The system is designed with the salesperson in mind. It can also be simplified for order takers. The reporting is great for managers. The bells and whistles make things easy. The online function is terrific for multi-unit offices. Review collected by and hosted on G2.com.

It takes some work to streamline and to set up defaults. It takes someone trained to make the interface right for individual needs. The calendar feature was hard to integrate. The tab interface is a bit clumsy. Review collected by and hosted on G2.com.

Look up and customizing fields is very easy. We have expanded the power of Goldmine by utilizing SQL back end processes to perform updates, scheduling, etc. The Dash board has been very useful! Review collected by and hosted on G2.com.

Project module is cumbersome. Internal GM emails are not correctly reflected in the history and macros could be more used more for automation. Review collected by and hosted on G2.com.

Email, note, and customer interaction tracker for each customer or supplier that we deal with. You can quickly find out what your last interaction with that customer was, and where to go from there. This is a great system if multiple reps are working multiple accounts across multiple locations or if it is a customer you have not dealt with in a while. Review collected by and hosted on G2.com.

No instant contact duplicate warning, there should be a pop warning you that a contact exists instead of running a program to check if duplicates exist, and maybe an easier way to merge contacts if a duplication exists. Sometimes SQL integration can be clunky, I actually miss when dbase was part of the package and you didn't have to rely on SQL. Review collected by and hosted on G2.com.

It's like Outlook with enhanced CRM options, such as form generation, more in-depth client data, and customization. This has been a tremendous tool for our sales team and they love it! Review collected by and hosted on G2.com.

I would like better integration with Outlook without having to purchase additional add-ons. This was originally marketed to us as a replacement for Outlook that integrated with Exchange. Turns out this was not the case. Review collected by and hosted on G2.com.

All forms of communication are filed in the history of the contact with whom you are communicating. This means there is no sorting through the record of a corporation to find an email sent by a specific individual. This enables true team selling - sales management is always 100% informed on the progress of every sale. Review collected by and hosted on G2.com.

I wish there was a feature available on each contact that keeps track of the amount of time elapsed since the last 'touch.' Review collected by and hosted on G2.com.

New record entry, History tab captures good amount of text, running scripted reports, output to excel easy enough. Review collected by and hosted on G2.com.

The spinning circle when it cannot match your search request - it spins forever. A pop-up window stating match not found would be better. Mobile App needs another look. with IPAD use. Most sales people will not migrate to their laptop if they've been on an IPAD with GM and session wasn't successful. Review collected by and hosted on G2.com.

Solid team management, ability to pick up where another rep left off Review collected by and hosted on G2.com.

still hasn't figure out schedule events sufficiently and mass marketing is clunky addins at best Report writing in program is far to limited Review collected by and hosted on G2.com.

GoldMine can track all your interactions, email, appt., calls, anything. It will track your sales pipeline, automate many repetitive tasks, and much more. Also, the upgrade path has been good and HEAT Software continues to develop and enhance this great product. Now with Web and Cloud options GoldMine is by far the best value for you money. Review collected by and hosted on G2.com.

It would be nice to customize some of the areas that are not customizable like the entry screens for Activities, especially the Sales Forecasting screen. Review collected by and hosted on G2.com.

Out of the box it's easy to use and navigate. Once you learn left and right mouse you can pretty well do everything in the program. Review collected by and hosted on G2.com.

I would love a better integration to Outlook. I would like some of the calendaring options that Outlook has incorporated into Goldmine. I would also like the search feature to search both the primary and additional contact in one search. Review collected by and hosted on G2.com.

Links messages and actions to the calendar and client records very well. Review collected by and hosted on G2.com.

Horrible search function, across all types of records. Does a poor job of email attachment management. Review collected by and hosted on G2.com.