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Average Ratings 0 Ratings

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ease
features
design
support

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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

Screenshots View All

Screenshots View All

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

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