Gold-Vision CRM

Gold-Vision CRM

Esteiro Business Solutions
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About

FPS GOLD has been providing core banking, mobile and online banking, wire transfer software, and a content management system to financial institutions for over 55 years. Our mission is to help financial institutions compete, profit, and thrive by providing flexible and robust software that's paired with unmatched customer service. With FPS GOLD, you get more because WE ACTUALLY CARE. Don't believe us? Test it yourself.

About

Win more customers and increase client satisfaction with Gold-Vision CRM, a customer relationship management (CRM) platform. Gold-Vision CRM modules include marketing, sales, projects, support, and events. Organizations of all sizes are suitable for Gold-Vision CRM. Automatic tracking and synchronization of emails are two of the core features of Gold-Vision CRM. With Gold-Vision CRM, users can use the dashboard to gain valuable customer information for analysis.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Community banks, credit unions, ILCs, trust companies, lending groups, and other financial institutions that are located in the United States or U.S. Territories.

Audience

Global Market

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$21.50/month/user
Free Version
Free Trial

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FPS GOLD
Founded: 1964
United States
www.fpsgold.com

Company Information

Esteiro Business Solutions
Founded: 2001
United Kingdom
www.gold-vision.com

Alternatives

Alternatives

WinGold Next

WinGold Next

N. R. Doshi & Associates
Moneylender Professional

Moneylender Professional

Whitman Technological Corporation

Categories

Categories

Banking Features

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Content Management Features

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

Financial CRM Features

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

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Loan Servicing Features

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 Features

Bill Payment
Biometric
Cash Management
Chat / Messaging
Cross Selling Functionality
Digital Wallet
P2P Payments
Remote Deposit
SMS Banking
Transaction Monitoring
Voice Banking

Online Banking Features

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

CRM Features

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
Territory Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission 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

Integrations

ABLE Platform
Adobe Acrobat Sign
Banker's Dashboard
Boutir
ComplianceOne
Facebook
Gmail
Google Analytics
LiveChat
MX
Microsoft 365
Microsoft Outlook
Nasdaq Verafin
RSA SecurID
Sage 50
Solar
Worldpay
X (Twitter)

Integrations

ABLE Platform
Adobe Acrobat Sign
Banker's Dashboard
Boutir
ComplianceOne
Facebook
Gmail
Google Analytics
LiveChat
MX
Microsoft 365
Microsoft Outlook
Nasdaq Verafin
RSA SecurID
Sage 50
Solar
Worldpay
X (Twitter)
Claim FPS GOLD Banking Software and update features and information
Claim FPS GOLD Banking Software and update features and information
Claim Gold-Vision CRM and update features and information
Claim Gold-Vision CRM and update features and information