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What is Gold-Vision CRM?

Expand your customer reach and boost client satisfaction by adopting Gold-Vision CRM, a sophisticated platform designed for customer relationship management. This adaptable solution encompasses various modules, including marketing, sales, project management, support, and event planning, making it suitable for organizations of all scales. Notable features include automated email tracking and synchronization, which facilitate smooth communication processes. Furthermore, the user-friendly dashboard allows for easy access to essential customer data, aiding in effective decision-making. By integrating Gold-Vision CRM into their operations, businesses can not only enhance their customer interactions but also foster long-lasting relationships with their clientele. Overall, this system empowers organizations to maximize their potential in a competitive market.

What is FPS GOLD Banking Software?

For over 55 years, FPS GOLD has been delivering essential banking solutions such as core and mobile banking systems, online banking services, wire transfer software, and content management systems tailored for financial institutions. The company's mission centers on empowering these institutions to achieve success, profitability, and growth by offering adaptable, powerful software alongside unparalleled customer support. At FPS GOLD, our commitment goes beyond merely providing software; we genuinely care about our clients' needs and confidence. We encourage you to experience our services firsthand to see the difference for yourself. By choosing FPS GOLD, you’re not just selecting software; you’re partnering with a team dedicated to your financial institution's ongoing success.

Media

Media

Integrations Supported

Add to CRM
Adobe Acrobat Sign
Facebook
Gmail
Google Analytics
LiveChat
Microsoft 365
Microsoft Outlook
Sage 50
X (Twitter)

Integrations Supported

ABLE Platform
Banker's Dashboard
Boutir
ComplianceOne
MX
Nasdaq Verafin
RSA SecurID
Solar
Worldpay

API Availability

API Availability

Has API

Pricing Information

$21.50/month/user
Starting price $34.45/month/user
Free Trial Offered?

Pricing Information

The price of our software simply depends on which products you choose and how you'd like to customize them. We customize our products so you get exactly what you need without having to spend money on features you'll never use. You can get a personalized pricing proposal by filling out the form on our website.

Supported Platforms

SaaS
Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Esteiro Business Solutions

Date Founded

2001

Company Location

United Kingdom

Company Website

www.gold-vision.com

Company Facts

Organization Name

FPS GOLD

Date Founded

1964

Company Location

United States

Company Website

www.fpsgold.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Categories and Features

Banking

Corporate Banking
Credit Union
Multi-Branch
Online Banking
Private Banking
Retail Banking
Transaction Monitoring

Content Management

Audio Content
Customizable Templates
E-forms
Full Text Search
Text Editor
Version Control
Video Content
Website Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Financial Reporting

Audit Trail
Balance Sheet
Cash Management
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Loan Origination

Not specified

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mobile Banking

Bill Payment
Biometric
Cash Management
Digital Wallet
P2P Payments
Remote Deposit
Transaction Monitoring
Voice Banking

Online Banking

Cash Management
Chat / Messaging
Electronic Statements
Fraud Detection
Loan Management
Marketing Automation
Retail Banking
Single Sign On
Transaction Monitoring

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