# 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/HubSpot-Marketing-Hub/reviews

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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/)

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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

MR

Matthew R

International BDMPackaging and Containers, 11 - 50 employeesUsed the software for: Less than 6 months.

“The notes feature is limiting, you can only include a limited amount of text!“

May 11, 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

RW

Robert W.  
Sales and Marketing Director  
Construction  
Used the software for: 6-12 months

### "\[sensitive content hidden\] - A 5 star employee"

June 11, 2025

5.0

7/10 - can be slow, sometimes over resourced. Im sure will improve as we get better at using and build to suit us

Pros

\[sensitive content hidden\] was extremely helpful, hes a shining asset for your company.

Cons

Not being able to add attachments to mailshots

Review Source

Response from Esteiro Business Solutions

June 26, 2025

Hi Robert, Thank you so much for your lovely review — we appreciate your kind words and will be sure to share them with the team. Your feedback means a lot to us, and we're always here to help should you have any questions about our processes or anything else we can assist with. Warm regards, Alex

MH

Matt H.  
Business Development  
Oil & Energy  
Used the software for: 1-2 years

### "Great tool for staying organized and having all our critical information in one location "

March 10, 2021

5.0

Our overall experience with Gold-Vision has been great so far. Any time we have questions or run into a problem the Gold-Vision team is very quick to respond and help.

Pros

Our company has found Gold-Vision to be a very useful tool in helping us stay organized and on task with our client base. It's very helpful to have project and client information on one platform where all users within our organization can access it at any given time. I would recommend this software to any company who is looking to get away from working with ten different spreadsheets across five different departments of their organization. Gold-vision is a one stop shop for task management and organization.

Cons

As of today we are one year into our Gold-Vision subscription and do not have anything bad to say about the platform.

Review Source

Response from Esteiro Business Solutions

March 17, 2021

Hi Matt, Thank you so much for your great review. It's good to hear that your overall experience with Gold-Vision has been great and our support team have been really helpful and quick to respond to your queries. Kind regards, Zoe

MS

Mark S.  
Account Manager  
Transportation/Trucking/Railroad  
Used the software for: 2+ years

### "Feature Rich and Highly Customisable"

March 21, 2022

5.0

Overall very good- helpful team, responsive help desk and regular updates, they are even open to product upgrade suggestions

Pros

We have specific quarterly targets in terms of revenue and other objectives. We are able to create customised dashboards to monitor our progress against these targets and help to create focus on the key deals that will make the difference

Cons

Sometimes we find the 255 character limit an issue on text fields. Larger or a warning that you have reached the limit, or even just preventing you from trying to type more would be helpful.

Review Source

Response from Esteiro Business Solutions

March 23, 2022

Hi Mark, Thank you for your positive feedback, and we shall certainly take on board your comment about the 255 character limit. Kind regards, Zoe

HB

Helen B.  
Business Manager  
Hospital & Health Care  
Used the software for: 2+ years

### "A flexible and user friendly system"

August 22, 2023

5.0

Very positive - we've improved efficient within the team and staff at all levels have a clear view of business standing and performance

Pros

We particularly like the fact that we can adapt the back system to meet our specific business needs, we've been able to create a database of all client information and requirements that we can easily report from.

Cons

Integration was time consuming but this was more to do with our old system than Goldvision!

Review Source

Response from Esteiro Business Solutions

August 24, 2023

Hi Helen, thank you for taking the time to leave such a positive review of Gold-Vision. We are glad that Gold-Vision is working to support your specific needs, and provides easy reporting functionality. Kind Regards, Alex

HB

Helen B.  
Marketing Manager  
Furniture  
Used the software for: 1-2 years

### "Improves with Regular Daily Use"

October 4, 2019

4.0

An improving picture, the more we learn the more we use it. Although I still feel we don't use it to it's full potential Switching over to any new software package is going to be a challenge, when everyone was happy with the old system but over time and with more support & training from Gold Vision we now wouldn't be without it.

Pros

Brings all our customer data into one place, quick and easy access for all users. Very easy to manage our GDPR compliance. Provides clear and accurate daily reports, which appear live on your own dashboard You can customise the software, which we've now done and it works much better for our business

Cons

Initially, it was over complicated, far to many steps and options on each screen Terminology was difficult to understand, which made keying data into some fields a challenge. People were putting the same data into different fields because they didn't understand the titles Over time, we have customised each screen and made the software work for our business

Reason for choosing Gold-Vision CRM

I don't know the detail, but I know several software packages were reviewed and demos undertaken Gold Vision was found to be the right package for us, offering everything we asked for and more!

Review Source

Response from Esteiro Business Solutions

October 9, 2019

Thank you for your great review Helen. We're pleased to hear that with additional support and training you wouldn't be without Gold-Vision. To address your user interface point we would love to upgrade you to our latest version. Please do get in touch when you are ready. Many thanks, Zoe

JM

Joe M.  
Sales and Marketing Director  
Pharmaceuticals  
Used the software for: 2+ years

### "Upgraded from GV v7 to v8"

May 17, 2023

4.0

Really pleased with our decision to upgrade to GV v8 and this has facilitated us to drive efficiencies in our work processes, time saving, greater customer interactions visibility and reporting.Roisin has been a real help in supporting us with the transition.

Pros

transition form v7 has been straight forward

Cons

a bit slower than we had hoped....nothing else to date

Review Source

Response from Esteiro Business Solutions

June 1, 2023

Hi Joe, thank you very much for the kind words and for taking the time to leave a review. Your feedback is appreciated, and we are glad the transition to v8 has helped improve efficiencies and work processes. If we can assist you any further, then please do not hesitate to reach out. Kind Regards, Alex

JP

Joe P.  
Head of Business Development  
Construction  
Used the software for: 1-2 years

### "GV Review"

November 10, 2023

4.0

Pros

Ability to customise the system to best suit our processes.

Cons

The online help centre, particularly the search function. Times when it has been difficult to find answers to a query. Particularly when wanting to carry out an administrative task in the 'back end' of the system. More tutorials would be helpful.

Review Source

Response from Esteiro Business Solutions

November 21, 2023

Hi Joe, thank you for your review - we appreciate the feedback. We are pleased to hear your system has been built out to best suit your business processes. We aim to actively update and add to our Gold-Vision help site in order to make the user experience as seamless as possible. We'd like to reach out and address the administrative tasks you may have been struggling with, so we can update our help site resources accordingly. Many thanks, Alex

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

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