CRM for IT Services

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Professionals in the IT and software industry collaborating in office settings, including team meetings, one-on-one support, and remote tech assistance – highlighting CRM use in modern IT environments.
Logos of Gold-Vision CRM customers in the IT industry, including Apteco, Method IT, Aculab, Insource, and KCD Software.

Why Gold-Vision?

We’re a software company too – so we get it. Whether you’re scaling fast, launching new products, or building out your success team, you need tools that keep up.

At Gold-Vision, we go beyond CRM. We work with you to shape a solution that fits how your business really works – now, and in the future

You’ll get powerful features, smart integrations, and a flexible platform – backed by a team that’s here for the long haul.

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Flexible product

A complete solution that can be configured to work in the best way for your business

Competitive pricing

With no hidden fees, our plans are great value at just £40 per user, per month

Experienced Team

Our team of dedicated experts will get to know your business inside out

5-star Support

Talk to our UK-based team via email, phone and LiveChat or visit our help site.

Built for fast-moving teams: Streamline your sales, grow your customer base, and scale with confidence.

Intuitive, agile, and ready to go—your CRM shouldn’t slow you down.

Power smarter project delivery

Stay on top of every detail – from tasks to timelines – with a CRM that keeps your projects moving

  • See all your project information in one place
  • Automate tasks and reduce admin
  • Track time without the guesswork
  • Create and send contracts in seconds
  • Monitor progress with clear, simple reports

Streamline support case management

Keep your support team organised and your customers happy – with everything you need in one place.

  • Track all support requests in one view
  • Automatically assign cases to the right people
  • See full email and activity history at a glance
  • Manage team workloads with ease

Close deals faster with smarter sales tools

Simplify quoting, stay in control of your pipeline, and convert leads into customers

  • Never miss a follow-up or lead
  • Create clear, professional quotes in minutes
  • Track every deal and see what’s moving
  • Keep your team aligned and up to date
  • Get real-time visibility into sales performance

Bring your tools together, seamlessly

Connect your CRM with the software you already use – so your data flows, your teams align, and nothing gets missed

  • Integrate with marketing, support and finance tools
  • Eliminate data silos across your business
  • Automate workflows between systems
  • Reduce manual data entry and errors
  • Customise integrations to fit your processes

Make informed decisions with detailed insights

Track trends, monitor success rates, mitigate risk and streamline processes with accurate, real-time data.

  • Track pipelines
  • Drill down into the data
  • Share dashboards with everyone, or select teams
  • Create personalised dashboards to help with your day-to-day

Why Software companies choose Gold-Vision

End-to-end visibility

Manage the full customer journey in one place, from lead to renewal

UK-based team

Friendly, responsive, and grounded in real software experience

Built-in automation

Save time with intelligent workflows

Grows with your business

Scales to support small, scale-up, or enterprise teams

Integrates with your ecosystem

Connect your favourite tools and eliminate siloes

We speak your language

Built by a software company, for software companies

Gold-Vision screen design tool showing a finance screen that can be customised

Customise without compromise

Gold-Vision is built to flex around your business—not the other way round. Out of the box, you get powerful configuration options and a team that works with you to tailor the system to how you work best.

Automate what matters

Streamline your workflows—from lead to renewal. Set up automated reminders for demos, trial expiries, onboarding tasks, and renewals. You can even trigger project creation from signed quotes or auto-assign support cases, so your team stays focused on delivery.

Make complex relationships clear

Map the connections that matter—whether it’s customers, partners, resellers, vendors, or investors. Use Gold-Vision’s relationship links to get a clear view of how your contacts and organisations interact, all in one place.

Integrate with your key business tools

Leave the spreadsheets and siloed data behind when you switch to a fully integrated CRM solution.

Adobe Sign

Sharepoint

ERP integration

Power BI

Outlook

Jira logo

Jira

See all integrations

Trusted by leaders like Socitm…

“Gold-Vision CRM is a highly scalable solution. that gives us the ability to customise fields and workflows to fit our specific organisational requirements. It’s also a cost-effective solution that brings together everything that we do in one place and has a support team that provides valuable guidance and assistance when required.”

Award-winning CRM loved by our customers

Gold-Vision CRM awards banner featuring badges from Capterra, Software Advice, GetApp, and LiveChat, including: Capterra 4.6-star rating, Best Customer Support 2024, Capterra Shortlist 2025, Software Advice Front Runners 2025, GetApp Category Leaders 2025, Most Recommended 2022, and LiveChat Excellent Service.

“Gold-Vision has enabled us to consolidate various systems into a unified platform, resulting in improved efficiency and enhanced data visibility. “

“From the start of the discussions to full implementation, GV has been great. My experience with GV has been really good, and I would highly recommend it.”

“With Gold-Vision we have managed to amalgamate several systems into a single place improving our overall efficiency as well as the visibility of data.”

Frequently Asked Questions

How can a CRM help IT and Tech companies manage projects?
Gold-Vision CRM streamlines project management by centralising tasks, timelines, and contracts. It automates workflows, tracks time, and provides clear progress reports to keep projects on track.
Can Gold-Vision CRM integrate with tools commonly used in IT, like Jira or Power BI?
Yes, Gold-Vision integrates seamlessly with tools like Jira, Power BI, Asana, SharePoint, and more, ensuring your teams stay aligned and your data flows smoothly across systems.
How does Gold-Vision support IT service teams?
Gold-Vision simplifies support case management by centralising all requests, automating case assignments, and providing a full history of customer interactions. This helps IT teams stay organised and deliver exceptional service.
Can Gold-Vision help with recurring revenue and renewals?
Absolutely. Gold-Vision automates reminders for renewals, trial expiries, and onboarding tasks, ensuring you never miss an opportunity to retain or up-sell customers.
How does Gold-Vision handle complex relationships, like partners and resellers?
Gold-Vision maps and manages complex relationships, providing a clear view of how customers, partners, resellers, and vendors interact. This ensures you can effectively manage and nurture all key connections.
Is Gold-Vision scalable for growing IT businesses?
Yes, Gold-Vision is designed to grow with your business. Whether you’re a small startup or a large enterprise, the platform scales to meet your needs with flexible configurations and robust features.

Deliver your best work with Gold-Vision

Get in touch today for a personalised demo.

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