Integrate with Glenigan

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The Gold-Vision integration with Glenigan reduces your manual data input and will allow you to track construction and building project progress from lead to won contract in CRM.
New Glenigan leads are imported into Gold-Vision so your team can pick them up instantly and get to work.

How it works..

  • Your new Glenigan sales leads are picked up by the import tool. Gold-Vision creates opportunities, accounts and contacts for you.

  • New construction project leads can be assigned to a specific member or sales team.

  • Our Glenigan integration means your lead-to-contract process becomes fully measurable in CRM, and significantly reduces manual data input.

  • Keep a full history of all interactions with your contractors, architects and suppliers with Outlook synchronisation.

What's next?

Use Gold-Vision projects and opportunities to keep track of your process and win the contract. Keep track of your relationships with associated contractors, architects and suppliers. Stay on schedule with alerting and customise workflow to fit the way you work. See which contracts are won, lost and who was involved.

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