Product News

The release also includes enhancenents to combine Contact, Project & Opportunity Activities into one Data Source.  Plus updates to Lists, Quotes, Dashboards, and improvements to Adobe eSign integration.

Click to view our Marketing release which includes updates to image display, follow-up emails & email automation.

Click to view our recent release which includes general updates to Dashboards, Emails and Leads, Contact & Notes.

We have enhanced the Lead Import, a new Import CSV button allows you to quickly and easily import Leads into Gold-Vision. A new Ranked List view allows you to impose your own order on Projects, Activities & Profile records, plus we have updated Gold-Vision Marketing Users to include a time zone and improvements to speed up performance calculations.

Save time updating user Targets using the Data Bridge import tool, enhanced Add Link Options make it easy for you to specify drop options and relationships, Pickers display the last 5 recently accessed records, new Projects include a Add Link icon, plus new fields have been added to Leads to track the source, plus Screen setting updates and Sage 50 integration supports Sage Version 30.    

Introducing our new refreshed interface, all CRM Screens have a fresh look and feel, a new App Switcher icon allows you to quickly access available Apps and we have updated the Menu and Action Centre screens.

Engagement scoring is a great way to determine when the Sales team or Account Manager should get in contact with a Lead, Prospect or Customer.

Save time with our brand new ZoomInfo Integration which enables you to create new Gold-Vision Accounts, Contacts and Leads by copying the URL from ZoomInfo.  The release also includes general updates to Reports, Seminar Alerts, Multi Select and lead list views.

Introducing the Knowledge Hub! Gold-Vision’s brand new learning and development platform! Accessible via our Help-Site, the Knowledge Hub will be home to a variety of courses which will help new and existing users navigate Gold-Vision modules and functionality.

Introducing Dashboard Management which enables users to edit, duplicate and share dashboards with your teams an users, together with updates including an option to copy quotes multiple times, an inline edit on Quote list contacts, the what’s next settings now includes a ‘Forever option, plus our Webinar schedule and more.

Introducing Gold-Vision enhancements and updates including enhancements to the Action Centre – Recent Events, email tracking privacy setting, additions to the Quote List Designer, Webinar schedule and more.

Introducing Modern Authentication (OAuth 2.0) for Office 365 and Gmail.

Introducing general updates to Gold-Vision including adding notes on the Activities Due Soon on the Homepage, updates to the Action Centre To Do List together with the Global Search improvements , Tips, Webinar schedule and more.

View recommended requirements for Gold-Vision installation.

How to improve deliverability using Connect

Gold-Vision CRM is not run within an Apache environment

Gold-Vision 8 introduces support for Modern Authentication (OAuth 2.0).

Gold-Vision 7 is considered a retired version due to technologies which are unsupported.