Gold-Vision CRM Reviews

Pros

Generally easy to use and implement with users, it has all of the features you could want from a CRM at a good price.

Cons

Releasing features that don't work correctly.

Alternatives Considered

Reasons for Switching to Gold-Vision CRM

Pros

Our wonderful account manager [sensitive content hidden] :) but also just how we are able to adapt the system for our use.

Cons

It can be quite hard to setup and time consuming, but once you get there you can make it work for you.

Alternatives Considered

Reasons for Switching to Gold-Vision CRM

Pros

I liked that they cater to small business and you're not so lost in all the features of this product and it makes you feel real efficiently able to run a business

Cons

Twilight police was the ability to just be caught up in the amount of features but like I said if you're unable to narrow down what you need and not use some of you're not forced to use all the pictures so don't feel like you have to

Pros

Once you learn the basics on GV it iseasy to play with to get what you need from it. Building reports is intuitive and finding contacts and interactions is easy.

It has the basics you need from a CRM down well and the dashboard and analytics gives you easy quick insights into how the company sales pipeline is performing

Cons

The automation, segmenting of data can be confusing for complicated data tasks. Automating for marketing doesn’t current have a visual overview which would be helpful when building out and starting marketing automation

Pros

The CRM is flexible and easy to amend once it has been created. The training is key and very useful- for us we have had an amazing project manager [sensitive content hidden] that has support us with any questions and always answers us straight away. We are happy with the CRM so far and looking forward to continue to build the system to suit our business.

Cons

We haven't found any cons with the CRM- anything that hasn't worked for us our project manager found a solution to it.

Pros

GV is so easy to use, everything about the system is good, especially the reporting.

Cons

Nothing to say here, because the system is actually designed for your needs, if you have something to complain about, thats because yo didnt think of it before going live ;)

Pros

Gold-Vision CRM has been exceptionally well-received by all our users, and the reason is clear – its remarkable flexibility and power. The advantages of this system begin with the dedicated team behind it. With all departments collaborating and actively participating in its development, they prioritize meeting the genuine needs of users over simply chasing trends. As a result, Gold-Vision has evolved into a feature-rich CRM system over the years.

Managing accounts and contacts is straightforward, and the clarity of opportunities is further enhanced by the ability to cross-reference them with other data points, ensuring all relevant stakeholders are included. Lead management is efficient, preventing duplication of efforts. What sets the system apart, however, is its robust search and filtering capabilities. This empowers users to quickly locate critical data, which can then be saved, streamlining repetitive tasks. Additionally, the system offers comprehensive reporting, presenting data through dynamic charts and graphs that are both user-friendly and allow for in-depth exploration.

Cons

We've encountered a couple of minor bugs, but I'm confident they'll be resolved asap. I do find the system's interface a bit cluttered and less intuitive. Certain parts of the system can also be somewhat challenging to grasp but overall we are very pleased with it.

Pros

Gold-Vision CRM has rational contact management assistance, and it brings valuable relationship control.

Cons

Gold-Vision CRM has determined ways of creating valid marketing structures, and this makes every conversation effortless.

Pros

The ability to pick up a system that is very simple, intuitive and user friendly, coupled with sleek design and clear visuals, make for an excellent system to implement.

Cons

Occasionally, the system can be a little inflexible when trying to manipulate data and produce reports.

Pros

Ability to customise the system to best suit our processes.

Cons

The online help centre, particularly the search function. Times when it has been difficult to find answers to a query. Particularly when wanting to carry out an administrative task in the 'back end' of the system. More tutorials would be helpful.

Pros

I think it is very easy to use and I like the ability to be able to adapt the system to how you want it to work.

Cons

When creating a search list and you click into one of the fields and then close the original list filters have gone

Pros

Great client/lead management. Keeps monthly renewals organized.

Cons

Do not have any current issues with Gold-Vision CRM.

Pros

Easy to use and quick to set up.. super usable product.

Cons

The notes feature is limiting, you can only include a limited amount of text!

Pros

Gold-vision has been flexible right from the start of our CRM integration, which is something that was key to us as we are part of a very unique industry. The integration with our software was smooth and despite having lots of bespoke items in our current software that could cause issues, the gold-vision team have found ways to marry the two systems harmoniously.

Cons

Nothing as yet although we have been using the CRM system for a while I feel like there is a lot more that we can learn to properly utilise it!

Pros

We have specific quarterly targets in terms of revenue and other objectives. We are able to create customised dashboards to monitor our progress against these targets and help to create focus on the key deals that will make the difference

Cons

Sometimes we find the 255 character limit an issue on text fields. Larger or a warning that you have reached the limit, or even just preventing you from trying to type more would be helpful.

Pros

Ease of use. After managing the transition from GV7 to GV8 for the team, I can honestly say I couldn't have done it without the support of the team at GV. They have responded to every single query raised within at least 24 hours.

Cons

The alerting and automation is a bit tricky but as with anything new it just takes a bit of practice to understand how it works.

Pros

I love that we can customise everything to suit our needs. We use Eventbrite for our event registrations and it works seamlessly. The GDPR function is very handy for us

Cons

I don't think anything needs to be improved

Pros

Being able to create speedy e-shots and mailshots, logging client literature and colour swatch requests, manually adding emails to a Company/Contact.

Cons

Limited number of Categories available - we have a lot of radiators available in many different colour options. However, I believe that Gold-Vision 8 has a resolution to this, so watch this space!

Pros

Easy to use and important for tracking customer information.

Cons

Not that easy to create graphs. Does not allow percentage breakdowns on some graphs

Pros

We needed a flexible system to suit our industry. Both [SENSITIVE CONTENT]and [SENSITIVE CONTENT]did a fantastic job explaining that their software could be modified to our needs. We ended up with a lot of bespoke work done and I'm pleased to say it suits our needs perfectly. The version 8 upgrade went smoothly and we love the new interface.
We use Connect for email campaigns and are very happy with it.

Cons

As we have a highly bespoked system, when we have problems it can take a while to resolve.

Pros

Over the six years that we've been running several instances of GV, we've been extremely impressed by the flexibility of the system, enabling us to tailor screens and processes to meet our businesses varying requirements. Our in-house administrators have a large amount of scope for making changes quickly and easily without needing to wait for support from the rep, but when needed, this is fast and helpful. Our users, especially new joiners, say how easy the system is to use.

Pros

Once set up Goldvision has been straightforward to use and gives reports and information needed quickly and effectively

Cons

Sometimes it feels like the inputting of data is time-consuming, but is essential in the tracking of our business.

Pros

Configurability of the system, dashboard anayltics and support

Cons

Could do with scalable widgets on home page.

Pros

The most important features for us are project management and the service desk. Mail logging against support calls is very powerful and saves us a lot of searching.

Cons

The navigation can sometimes be a little confusing with results from the Back button not always giving the result I expected.

Pros

My team have to use Gold-Vision on a daily basis and it is very user friendly and you can amend to your own personal business needs!

Cons

Nothing, I think the software is great!