Projects - Stay on schedule

Stay on schedule

Built-in task and appointment planner to manage resources.

Projects - Improve Collaboration

Improve collaboration

Correspond with internal & external project contacts in one place.

Projects - Reduce tender admin

Reduce tender admin

Track & send quotes, contracts and other bid resources.

Key features

Keep your projects organised, on schedule and on budget.

Due date alerting

Keep your project delivery on schedule by alerting project managers and team leaders of upcoming due dates. Projects that are falling behind are easy to pick up from a dashboard overview.

Document management

Store and share documents from within your CRM to save time and keep all your important project documents in one central store – both incoming and outgoing

  • Ensure brand consistency by using document templates
  • Integrate with Adobe Sign to enable eSignatures
  • Automatically save email attachments
Learn more about document management
New_Document Management

Appointment tracking

Gold-Vision’s integrated approach means all strategic information is tracked and visible in your CRM, so you know where your team is and which projects they are working on at all times

  • Auto-syncs with your Outlook or Gmail Calendar
  • Create new appointments directly within your CRM

Project management

Keep an eye on project progress and gain project insights by manager, status and more using our integrated dashboards, reports and flows view

Pick up on upcoming projects, overdue dates or recurring delays quickly, and take informed action and stay on top of deadlines.

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Automated to-do lists

Gold-Vision automates project activities based on your business processes. So, no matter how your organisation manages its projects, keeping on top of things is made as admin-free as possible, leaving your teams free to focus on what matters.

  • Alert relevant project managers to new projects
  • Automatically create and assign pre-determined activities
  • Trigger new activities when dependencies are marked complete
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Workflow management

Different teams may hold information on different project areas within Gold-Vision. Configure permission settings and workflow easily without any IT knowledge.

Send emails, manage project members, group activities and record vital information by project.

  • Set up workflow to pass projects along from one team to the next
  • See who’s available to pick up new assignments and distribute high-level projects evenly to balance team workloads
Projects_Workflow Management

Time management

With Gold-Vision’s built-in time management tool you can enjoy the benefits of a reliable way to track the time spent by your employees on projects and activities without having to worry about integrating with another tool.

Features include the ability to generate invoices with ease based on time spent so that you can get paid faster, as well as simple time management for when you just need to gain a better understanding of how long specific tasks are taking so that you can better plan for future projects and team distribution. Our time management tool is fully integrated with your wider CRM functions and gives you full visibility via dynamic charts, graphs and dashboards.

All of this means that understanding where your team’s time is going, which projects are performing well, and invoicing for time spent becomes a breeze. 

Learn more about time management

Integrates with your essential project management tools

Quotes_Aquatec Group logo

“A truly integrated approach to managing customer communications, leads and opportunities, projects, support tickets, and more – highly recommended.”

Andy Smerden, Managing Director – Aquatec Group

What can Gold-Vision do for your business?

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