Guarantee efficient and accurate management of all project-related documents, images, and contracts.
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Gold-Vision’s Document Template feature makes creating branded and personalised contracts for your customers easy. And, with our range of eSignature integrations, you can say goodbye to the days of waiting for physical copies to be sent back and forth, with peace of mind that they are securely stored right within your CRM.
The Opportunities and Projects modules in Gold-Vision are perfect for capturing essential details from site surveys and risk assessments. You can upload documents and images to be stored against a customer, making them quick and easy to access!
Track construction and building project progress from lead to won contract in your CRM.
Link files and folders from SharePoint to specific items in Gold-Vision and eliminate the scenario of forgotten documents saved to local machines
Your customers’ accounting data and history become available in one central place, Gold-Vision.
Assign leads and follow the status, progress, and sales pipeline of your construction and building projects.
Reduce messy paperwork and bring order to your tenders and contracts in CRM.
COULD DO WITH A BETTER QUOTE
“Before their Gold-Vision implementation, a lot of time was wasted wading through records, so being able to view the finer detail on bids and how they are broken down and forecast over time is key.”
Jiggy Patel
Account Manager
