Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Gold-Vision CRM review: 54 specs compared

Starting price:30 USD/user/moFree plan:noAI assistant:noBuilt-in quotes and invoicing:yesWorkflow automation:yes

Gold-Vision CRM Review: Compare 54 technical specifications to see how this product ranks in the CRM Software category and whether it is worth buying.

Gold-Vision CRM
8.1/10

Overall score

Score
8.1/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
â–¼
<55-66-77-88-99-10
Score components

40%

9.0

Technical score

30%

?

Reviews scoreNot enough data yet, so we use 7.6, the mark of a weaker model in this category

30%

?

List scoreNot enough data yet, so we use 7.5, the mark of a weaker model in this category

â–²Better than 76% of CRM software
9.0

Technical score

Technical score
9.0/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
Score components

25%

8.3

Product & Pricing

25%

9.8

Core CRM

20%

8.3

Sales & Automation

15%

9.0

Integrations & Access

15%

9.8

Security & Deployment

★Better than 90%
?

Reviews score

Reviews score
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
Grades by review (0)
We have not found an independent test of this model yet. Until we do, its review part counts as 7.6.
User ratings collected online are not part of this score.
No expert tests yet
?

List score

List score
7.5/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (0)
Not in any best-of list yet, so this part counts as 7.5. Models in a list get 8 to 10.
Not in any best-of list yet
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Technical Specifications of CRM platform Gold-Vision CRM

Technical score
Technical score
9.0/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
Score components:

25%

8.3

Product & Pricing

25%

9.8

Core CRM

20%

8.3

Sales & Automation

15%

9.0

Integrations & Access

15%

9.8

Security & Deployment

9.0
Reviews score
7.6
List score
?
Starting price
30 USD/user/mo
This CRM platform has a starting price of 30 USD/user/mo, which is lower than that of 53.5% of CRM platforms and equal to that of 0.7% of CRM platforms.
Sales plan is approximately £30/user/month billed annually.
Billing period
Monthly, Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
30-day free trial on all plans.
Free trial
yes
This CRM platform offers a time-limited free trial.
30-day free trial available.
Minimum seats
1 seat
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Extensive custom fields, screen designer, and data layouts.
Show more
AI assistant
no
This CRM platform does not offer an AI assistant. 22% of CRM platforms offer this feature.
Enterprise CRM without native generative AI assistant.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Workflow engine with triggers, notifications, and automated actions.
Lead scoring
yes
This CRM platform supports lead scoring. 80.4% of CRM platforms offer this feature.
Lead scoring and qualification tracking.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Outlook and Gmail synchronization with email open tracking.
Sales forecasting
yes
This CRM platform supports sales forecasting. 85.2% of CRM platforms offer this feature.
Sales revenue forecasting and pipeline weighted projections.
Show more
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Integrations with Sage, Xero, QuickBooks, and webhooks.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
REST API with full documentation.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Webhook support for system event notifications.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Native iOS and Android mobile apps.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Data import/export tools for Excel, CSV, and databases.
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Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
SAML 2 and Azure AD / Microsoft 365 single sign-on.
Security certifications
ISO 27001
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Role-based permissions and team security profiles.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Administrative audit trail tracking user changes and logins.
Supported operating systems
Web, iOS, Android
Show more

Gold-Vision CRM vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    SAML 2 and Azure AD / Microsoft 365 single sign-on.
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom entity designer supports user-defined objects and tables.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Sales revenue forecasting and pipeline weighted projections.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Live chat integration with website visitors.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (50 GB vs 10 GB).
    50 GB vs 10 GB
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Lead scoring and qualification tracking.
  • Offers European data residency
    This CRM platform offers European data residency, while the average CRM platform does not. 21.6% of CRM platforms offer European data residency.
  • 4.1% better value for money
    Gold-Vision CRM offers better value for money than the average CRM platform (8.68 vs 8.3).
    8.68 vs 8.34
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (50 GB vs 10 GB).
    50 GB vs 10 GB
  • 9 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Gold-Vision CRM
    the average CRM platform
    Gold-Vision CRM has a lower starting price than the average CRM platform (30 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    30 USD/user/mo vs 39 USD/user/mo
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom entity designer supports user-defined objects and tables.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Built-in Project Management module tracks milestones, deliverables, and budgets.
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Dedicated external client portal: yes
  • Supports time tracking
    This CRM platform supports time tracking, while the average CRM platform does not. 20.1% of CRM platforms offer this feature.
    Native billable time tracking and task timer: yes
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Sales revenue forecasting and pipeline weighted projections.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Lead scoring and qualification tracking.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Integrated marketing module for campaign management, tracking, and web forms.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    CTI telephony integration with click-to-dial.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    Sign-it module provides native electronic signatures on quotes and documents.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Live chat integration with website visitors.
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    SAML 2 and Azure AD / Microsoft 365 single sign-on.
  • Offers European data residency
    This CRM platform offers European data residency, while the average CRM platform does not. 21.6% of CRM platforms offer European data residency.
  • Supports self-hosting
    This CRM platform supports self-hosting, while the average CRM platform does not. 6.7% of CRM platforms support self-hosting.
    Available as cloud SaaS or on-premises self-hosted deployment.
  • Lower mobile app rating category
    This CRM platform ranks lower than the average CRM platform for mobile app store rating (3.5–3.9 vs 4–4.4).
    3.5–3.9 vs 4.0–4.4
  • Lower mobile app rating category
    This CRM platform ranks lower than the average CRM platform for mobile app store rating (3.5–3.9 vs 4–4.4).
    3.5–3.9 vs 4.0–4.4

Third-party reviews

What customers like about Gold-Vision CRM

  • Fully integrated commercial suite covering CRM, marketing automation, lead scoring, project management, and event management
  • Highly configurable data models, user roles, and custom screen layouts tailored to B2B business workflows
  • Flexible deployment options including secure UK/EU cloud hosting or on-premises enterprise installation
  • Outstanding personalized customer onboarding and dedicated technical support included

What customers don't like about Gold-Vision CRM

  • Steeper learning curve due to the breadth of modules and deep configuration possibilities
  • User interface feels somewhat traditional compared to modern web-native SaaS products
  • Less suitable for very small businesses or solo entrepreneurs due to minimum implementation requirements

Verdict

Gold-Vision CRM is a mature, fully integrated British business management and CRM solution designed for growing mid-market companies that require sales pipeline tracking, marketing automation, event management, and project delivery in one platform. It provides customizable pipeline workflows, lead scoring, quote-to-order processing, integrated support ticketing, and detailed audit trails. Key strengths include its rich functional breadth across the entire customer lifecycle, robust event and training management capabilities, and personalized customer onboarding. Drawbacks include a higher price of entry, a user interface that can feel traditional in older administrative sections, and a steeper setup curve for smaller teams.

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