The most important item to me in GoldMine is the ability to make my own fields and tabs. This has allowed us to manage our insurance brokerage since 2000 in a very efficient and effective way. Review collected by and hosted on G2.com.

Not so much dislike - but don't fully understand how to use the Service area of the application Also need more training on reports, how to build them etc. Review collected by and hosted on G2.com.

Goldmine is a powerful tool, and we have had the chance to compare customer records we have in Goldmine vs some of our partners who use SalesForce, Act, etc. Our records are always better - never been a exception. We have all notes, customer meetings, email history., customer PO's and quotes under the one record. We do not have a manufacturer or partner who deals with the same customers with all our data. They come to us to see who to call. Review collected by and hosted on G2.com.

The bid disadvantage of Goldmine is it is very unlike Outlook and Sales Force - and that is what people are familiar with. So there is a learning curve, and when we bring new employee's in it takes a while for them to get used to how to do things. Review collected by and hosted on G2.com.

Contact oriented, custom screens, good searches. Review collected by and hosted on G2.com.

With the new version even though I tell the computer to use Goldmine as my email client, I can't do what I did before Windows 10 where I hit an email address anywhere in the computer and it would go through Goldmine. SO the application I made that I have been using for 30 years I went backwards in functionality. The filter and search changed one of the fields of state so had to redo searches. Have not figured out how to do the smart query and turn it into a saved search report. The integration of word has lost functionality because its tough to do a mass mailing other than doing an email blast. I don't like the new alarm function as it is an all or none. as it used to be if you dismissed a alarm for a contact before it would go to the next one. I don't like that I need to buy an outside program to do automated dialing of a list. In other words if you created a list and started calling as soon as you finish one another should show up. Had that function 20 years ago with another CRM Review collected by and hosted on G2.com.

I thoroughly enjoy the well thought out template created. While we only utilize a fraction of what the system can do, it does with ease. Being able to manage my day to day business is leaps and bounds better than a decade ago. Each update brings new bells and whistles to consider and most work well with our sales environment. Review collected by and hosted on G2.com.

One of my biggest complaints is NOT being able to arrow over from pending to history to additional contacts, etc as I DESPISE using the mouse. I understand Goldmine is a right-click button happy program, but the more I can avoid using the mouse the better off we are. Review collected by and hosted on G2.com.

I really like the easy access of Goldmine. It lets me find contacts very easily and send emails. We really enjoy using this as a mass email tool. I personally use it to follow up on quotes, which makes it really easy to send the email. Next time around, I am able to review the last email so I don't have to remember what I said, but it is right there in front of me. We also use Goldmine to connect our product to users, which makes it very helpful if there is a problem down the road. Review collected by and hosted on G2.com.

I would like to get more information on how to store data and make appointments. It seems like we can do so much more with Goldmine, but we are not using its full capability. I am under the impression this might be due to us not knowing, but I think that if we get proper training or advising, we would use the full capability of Goldmine. We would most likely add more users and use the software company-wide. Review collected by and hosted on G2.com.

Its customizability and flexibility. I can lay out the screen any way I want. Integrated e-mail tracking is unmatched. Everything I need is right at my fingertips. I am not stuck with a never-ending monthly bill just to use the product. Review collected by and hosted on G2.com.

Enhancement requests can take too long to show up in the product. Review collected by and hosted on G2.com.

The integration of Constant Contact and wide availability of customization. Review collected by and hosted on G2.com.

Having to use dBase in Rule Base Select. This should be sql based, or have a user interface for not dBase or sql users to create the rules for custom fields. Review collected by and hosted on G2.com.

GoldMine has been a big part of my business for over ten years. I like the fact that we can create our own custom fields and set them up how we use them for our business. Also, the ability to have that information populate into templates we create is very powerful for the documents we use with our clients. Review collected by and hosted on G2.com.

There is a field limitation of 1000 fields which isn't an issue for most, but we track a lot of our clients information so we are near the maximum allowed. Review collected by and hosted on G2.com.

Automated Processes, Macro's when working (depends on the version of Windows, currently Marco's are not working) Review collected by and hosted on G2.com.

1) AICPA seminar presenters no longer recommend Goldmine (Currently, Goldmine is a stay away from product.) 2) Goldmine reports are horrible, time wasting, and several only work depending on the release, Currently, there is no training videos, webinars, etc. for Goldmine reports. 3) Customer Service/Support is horrible (do not know where to start), 4) Goldmines competitors have passed by the product technically, Review collected by and hosted on G2.com.

Ability to link everything I need to know from contacts, documents, interaction history, email to a company and know exactly where we stand Review collected by and hosted on G2.com.

Need more flexibility to customize screens for scheduling and history entry Review collected by and hosted on G2.com.