Your CRM must-haves
Marketing Automation
Gold-Vision CRM is equipped with integrated marketing and automation tools. You can send tailored marketing campaigns to leads and prospects based on the information that they have clicked on, using our Touch Point Scoring system. When Touch Points are set up with Lead Forensics and social media channels, you can easily see who is browsing and interacting with your content, and use this to reach out to them with relevant information on your software services.
Microsoft Stack
Gold-Vision’s standard integration with Microsoft products allows for you to tighten both internal and external communication in your business.
Gold-Vision performs automatic email tracking with your contacts, as well as calendar synchronization of your upcoming appointments. Using SharePoint you can live-edit documents that you use internally and easily find them within Gold-Vision.
Gold-Vision CRM API
Integrate CRM into your business ecosystem using our RESTful API. Our self-documenting API makes it simple to integrate your finance systems, additional project tools, website, back office systems, and more. Save time and create an automated single point of truth.
Keep track of all the various sources of leads that you get business from. Send them relevant information about your service depending on the links that they click on.
