“Gold-Vision has made life more simple. It’s more expedient and it has opened the levels and chains of communication amongst all of those who use it”
Robert Bowden, Sales Account Manager
Read the customer storyKey features of Gold-Vision’s Contact Management tools
Build a customer trail you can trust
Gold-Vision provides you with one core location to store your key business relationships and communications that can be accessed from anywhere, on any device.
Move on from dispersed spreadsheets and databases and build your business on “one version of the truth”. You can simply broadcast notes to your team and manage a customer from the first contact through recurring sales and on-going relationship building.
Manage accounts and contacts
Managing connections and getting a top-level view of a group is easy.
Gold-Vision allows you to map group or divisional structures by defining relationship links between one entity and another. Contacts in Gold-Vision can also be associated with multiple organisations, opportunities and projects.
Email
Integrations
Gold-Vision’s integrations with Outlook, Office 365 and Gmail mean that you can keep track of new contacts or leads that are introduced by email.
Create new contacts and leads in your CRM, or add internal emails to projects with no manual work required. Gold-Vision automatically imports or exports contacts, and even matches them with the correct account.
Calendar
Sync
Never lose track of where you or your team are meant to be with calendar functionality that works seamlessly with your Gold-Vision appointments using familiar Outlook, Google or Office 365 calendars.
Simply create an appointment in your existing calendar – or in Gold-Vision – and one will automatically synchronize with the other.
