Industry Spotlight | The IT & Tech industry and Gold-Vision – why are we such a good fit?

For IT and software companies, operational efficiency isn’t just a goal – it’s a necessity. Managing complex projects, streamlining workflows, and delivering seamless customer experiences are key to staying competitive. For companies like KCD Software, Socitm, and Insource Ltd, Gold-Vision CRM has been the driving force behind overcoming common operational challenges.

This blog highlights how Gold-Vision CRM, a leading CRM software provider for IT companies, has helped businesses tackle inefficiencies, improve processes, and maximise customer impact.

Challenges IT & Tech businesses face

IT companies operate in high-paced, collaborative environments where departments like sales, marketing, and project management must work hand-in-hand. However, without the right tools, many encounter issues such as:

Limited visibility into customer data or timelines

Causing delays and leading to missed opportunities

Disjointed workflows

Leading to ineffective collaboration between departments

Wasted time

Reliance on manual processes leads to errors in key areas like reporting, invoicing or lead follow-up

The Gold-Vision CRM solution

To overcome these challenges, these companies turned to Gold-Vision CRM, a unified, scalable platform tailored to the needs of IT organisations.

Simplified processes and customer insights

For Insource Ltd, Gold-Vision provided a holistic view of the entire customer life-cycle, from initial lead capture to project execution. This transparency allowed teams to track customers at every step and make smarter, faster decisions.

“With Gold-Vision, we now have complete transparency at every stage—from lead generation to project delivery.”

Insource Ltd.

Improved user experience and sales efficiency

KCD Software benefited from Gold-Vision’s intuitive interface, allowing their team to streamline workflows and save time.

“The interface is very user-friendly; you can find everything you need in just a few clicks, from account lookups to order processing.”

KCD Software

Advanced project and time tracking

Managing and tracking projects is a priority for IT companies like Insource Ltd. Using Gold-Vision’s project and time tracking module, teams could:

“The system is flexible and configurable to work across sales, marketing, projects and finance.”

Insource Ltd.

Seamless integration with tools

A standout feature for both Socitm and Insource Ltd. was Gold-Vision’s ability to integrate effortlessly with their existing tools, including Microsoft 365, Outlook, Sharepoint, and Power BI.

“Gold-Vision provides extensions and integrations to allow us to better manage our collaboration, increase productivity and maximise the automation features.”

Socitm

Cost-effective scalability

With a transparent pricing model offering plans starting at just £40 per user, per month, small businesses and growing enterprises alike can access a solution tailored to their size and needs.

“Gold Vision CRM is a highly scalable solution that gives us the ability to customise fields and workflows to fit our specific organisational requirements.”

Socitm