GoldMine CRM

The Simple, Affordable, and Proven CRM Solution

Automate Your Operations

GoldMine has been proven to improve sales and save time by automating many of the day-to-day operations of any business and organizing internal relations as well as customers.  Since GoldMine has been working for so many for so long, your business can rest assured that it is secure and that there are many opportunities for growth along the way.

GoldMine CRM is time-tested and simple to use for any organization. Since its inception, GoldMine has been refined to allow for maximum flexibility and customization. With the recent trend of subscription-style payments for software, it is more affordable than ever. Own GoldMine to have a permanent mainstay in your company and customize it to your needs.

Proven History

Basic Features

Custom Fields & Templates

At the center of a relational database is the need for custom fields. GoldMine has an easy set-up that gives you unparalleled access to important data. Industry templates also speed up repetitive tasks and ensure a constant look and feel that fits your business.

  • Easy do-it-yourself customization
  • Every field is searchable and reportable
  • Templates to save time and improve consistency

Assign Tasks & Activities

Having data is great, knowing what to do with it is even better. With GoldMine, you can drive business activities and track who is doing what. Better management means more profits.

  • Full calendaring across your company
  • Assign tasks, calls, emails and other activities
  • Full automation and reporting on activities
  • Works in the office and on-the-go
  • Easy to Use
  • Very affordable for small and medium sized businesses, (for companies that have between 3 and 500 employees)
  • Best value and no monthly subscription fees
  • On-premise database integration
  • Flexible and Customizable
  • Custom data fields and reports
  • Change organization of tabs and fields

Dashboards & Sales Forecasting

GoldMine understands what’s important to business leaders – fast and easy access to important metrics across all of your departments. Fully customizable charts, colors, and datasets will help you manage for success.

  • Customizable dashboards across all business units
  • Powerful sales forecasting
  • Visualize your data for important insights
  • Create simple sales forecasts
  • Use Opportunities tab to manage more complex sales
  • Great for Sales and Marketing

Advanced Features

  • Use filtering to prepare segmented lists – create groups of contacts for ease of access
  • Audit trails of user changes including logging of key field changes
  • Integrate to other applications to view customer information from websites and local database applications
  • Import and export tools
  • Advanced field level synchronization to provide offline access remotely

Add-Ons & Integrations

Get even more value out of your CRM when you integrate it with other leading business applications for marketing, accounting, and other sales-related tasks. GoldMine integrates with leading 3rd party providers.

What We Can Do For You

  • GoldMine can effectively deal with at least 80% of possible needs out of the box at 20% of the cost
  • Training resources and service from an experienced team
  • Concerned about setup time and keeping your business from running? Quickstart may be the option for you!
    • Lighter on customization and features, but still provides most of the tools of GM that your company will need to succeed in a hurry.

Watch a demo to learn more!