Improve team collaboration and increase productivity so that nothing falls through the cracks
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Whether you have people working remotely, out in the field or working from the office, Gold-Vision makes it easy for them to keep up-to-date with changes and updates. Your field agents can dictate notes on their phone and broadcast them to your team making them instantly visible in the office.
Improve team engagement and customer experience by storing essential items like documents, images, and videos against the relevant jobs and projects in CRM:
Gold-Vision’s document template feature makes creating branded and personalised contracts for your clients easy. And, with our range of eSignature integrations, you can say goodbye to the days of waiting for physical copies to be sent back and forth, with peace of mind that they are securely stored right within your CRM.
Our Outlook and Gmail integrations automatically sync your emails and appointments across both platforms, giving you full visibility of comms against your bids, tenders, projects and jobs.
Email analytics, correspondence tracking and notes help the company build a picture of their customers’ interactions and evaluate if further interaction or follow-up is needed to nurture them.
Jiggy Patel
Account Manager
