GoldMine CRM

GoldMine CRM

GoldMine
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About

ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data.

About

GoldMine has removed the headaches of many CRM platforms. Because our interface is so common, your employees will feel right at home. Less time training means more time doing. Don’t “rent” your CRM System when you can OWN it and save BIG. Most companies save up to 70%. With one easy payment, its yours…forever! Take control, save money and have peace of mind you will never get “shut off”. CRM becomes much more powerful when you combine it with other powerful apps. Our cloud option will give you universal access with one login. Here are some popular Add-On applications. It’s your data and you need to keep it protected. We understand that. That’s why we have partnered with leading hosting providers who back up your data, protect it from intrusion and are compliant with certain data storage practices.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Franchise Brands searching for unit growth and improved FranDev results

Audience

Companies of all sizes

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Pricing varies by customer need
Free Version Not Supported
Free Trial Supported

Pricing

$60 per user per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.7 / 5
ease 4.0 / 5
features 4.7 / 5
design 4.0 / 5
support 4.0 / 5

Pros & Cons from Real Users

Pros

  • This CRM is unique and it can manage multiple customers transactions and their order history in systematic manner. It provides full details of the contact and email along with the order which customer has purchase in their life cycle. User need to enter the contact details once and it will fetch further details thereafter. It provides customer status for the newly added details.
  • There is a lot to like about GoldMine CRM. First, it is a very competitive software compared to what other market players are offering. Besides affordability, this tool comes complete with all the necessary CRM features. It is effortless to understand, use, customize, and manage.
  • GoldMine CRM is a software which has better price, that many investors or entrepreneurs can afford. Also, the relationship that GoldMine CRM establish with customers is diverse and effective. The management of the details clients supply us with is a benefit from GoldMine CRM.

Cons

  • Customization is little bit tough and every time user permission is required. Multiple window opening during data entry is also very annoying however it will does the job as required.
  • With the many benefits that I have enjoyed with GoldMine CRM, I have no complaints regarding this CRM tool.
  • GoldMine CRM usage is quite engaging, which calls for some experience and training. But after that time frame, the usage turns out simpler.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

ClientTether
Founded: 2014
United States
www.clienttether.com/

Company Information

GoldMine
Founded: 1985
United States
www.goldmine.com

Alternatives

Alternatives

Coevera

Coevera

Pipelinersales Corporation
Exsalerate CRM

Exsalerate CRM

Solution Source
monday CRM

monday CRM

monday.com

Categories

Construction CRM Supported
Contact Management Supported
CRM Supported
Customer Advocacy Supported
Customer Loyalty Supported
Customer Success Supported
Inside Sales Supported
Lead Capture Supported
Lead Management Supported
Quoting Supported
Real Estate CRM Supported
Sales Supported
Sales Enablement Supported
Sales Engagement Supported

Categories

Contact Management Supported
CRM Supported
Lead Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Appointment Reminder Features

Appointment Scheduling Supported
Calendar Management Supported
Call Reminders Supported
Email Reminders Supported
Online Booking Supported
Payment Reminders Supported
Recurring Appointments Not Supported
Rescheduling Supported
SMS Messaging Supported
Two-Way Messaging Supported

Appointment Scheduling Features

Appointment Reminders Supported
Automated Scheduling Supported
Calendar Sync Supported
Client Database Supported
Group Scheduling Supported
Mobile Access Supported
Multi-Location Supported
Online Booking Supported
Online Payments Supported
Recurring Appointments Not Supported
Room Booking Management Not Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Not Supported

Customer Advocacy Features

Advocate Management Not Supported
Campaign Management Supported
Communication Management Supported
Community Management Not Supported
Gamification Not Supported
Referral Tracking Supported
Reporting/Analytics Supported
Rewards Program Not Supported
Social Engagement Not Supported

Customer Engagement Features

Analytics Supported
Churn Management Not Supported
Communication Management Supported
Community Management Not Supported
Content Syndication Not Supported
Feedback Collection Supported
Gamification Not Supported
Live Chat Not Supported
Video Content Supported

Customer Experience Features

Action Management Supported
Analytics Supported
Customer Segmentation Supported
Dashboard Supported
Feedback Management Supported
Knowledge Management Not Supported
Multi-Channel Collection Not Supported
Sentiment Analysis Not Supported
Survey Management Not Supported
Text Analysis Not Supported
Trend Analysis Not Supported

Customer Loyalty Features

Corporate Memberships Not Supported
CRM Supported
Customer Activity Tracking Supported
Discount Management Supported
Gift Card System Not Supported
Loyalty Card System Not Supported
Member Portal Not Supported
Membership Management Not Supported
No-Card Loyalty System Not Supported
Referral Tracking Supported
Rewards Management Not Supported

Customer Reference Management Features

Nomination Tracking Supported
Program Notices Not Supported
Reference Usage Tracking Supported
Reward Distribution Not Supported
Search Supported

Customer Success Features

Account Alerts Supported
Account Management Supported
Communication Management Supported
Customer Engagement Supported
Customer Lifecycle Management Supported
Health Score Not Supported
Onboarding Supported
Revenue Management Supported
Usage Tracking / Analytics Supported
Win / Loss Analysis Supported

Direct Mail Automation Features

A/B Testing Not Supported
Analytics/Reporting Supported
Campaign Management Supported
Data Import/Export Supported
Delivery Tracking Not Supported
Design Management Not Supported
Event Triggered Mailings Supported
List Scrubbing Not Supported
Mailing List Purchasing Supported
Mailing Services Integration Supported
Pre-made Templates Supported
Printing Services Integration Supported
Response Alerts Supported

Franchise Management Features

Appointment Scheduling Supported
Automatic Re-ordering Not Supported
Commission Management Supported
Construction Tracker Supported
Contract Management & Signature Supported
CRM Supported
Franchise Intranet Not Supported
Job Scheduling Supported
LMS / Training Not Supported
Marketing Supported
Onboarding Supported
Online Store Not Supported
Reputation Management Supported
Website Manager Not Supported

Inside Sales Features

Auto-Dialing Supported
Call List Management Supported
Call Recording Supported
Campaign Management Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Not Supported
Performance Management Supported

Lead Capture Features

Business Card / Badge Scanning Not Supported
Dashboard Supported
Data Extraction Not Supported
Lead Distribution Supported
Lead Notifications Supported
Lead Nurturing Supported
Lead Qualification Supported
Lead Scoring Supported
Online Forms Supported

Marketing Automation Features

A/B Testing Not Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Supported
Content / Blogging Platform Not Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Not Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Not Supported
Search Marketing Not Supported
Segmentation Supported
Social Marketing Supported
Website Visitor Tracking Not Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Not Supported
Pipeline Management Supported
Requirements Management Supported
Revision Management Supported
RFP Management Not Supported
Task Management Supported
Templates Supported
Version Control Supported

Quoting Features

Automated Quoting Not Supported
Catalog Management Supported
Client Portal Not Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Not Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Not Supported
Referral Tracking Supported
Segmentation Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Not Supported
Lead Management Supported
Meeting Management Supported
Performance Management Supported
Presentation Management Supported
Proposal Management Supported
Territory Management Not Supported
Training Management Not Supported

Sales Engagement Features

Call Scripts / Call Steps Supported
CRM Integration Supported
Email Sequences Supported
Email Tracking / Automation Supported
Lead Management Supported
Reporting / Analytics Supported
Sales / Voice Dialer Supported
Sales Automation Supported
Search Supported
Task Management Supported
Templates Supported
Workflow Management Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Not Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Not Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Integrations

QuickBooks Online Supported
QuickBooks Online Advanced Supported
Callture Not Supported
Cloudya Not Supported
Descartes ShipRush Not Supported
Dispatch Supported
GigTel Not Supported
Gmail Supported
Google Calendar Supported
Intulse Not Supported
LinkedIn Supported
Microsoft Outlook Supported
MigrationCrunch Not Supported
Optimus MIS Not Supported
QuoteWerks Not Supported
SendJim Supported
StarfishETL Not Supported
Virtual Cabinet Not Supported
Xinix Not Supported
esendex Not Supported

Integrations

QuickBooks Online Supported
QuickBooks Online Advanced Supported
Callture Supported
Cloudya Supported
Descartes ShipRush Supported
Dispatch Not Supported
GigTel Supported
Gmail Not Supported
Google Calendar Not Supported
Intulse Supported
LinkedIn Not Supported
Microsoft Outlook Not Supported
MigrationCrunch Supported
Optimus MIS Supported
QuoteWerks Supported
SendJim Not Supported
StarfishETL Supported
Virtual Cabinet Supported
Xinix Supported
esendex Supported
Claim ClientTether and update features and information
Claim ClientTether and update features and information
Claim GoldMine CRM and update features and information
Claim GoldMine CRM and update features and information