Process automation

Automate repetitive tasks to boost productivity.

Custom Fields

Tailor your CRM with unlimited custom fields to suit your needs.

Targets and performance

Monitor individual and team performance to stay on track.

Document templates

Generate quotes and contracts effortlessly with re-usable templates and send with our e-sign integrations

Dynamic screens

Present relevant fields based on user inputs or customer type.

Branded instance

Customise your CRM’s look and feel to reflect your brand.

Bespoke item types

Create custom item types to track bespoke business processes not covered by standard CRM items.

Priced per item separately 

Multi-language

Operate globally with limitless language options.

Multi-business / team security

Vertical silos of data for multiple teams or business

UAT instance

Test workflows and train teams safely without affecting live data.

Priced per instance

Enterprise CRM deployments involve integrating numerous systems, teams and businesses together to create a central point of truth. 

Gold-Vision is a one-stop shop for your CRM implementation – the product scales to 1000s of users, our in-house development teams can integrate your systems and businesses, and our implementation experience spans decades.

We have numerous case studies in this field and would be delighted to discuss your specific business needs.  

Quoting & invoicing

Quickly create accurate quotes, tenders, bids or estimates with synced product data and margin insights.

Products & price Lists

Full product management. Boost sales with adaptable, customer-specific price lists.

Lead management

Track, qualify, and convert leads with a clear view of progress.

Targets and performance

Set goals and monitor performance at a user and/or team level.

Sales automation

Automate and streamline sales processes using dynamic screens and workflows.

Subscription management

Easily handle renewals, billing cycles, and customer subscriptions. 

Multiple financial entities

Support complex finance structures with separate integrations per entity. 

Multi-currency

Work with international customers using custom currencies and taxes.

Sales and marketing automation

Automate your sales and marketing engagemet through campaign follow ups

We’ll help you create a sales platform that can function accoss multiple teams, businesses, and countries in order to give day-to-day sales automation to your sales force whilst retaining reporting at management, board, and group levels. 

Take advantage of our bespoke services to integrate all of your pipeline and lead generation systems to create a single point of sales truth in CRM. 

Gold-Vision is deployed to support 1000s of users in enterprise environments and is fully scalable. 

Call us to discuss.

Lead management

Capture, nurture, and hand over leads with full funnel visibility.

Engagement scoring

Focus follow-ups with scores that show true lead engagement.

Campaign management & ROI

Plan and execute marketing campaigns from start to finish in one platform and track performance.

Account based marketing

Sales and marketing work together on targeted accounts, industries or other segmentation.

Marketing automation

Boost conversions with smart automation that seamlessly aligns your marketing and sales efforts.

Landing pages & CMS

Create lead-capturing landing pages and design impactful marketing content.

Brand management

Keep logos and brand assets in one place for easy application to all your content.

Task management

Manage your marketing activities using related tasks and activities.

Our enterprise marketing CRM services help larger businesses manage customer data, automate marketing campaigns, and personalise customer experiences across multiple channels.

We’ll integrate all of your marketing platforms for email, social media planning, analytics, and lead management to drive engagement and ROI.

Draw on our experience of industry best-practices for marketing success.

Project management

Effortlessly manage tasks and connect sales directly to your projects for streamlined operations.

Kanban views

Create customised card views to manage projects, activities and teams.

Time tracking

Manage projects, tasks, and time while linking sales to tracked hours and units.

Event Management

Streamline events with tools for bookings, marketing, and analysis.

Gold-Vision can integrate with your field services, PSA, and project management solutions to create a customer-centric view of the world that represents the entire picture.

Draw on our experience of integrating operational processes across multiple businesses and teams to implement a central source of truth for your operations and service teams. 

Full API access

Full access to the Gold-Vision API.

Pricing based on needs 

Import your own data

Easily move data in and out of your CRM.

Email Validation (500 a month)

Ensure accurate email addresses and improve deliverability.

Credit packs priced separately

Data bridge

Seamlessly integrate complex data from various sources into your CRM.

Priced per feed

Full API access

Full access to the Gold-Vision API.

Pricing based on needs 

Power BI integration

Seamlessly connect Gold-Vision with Power BI for streamlined data insights.

Priced separately per feed

Full API access

Full access to the Gold-Vision API.

Pricing based on needs 

Gold-Vision is a highly scalable solution that copes with 1000s of users and millions of records.  

At scale you may wish to host Gold-Vision yourselves on-premises or take advantage of one of our dedicated hosting SaaS groups.

We have in-house expertise in data cleansing, performance scaling, and big data management. 

• DocuSign Adobe Sign 
• Word Templates
• Email Validation (Loqate) 
• Lead Forensics

• Google Maps 
• Google Route Planning 
• EventBrite 
• PowerBI 

Take advantage of the Gold-Vision API and/or our in-house integrations team to make CRM the central hub of your entire organisation.

You have the option of either using your own development resource or our team to make CRM the single point of truth.  

Dedicated account manager

Quarterly customer success calls with your dedicated account manager.

Help site, webinars, phone support

Access on-demand resources, live webinars, and expert phone support.

Dedicated account & support manager

Monthly check in calls from your support manager.

Annual face to face strategic visits from your Account Manager and Account Director

Optimise your Gold-Vision experience and discuss strategic business requirements and how they influence/effect the Gold-Vision roadmap.

Dedicated account & support manager

Monthly check in calls from your support manager. 

Annual face to face strategic visits from your Account Manager and Account Director

Optimise your Gold-Vision experience and discuss strategic business requirements and how they influence/effect the Gold-Vision roadmap.

Priced separately

Typically  3-5 Days

Scoping, Configuration, Process flows, Data migration, Onboarding/Training.

Remote / On-site

Priced separately

Typically  5-7 Days

Scoping, Configuration, Process flows, Data migration, Onboarding/Training.

Remote / On-site

Priced separately

Let’s Talk

From integrations to training, we’ll build your onboarding around young based on needs.