Why Gold-Vision?

• WHAT'S IN THE BOX?

Logical and easy-to-use management of accounts, contacts, appointments, emails, quotes and documents. Instant dashboards, powerful reporting and flexible alerting complete the essential CRM features.

Go further with powerful functionality for sales, marketing, customer support, projects & events.

• INTEGRATES WITH YOUR OTHER TOOLS

When we integrate with another technology solution, we support it ourselves. Whether it is a website CMS, your accounting package, an ERP solution or Microsoft Outlook. We take the time to write the integrations into logical workflows and then support them so they continue to work in the future. See our list of integrations. 

• THE FULL STORY

Manage a customer from first contact through to recurring sales and on-going relationship building. Build a measurable and accountable trail for each customer journey. Identify which lead sources provide the greatest ROI.

Make it easier for sales and marketing to work together. Provide one central platform holding all of the sales data, such as opportunities, appointments or targets. Combine it with marketing campaigns, touch points and scoring. Total visibility for both functions.

• CLOSED-LOOP SYSTEM

Know where you are most effective, and where you are not, with a closed-loop sales and marketing solution. Stop data loss between departments, allowing consistent measurement and improvement.

Powerful functionality specifically for your sales and marketing teams includes marketing automation, lead scoring, appointment tracking, email marketing & sales automation.

• WORK WITH THE SOFTWARE AUTHOR

We write the software, support it in-house, and employ expert project consultants. We offer a full service solution, from setting up your new CRM to your specification, through to affordable training and support as you require it.

Our developers are continually improving Gold-Vision, adding relevant functionality and creating new integrations with our customers’ essential third party products.

• COST EFFECTIVE SERVICES

We offer free webinars, online training sessions, standard integrations and online chat with our support team for fast answers when you need it.

Should you find you need extra support, our knowledgeable development team and professional project consultants are able to offer customised technical work or face-to-face training and assistance.

• CLOUD OR ON-PREMISES

Gold-Vision is available on our cloud, your cloud or on-premises, offering our customers maximum flexibility.

Unsure of the benefits of each? Learn more about cloud versus on-premises.

• AUTOMATED EMAIL & CALENDAR TRACKING

Send an email from any device and it is automatically stored against the relevant account, without any intervention from you. It’s easy with Gold-Vision’s device-independent email and calendar tracking.

We integrate with your existing email solution at the mail server level. This allows us to match any email or appointment to existing accounts in Gold-Vision. Set up rules to avoid tracking confidential emails and limit access as required.