--- title: Gold-Vision Reviews meta_title: 'Gold-Vision Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Gold-Vision works for a business like yours. aggregate_rating: rating_value: 3.3 review_count: 6 scale: '5' date_modified: '2026-07-31' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Gold-Vision Reviews **Vendor:** Gold-Vision **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 3.3/5.0 **Total Reviews:** 6 ## About Gold-Vision Gold-Vision CRM is a highly configurable, user-friendly customer relationship management (CRM) platform designed to unify and streamline sales and marketing processes for businesses of all sizes. It provides a central solution to manage customer data, automate processes, and align teams, with capabilities for sales pipeline management, lead scoring, marketing campaign automation, real-time reporting, and customer support tracking. Gold-Vision CRM is known for its flexibility, value, and quick implementations, helping organisations boost productivity, revenue, and customer satisfaction by reducing administrative overhead and automating critical sales and marketing functions. ## Gold-Vision Pros & Cons **What users like:** - Users appreciate the **great customer support** of Gold-Vision, ensuring quick resolutions and minimal downtime. (1 reviews) - Users value the **customizability** of Gold-Vision, enabling personalized dashboards and integration with various software tools. (1 reviews) - Users value the **customization options** in Gold-Vision, enhancing their CRM experience with personalized dashboards and integrations. (1 reviews) - Users value the **easy integration** of Gold-Vision with other software, enhancing their CRM experience effortlessly. (1 reviews) - Users value the **feature richness** of Gold-Vision, especially its customizable dashboards and integration capabilities. (1 reviews) - Personalization Services (1 reviews) - Reporting (1 reviews) - Seamless Integration (1 reviews) - Simplicity (1 reviews) ## Gold-Vision Reviews ### 1. Easy Enough to Use, but Not Memorable **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2026 **What do you like best about Gold-Vision?** That it is relatively easy to work in. Otherwise, I don't have much memory of the system anymore. **What do you dislike about Gold-Vision?** It wasn't very flexible and couldn't be adapted to our organization and needs. We couldn't work in the processes we wanted from a CRM system. **What problems is Gold-Vision solving and how is that benefiting you?** It could solve the problem so that we had a comprehensive picture of our customers and that we could take care of them in the system. That we could get a comprehensive picture of our customers in a standardized way. ### 2. Gold-Vision - A CRM system with a kick behind it **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** June 08, 2025 **What do you like best about Gold-Vision?** So I use Gold-Vision everyday, it's my businesses CRM system so I rely on it heavily. I particularly find the feature for personalized dashboard very useful - allows for customization within a template. Overall it's quick too, never really have to wait for anything, and if it does go down I know the customer support is great - often only have to wait a half hour before it's up and running again. I've also found that you can pull Google Sheets etc into Gold-Vision, so we're able to use Gold-Vision as a base with different software plugged in. **What do you dislike about Gold-Vision?** I think one of the reasons that other businesses may not like it is because of the age of it? Often have others outside the organization say it looks a bit like it's out of the 1990s. I see their point in that if you're using it every day it can get monotonous, it doesn't have many fancy animations etc, but as a trade-off it's quick and intuitive to use... There's often a balance for these things, and this is no exception. You could say the simplicity without modern swipes and swoops makes it easier to use!? **What problems is Gold-Vision solving and how is that benefiting you?** Gold-Vision means that all the data we have is accessible remotely. We have over 5 offices all over the UK so it solves a massive problem in that sense. Also being able to communicate with the same or similar knowledge over Teams or Zoom with Gold-Vision infront of us helps. ### 3. Benefits of Gold Vision **Rating:** 5.0/5.0 stars **Reviewed by:** Gunjan B. | Senior accounts executive, Enterprise (> 1000 emp.) **Reviewed Date:** July 25, 2023 **What do you like best about Gold-Vision?** Gold Vision is user intuitive customer relationship managment solution. **What do you dislike about Gold-Vision?** Gold Vision's an initial use the system is complicated **What problems is Gold-Vision solving and how is that benefiting you?** Gold Vision is very powerful software for customer relationship managment. ### 4. Gold-Vision is a fully customizable Sales, Marketing and Support CRM platform. **Rating:** 5.0/5.0 stars **Reviewed by:** Benjamin G. | Global Supply Manager, Enterprise (> 1000 emp.) **Reviewed Date:** September 07, 2020 **What do you like best about Gold-Vision?** Gold Vision is a very powerful customer relationship management software. The system is fully customizable so you can adjust is right in accordance with your business demand. It provides a number features like modules for sale, marketing, contact data management, support, projects and events. The core features include automatic tracking and synchronization of emails that provide great analysis and assigns mails and appointments to the right accounts automatically. Dashboard is simple and clean. It is self-explanatory. You can create multiple dashboards as well. Reporting is amazing which includes providing daily accurate reports. It provides a very clear cut insight to the available opportunities. Lead management is also very efficient. Data can be arranged and supported according to your needs. GUI is a really great and helpful feature in Gold Vision. The system allows to keep all the customer data in one place and hence save all the un necessary hassle. It provides an easy integration with other products like Sage or Outlook. It provides a fully integrated e-marketing solution. It is very quick to deploy. It provides a great customer base. It has mobile access. The system is very flexible and has great functionality. Customer support is great. They are very friendly and helpful. It is also cost effective. **What do you dislike about Gold-Vision?** For an initial use, the system is complicated. Terminologies are difficult. Filtering of different objects can be time consuming. Charts and graphs are limited and can be improved. **What problems is Gold-Vision solving and how is that benefiting you?** Gold Vision has great ease of implementation. Although it is suitable for organizations of all sizes but is highly recommended for small size business and enterprises. ### 5. Gold-Vision **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2020 **What do you like best about Gold-Vision?** I like how it is built to meet our needs as a company. The customer service staff are very helpful and not pushy. **What do you dislike about Gold-Vision?** I wished I could have characterized it a little more for what I need. **Recommendations to others considering Gold-Vision:** Nothing everything worked like I had hoped and better. **What problems is Gold-Vision solving and how is that benefiting you?** It helped me track sales, track leads and I was able to communicate with customers. ### 6. Overall a good CRM but automation needs improvements **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Research | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2019 **What do you like best about Gold-Vision?** Ability to create multiple dashboards, automation is really good but sometimes faulty **What do you dislike about Gold-Vision?** Automation sometimes does not work properly **Recommendations to others considering Gold-Vision:** Dashboards and automation are worth using, automation saves time because otherwise you would need to spend extra couple of minutes creating various activities and updating cases **What problems is Gold-Vision solving and how is that benefiting you?** Great place to keep clients'details at one place and it's easy to create activities, update case statuses to reflect progression of the cases and make relevant notes. It's possible to link Outlook to Goldvision and all emails sent or received from the client are at one place which is very helpful as more than one person is working on clients' cases ## Gold-Vision Discussions - [What is Gold-Vision used for?](https://www.g2.com/discussions/what-is-gold-vision-used-for) - [View Gold-Vision pricing details and edition comparison](https://www.g2.com/products/gold-vision/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-07+18%3A47%3A01+-0500&secure%5Bsession_id%5D=8c3de95d-d511-4809-b6cb-ab8766243d67&secure%5Btoken%5D=09e28fd5ba73a38b91d8e239f32cbbcb9b0e6ea895df6d7d9950da0c680f9600&format=llm_user) ## Gold-Vision Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization - Conversion Rate Optimization - Multivariate Testing - Customizable Forms **Ticket and Case Management** - Ticket creation user experience - Ticket response user experience - Workflow - Response Automation - SLA Management - Attachments/Screencasts - Ticket Collaboration - Customer and Contacts Database - Workflow Management - Knowledge Base Management - Ticket Management - Call Center Management - Queue Management - Inbox Management - Support Ticket Management - Email Management **Customer Support** - Case Management - Customer Support Portal - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Email Tracking - Automated Alerts and Tasks - CRM Lead Integration - Third-Party Integrations - Real-Time Data - Social Marketing - Email Marketing - Multi-Channel Marketing - Conversion Tracking - ROI Tracking - Activity Tracking - Engagement Tracking - Campaign Segmentation - Search Marketing - SMS Marketing - Website Visitor Tracking **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting - Campaign Management - Workflow Management - Template Management **Agentic AI - Help Desk** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising - Drip Campaigns - Multi-Campaign **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics - Behavior Analytics - Real-Time Analytics - Campaign Analytics - Website Analytics - Visual Analytics - Sales Analytics **Communication Channels** - Customer Portal - Email to Case - Chat/Live Support - Social Integration - Voice - Video Chat **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation - Lead Generation - Content Management - Lead Management - List Management - Mobile Access **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making - Campaign Planning **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Social Media Integration **Platform** - Mobile User Support - Customization - User, Role, and Access Management - Third-Party Integrations - Reporting - Activity Dashboard - Mobile Access **Additional Functionality** - Social Promotion - Customizable Branding - Monitoring - CRM - Reporting & Statistics - Live Chat - Customer Journey Mapping - Generative AI - Mass Texting - Drag & Drop - Email Templates - Automated Scheduling - Campaign Scheduling - AI Copilot - Social Media Monitoring - Activity Dashboard - Lead Capture - Customizable Templates - Marketing Automation - Event Triggered Actions - Marketing Calendar - Customizable CTAs - Multi-Channel Communication - Data Import/Export - Lead Qualification **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation **Additional Functionality** - Automated Routing - Chatbot - Reporting & Statistics - Autoresponders - AI Copilot - Real-Time Monitoring - CRM - Gamification - Conversation Intelligence - Customizable Fields - Surveys & Feedback - Key Performance Indicators - Collaboration Tools - Multi-Channel Communication - Voice Recognition - Live Chat - Task Automation - IVR - Language Detection - Multiple Data Sources - Predictive Analytics - API - Alerts/Escalation - Data Security - Interaction Tracking - Prioritization - Secure Data Storage - Macros/Templated Responses - Performance Metrics - Single Sign On - Mobile App - Reporting/Analytics - Access Controls/Permissions - Email Templates - Real-Time Notifications - Automated Responses - Data Import/Export - Personalization - Workflow Automation ## Top Gold-Vision Alternatives - [Workbooks](https://www.g2.com/products/workbooks/reviews) - 4.3/5.0 (535 reviews) - [Act!](https://www.g2.com/products/act/reviews) - 3.9/5.0 (505 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,297 reviews)