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Custom CRM solutions

Do More. Go Beyond CRM

Got specialist requirements? Extend the use of your CRM with our custom development capabilities.


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Web apps & portals

We’ve created web applications for our customers which can be used by their customers, external employees and their internal Gold-Vision CRM users.

Typically these applications are used to show or update data from outside of the CRM itself. For example:

  • Customer portals recording and updating site visits
  • Dealer portals allowing non-head office employees specific rights to view and enter data
  • Event management portals which segment access to user groups (such as assessors and trainers), for assessment and certification process

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Custom integrations

We offer a great range of standard integrations but if you have a unique integration requirement, our Gold-Link API makes it possible.

Every organisation uses different tools and has different mission critical data and procedures. No matter your requirements, our software development experts will find a solution.

Our Special Projects team have previously built integrations that facilitate:

  • Automatic text-message sending when a category in Gold-Vision is edited
  • Custom booking system integration enabling booking and resource data to be pulled into CRM
  • Two-way integration with an industry-specific financial system, maintaining the correct data in both systems automatically and in real-time
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Enhanced reporting

Customers frequently come to us with highly specialised reporting requirements. As a result, our team have become experts at combining data from multiple sources into specialised lists right in CRM, or specific SSRS reports.

Examples include:

  • Complete event preparation documents detailing full resource and employee requirements.
  • Colour-coded opportunity reports highlighting changes since the previous report.

If you’ve got a reporting challenge, we’re sure we can help.

Special projects

Sometimes a business may have complex processes, such as integrations or requirements that need building into a CRM solution. Alternatively, you may have an ongoing programme of CRM development or integrations. Project delivery itself can be challenging, but designing effective ongoing support for these solutions is often overlooked. 

Our Special Projects team is highly experienced with a track record of sophisticated custom solutions. As the software author, they have access to the best technical and development resources.  

Our experience shows that the most effective support is delivered with a client facing team of technical and implementation consultants who know your business and processes. Documentation will be created and made available on a shared portal, and ongoing changes can be planned in partnership so that target timescales and budgets can be met.

Need help but not sure what package is right for you?

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