddon, UK
  • Founded in 2001

Gold-Vision CRM support

  • Phone Support
  • Chat

Countries available

Canada, United Kingdom, United States

Languages

English, French, German

Gold-Vision CRM videos and images

Gold-Vision CRM Software - 1
Gold-Vision CRM Software - 2
Gold-Vision CRM Software - 3
Gold-Vision CRM Software - 4
Gold-Vision CRM Software - 5
View 6 more
Gold-Vision CRM video
Gold-Vision CRM Software - 1
Gold-Vision CRM Software - 2
Gold-Vision CRM Software - 3
Gold-Vision CRM Software - 4
Gold-Vision CRM Software - 5

Features of Gold-Vision CRM

  • Activity Dashboard
  • Alerts/Notifications
  • Automated Routing
  • Batch Processing
  • CRM Software
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management Software
  • Client Management
  • Collaboration Tools
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Dashboard Software
  • Data Import/Export
  • Document Storage
  • Drip Campaigns
  • Email Management Software
  • Email Marketing Software
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Interaction Tracking
  • Landing Pages/Web Forms
  • Lead Capture Software
  • Lead Management Software
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation Software
  • Mobile Access
  • Multi-Channel Marketing
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Predictive Analytics Software
  • Prospecting Tools
  • Quotes/Estimates
  • ROI Tracking
  • Reporting/Analytics
  • Sales Activity Management
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Support Ticket Management
  • Task Management Software
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Web-based Deployment
  • Website Visitor Tracking
  • Workflow Management Software

Alternatives to Gold-Vision CRM

Used by companies who have a need to win business through the building project route while at the same time selling to key accounts.
Integrated business management solution that automates financial, customer relationship and supply chain processes.
Cloud and on-premise customer relationship management software for sales, marketing and customer service.
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers. Learn more about HubSpot CRM
Build customer relationships for life with data-first digital marketing
Maximizer isn't just another CRM. We provide businesses with the tools to enrich customer relationships and boost their bottom line.
Act! Premium empowers you to market better, sell more, and create customers for life.
Easy to use video interviewing platform w/ more than 6,000 organizations in +100 countries. Start in minutes w/cost-effective pricing! Learn more about Spark Hire
Insightly CRM is for growing teams that want a flexible, easy-to-use, yet powerful CRM to centralize and manage customer data from the Learn more about Insightly

Reviews of Gold-Vision CRM

Average score

Overall
4.7
Ease of Use
4.5
Customer Service
4.8
Features
4.5
Value for Money
4.5

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
69%
4
28%
3
3%
Paul
General Manager in UK
Transportation/Trucking/Railroad, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

Great, adaptable system

5.0 2 months ago

Comments: Having used Gold-Vision for 8 years for CRM and pre-sales management, we have now implemented a number of post-sales processes, such as project management and Return Merchandise Authorisation (RMA). The team at Gold-Vision have been excellent in understanding our needs and working with our team to implement the features we need to develop our business.

Pros:

Automation of workflow - automatically setting up opportunities/quotes/projects with key activities means our team can start working directly. Customisation - we are able to develop UI design, dashboard, reports, etc. that enable users to tailor the system to their individual working practices whilst maintaining corporate processes. Third-party integration - we have integrated our system with SharePoint to provide direct interaction between documentation and contacts/activities. Marketing - we are able to directly create, monitor and report on e-marketing activities against specific customer/prospect groups or by product/service.

Cons:

We currently have no issues with Gold-Vision.

Alternatives Considered: Salesforce Marketing Cloud and Salesforce Sales Cloud

Esteiro Business Solutions Response

2 months ago

Thank you for such a fantastic review Paul. We are very pleased Gold-vision is working well for you and your team. Kind regards, Alex

Shaun
Customer Experience Lead in UK
Wholesale, 51-200 Employees
Used the Software for: 6-12 months
Reviewer Source

Yewdale - Customer Experience Review

4.0 2 years ago

Comments: Goldvision is helping us to keep a track of all of our customer contact and complaints. It allows us to to open tickets and follow the tickets through to resolution. The email tracking system is great so you can view all of the email contacts for each ticket at once. It allows us to add any photos or notes to view on each ticket and also integrates with our phone system outbound to leave call notes. This allows for a detailed investigation for each ticket and all of the tools we need to complete a thorough investigation through to a resolution. It also allows us to tag individual products and issues leading to more detailed and easily accessible reporting.

Pros:

Integrated with our business easily and is now a go-to function for us in Customer Care. We use this regularly every day and is now used as our CRM for all customer contact with us. The ticketing system is excellent and the integration allows you to track your emails via the ticket reference to keep a record of all contact for each ticket. There is also a dashboard function which helps you to monitor and analyse incoming tickets and trends to report on.

Cons:

There are still some more advanced features I would like to see from Goldvision in the future. This would include more advanced reporting for tickets, particularly for our Customer Care aspect and further integration with some of the other platforms we use would prove very handy too.

Alternatives Considered: Spark Hire, Salesforce Sales Cloud and Zendesk Suite

Reasons for Choosing Gold-Vision CRM: Our previous platform could not provide enough of what we required as a rapidly expanding business. Goldvision allows us to improve our service and customer management to help with our increased contact.

Switched From: Act!

Reasons for Switching to Gold-Vision CRM: Goldvision was the best overall package for us in taking the next steps towards a better CRM. Competitive pricing and the functions to help multiple departments use it such as Sales, Marketing and Customer Care. From the Customer Experience perspective, any initial doubts I had were quickly removed by [SENSITIVE CONTENT HIDDEN] who dealt with onboarding us and we are now functioning quicker and more efficiently as a Customer Care department since the move.

Esteiro Business Solutions Response

2 years ago

Hi Shaun, Thank you for your great review and we are so pleased to hear that Gold-Vision was the best overall package when seeking a better CRM. It's also great to hear that it is now your go-to function for your Customer Care to improve you service and customer management. Kind regards, Zoe

Bev
Marketing Manager in UK
Financial Services Software, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source

Solid system now upgraded beautifully!

5.0 3 years ago

Comments: What makes it so perfect as my marketing tool, is the integration of CRM with Connect e-marketing. Great CRM segmentation functionality, no exporting / importing of data to 3rd party e-marketing systems and no manipulation of data in Excel spreadsheets before I can send out a campaign! And, at the end of the day, the CRM is constantly updating the campaign data for reporting purposes and most importantly ensures our company remains GDPR compliant!

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

Alternatives Considered: Sage CRM and Zoho CRM

Reasons for Choosing Gold-Vision CRM: Act was not fulfilling our requirements.

Reasons for Switching to Gold-Vision CRM: The reliability of the online CRM services and the choice of beautifully integrated modules the product offered coupled with the flexibility / tailor-ability of the screens. Our decision to go with Gold-Vision was also influenced by the professional product knowledge and support offered via the Gold-Vision sales and support team.

Esteiro Business Solutions Response

3 years ago

Hi Bev, A big thank you for your excellent review about Gold-Vision. It's great to hear that you find it to be the perfect CRM for marketing where you can create effective campaigns easily whilst learning from campaign reporting. Kind regards, Zoe

Lee
Marketing Manager in UK
Entertainment, 11-50 Employees
Used the Software for: 1-5 months
Reviewer Source

A CRM that can flex and fit to your companies needs.

5.0 3 years ago

Comments: Note only a great experience with the software but also with the team. Non pushy sales, understanding project managers, amazing training and a very knowledgeable support team.

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.

Alternatives Considered: Salesforce Sales Cloud and Prospect CRM

Reasons for Choosing Gold-Vision CRM: Our previous solution was inflexible if we wanted to do anything tailored to our needs. They were more interested in developing modules to increase revenue rather than increase the existing users experience.

Switched From: HubSpot CRM

Reasons for Switching to Gold-Vision CRM: Flexibility! Goldvision is the product that you tune to your needs and not the other way around.

Esteiro Business Solutions Response

3 years ago

Thank you Lee for your fantastic review. We're so pleased to hear that Gold-Vision helps everyone in Ambersphere Solutions work together and that you find our product not only simple to use, but flexible and powerful too. We're also happy to hear of the amazing training and support that you have received from our Gold-Vision teams. Kind regards, Zoe

Ross
Business Developmnet Manager in UK
Airlines/Aviation, 51-200 Employees
Used the Software for: 1-5 months
Reviewer Source

Great CRM tool with Great Customer Support

4.0 2 years ago

Comments: I am some what reticent to change any systems (bit of a tech dinosaur), however, once I was shown GV and got used to it, which didn't take long (and if I can use it, anyone can!) it is a great tool. Easy to customize the layout & fields with fab customers support from GV [SENSITIVE CONTENT HIDDEN]. GV provides a LOT of functionality, most of which I personally won't/ don't need to use in my current role, however, I can see the immense benefits it will bring to the rest of the wider teams, our Division and parent company. Can't live with out it now :-)

Pros:

The level of detail it provides, from opportunity to project delivery is great and provides all the data I need to track opportunities and projects, coupled with easy to use reports. Customisable layouts/pages/widgets etc and various ways to get to the data you want, quickly.

Cons:

Some minor work rounds required and some process steps when entering certain data could be improved.

Alternatives Considered: Dynamics 365

Reasons for Choosing Gold-Vision CRM: Not my choice, but I am glad we did, and far better than Salesforce (which we I used before WorkflowMax)

Switched From: WorkflowMax

Reasons for Switching to Gold-Vision CRM: I wasn't involved in the selection process.

Esteiro Business Solutions Response

2 years ago

Hi Ross, Thank you for you positive review. We are so pleased you are finding GV easy to use and you can create reports, opportunities and obtain data quickly! Kind regards, Zoe