# Gold-Vision CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Gold-Vision CRM the right CRM solution for you? Explore 131 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/133582/Gold-Vision-CRM/reviews --- Gold-Vision CRM 4.6 (131) [View alternatives](https://www.capterra.com/p/133582/Gold-Vision-CRM/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Gold-Vision CRM Ease of use 4.5 Customer Service 4.8 ## Pros and Cons in Reviews Paul C Senior EstimatorConstruction, 51 - 200 employeesUsed the software for: Less than 6 months. “It brings together in one easy to use platform tender and client management along with the ability to monitor all aspects of the bid department.“ December 4, 2025 GT Graham T Director of Sales and MarketingElectrical/Electronic Manufacturing, 11 - 50 employeesUsed the software for: More than 2 years. “The absence of a mobile app and the need to access the system exclusively through a web browser can be inconvenient and frustrating.“ July 23, 2025 EN Emily N Associate DirectorConstruction, 11 - 50 employeesUsed the software for: More than 2 years. “What stands out most about Gold-Vision is how easy it is for our entire business to manage projects and client information across multiple arms of the company. Where CRMs often feel like a chore, our wider team actually find value in using it — several even said it's by far the best CRM they've worked with.“ June 23, 2025 RW Robert W Sales and Marketing DirectorConstruction, 11 - 50 employeesUsed the software for: 6-12 months. “Not being able to add attachments to mailshots“ June 11, 2025 GT Graham T Director of Sales and MarketingElectrical/Electronic Manufacturing, 11 - 50 employeesUsed the software for: More than 2 years. “It’s excellent value, offers robust security that meets our CE Plus standards, and provides fantastic reporting for directors.“ July 23, 2025 CT Charlotte T Operations DirectorMechanical or Industrial Engineering, 11 - 50 employeesUsed the software for: More than 2 years. “We don't use Gold-Vision to it's full potential because of problems we have integrating with our Accounts system (Exchequer) and our Email provider (IBM Notes).“ May 25, 2023 TA Tolu A Partnership ExecutiveGovernment Relations, 51 - 200 employeesUsed the software for: 6-12 months. “Email are responded to promptly and efficiently and solutions are reached with advice on how to utilise platform in accordance to company needs.“ August 19, 2025 JD Jerry D Sales & Marketing DirectorConstruction, 11 - 50 employeesUsed the software for: More than 2 years. “No automatic mail and contact tracking like for example Hubspot. If you want to integrate with anything basic like a 3CX phone system we found the support obstructive and they want to charge you.“ January 19, 2023 ## Showing most helpful reviews Showing 1-25 of 131 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Buket K. Software Developer Consumer Goods Used the software for: 1-2 years ### "A Solid and user friendly solution" October 30, 2023 5.0 Gold-Vision has enabled us to consolidate various systems into a unified platform, resulting in improved efficiency and enhanced data visibility. The online chat support has proven invaluable allowing team members to proactively address any challenges they encounter. I wholeheartedly endorse Gold-Vision for anyone seeking a new CRM system. I must also mention the exceptional support provided by \[sensitive content hidden\] throughout the entire development process Pros Gold-Vision CRM has been exceptionally well-received by all our users, and the reason is clear – its remarkable flexibility and power. The advantages of this system begin with the dedicated team behind it. With all departments collaborating and actively participating in its development, they prioritize meeting the genuine needs of users over simply chasing trends. As a result, Gold-Vision has evolved into a feature-rich CRM system over the years. Managing accounts and contacts is straightforward, and the clarity of opportunities is further enhanced by the ability to cross-reference them with other data points, ensuring all relevant stakeholders are included. Lead management is efficient, preventing duplication of efforts. What sets the system apart, however, is its robust search and filtering capabilities. This empowers users to quickly locate critical data, which can then be saved, streamlining repetitive tasks. Additionally, the system offers comprehensive reporting, presenting data through dynamic charts and graphs that are both user-friendly and allow for in-depth exploration. Cons We've encountered a couple of minor bugs, but I'm confident they'll be resolved asap. I do find the system's interface a bit cluttered and less intuitive. Certain parts of the system can also be somewhat challenging to grasp but overall we are very pleased with it. Review Source Response from Esteiro Business Solutions November 8, 2023 Hi Buket, We want to thank you for such a kind and comprehensive review of Gold-Vision. We are extremely happy to hear how well received the system has been by your users, and that the ongoing feature updates continue to support and streamline your business processes. Please don't hesitate to get in touch in regard to any areas of Gold-Vision we can help you to refine. Your feedback is valuable to us. Kind Regards, Alex LH Lee H. Marketing Manager Entertainment Used the software for: Less than 6 months ### "A CRM that can flex and fit to your companies needs." November 13, 2019 5.0 Note only a great experience with the software but also with the team. Non pushy sales, understanding project managers, amazing training and a very knowledgeable support team. Pros Gold-Vision CRM has had the same reaction with all users in our company. That is simply how flexible it is and how powerful it is. The pros start with the team behind it. All departments work together in the office and make sure they all get involved in areas of the product so they are making what the users need not what they think will be "cool". This means Gold-Vision is a system that has been built up over the year to be a fully featured CRM. Account/Contact Management is simple, Opportunities are clear and can be cross linked to any other aspect of the data so you can include all stakeholders in the process. Lead Management is clear and makes sure you don't double up with duplicates. The whole system though is driven with really powerful searching and filtering. So finding that single piece of data that is crucial to your process is fast and can be saved, making sure you can save time on repetitive tasks. You can report all data into a a range of charts and graphs, all dynamic and easy to drill down into. Applying the powerful filtering you can create lists for targeted marketing campaigns, quickly and easily. Then using the drag and drop template maker create stylish content templates. We also use a third party integration to track website visits. When you get stuck you have a number of options to the reach the support team and this is part of the price so no extra spend on something you may not need. A great help site and a range of quick and simple help videos. Cons Honesty, haven't found anything yet that we found that is a Con. When we have had an issue with have found a workaround, or checked our workflow to see if we have been doing things a way that can be made better. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Prospect CRM](https://www.capterra.com/p/107031/ProspectSoft-CRM-Software/) Reason for choosing Gold-Vision CRM Flexibility! Goldvision is the product that you tune to your needs and not the other way around. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Our previous solution was inflexible if we wanted to do anything tailored to our needs. They were more interested in developing modules to increase revenue rather than increase the existing users experience. Review Source Response from Esteiro Business Solutions November 15, 2019 Thank you Lee for your fantastic review. We're so pleased to hear that Gold-Vision helps everyone in Ambersphere Solutions work together and that you find our product not only simple to use, but flexible and powerful too. We're also happy to hear of the amazing training and support that you have received from our Gold-Vision teams. Kind regards, Zoe VR Verified Reviewer Sales & Marketing Director Construction Used the software for: 2+ years ### "OK but better out there" January 19, 2023 3.0 Probably OK if you don't want to integrate with anything else and you have time and knowledge to filter out unneccesesary stuff and build your own dashboards. Pros Flexible and if you are IT savvy you can probably mostly build what you need. It does seem highly configurable if you know what you are doing which is probably a plus over other CRMS Cons Doesnt integrate with many other apps and platforms. Completely lacking basic CRM functions like a visible sales pipeline. No automatic mail and contact tracking like for example Hubspot. If you want to integrate with anything basic like a 3CX phone system we found the support obstructive and they want to charge you. Review Source Response from Esteiro Business Solutions January 24, 2023 Thank you for taking the time to leave a review. In response to some of the points you have raised, we would like to highlight the full capabilities of our product. Integration is important. Therefore, we prioritise building links to tools where we believe customers will gain the best value, such as the Microsoft Office suite, accounting systems, website tracking, chat, and eSign, to name a few.    Gold-Vision supports numerous ways to easily create a visual pipeline view, such as a funnel, sales board, target charts, and histogram pipeline. If you would like to build a specific view, please check our help pages, or reach out to our support desk. Gold-Vision is often used by businesses that require more that the "one size fits all" chart. Given all phone systems are different, we offer a standard outbound dialling solution that works with most softphone systems. However, certain inbound features can require setting up, which we're happy to do as part of your project.    Without your name we are unable to reach out directly - please contact us via your account manager and/or our support desk for further assistance. Kind Regards, Gold-Vision BW Bev W. Marketing Manager Financial Services Used the software for: 2+ years ### "Solid system now upgraded beautifully!" November 25, 2019 5.0 What makes it so perfect as my marketing tool, is the integration of CRM with Connect e-marketing. Great CRM segmentation functionality, no exporting / importing of data to 3rd party e-marketing systems and no manipulation of data in Excel spreadsheets before I can send out a campaign! And, at the end of the day, the CRM is constantly updating the campaign data for reporting purposes and most importantly ensures our company remains GDPR compliant! Pros Loved the system before but with the V8 upgrades which gives the CRM a new look and feel to menus and tool bars / views etc, it's even easier to use and without any detriment to its' already great functionality. Whether you need the system for pre-sales (leads), opportunities, marketing or something else, every screen is tailor-able making user input screens relatable and provides the facility to include terminology and fields more relevant to your business. I've worked with Gold-Vision CRM now for the last 8 years and still love using every bit of it! Cons No 'cons' for me - we are happy with Gold-Vision Alternatives considered [Sage CRM](https://www.capterra.com/p/227247/Sage-CRM/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing Gold-Vision CRM The reliability of the online CRM services and the choice of beautifully integrated modules the product offered coupled with the flexibility / tailor-ability of the screens. Our decision to go with Gold-Vision was also influenced by the professional product knowledge and support offered via the Gold-Vision sales and support team. Review Source Response from Esteiro Business Solutions November 26, 2019 Hi Bev, A big thank you for your excellent review about Gold-Vision. It's great to hear that you find it to be the perfect CRM for marketing where you can create effective campaigns easily whilst learning from campaign reporting. Kind regards, Zoe RJ Rob J. Technical Sales Consultant Construction Used the software for: Less than 6 months ### "Great product with fantastic support" December 6, 2021 5.0 With Gold-Vision we have managed to amalgamate several systems into a single place improving our overall efficiency as well as the visibility of data. Pros From the start, it was made very clear that we could customise the software to suit our requirements, of all the CRM systems we have used this is definitely the one that best suits our requirements. Best of all everything is very intuitive so training new staff members is very simple. Cons The Sage plugin we use often takes far too long and it would be nice if we could automate this. We use the map view for a couple of lists and it would be nice if you could edit the records from this view. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[Project-SalesAchiever](https://www.capterra.com/p/223836/Project-SalesAchiever/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Gold-Vision CRM It seemed to be the best fit and the initial discussions were very positive and productive Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Didn't meet our requirements and cost far to much for what we were using it for Review Source Response from Esteiro Business Solutions December 7, 2021 Hi Rob, Thank you for your great review and I will pass your comments on to our team! Kind regards, Zoe RW Ross W. Business Developmnet Manager Airlines/Aviation Used the software for: Less than 6 months ### "Great CRM tool with Great Customer Support" January 8, 2021 4.0 I am some what reticent to change any systems (bit of a tech dinosaur), however, once I was shown GV and got used to it, which didn't take long (and if I can use it, anyone can!) it is a great tool. Easy to customize the layout & fields with fab customers support from GV \[SENSITIVE CONTENT HIDDEN\]. GV provides a LOT of functionality, most of which I personally won't/ don't need to use in my current role, however, I can see the immense benefits it will bring to the rest of the wider teams, our Division and parent company. Can't live with out it now :-) Pros The level of detail it provides, from opportunity to project delivery is great and provides all the data I need to track opportunities and projects, coupled with easy to use reports. Customisable layouts/pages/widgets etc and various ways to get to the data you want, quickly. Cons Some minor work rounds required and some process steps when entering certain data could be improved. Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Reason for choosing Gold-Vision CRM I wasn't involved in the selection process. Switched from [WorkflowMax](https://www.capterra.com/p/226306/WorkflowMax/) Not my choice, but I am glad we did, and far better than Salesforce (which we I used before WorkflowMax) Review Source Response from Esteiro Business Solutions January 25, 2021 Hi Ross, Thank you for you positive review. We are so pleased you are finding GV easy to use and you can create reports, opportunities and obtain data quickly! Kind regards, Zoe RD Rachel D. Events Executive Events Services Used the software for: Less than 6 months ### "Gold-Vision CRM review" November 22, 2019 5.0 Pros The aesthetics, the ease of use and it is clear which step is next and I don't get frustrated working it out! Cons I didnt like the initial data upload and cleansing the data before going into the system as the duplicates were a nightmare Reason for choosing Gold-Vision CRM The ease of use and the fact that everything I said that we needed from the system, there was a way to do it or at least attempted. Review Source Response from Esteiro Business Solutions November 28, 2019 Hi Rachel, Thank you for your positive review. It's always nice to hear that Gold-Vision eliminates frustrations and you find it easy to use. We're pleased that we could work with you to cleanse your data making your user experience much better. Kind regards Zoe KA Kim A. Product Manager Health, Wellness and Fitness Used the software for: Less than 6 months ### "Great CRM" December 1, 2021 5.0 Gold Vision is super easy to use and is enabling the sales teams to update the system much quicker and easier than the previous CRM. data is more easy to visualise which is supporting and driving sales activities Pros Super easy to use and configure for sales and account management activities. The reporting and dashboards are interactive and provide an easy way to see what is needed, quickly Cons There are some basic features missing, such as copying or cloning opportunities and quotes and auto-updates that could be improved. Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) The system wasn't configured to support the needs of the business, was not easy to use and didn't meet our requirements Review Source Response from Esteiro Business Solutions December 8, 2021 Hi Kim, Thank you for you fantastic 10/10 review. We're so pleased to hear that you find Gold-Vision super easy to use and configure for sales and account management. Kind regards, Zoe DS David S. Commercial Director Automotive Used the software for: Less than 6 months ### "Future proof your business" January 26, 2021 5.0 Pros GV delivers a sensibly priced solution that has been rapidly intergrated by our various teams very efficently. Flexible, transparent and simple to use are key attributes. Cons The calendar functionality could be improved, along with better action point awareness. Switched from [Act!](https://www.capterra.com/p/175860/Act/) Poor customer service Ease of upgradeability Lack of future proof planning Review Source Response from Esteiro Business Solutions February 1, 2021 Hi David, Thank you for your 5 star review and we're pleased to hear that you find Gold-Vision flexible, transparent and simple to use. If we can help further with the calendar functionality, please do get in touch. Kind regards, Zoe Nikki B. Marketing Manager Building Materials Used the software for: 2+ years ### "Great System, Great Service! " April 14, 2023 5.0 We're very happy with the system! It's great, easy to use and quick to find information about our customers. The Gold-Vision team are fantastic and are always friendly and happy to help! Pros Its ease of use and the fact the team are so easy to get hold of for any support enquiries our team may have Cons We're struggling slightly with getting the Sage configuration to send relevant information over to crm, I think we'll need some training on this. Reason for choosing Gold-Vision CRM Customer service!! We had three companies pitch to us, and Gold-Vision was the only one to come and see us in person.... which made the system much easier to understand and we knew we would have hands-on help if needed (which we always have!) Your system is really good.... but it was your customer service that made our decision extremely easy! Review Source Response from Esteiro Business Solutions April 19, 2023 Hi Nikki, thank you so much for your review. We are very glad you are happy with the system, and have found our support to be useful in dealing with any enquiries. Please don't hesitate to get in touch if we can assist with your sage configuration, we'd be happy to assist. Kind Regards, Alex IS Iona S. Customer Experience Manager Electrical/Electronic Manufacturing Used the software for: 1-2 years ### "100% would recommend to businesses looking for a CRM system " January 29, 2024 5.0 Pros The CRM is flexible and easy to amend once it has been created. The training is key and very useful- for us we have had an amazing project manager \[sensitive content hidden\] that has support us with any questions and always answers us straight away. We are happy with the CRM so far and looking forward to continue to build the system to suit our business. Cons We haven't found any cons with the CRM- anything that hasn't worked for us our project manager found a solution to it. Reason for choosing Gold-Vision CRM It seemed to be the best fit for our business- it allows us to make edits with admin users and create and take away information we no longer require. Review Source Response from Esteiro Business Solutions February 5, 2024 Hi Iona, thank you for such a nice review. We are very pleased to hear Gold-Vision is proving flexible, and you feel supported with any queries you may have. Kind Regards, Alex CT Charlotte T. Operations Director Mechanical or Industrial Engineering Used the software for: 2+ years ### "Fabulous Product" May 25, 2023 5.0 Our customer database is held and manged in Gold-Vision. We couldn't do without it. Pros We have used Gold-Vision for 10 years now and like the fantastic support and the ease of use. The webinars are really useful and the online chat very good. Cons We don't use Gold-Vision to it's full potential because of problems we have integrating with our Accounts system (Exchequer) and our Email provider (IBM Notes). The parts of Gold-Vision we are using are great. Reason for choosing Gold-Vision CRM At the time it was one of two which integrated with Exchequer. It doesn't actually fully integrate but at the time it was the best of any other CRMs we looked at. Review Source Response from Esteiro Business Solutions June 6, 2023 Hi Charlotte, thankyou so much for your review of Gold-Vision, we appreciate the kind words. As a long standing user of Gold-Vision, it is amazing to hear that you continue to feel supported, and that the system is still proving simplistic to use. Your account manager will be in touch to help you with your Exchequer Integration and IBM requirements. Kind Regards, Alex DL Donna L. Marketing Executive Mechanical or Industrial Engineering Used the software for: 2+ years ### "Easy to use and configure" November 2, 2022 5.0 Excellent, so easy to use as an admin and edition 8 is really intuitive for our users, who have given nothng but good feedback about the new UI. Support is excellent and there is always help at hand, plus all the Gold Vision contacts that I have are extremely helpful and friendly. Pros There is so much scope for admministrators to learn and implement configuration themselves which makes it so much easier to tweak and personalise to the business. Cons Some of the search functionality can jump about on the lists and it's a bit frustrating but I understand it is a bug that is undergoing a fix. Reason for choosing Gold-Vision CRM The configuration potential Review Source Response from Esteiro Business Solutions November 9, 2022 Hi Donna, Thank you so much for your excellent review. It's great to hear that you find Gold-Vision to be intuitive and our support to be excellent. Kind regards, Zoe AK Andrew K. Managing Director Events Services Used the software for: 6-12 months ### "An excellent CRM system with fantastic customer support " May 13, 2022 5.0 5\* Experience. Implementing Gold Vision was probably the best business decision I've made in the last 12 months. Pros I have been using GV for around 12 months now and it has genuinely had a transformational impact on our business. The setup process (implementation and customization) was incredibly straightforward and led by GV's friendly team. We started seeing improved results almost instantly compared to previous solutions. Gold Vision CRM is now an integral part of our business operations and I would highly recommend it. Two best things about Gold Vision from our point of view; 1. Customer service is outstanding - The team is very responsive and great at helping us get the most out of the system 2. There is so much to discover - We are probably only using around 30% of the capability of the system right now and are getting huge value from it. There are so many facets to the system that you can constantly be unlocking new areas for better performance, automation and analysis. Cons Haven't come across anything we are unhappy with yet. Review Source Response from Esteiro Business Solutions May 17, 2022 Hi Andrew, Thank you for your wonderful review about Gold-Vision and the fantastic customer support that you and your team have received. I shall certainly pass on your comments. Kind regards, Zoe KJ Kyle J. Commercial Adminstrator Transportation/Trucking/Railroad Used the software for: Less than 6 months ### "Suttons Tankers Gold-Vision CRM Review" March 13, 2024 5.0 We have been very pleased with the system and look forward to growing and developing the system over the coming years. Pros The ability to pick up a system that is very simple, intuitive and user friendly, coupled with sleek design and clear visuals, make for an excellent system to implement. Cons Occasionally, the system can be a little inflexible when trying to manipulate data and produce reports. Review Source Response from Esteiro Business Solutions March 14, 2024 Hi Kyle, we wanted to thank you for such a great review. we are glad you have found Gold-Vision to be user-friendly and intuitive. Don't hesitate to reach out to us on reporting assistance if there's anything we can do to help. Kind Regards, Alex PW Poppy W. Head of Membership & Events Information Technology and Services Used the software for: 2+ years ### "Gold-Vision is fantastic" February 25, 2021 5.0 Fantastic! Pros I love that we can customise everything to suit our needs. We use Eventbrite for our event registrations and it works seamlessly. The GDPR function is very handy for us Cons I don't think anything needs to be improved Review Source Response from Esteiro Business Solutions March 3, 2021 Hi Poppy, Thank you for your fantastic 10 out of 10 review! It's great to hear that you love Gold-Vision and it suits all of your business needs. Kind regards, Zoe AB Ashley B. Business Operations Administrator Financial Services Used the software for: 2+ years ### "Review" October 12, 2022 5.0 Pros The ease of organising and understanding each teams workflow and tasks. The ability to oversee and review individuals work on an hourly basis is critical to the business and Gold Vision enables us to do that with ease and fluidity. We have found that the flexibility throughout the system is better than we have ever seen before and the integration and system updates are flawless. Cons No issues with Gold Vision that affect our business growth and any minor issues have been resolved by their support team within a fair timescale and with complete professionalism Review Source Response from Esteiro Business Solutions October 18, 2022 Hi Ashley, Thank you for such an informative review. We are very pleased to hear Gold-vision is proving flexible for your business requirements, as well as beneficial to your productivity and workflow. Kind Regards, Alex EH Emma H. Group Operations Manager Financial Services Used the software for: 2+ years ### "Gold-Vision Review 2021" November 30, 2021 5.0 WE have used Gold-Vision for many years and the support function and team have always been very helpful which is much appreciated Pros The ability and flexibility Gold-Vision offers to change screen design and add new fields is very helpful in the management of data Cons Sometimes having multiple ways of doing the same thing can be difficult for new users as it isn't always intuitive Review Source Response from Esteiro Business Solutions December 1, 2021 Hi Emma, Thank you for you positive review. It's great to hear that you and your team have used Gold-Vision for many years and you find our support team to be helpful! Kind regards, Zoe CH Chris H. Sales Director Logistics and Supply Chain Used the software for: 2+ years ### "Gold-Vision Review" September 28, 2022 4.0 Good experience Pros Easy to use and important for tracking customer information. Cons Not that easy to create graphs. Does not allow percentage breakdowns on some graphs Review Source Response from Esteiro Business Solutions October 11, 2022 Hi Chris, we are glad to hear Gold-vision is helping you track important customer data, many thanks for your review and feedback. Kind Regards, Alex DM Darryl M. Marketing Manager Health, Wellness and Fitness Used the software for: 2+ years ### "Very good" November 9, 2022 5.0 Very good. I love the vast amounts of functions and features and the system is constantly getting updated and regular support. Pros Intuitive, easy to use and easy to get to grips with. Cons Nothing really, it is all good when it comes to rich features and easy of use. Review Source Response from Esteiro Business Solutions November 14, 2022 Hi Daryl, thank you for a great review. We are so glad that you are finding Gold-vision intuitive and straightforward. Kind Regards, Alex KT Kelly T. Operations Manager Pharmaceuticals Used the software for: Less than 6 months ### "Solid, configurable system" October 20, 2023 4.0 The abilities of the system are pretty impressive, it would seem to you can configure it to do pretty much whatever you need. Special mention to \[sensitive content hidden\] who has managed our implementation with a great deal of patience. Pros My favourite thing is the ability to configure most of the screens to suit your requirements. Cons The harder bit of moving to GoldVision has been moving our current call logging process over as I think the system has been designed more as a CRM but we've got there Reason for choosing Gold-Vision CRM Greater functionality Review Source Response from Esteiro Business Solutions October 26, 2023 Hi Kelly, thank you very much for your feedback and taking time to leave a review. We are very glad that your Gold-Vision screens have been configured to suit your requirements, and we were able to facilitate your call logging process! Kind Regards, Alex KH Kirsty H. Assistant Marketing Manager Legal Services Used the software for: 2+ years ### "A great CRM system with an excellent team behind it" October 26, 2016 5.0 I've been working with GoldVision's CRM system since I joined Coffin Mew in 2008 and have knowledge of it from a user perspective within a team and now from a Marketing and Business Development perspective. The system is flexible, which allows the Marketing team to edit the platform to get the best use out of it without having to contact GoldVision. We use the system for recording all Marketing and Business Development activity including events, mailshots, campaign management and pipeline management. The GoldVision Connect mailshot system is intuitive to use and has a great HTML drag and drop function for creating professional looking mailshots. It also provides a good reporting function to get the best out of your campaigns. GoldVision also works well with other systems and can integrate Twitter, Facebook, Lead Forensics and EventBrite. I always find the team at GoldVision easy to work with, especially our account manager Jiggy. The support team are also quick to help with any questions about the system. I would be happy to recommend GoldVision. Pros Easy to use Constant development Integration with other platforms Review Source PBB Phil Brown B. Plastics Used the software for: 2+ years ### "The most useful of business software " November 28, 2016 5.0 We have been using Gold Vision for many years now and are very happy with its functionality, we don't use all aspects of the software but do find the automatic email tracking and sorting to be fantastic and a real advantage. Having the ability to quickly search all of your colleagues emails to and from customers is so helpful. We currently have 427691 emails cross referenced and stored, MS Outlook struggles to give meaningful results with just a few thousand. The emails can be very quickly and easily searched using wild cards etc. Of course we use the contacts features with the usual company and phone details. Not only do our Sales Team use it to store customer information but also our Logistics Team use Gold Vision to store supplier information and track all suppliers emails. In fact all the teams across the business are using Gold Vision, it is wonderful tool and one I would recommend to any business small or large. Pros Easy to use. Email tracking quick and deals with huge volumes quickly and easily. Cons Nothing, its really very good. Review Source AB Andrew B. Sales and Marketing Director Maritime Used the software for: Less than 6 months ### "Gold-Vision CRM implementation at Servowatch Systems Ltd" January 16, 2017 4.0 The experience from first contact to last was exceptional. Everyone I came in contact with balanced professionalism with the personal touch. My account Manager took the time to understand my needs and wants before progressing to the discussion on features and benefits. By doing that he was able to tailor them to what I needed immediately making my decision very easy. The implementation went totally to plan from the initial contact through developing our instance of the software and the training of the sales managers. Very smooth process which was also completed to budget. The software is very intuitive to use and although I only needed minimal customisation it was very easy to do. Setting up alerts to warn of unwanted activity is also easy to achieve. I only have a small team but they are already seeing the benefits of having a professional CRM tool set (as opposed to a spreadsheet) and the CRM roadmap has development of lead management, customer issues log and integration of our web site as upcoming sub-projects. There are some minor shortcomings in the analytics area but I am looking forward to the next issue of the software due in the first half of 2017 to see what that brings and I'm optimistic that this will further develop on an excellent piece of software. I wouldn't hesitate to recommend Gold-Vision CRM to small, medium or large businesses. Andrew Burns Sales & Marketing Director Servowatch Systems Limited Pros Simple to configure to your businesses needs Very little customisation required Very cost effective solution Great company to deal with Cons Some shortcomings in the reporting / dash boards but the next release of the software is due to address most of these Review Source DB Darren B. Sales Director Consumer Goods Used the software for: 2+ years ### "Great CRM" April 6, 2022 5.0 Pros Gold-Vision allows us to manage our international customer database with great ease. Tracking emails is a great function also. Cons The design function for E-newsletters could be better. It would be nice to have a little more scope. Review Source Response from Esteiro Business Solutions April 8, 2022 Hi Darren, Thank you for your great review! We're glad you're enjoying Gold-Vision and are making the most of the ability to track emails! Best wishes, Molly Similar Products Featured ## Related categories [CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Lead Generation](https://www.capterra.com/lead-generation-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.