Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Attract a larger customer base and enhance client happiness by utilizing Gold-Vision CRM, an advanced customer relationship management platform. This versatile solution offers modules for marketing, sales, project management, support, and event coordination, making it ideal for organizations of any size. Key features include automatic email tracking and synchronization, ensuring seamless communication. Additionally, users can leverage the intuitive dashboard to access and analyze crucial customer data for informed decision-making. By implementing Gold-Vision CRM, businesses can significantly improve their interactions and relationships with customers.
Description
Enterprise Data Management is our gold standard -- we deliver accurate, fast and ready data management. We know the value of a well-informed decision and the costs of making a poor one. Data is more than an operational necessity to our clients. It is a strategic asset. We ensure that you have accurate, consistent, and usable data that allows you to make better decisions that will support your business growth as well as regulatory compliance. GoldenSource has been providing the highest standard in enterprise data management for the financial sector for a long time.
API Access
Has API
API Access
Has API
Integrations
Adobe Acrobat Sign
Facebook
Gmail
Google Analytics
LiveChat
Microsoft 365
Microsoft Outlook
Sage 50
X (Twitter)
Integrations
Adobe Acrobat Sign
Facebook
Gmail
Google Analytics
LiveChat
Microsoft 365
Microsoft Outlook
Sage 50
X (Twitter)
Pricing Details
$21.50/month/user
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Esteiro Business Solutions
Founded
2001
Country
United Kingdom
Website
www.gold-vision.com
Vendor Details
Company Name
GoldenSource
Founded
1984
Country
United States
Website
www.thegoldensource.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Product Features
Data Management
Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge
Data Warehouse
Ad hoc Query
Analytics
Data Integration
Data Migration
Data Quality Control
ETL - Extract / Transfer / Load
In-Memory Processing
Match & Merge
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Master Data Management
Data Governance
Data Masking
Data Source Integrations
Hierarchy Management
Match & Merge
Metadata Management
Multi-Domain
Process Management
Relationship Mapping
Visualization