--- description: Tudo sobre Gold-Vision CRM: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. Saiba mais! image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Gold-Vision CRM - Preço, avaliações e classificação - Capterra Portugal 2026 --- Breadcrumb: [Home](/) > [Sistemas CRM](/directory/2/customer-relationship-management/software) > [Gold-Vision CRM](/software/133582/gold-vision-crm) # Gold-Vision CRM Canonical: https://www.capterra.pt/software/133582/gold-vision-crm Page: 1 / 7\ Seguinte: [Next page](https://www.capterra.pt/software/133582/gold-vision-crm?page=2) > O Gold-Vision CRM é uma plataforma de automação de marketing e vendas acessível, integrada e personalizável para empresas de médio porte. > > Verdict: Rated **4.6/5** by 131 users. Top-rated for **Probabilidade de recomendação**. ----- ## Resumo ### Quem usa Gold-Vision CRM? Qualquer empresa à procura de software de vendas e marketing. Com clientes em todos os setores e uma configuração flexível, o Gold-Vision é usado para gestão de vendas, marketing e suporte técnico. ## Quick Stats & Ratings | Metric | Classificação | Detail | | **Geral** | **4.6/5** | 131 Avaliações | | Praticidade | 4.5/5 | Based on overall reviews | | Suporte ao cliente | 4.8/5 | Based on overall reviews | | Relação qualidade/preço | 4.5/5 | Based on overall reviews | | Recursos | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Probabilidade de recomendação) | ## Sobre o fornecedor - **Empresa**: Esteiro Business Solutions - **Founded**: 2001 ## Commercial Context - **Preço inicial**: 35,00 £ - **Target Audience**: 2 - 10, 11 - 50, 51 - 200, 201 - 500, 501 - 1 000, 1 001 - 5 000, 5 001 - 10 000, 10 000+ - **Deployment & Platforms**: Nuvem, SaaS, baseado na web, Mac (desktop), Windows (desktop), Windows (local), Linux (local), Android (celular), iPhone (celular), iPad (tablet) - **Idiomas**: alemão, francês, inglês - **Available Countries**: Canadá, Estados Unidos, Reino Unido ## Recursos - Agendamento - Análise de dados de campanhas - Análise de dados preditiva - Armazenamento de documentos - Automação de marketing - Banco de dados de contatos - Banco de dados do cliente - Campanhas gota a gota - Captura de leads - Contatos compartilhados - Distribuição de leads - Enriquecimento de dados - Ferramentas de colaboração - Geração de leads - Gerenciamento de contatos - Gerenciamento de e-mails - Gerenciamento de tickets de suporte - Gestão da atividade de vendas - Gestão de campanhas - Gestão de leads - Gestão de modelos - Gestão de projetos - Gestão de tarefas - Gestão do fluxo de trabalho - Gestão do pipeline - Gestão do pipeline de vendas - Importação/exportação de dados - Indicadores de desempenho - Lead Nurturing - Marketing de multicanal - Marketing por e-mail - Orçamentos/estimativas - Painel de atividades - Para o setor de seguro - Pesquisa e filtro - Previsão de vendas - Páginas de início/formulários web - Qualificação de leads - ROI Tracking - Rastreamento de clientes - Rastreamento de conversão - Rastreamento de interações - Rastreamento de visitantes do site - Relatórios de vendas - Relatórios e estatística - Relatórios personalizáveis - Roteamento automático - Segmentação - Sistema de calendário ou lembretes - Third-Party Integrations ... and 13 more features ## Integrations (17 total) - Breeze - Docusign - Eventbrite - Gmail - Google Analytics 360 - Google Maps - Lead Forensics - LiveChat - Loqate - Meta for Business - Microsoft 365 - Microsoft Outlook - Opera 3 - QuickBooks Online - Sage 50 Accounting ... and 2 more integrations ## Opções de suporte - Email/Help Desk - FAQs/Fórum - Base de conhecimento - Suporte por telefone - Bate-papo ## Category - [Sistemas CRM](https://www.capterra.pt/directory/2/customer-relationship-management/software) ## Categorias relacionadas - [Sistemas CRM](https://www.capterra.pt/directory/2/customer-relationship-management/software) - [Sistemas de Automação de Vendas](https://www.capterra.pt/directory/12/sales-force-automation/software) - [Software CRM Online](https://www.capterra.pt/directory/30072/online-crm/software) - [Software CRM para Construção](https://www.capterra.pt/directory/30657/construction-crm/software) - [Software de Gestão de Leads](https://www.capterra.pt/directory/30017/lead-management/software) ## Alternativas 1. [Zoho CRM](https://www.capterra.pt/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 2. [Bigin by Zoho CRM](https://www.capterra.pt/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews) 3. [HubSpot CRM](https://www.capterra.pt/software/152373/hubspot-crm) — 4.5/5 (4451 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.pt/software/61368/salesforce) — 4.4/5 (18768 reviews) 5. [Dynamics 365](https://www.capterra.pt/software/157279/dynamics-365) — 4.4/5 (5811 reviews) ## Avaliações ### "A Solid and user friendly solution" — 5.0/5 > **Buket** | *30 de outubro de 2023* | Bens de consumo | Recommendation rating: 10.0/10 > > **Vantagens**: Gold-Vision CRM has been exceptionally well-received by all our users, and the reason is clear – its remarkable flexibility and power. The advantages of this system begin with the dedicated team behind it. With all departments collaborating and actively participating in its development, they prioritize meeting the genuine needs of users over simply chasing trends. As a result, Gold-Vision has evolved into a feature-rich CRM system over the years. Managing accounts and contacts is straightforward, and the clarity of opportunities is further enhanced by the ability to cross-reference them with other data points, ensuring all relevant stakeholders are included. Lead management is efficient, preventing duplication of efforts. What sets the system apart, however, is its robust search and filtering capabilities. This empowers users to quickly locate critical data, which can then be saved, streamlining repetitive tasks. Additionally, the system offers comprehensive reporting, presenting data through dynamic charts and graphs that are both user-friendly and allow for in-depth exploration. > > **Desvantagens**: We've encountered a couple of minor bugs, but I'm confident they'll be resolved asap. I do find the system's interface a bit cluttered and less intuitive. Certain parts of the system can also be somewhat challenging to grasp but overall we are very pleased with it. > > Gold-Vision has enabled us to consolidate various systems into a unified platform, resulting in improved efficiency and enhanced data visibility. The online chat support has proven invaluable allowing team members to proactively address any challenges they encounter. I wholeheartedly endorse Gold-Vision for anyone seeking a new CRM system. I must also mention the exceptional support provided by \[sensitive content hidden\] throughout the entire development process ----- ### "A CRM that can flex and fit to your companies needs." — 5.0/5 > **Lee** | *13 de novembro de 2019* | Entretenimento | Recommendation rating: 10.0/10 > > **Vantagens**: Gold-Vision CRM has had the same reaction with all users in our company. That is simply how flexible it is and how powerful it is. The pros start with the team behind it. All departments work together in the office and make sure they all get involved in areas of the product so they are making what the users need not what they think will be "cool". This means Gold-Vision is a system that has been built up over the year to be a fully featured CRM. Account/Contact Management is simple, Opportunities are clear and can be cross linked to any other aspect of the data so you can include all stakeholders in the process. Lead Management is clear and makes sure you don't double up with duplicates. The whole system though is driven with really powerful searching and filtering. So finding that single piece of data that is crucial to your process is fast and can be saved, making sure you can save time on repetitive tasks. You can report all data into a a range of charts and graphs, all dynamic and easy to drill down into. Applying the powerful filtering you can create lists for targeted marketing campaigns, quickly and easily. Then using the drag and drop template maker create stylish content templates. We also use a third party integration to track website visits. When you get stuck you have a number of options to the reach the support team and this is part of the price so no extra spend on something you may not need. A great help site and a range of quick and simple help videos. > > **Desvantagens**: Honesty, haven't found anything yet that we found that is a Con. When we have had an issue with have found a workaround, or checked our workflow to see if we have been doing things a way that can be made better. > > Note only a great experience with the software but also with the team. Non pushy sales, understanding project managers, amazing training and a very knowledgeable support team. ----- ### "OK but better out there" — 3.0/5 > **Avaliador Verificado** | *19 de janeiro de 2023* | Construção | Recommendation rating: 4.0/10 > > **Vantagens**: Flexible and if you are IT savvy you can probably mostly build what you need. It does seem highly configurable if you know what you are doing which is probably a plus over other CRMS > > **Desvantagens**: Doesnt integrate with many other apps and platforms. Completely lacking basic CRM functions like a visible sales pipeline. No automatic mail and contact tracking like for example Hubspot. If you want to integrate with anything basic like a 3CX phone system we found the support obstructive and they want to charge you. > > Probably OK if you don't want to integrate with anything else and you have time and knowledge to filter out unneccesesary stuff and build your own dashboards. ----- ### "Solid system now upgraded beautifully\!" — 5.0/5 > **Bev** | *25 de novembro de 2019* | Serviços financeiros | Recommendation rating: 10.0/10 > > **Vantagens**: Loved the system before but with the V8 upgrades which gives the CRM a new look and feel to menus and tool bars / views etc, it's even easier to use and without any detriment to its' already great functionality. Whether you need the system for pre-sales (leads), opportunities, marketing or something else, every screen is tailor-able making user input screens relatable and provides the facility to include terminology and fields more relevant to your business. I've worked with Gold-Vision CRM now for the last 8 years and still love using every bit of it\! > > **Desvantagens**: No 'cons' for me - we are happy with Gold-Vision > > What makes it so perfect as my marketing tool, is the integration of CRM with Connect e-marketing. Great CRM segmentation functionality, no exporting / importing of data to 3rd party e-marketing systems and no manipulation of data in Excel spreadsheets before I can send out a campaign\! And, at the end of the day, the CRM is constantly updating the campaign data for reporting purposes and most importantly ensures our company remains GDPR compliant\! ----- ### "Great product with fantastic support" — 5.0/5 > **Rob** | *6 de dezembro de 2021* | Construção | Recommendation rating: 10.0/10 > > **Vantagens**: From the start, it was made very clear that we could customise the software to suit our requirements, of all the CRM systems we have used this is definitely the one that best suits our requirements. Best of all everything is very intuitive so training new staff members is very simple. > > **Desvantagens**: The Sage plugin we use often takes far too long and it would be nice if we could automate this. We use the map view for a couple of lists and it would be nice if you could edit the records from this view. > > With Gold-Vision we have managed to amalgamate several systems into a single place improving our overall efficiency as well as the visibility of data. ----- Page: 1 / 7\ Seguinte: [Next page](https://www.capterra.pt/software/133582/gold-vision-crm?page=2) ## Links - [View on Capterra](https://www.capterra.pt/software/133582/gold-vision-crm) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data