CRM for Project Teams | Tender/Contract Management

Key features

Keep your projects organised, on schedule and on budget.

Due date alerting

Highlight your at-risk task and projects

Document management

Store all your project information and quotes in one place

Appointment tracking

Auto-sync appointments with your email client

Project management

Keep projects on track with simple reporting

Automated to-do lists

Reduce admin with configurable task lists

Workflow management

Create balanced workloads across your teams

Due date alerting

Keep your project delivery on schedule by alerting project managers and team leaders of upcoming due dates. Projects that are falling behind are easy to pick up from a dashboard overview.

Document management

Store and share documents from within your CRM to save time and keep all your important project documents in one central store – both incoming and outgoing

Ensure brand consistency by using document templates
Integrate with Adobe Sign to enable eSignatures
Automatically save email attachments

Learn more about document management

Appointment tracking

Gold-Vision’s integrated approach means all strategic information is tracked and visible in your CRM, so you know where your team is and which projects they are working on at all times

Auto-syncs with your Outlook or Gmail Calendar
Create new appointments directly within your CRM

Project management

Keep an eye on project progress and gain project insights by manager, status and more using our integrated dashboards, reports and flows view

Pick up on upcoming projects, overdue dates or recurring delays quickly, and take informed action and stay on top of deadlines.

Automated to-do lists

Gold-Vision automates project activities based on your business processes. So, no matter how your organisation manages its projects, keeping on top of things is made as admin-free as possible, leaving your teams free to focus on what matters.

Alert relevant project managers to new projects
Automatically create and assign pre-determined activities
Trigger new activities when dependencies are marked complete

Workflow management

Different teams may hold information on different project areas within Gold-Vision. Configure permission settings and workflow easily without any IT knowledge.

Send emails, manage project members, group activities and record vital information by project.

Set up workflow to pass projects along from one team to the next
See who’s available to pick up new assignments and distribute high-level projects evenly to balance team workloads

Time management

With Gold-Vision’s built-in time management tool you can enjoy the benefits of a reliable way to track the time spent by your employees on projects and activities without having to worry about integrating with another tool.

Features include the ability to generate invoices with ease based on time spent so that you can get paid faster, as well as simple time management for when you just need to gain a better understanding of how long specific tasks are taking so that you can better plan for future projects and team distribution. Our time management tool is fully integrated with your wider CRM functions and gives you full visibility via dynamic charts, graphs and dashboards.

All of this means that understanding where your team’s time is going, which projects are performing well, and invoicing for time spent becomes a breeze.

Learn more about time management

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Win the bid. Manage the project

Stay on schedule

Improve collaboration

Reduce tender admin

Key features

Due date alerting

Document management

Appointment tracking

Project management

Automated to-do lists

Workflow management

Time management

Integrates with your essential project management tools

“A truly integrated approach to managing customer communications, leads and opportunities, projects, support tickets, and more – highly recommended.”

What can Gold-Vision do for your business?