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Gold-Vision CRM Testimonials

  • "Does exactly what it says on the tin, staff training was excellent and the users understood it and started using it quickly. Training was tailored and just kept to the areas that people needed to know and that seems to have helped users start to use it."

    Sarah JarvisOperations Manager

  • "We have a very good working relationship with the team behind Gold-Vision. We have not experienced the sell & forget approach that many other companies tend to create."

    Emma DungeyAssociate Director Transition & Risk
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    4.7 / 5.0
    Customer References86 total
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    Close is a sales engagement CRM designed to help SMBs turn more leads into revenue. A multichannel platform, Close lets users email, call, and text leads from the desktop — without add-ons. Every touchpoint with a lead is automatically tracked in a visual timeline so teams can skip the CRM busywork and focus on the deal. The vendor states that with its productivity tools like the task reminders and the Power Dialer, users will reach more leads, follow up more often, and close more deals.

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    4.7 / 5.0
    Customer References182 total
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    Maximizer CRM has been a leader in CRM software for over 25 years. Maximizer Wealth Management solution helps investment advisors and wealth management firms expand their book of business by effectively managing clients and streamlining complex operations. Maximizer CRM is easy to securely deploy and inexpensive to maintain, yet powerful enough to meet the specific needs of financial services professionals.

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    4.7 / 5.0
    Customer References61 total
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    ProspectSoft is a new type of Stock-Aware CRM that's specifically designed for growing Wholesale, Distributor and Manufacturing businesses that sell physical products, B2B. As the official “Stock-Aware CRM”, Prospect CRM offers unparalleled integration to almost any ERP/accounting system and native integration to the leading back-office accounting systems and inventory management systems, including Unleashed and Xero, Access Dimensions, Exchequer, Pegasus Opera, Sage 50, and SAP.

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