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Don't “rent” your CRM System when you can OWN it and save BIG

Developed with a unique person and organization in mind. Provides extensive contact management, sales automation, marketing automation, scheduling and project management function.

  • Simple
  • Affordable
  • Proven
  • For sales & Marketing
  • For Customer Care
  • For Managers


    • Read more below

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    SIMPLE

    All in one CRM for contact management, sales, marketing, and customer service

  • Powerful Windows Client and Mobile access
  • Install yourself or use certified consultants for custom needs
  • Works with other products you use like MS Office and Constant Contact
  • Add-Ons to include specialized functionality
  • Free online training videos
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    AFFORDABLE

    Same product, two deployment choices - Cloud or Own It:

    Own it (one-time purchase)
  • Lowest cost over over time
  • Shared licenses allows all employees access
    • Cloud Subscription (monthly billing)
  • Less infrastructure cost
  • Great for start ups and organizations without a server
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    PROVEN

    GoldMine is a pioneer in CRM and boasts CRM expertise for over 25 years.

  • Over 2 million licenses shipped
  • In use at small and large companies of all industry types
  • Worldwide network of affordable partners to help you set up or customize
  • Over 250 free training videos
  • GoldMine Community to interact with other users and experts
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    CENTRAL DATABASE

  • Shared database to store information about prospects, customers, and third parties
  • Eliminate duplicate entries
  • Add custom felds
  • Use predefned industry templates
  • Use security features to manage sensitive information
  • Click on any feld to get a fast search
  • Search capabilities to fnd what you need
  • Filter to create segmented lists
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    CONTACT MANAGEMENT

  • Schedule calls, appointments, to-dos and tasks
  • Complete activities and add notes and reporting codes for tracking
  • View pending activities and flter by date or activity
  • Link all inbound and outbound emails using GoldMine email client or Outlook
  • Document Center to merge contacts in email or Word
  • Create and link documents – store locally or in your cloud storage
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    FOR SALES & MARKETING

  • Use fltering to prepare segmented lists – create groups of contacts for easy access
  • Download Constant Contact campaign stats and individual responses to your emails (requires a constant Contact account)
  • Import leads from your website
  • Assign to sales rep by territory using Automated Processes
  • Create simple sales forecasts
  • Use Opportunities to manage more complex sales
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    FOR CUSTOMER SERVICE

  • Use filtering to prepare segmented lists – create groups of contacts for easy access
  • Download Constant Contact campaign stats and individual responses to your emails (requires a constant Contact account)
  • Import leads from your website
  • Assign to sales rep by territory using Automated Processes
  • Create simple sales forecasts
  • Use Opportunities to manage more complex sales
  • Use Campaign Manager to import leads files and assign follow ups
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    FOR MANAGERS

  • See your teams scheduled and completed activities
  • Track quotas and progress
  • Use over 200 included reports for common information
  • Use industry standard tools like SQL reporting services or popular add-ons
  • Create integrated quotes with industry leading add-on QuoteWerks
  • Set security read/write/audit by field and for user groups
  • Automated processes for work flow
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    ADVANCED FEATURES

  • 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
  • Add-on integrations for QuickBooks and Addon software ERP
  • Advanced field level synchronization to provide offline access remotely