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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Attract a larger customer base and enhance client happiness by utilizing Gold-Vision CRM, an advanced customer relationship management platform. This versatile solution offers modules for marketing, sales, project management, support, and event coordination, making it ideal for organizations of any size. Key features include automatic email tracking and synchronization, ensuring seamless communication. Additionally, users can leverage the intuitive dashboard to access and analyze crucial customer data for informed decision-making. By implementing Gold-Vision CRM, businesses can significantly improve their interactions and relationships with customers.

Description

PensionGold® software stands out as the most cutting-edge and sophisticated solution for pension administration currently on the market. Tailored for modern web technologies, it serves as a browser-based retirement management tool that offers a wide array of features specifically designed for defined benefit pension plans. This comprehensive software is crafted from the expertise and insights gathered over three decades of industry experience. With its configurable, flexible, and scalable design, PensionGold is underpinned by our unique Enterprise Solutions Foundation (ESF) platform. The ESF employs a multi-tiered, service-oriented architecture (SOA) that not only enhances the functionality of PensionGold’s extensive features but also equips users with design-time configuration tools to seamlessly adapt to their evolving business needs. This innovative approach ensures that our clients can efficiently manage and adjust their pension plans to accommodate any changes in their operational landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

Adobe Acrobat Sign No 
Facebook No 
Gmail No 
Google Analytics No 
LiveChat No 
Microsoft 365 No 
Microsoft Outlook No 
Sage 50 No 
X (Twitter) No 

Pricing Details

$21.50/month/user
Starting price $34.45/month/user
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Esteiro Business Solutions

Founded

2001

Country

United Kingdom

Website

www.gold-vision.com

Vendor Details

Company Name

Levi, Ray & Shoup

Website

www.lrs.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Product Features

Benefits Administration

COBRA Administration No 
Claims Management No 
Deduction Management No 
Disability Insurance Administration Yes 
Employee Benefits Administration Yes 
FMLA Administration No 
FSA Administration No 
Flexible Spending Accounts No 
For Brokers No 
For Employers Yes 
HIPAA Compliant Yes 
Health Insurance Administration No 
Life Insurance Administration No 
Online Benefits Enrollment Yes 
Premium Billing No 
Provider Management No 
Retiree Administration Yes 
Retirement Plan Management Yes 

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