Sales & Quotes

Manage and report on sales opportunity life cycle

Where is your future business coming from? Gold-Vision allows you to simply identify and analyse opportunities by account and contact. Opportunities provide a focus for notes, activities and related quotations, allowing you to work more effectively.

Opportunity stages and activities types can be optimised for your business processes and terminology.
Incorporate formal processes (e.g. opportunity assessment) into user-defined areas. Or keep it very simple by simply adding notes.
Use the power of workflow and alerting to ensure that you are in control of your own, your team's or your organisations pipeline.
Our integrated (zero cost) Microsoft SQL Reporting Services solution provides powerful reporting to back up the day-to-day effectiveness. Report on revenue pipeline, not just order pipeline.

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We hold regular Webinars which give you a chance to see Gold-Vision CRM working. We don’t walk you through a boring Powerpoint presentation, we show you the software working and encourage you to ask as many questions as you can.

Book now using the registration form.

CRM-UK Registration form

We can give you a 1 to 1 on-line web demonstration of Gold-Vision CRM working, including tracking e-mails, creating professional quotes and reporting. To arrange for an on-line demonstration for you and your colleagues, use the registration form or

Please call us on 01295 722826

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