Gold-Vision CRM

Pros: GV CRM provides comprehensive tracking of all customer emails, offering effortless, fingertip control for maximum simplicity.

Cons: The absence of a mobile app and the need to access the system exclusively through a web browser can be inconvenient and frustrating.

Pros: What stands out most about Gold-Vision is how easy it is for our entire business to manage projects and client information across multiple arms of the company. Where CRMs often feel like a chore, our wider team actually find value in using it — several even said it's by far the best CRM they've worked with. The reporting functions are excellent, making it effortless to stay informed and up to date. The recent update to the home screen has made the user experience even better, and we’re really looking forward to the upcoming feature for bulk widget updates. On top of the software itself, the Gold-Vision team are fantastic — super responsive, helpful and always a pleasure to deal with. Our account manager [sensitive content hidden] is brilliant, and [sensitive content hidden] are consistently key in supporting us with queries and quotations.

Cons: My only critique was around the original home screen functionality, but this has recently been updated and has genuinely improved the platform’s usability. It’s difficult to fault it now.

Pros: [sensitive content hidden] was extremely helpful, hes a shining asset for your company.

Cons: Not being able to add attachments to mailshots

Pros: The system is easy to navigate and use. The system can also be customised to suite specific needs which we found really helpful.

Cons: When copy quoting the details from the first quote pull through (i dont think this use to happen) now you have to remove those details to add in the correct contact. Potential risk of sending a quote addressed to the wrong person.

Pros: Amazing support - GV are always super quick at helping me enquiries and finding ways to help us use the product better. Also like how easy it is to see key metrics on my dashboard, love logging in to see how our sales and KPIs are doing each day

Cons: Not much. I did take a bit of time to get used to how contacts are set up as we mostly engage with customers on an account level. I do wish as a marketer there was easier ways of linking GV with some external products without having to use zapier etc as we don't currently use that.

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.

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: 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: 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: 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: $7d

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: My favourite thing is the ability to configure most of the screens to suit your requirements.

Cons: The harder bit of moving to GoldVision has been moving our current call logging process over as I think the system has been designed more as a CRM but we've got there

Pros: We particularly like the fact that we can adapt the back system to meet our specific business needs, we've been able to create a database of all client information and requirements that we can easily report from.

Cons: Integration was time consuming but this was more to do with our old system than Goldvision!

Pros: It's great on Gold Vision that you are able to create bespoke pages for what you exactly need to be shown for different sections of the business. The way that the different parts of the CRM system work together also help in reducing clicks around the site

Cons: It would be even better if events section could be linked with the opportunities section specifically for our business so that we can link our sale of an event day to the actual event.

Pros: Great client/lead management. Keeps monthly renewals organized.

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

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: It's a easy system to use whether you are a 2 man band or a 50 employee company

Cons: Seems a little bulky - could look better

Pros: We have used Gold-Vision for 10 years now and like the fantastic support and the ease of use. The webinars are really useful and the online chat very good.

Cons: We don't use Gold-Vision to it's full potential because of problems we have integrating with our Accounts system (Exchequer) and our Email provider (IBM Notes). The parts of Gold-Vision we are using are great.

Pros: The customer service is fantastic and being able to have such a bespoke set up was perfect for us.

Cons: We had no issues at all with Gold-Vision CRM, everything was just as we needed it

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.

Pros: transition form v7 has been straight forward

Cons: a bit slower than we had hoped....nothing else to date