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GoldMine

3.7
(141)

GoldMine is a CRM solution that is easy to use, GoldMine allows you to focus on building long-lasting customer relationships.

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GoldMine review by Keith R.
Keith R.
Validated Reviewer
Verified Current User
Review Source

"Decent for 2002"

What do you like best?

Goldmine allows for a lot of customizability. It allows small businesses an easy way to build a contact database and use it effectively without having to invest in a cloud-based solution.

What do you dislike?

The outdated interface. GoldMine shows its age the minute you open it. The system functions solely on-premise and requires much more maintenance than a similar cloud-based service. It proves difficult to integrate with the most common applications. The Outlook integration is slow and cumbersome, but you use it so you have a modern interface, unlike GoldMine's built-in client. The accounting integration is a joke and doesn't function easily.

What business problems are you solving with the product? What benefits have you realized?

GoldMine is a simple contact database. It allows you to manage sales and support from a single interface. It allows you to manage your workload and set automatic follow-ups. It takes a while to train yourself to use the software.

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GoldMine review by Administrator in Information Technology and Services
Administrator in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Very competitive product"

What do you like best?

Easy of use, automated processes are very powerful, pre-defined dashboards are very useful and you can create the ones you need. You have many add-on products that complement the functionality like MasterMine that gives you power trrough pivot tables in Excel

What do you dislike?

They don't offer sql server and crystal reports for free. If you want to buy licenses and are not current with the upgrade protection program (UPP) they don't sell them, also, if you don't pay the UPP and want to renew it later they charge you the time you didn't pay. The Spanish version is outdated several years ago

Recommendations to others considering the product

If you want to own a product this is the right one

What business problems are you solving with the product? What benefits have you realized?

Problems: Lack or communications among different areas, information in many databases

Benefits: Correct follow of the customer, keeping contact with customers. We have an organization communicated

What CRM solution do you use?

Thanks for letting us know!
GoldMine review by Michelle R.
Michelle R.
Validated Reviewer
Verified Current User
Review Source

"GoldMine is a diamond in the rough!"

What do you like best?

The search capabilities have saved us several times. The organization of each account is definitely helpful as well.

What do you dislike?

The complex process of connecting email to GoldMine is frustrating- however, we are also frustrated that we aren't using GoldMine to full potential - which is definitely our fault!!

Recommendations to others considering the product

Keep your team on the same page with GoldMine! It is so helpful as an intranet where you can store valuable information for keeping your company on track!

What business problems are you solving with the product? What benefits have you realized?

We are moving away from relying on paper files and moving toward more organization and consistency. We are able to keep track of customers' orders, quotes sent, contact information and so much more.

GoldMine review by John B.
John B.
Validated Reviewer
Verified Current User
Review Source

"Goldmine CRM a repository for all your Customer Information"

What do you like best?

Email, note, and customer interaction tracker for each customer or supplier that we deal with. You can quickly find out what your last interaction with that customer was, and where to go from there. This is a great system if multiple reps are working multiple accounts across multiple locations or if it is a customer you have not dealt with in a while.

What do you dislike?

No instant contact duplicate warning, there should be a pop warning you that a contact exsists instead of running a program to check if duplicates exsist, and maybe an easier way to merge contacts if a duplication exsists. Sometimes SQL integration can be clunky, i actually miss when dbase was part of the package and you didn't have to rely on sql.

Recommendations to others considering the product

At least download the trial to see if this software will meet your needs, Try before you buy. You won't be able to make an informed decision without at least comparing Goldmine with other popular CRM products.

What business problems are you solving with the product? What benefits have you realized?

We solve the problem of customer tracking, so if a different customer service rep picks up the phone they can easily see through notes and history what was the last interaction with this customer (pricing, products they use etc.) This has made customer interactions quicker and more precise.

GoldMine review by Joseph L.
Joseph L.
Validated Reviewer
Verified Current User
Review Source

"My Career with Goldmine......"

What do you like best?

Company contacts & history of same all in one application.

What do you dislike?

The program can be unstable. The Universal Search feature really isn't so universal.

Recommendations to others considering the product

I would not recommend an immediate company wide roll out.

I would start with a small, sellect few individuals first. These need to be part of a team that was formed to investigate the need for a CRM program. Start with 3-5 seats. Set up the company and have these team members use the product for at least three months. Engage a Goldmine consultant (pay them) to work with you on the installation, training. Get buy in from your IT department. If they will not support it you are looking at an on going expense by having to rely on outside assistance. This is a great program but it will need constant updates to keep it running smoothly. I started using this back in 1995 as a project manager for a construction company. They didn't have any kind of a CRM at that time with several offices and revenues in excess of $250 million year. I did the research and picked Goldmine over several others that were available at that time.

What business problems are you solving with the product? What benefits have you realized?

We have modified the program to track our dog sales & inventory. We are able to track a dog from the vendor we purchased from all the way through the various kennel locations we own, through those kennels and then ultimately to the end user that we sold the dogs to. Think of how our criminal justice system works. The dog being the human criminal. From be arrested and then processed through the courst, jails & prisons. Kind of the same idea but for dogs. We can tell you where any dog came from to where it currently is located today.

GoldMine review by Henry F.
Henry F.
Validated Reviewer
Verified Current User
Review Source

"Goldmine for Recruiting and Tracking Candidates and Clients"

What do you like best?

Look up and customizing fields is very easy. We have expanded the power of Goldmine by utilizing SQL back end processes to perform updates, scheduling, etc. The Dash board has been very useful!

What do you dislike?

Project module is cumbersome. Internal GM emails are not correctly reflected in the history and macros could be more used more for automation.

Recommendations to others considering the product

Document your process for everything you do/ based on each user in your organization. Then incorporate from the beginning any automation possible, set policy for your users on required fields and usage, don't allow your database to be ruined by users not following the process!

What business problems are you solving with the product? What benefits have you realized?

Tracking candidates, their skills, stay in touch, our pipeline of candidates to follow up on. Benefits have been that we have successfully done that ;-) It is a huge time saver for our recruiters and management can see in seconds our progress on staffing jobs.

GoldMine review by Kim C.
Kim C.
Validated Reviewer
Verified Current User
Review Source

"One-Stop Shop"

What do you like best?

All forms of communication are filed in the history of the contact with whom you are communicating. This means there is no sorting through the record of a corporation to find an email sent by a specific individual. This enables true team selling - sales management is always 100% informed on the progress of every sale.

What do you dislike?

I wish there was a feature available on each contact that keeps track of the amount of time elapsed since the last 'touch.'

Recommendations to others considering the product

It's worth the time to get it set up and running.

What business problems are you solving with the product? What benefits have you realized?

We do very concise targeted marketing at a very low cost because of the way we have tracked activities. I've created a number of fields that contain these data, then, using GoldMine's reporting capabilities, I send relevant, helpful, pithy emails with an open rate of over 18%.

GoldMine review by Nicolette K.
Nicolette K.
Validated Reviewer
Verified Current User
Review Source

"Customer database with easy customization options. "

What do you like best?

Easy to customize filters and customer information. Accounts are sorted into territories and sales personnel can easily find customers based off location, phone number, other vendors, time zone and more.

What do you dislike?

It does not allow order entry. We must use different software to place orders.

Recommendations to others considering the product

Good for use as a customer database.

What business problems are you solving with the product? What benefits have you realized?

GoldMine provides us with an expansive customer catalog. We are able to easily store and search for accounts.

GoldMine review by Jay B.
Jay B.
Validated Reviewer
Verified Current User
Review Source

"Great CRM all-in-one"

What do you like best?

It's like Outlook with enhanced CRM options, such as form generation, more in-depth client data, and customization. This has been a tremendous tool for our sales team and they love it!

What do you dislike?

I would like better integration with outlook without having to purchase additional add-ons. This was originally marketed to us as as replacement for outlook that integrated with Exchange. Turns out this was not the case.

Recommendations to others considering the product

Take the time to evaluate what you needs actually are. We tried to deploy this as a replacement to Outlook for the entire office, when it turns out we really only needed it for our sales teams. It is a wonderful product, but take time familiarizing yourself with it before deciding on the number/group of users actually needed.

What business problems are you solving with the product? What benefits have you realized?

Better management of sales funnel and leads.

GoldMine review by Nancy M.
Nancy M.
Validated Reviewer
Verified Current User
Review Source

"Easy to operate CRM, ease with reporting"

What do you like best?

New record entry, History tab captures good amount of text, running scripted reports, output to excel easy enough.

What do you dislike?

The spinning circle when it cannot match your search request - it spins forever. A pop-up window stating match not found would be better. Mobile App needs another look. with IPAD use. Most sales people will not migrate to their laptop if they've been on an IPAD with GM and session wasn't successful.

Recommendations to others considering the product

Make sure everyone is on board and understands their part in data entry.

What business problems are you solving with the product? What benefits have you realized?

We need to get all tasks associated with Sales Team functions completed. Sales Teams need to spend more time so they will see the value in their data entry for their reporting results. We also have very old records that need to be merged, purged, etc.

GoldMine review by Gary Z.
Gary Z.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"The best CRM tool for the money. Very stable, very feature rich."

What do you like best?

GoldMine can track all your interactions, email, appt., calls, anything. It will track your sales pipeline, automate many repetitive tasks, and much more. Also, the upgrade path has been good and HEAT Software continues to develop and enhance this great product. Now with Web and Cloud options GoldMine is by far the best value for you money.

What do you dislike?

It would be nice to customize some of the areas that are not customizable like the entry screens for Activities, especially the Sales Forecasting screen.

Recommendations to others considering the product

Give it a try.... great product and there are many partners that are available to help you get up to speed quickly.

What business problems are you solving with the product? What benefits have you realized?

We have used GoldMine to create our Corporate Memory. This allows all of our team to be on the same page and when new people come on board they can quickly get up to speed with where our clients are in any process, be it sales, customer service, or marketing. GoldMine integrates well with Constant Contact. So when an email campaign is sent you can return the results to GoldMine and make appropriate follow ups based on those results.

GoldMine review by Shellie B.
Shellie B.
Validated Reviewer
Verified Current User
Review Source

"Excellent CRM"

What do you like best?

The most important item to me in GoldMine is the ability to make my own fields and tabs. This has allowed us to manage our insurance brokerage since 2000 in a very efficient and effective way.

What do you dislike?

Not so much dislike - but don't fully understand how to use the Service area of the application

Also need more training on reports, how to build them etc.

What business problems are you solving with the product? What benefits have you realized?

We're able to keep all the information we feel is important for our agency (something you can't do in an insurance CRM that won't let you create fields) We can also efficiently create forms and application from the program through Word and get them to our carriers and insureds.

GoldMine review by Administrator in Computer & Network Security
Administrator in Computer & Network Security
Validated Reviewer
Verified Current User
Review Source

"Best historical data retention, room for lots of customization."

What do you like best?

Goldmine is a powerful tool, and we have had the chance to compare customer records we have in Goldmine vs some of our partners who use SalesForce, Act, etc. Our records are always better - never been a exception. We have all notes, customer meetings, email history., customer PO's and quotes under the one record. We do not have a manufacturer or partner who deals with the same customers with all our data. They come to us to see who to call.

What do you dislike?

The bid disadvantage of Goldmine is it is very unlike Outlook and Sales Force - and that is what people are familiar with. So there is a learning curve, and when we bring new employee's in it takes a while for them to get used to how to do things.

What business problems are you solving with the product? What benefits have you realized?

Customer historical data to allow us to suggest new or appropriate solutions based on their environment, what they have tried in the past, etc.

GoldMine review by Administrator in Financial Services
Administrator in Financial Services
Validated Reviewer
Verified Current User
Review Source

"Goldmine is my Goldmine"

What do you like best?

Contact oriented, custom screens , good searches.

What do you dislike?

With the new version even though I tell the computer to use Goldmine as my email client, I can't do what I did before Windows 10 where I hit an email address anywhere in the computer and it would go through Goldmine. SO the application I made that I have been using for 30 years I went backwards in functionality.

The filter and search changed one of the fields of state so had to redo searches. Have not figured out how to do the smart query and turn it into a saved search report. The integration of word has lost functionality because its tough to do a mass mailing other than doing an email blast . I don't like the new alarm function as it is an all or none. as it used to be if you dismissed a alarm for a contact before it would go to the next one. I don't like that I need to buy an outside program to do automated dialing of a list. In other words if you created a list and started calling as soon as you finish one another should show up. Had that function 20 years ago with another CRM

Recommendations to others considering the product

Doesn't integrate with Google docs and you want to have a better integration with outlook as opposed to the GM email client

What business problems are you solving with the product? What benefits have you realized?

I have solved the delegation, scheduling, and storing in a logical format information

GoldMine review by User in Wholesale
User in Wholesale
Validated Reviewer
Verified Current User
Review Source

"i work full time as inside sales account manager and this is fantastic"

What do you like best?

i thoroughly enjoy the well thought out template created. While we only utilize a fraction of what the system can do, it does with ease. Being able to manage my day to day business is leaps and bounds better than a decade ago. Each update brings new bells and whistles to consider and most work well with our sales environment.

What do you dislike?

One of my biggest complaints is NOT being able to arrow over from pending to history to additional contacts, etc as i DESPISE using the mouse. I understand Goldmine is a right-click button happy program, but the more i can avoid using the mouse the better off we are.

Recommendations to others considering the product

If you're looking for a solution to manage any customer base, this is it. It's BEYOND robust and can be tailor fit for your specific needs

What business problems are you solving with the product? What benefits have you realized?

Data integrity is paramount if you want to maintain a database of existing customers. Being able to manage certain SIC accounts for specific campaigns is a breeze. I can quickly identify my pharmacies from hospitals and move forward with my email campaigns very fast.

GoldMine review by Cazzonelli S.
Cazzonelli S.
Validated Reviewer
Review Source

"Company database"

What do you like best?

I really like the easy access of goldmine. It lets me find contacts very easy and send emails. We really enjoy using this as a mass email tool. I personally use it to follow up on quotes which makes it really easy to send the email. Next time around i am able to review the last email so i dont have to remember what i said but it is right there in front of me. We also use Goldmine to connect our product to users which makes it very helpful if there is a problem down the road.

What do you dislike?

i would like to get more information on how to store data and make appointments. It seems like we can do so much more with Goldmine but we are not using the full capability. I am under the impression this might be something that is due to us not knowing but i think that if we get proper training or advising, we would use the full capability of Goldmine. We would most likely add more users and use the software company wide

Recommendations to others considering the product

Use it. it is a great tool for what we use it right now. I believe there is much more for us to experience

What business problems are you solving with the product? What benefits have you realized?

We are connecting people to our products which makes it very easy to track who has our products. this way we are able to contact users and tell them more about any news

GoldMine review by Bill T.
Bill T.
Validated Reviewer
Verified Current User
Review Source

"Best CRM for the price"

What do you like best?

Out of the box it's easy to use and navigate. Once you learn left and right mouse you can pretty well do everything in the program.

What do you dislike?

I would love a better integration to Outlook. I would like some of the calendaring options that Outlook has incorporated into Goldmine.

I would also like the search feature to search both the primary and additional contact in one search

Recommendations to others considering the product

If you go feature by feature, Goldmine still offers more for your money.

What business problems are you solving with the product? What benefits have you realized?

Pricing always comes up and Goldmine is pretty reasonably priced and flexible. Being licensed as a concurrent user program, makes it much easier for small to mid size business to afford

GoldMine review by Tess J.
Tess J.
Validated Reviewer
Verified Current User
Review Source

"Goldmine 2015"

What do you like best?

The system is designed with the salesperson in mind. It can also be simplified for order takers. The reporting is great for managers. The bells and whistles make things easy. The online function is terrific for multi-unit offices.

What do you dislike?

It takes some work to streamline and to set up defaults. It takes someone trained to make the interface right for individual needs. The calendar feature was hard to intergrate. The tab interface is a bit clumsy.

Recommendations to others considering the product

Good product - have good IT

What business problems are you solving with the product? What benefits have you realized?

It helps for staging customers. It also is great for keeping history across the sales floor.

GoldMine review by Alberto D.
Alberto D.
Validated Reviewer
Verified Current User
Review Source

"Still the best solution on the market"

What do you like best?

Its customizability and flexibility. I can lay out the screen any way I want. Integrated e-mail tracking is unmatched. Everything I need is right at my fingertips. I am not stuck with a never-ending monthly bill just to use the product.

What do you dislike?

Enhancement requests can take too long to show up in the product.

Recommendations to others considering the product

Gather your list of business needs and have someone give you a good quality demo based on those needs.

What business problems are you solving with the product? What benefits have you realized?

Keeping informed and up to date. With everything I have going, there is no way I can even imagine keeping on top of everything without it. It's the first program I open and the last program I close.

GoldMine review by User in Management Consulting
User in Management Consulting
Validated Reviewer
Review Source

"I need more training to really get the hang of it, but it is a very useful tool for Sales!"

What do you like best?

I like several of its abilities: You can create groups of all kinds and send out mass mailings. You can work with code and add URL links and pictures. You can create specific fields to sort and create groups. You can track your sales.

What do you dislike?

You do require training in order to use it to its full potential...you pay for maintenance and upgrades, then you have to pay for a partner to help you when you can't accomplish tasks.

What business problems are you solving with the product? What benefits have you realized?

Creating documents to merge in GoldMine is the best. I have created so many different documents that I use all the time, and it creates more time in my day to focus on other tasks because of this feature. I not only use the Documents Email for single client follow-up, but also for mass mailings!

GoldMine review by Vicki W.
Vicki W.
Validated Reviewer
Review Source

"Goldmine is old school and maybe its time for something new?"

What do you like best?

Goldmine came out several DECADES ago and was a really good sales CRM. I think that it's GOOD, but there are things that are better now.

What do you dislike?

The fact that it is old and their leadership moved on to create a more robust software called Nimble. It just seemed dated. The challenge is that there are so many softwares to choose from. You need to decide whats best for you!

Recommendations to others considering the product

Check and see if you need more robust features like following up via social media.

What business problems are you solving with the product? What benefits have you realized?

Great for keeping track of leads, sales generation, follow up, etc.

GoldMine review by Terry P.
Terry P.
Validated Reviewer
Verified Current User
Review Source

"Goldmine Administrator: Great CRM Product & Critical To Our Success!"

What do you like best?

Goldmine is integral to our company's success, and we have been using it since 1996. Small business, 1 location, less than 20 employees. It's so important that we actually threw a party to celebrate our 10 year anniversary with the Goldmine software in 2006.

Every employee touches Goldmine in some way. Power users are in Sales, Management, Marketing and Purchasing. But Accounts Payable uses it and so does our Warehouse! One place to keep track of info for all of our customers, prospects and suppliers. Easy to put information in and to search for it and output it. Serves as our E-mail client.

What do you dislike?

I love the new Dashboard feature. But I wish there was an easier way to create Dashboards. Deleting from Universal Search results would be nice. And color coded backgrounds for record typing.

Recommendations to others considering the product

Success comes when top management understands the importance of Goldmine, and reinforces its usage. Well defined business processes will help you out. Find a Goldmine Solutions Partner, you will need one.

What business problems are you solving with the product? What benefits have you realized?

Every week I find something new in Goldmine to help us work more efficiently.

GoldMine review by Liz M.
Liz M.
Validated Reviewer
Verified Current User
Review Source

"Easy to use so it becomes the home for sales contact"

What do you like best?

I am the admin and user of our GoldMine system. Having a system that allows easy creation of new fields for customizing is key. Having the correct fields means that it is used more. I also train new sales people and find that it doesn't take long to have people up and running quickly.

What do you dislike?

I don't like that I am short on time to use all that GoldMine offers - primarily Web Import and Automatic Processes. Once I get these set up, my efficiency will increase quickly. The ability to set these up without programmers is delightful.

If I have to be picky about one thing, it would be that the field name "Fax" is now labeled "Mobile" on additional contacts. If you swap an additional contact with the primary, the mobile number transfers to the "Fax" field. Leads to confusion.

Recommendations to others considering the product

The add on modules (wMobile and MasterMine specifically, are very useful in using GoldMine.) The ease of set up, of use, of administering makes it my favorite. I came from a global company using SAP (I was on global implementation team) and can't imagine a small company our size using anything that large. I've reviewed several of the competing companies (SugarCRM, SalesForce) and we are sticking with GoldMine.

What business problems are you solving with the product? What benefits have you realized?

Our inbound leads have skyrocketed and processing of them has to be automated. I can use GoldMine for this.

Also when a sales person leaves, I have all their contact history with clients and prospects in GoldMine. It truly is a Goldmine for us.

GoldMine review by David M.
David M.
Validated Reviewer
Verified Current User
Review Source

"Very robust with many features and room to grow with the business."

What do you like best?

The integration of Constant Contact and wide availability of customization.

What do you dislike?

Having to use dBase in Rule Base Select. This should be sql based, or have a user interface for not dBase or sql users to create the rules for custom fields.

Recommendations to others considering the product

With the ability to fully customize screens and tabs for different departments this is a win in my book.

What business problems are you solving with the product? What benefits have you realized?

We have contracts for many clients and if the does not contract renews we have had to identify the loss. The reporting feature appears well equipped to be able to build the dashboards needed for this.

GoldMine review by User in Commercial Real Estate
User in Commercial Real Estate
Validated Reviewer
Review Source

"Goldmine - Costly but it is otherwise great!"

What do you like best?

As an early GoldMne adopter, our business and use grew along with GoldMine's capabilities. We always prized its flexibility and ease of use - and we were particularly pleased with the breadth of its features.

What do you dislike?

Over the years we became a GoldMine dependent business, but we started to feel the pain of its high cost: Both with the fees of consultants and the corporate costs.

Recommendations to others considering the product

Regardless of the cost, GM is a good, slick product that deserves your consideration.

What business problems are you solving with the product? What benefits have you realized?

When we moved to a suburb of Los Angeles, we could no longer afford to pay hundreds of dollars per hour for consultants who also charged for their drive time. We were running GM on our own server and the costs were mounting. Sadly, and almost entirely because of cost issues, we moved to a Salesforce product.

GoldMine review by Lisa L.
Lisa L.
Validated Reviewer
Review Source

"Excellent tool for maintaining our 10,000 contacts"

What do you like best?

We are able to enter and query every contact detail, every purchase, every registration, every product in one location.

What do you dislike?

The mail merge feature doesn't always work the way I'd like.

Recommendations to others considering the product

If you have a large database/customer base that you need to regularly update, report on, query past purchases, contact based on previous purchase, physical location, etc. Look at the GoldMine specs. I bet it will do whatever you need.

What business problems are you solving with the product? What benefits have you realized?

Knowing who has attended out events, reaching out to people based on past activity with us, emailing customers.

GoldMine review by Dana P.
Dana P.
Validated Reviewer
Verified Current User
Review Source

"Sales Coordinator"

What do you like best?

The flexability in data storage. I use it to keep tracks of orders, and other information for quick reference as needed.

What do you dislike?

There really isn't anything that I dislike.

Recommendations to others considering the product

What you can use it for is various, can match to your specific needs.

What business problems are you solving with the product? What benefits have you realized?

Being able to log into customer's information their warranty information. This helps to keep us from having missing parts or issues for warranty.

GoldMine review by User
User
Validated Reviewer
Verified Current User
Review Source

"Useful and relatively customizable"

What do you like best?

Ability to customize the stats/customer information available on the main screen. Calendar is useful, including the ability to drag call appointments to different days.

What do you dislike?

There is some difficulty in searching by key word in the "reference" section, even within one specific territory. Also, the contact information is difficult to update.

What business problems are you solving with the product? What benefits have you realized?

Using them as our CRM software for basic customer organization, notes, and cold calling. Useful for organizing customer contacts and results of those contacts.

GoldMine review by Dan R.
Dan R.
Validated Reviewer
Verified Current User
Review Source

"Goldmine is the leading CRM tool in my opinoion"

What do you like best?

Goldmine is an easy to use software for those interested in maintaining strong client relationships, even in large organizations, or organizations with a high turnover. Simple to use interface. Fast response time. Ability to create both groups on the fly, as well as filtering contact based upon one or multiple criteria.

What do you dislike?

Wish it was more cloud based. Would be even better if there was an I Phone app that linked to Goldmine. There is, but non-native. Some reports could use more development; there are second had vendors who have applications to extract and prepare reports based upon Goldmine data, but it is a pain. I wish it was a native part of Goldmine.

Recommendations to others considering the product

Consider who controls your information when considering a CRM. Most cloud based systems do not allow you to control your data.

What is the long-term cost of paying a monthly data management fee, versus owning your own software install?

What business problems are you solving with the product? What benefits have you realized?

Problem solved - better communications with client, ability to keep history of staff/client interaction even when staff move on to other jobs.

Ease of mass, 1 on 1 communications with our various clients - and storing copies of all e-mail communications in the client history. Ability to customize fields has been vital.

GoldMine review by User in Financial Services
User in Financial Services
Validated Reviewer
Verified Current User
Review Source

"GoldMine Review"

What do you like best?

GoldMine has been a big part of my business for over ten years. I like the fact that we can create our own custom fields and set them up how we use them for our business. Also, the ability to have that information populate into templates we create is very powerful for the documents we use with our clients.

What do you dislike?

There is a field limitation of 1000 fields which isn't an issue for most, but we track a lot of our clients information so we are near the maximum allowed.

Recommendations to others considering the product

Definitely worth looking at no matter the size of your business.

What business problems are you solving with the product? What benefits have you realized?

GoldMine has allowed us to be efficient by tracking all of our information in one place and integrate it with our processes.

GoldMine review by Don F.
Don F.
Validated Reviewer
Verified Current User
Review Source

"Have used Goldmine since 1996 - Very Frustrated - Looking for an alternative"

What do you like best?

Automated Processes,

Macro's when working (depends on the version of Windows, currently Marco's are not working)

What do you dislike?

1) AICPA seminar presenters no longer recommend Goldmine (Currently, Goldmine is a stay away from product.)

2) Goldmine reports are horrible, time wasting, and several only work depending on the release, Currently, there is no training videos, webinars, etc. for Goldmine reports.

3) Customer Service/Support is horrible (do not know where to start),

4) Goldmines competitors have passed by the product technically,

Recommendations to others considering the product

Stay away from.

What business problems are you solving with the product? What benefits have you realized?

Tax Return processing.

GoldMine review by Kenneth H.
Kenneth H.
Validated Reviewer
Verified Current User
Review Source

"Goldmine Review"

What do you like best?

The history tracking is superb and well organized. Being able to filter by sender from within an account really make finding that needle in the haystack easier

What do you dislike?

It's very robust but fairly complicated to configure on the back-end unless you're familiar with SQL.

Recommendations to others considering the product

Be patient with the learning curve, it will be fruitful in the end.

What business problems are you solving with the product? What benefits have you realized?

We're able to track history much easier now, and the benefit is being able to consolidate all sorts of activity history, including emails, calls, and notes.

GoldMine review by Bill T.
Bill T.
Validated Reviewer
Verified Current User
Review Source

"Golmine CRM"

What do you like best?

I love the integration between the word Document templates and the contact information allowing me to develop approved branded quoted templates for myself and the sales team. In addition I love the template emails as we sell multiple product lines each with specific sell sheets that can have PDF attachments

I like that we can generate and customize lists and reports

What do you dislike?

The cost of upgrades

The help section could be better

Recommendations to others considering the product

comfort working with computers and servers

What business problems are you solving with the product? What benefits have you realized?

quick customer information response

GoldMine review by Ariel V.
Ariel V.
Validated Reviewer
Verified Current User
Review Source

"Ok for a CRM"

What do you like best?

It offers a simple way to keep a list of contacts and make sure you are following up with clients and leads.

What do you dislike?

It has its bugs. It can run slow and sometimes it will not link properly. Proper formatting in email is atrocious - it's better to format an email in Word and copy and paste it.

What business problems are you solving with the product? What benefits have you realized?

It's easy to send emails out to multiple people and format them with a personal touch. It would be nice to send a larger amount of emails without causing the system to slow.

GoldMine review by Larry M.
Larry M.
Validated Reviewer
Verified Current User
Review Source

"GoldMine is your pot of Gold."

What do you like best?

GoldMine is simple to use, easy to train users and easy to manage. Our Sales Staff lives and breathes because of GoldMine. The Sales people are always making updates and checking appointments and making notes about conversations with customers. It's a fantastic tool, easy to deploy and super easy to manage. Runs very efficiently on SQL Servers and is very user friendly.

What do you dislike?

The only think I dislike is that we did not decide to use GoldMine sooner

Recommendations to others considering the product

This is the easiest of all CRM packages to deploy and be certain that your users will enjoy the experience.

What business problems are you solving with the product? What benefits have you realized?

Customer contact is easy to keep upto date, and Sales People rely on the notes and information they post to the individual files to keep them current with customer needs. It's invaluable for appointments.

GoldMine review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Review Source

"Goldmine makes me the CEO of my own business"

What do you like best?

Speed. Can get to any contact, any phone number, any task at lightning speed then auto dialing or emailing or whatever the task is at hand. Goldmine makes me the CEO of my own business. Love the document management, templates and the ease of managing email merges.

What do you dislike?

The maintenance policy. I am only one man. Having to pay for four seats every year is an annual chance to be annoyed and drop coverage and change the company's standard fair web based thing.

Recommendations to others considering the product

For me, Goldmine is a client/server application. So it gets panned for not being a 100% web based. The UI is busy. Which is what makes it so great for a Sales professional. But also makes it seem out of step. Don't be fooled. GM is reliable and fast. It has the well conceived features that make a Sales professional productive. Senior Executives fall for the 'so-called' wonders of WEB based CRM reporting. But years after the CRM has been implemented, the Sr. VP of Sales is still walking around with an excel print out of the forecast in his pocket. If you know and love GM, you will sell more. Except for I.T. geeks, I am pretty sure that is the top priority for everyone. Oh yeah. One more thing. GM has a fine set of reporting for senior execs.

What business problems are you solving with the product? What benefits have you realized?

Efficiency of running the territory. So much productivity. I am so much faster than my poor co-workers at getting volumes of business done. Sales is a numbers game for sure. I hate chewing up the time on metrics if it takes away from driving known prospects through the pipeline. Goldmine keeps the grind it out part of the job manageable. Goldmine is also indispensable for moving prospects and customer forward in the sales cycle by enforcing reminders to NOT miss a step and also to make sure I keep focus on the steps in a timely manner.

GoldMine review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Review Source

"Very Mature = Highly Functional CRM"

What do you like best?

Goldmine has been around for a long time. There is so much functionality available in the software that is not available in more recent entries into the CRM market.

What do you dislike?

Still sometimes confusing of how to use a Contact vs Additional Contacts. Just have to think through it before you commit to what your organization's standard will be.

Recommendations to others considering the product

Get a very detailed demo of all the functionality of the product before you begin. Make plenty of notes to yourself of what functions you will use. List those functions in order of importance and implement as you go. Allocate the time and resources to configure the system upfront based on how you are going to use it.

What business problems are you solving with the product? What benefits have you realized?

As simple as it is having all your contact and their details quickly available is still the biggest benefit. I use the Project Tracking to help keep up with where I am and what step is next in managing SEO programs for customers.

GoldMine review by Administrator in Consumer Services
Administrator in Consumer Services
Validated Reviewer
Review Source

"Goldmine CRM - For Better or Worse"

What do you like best?

Goldmine is a powerful CRM allowing users flexibility and options. It is straightforward and, depending on the level of information and reporting, easy for the end user to master. The Outlook plug-in is helpful.

What do you dislike?

The Goldmine Mail Client is very poor. We had to create g-mail accounts for everyone because Goldmine was stripping all our attachments off the emails when they were opened. Gmail saved them.

Goldmine's Outlook plug-in, while helpful, is limited in its capabilities. Every business is different and in ours, we need to link outlook emails using fields that aren't available with the plug-in.

While Frontrange support is available, there is at least one first line technician who is extremely rude. I will not speak to him when I call in. Our Goldmine partner, while knowledgeable about many aspects of Goldmine, doesn't know how to handle some of our questions.

Recommendations to others considering the product

Make sure you get a good Goldmine partner at the very beginning. Switching partners is a difficult and expensive undertaking. Also, make sure Goldmine is the right software for your particular business application.

What business problems are you solving with the product? What benefits have you realized?

We have been able to track our clients and their contracts fairly well. We have had to hire someone in-house to work directly with Goldmine on the reporting and database cleanup. We are progressing in our reporting and clean-up. We are also working on a new build for better contract and agent commission tracking.

GoldMine review by User in Financial Services
User in Financial Services
Validated Reviewer
Review Source

"Great software, very versatile and customizable"

What do you like best?

We love how easy it is to customize Goldmine. We use this CRM extensively in our office and appreciate that it's server based, versus internet based like a lot of new software. It moves quickly, keeps everyone in the office up to date all the time and we are able to provide excellent service to our clients.

What do you dislike?

The only major dislike is we haven't figured out how to use cloud syncing so we can access our database easily from a mobile device.

Recommendations to others considering the product

Make sure you are okay with a server based product before you make a commitment one way or another.

What business problems are you solving with the product? What benefits have you realized?

We stay committed to providing the absolute best service in our industry. In doing so, with a team of 6, we need to be able to stay up to date with client requests, statuses of items, and all the various steps that we complete for a new or existing client. Goldmine allows us to do all of that in more in just a few clicks. We are able to keep our clients happy and bring on new relationships using this software.

GoldMine review by Eric W.
Eric W.
Validated Reviewer
Review Source

"Goldmine has been my contact managmenet software for the last 10 years."

What do you like best?

It allows me to build all sorts of files and I can sort them in a variety of ways depending on the need of the day.

What do you dislike?

It almost has too much functionality and given that I know I do not use more than 30% of its capability.

Recommendations to others considering the product

go through the training but not all at once - spread it out

What business problems are you solving with the product? What benefits have you realized?

Staying in touch with customers based on reminders I have in place are most important. Obviously the benefits are that each client feels important because we are following up with them and based on our notes (both personal and business wise) they feel as if they are more like friends vs. customers

GoldMine review by Ryan B.
Ryan B.
Validated Reviewer
Review Source

"Gets better with age"

What do you like best?

Goldmine has become more user friendly, much easier to navigate.

What do you dislike?

I cannot say that there's really anything I "dislike". Great product.

Recommendations to others considering the product

Goldmine used to be very difficult to use. It has become so much easier to use, to teach to new users also. I have tried demos of other software, hated it. Definately go with GM, they have the solution, trust me!

What business problems are you solving with the product? What benefits have you realized?

I'm the type of person who scribbles notes down while on the phone onto any paper i can find lying around. I've trained myself to automatically put all my notes/info into the system and i actually save time, and have increased productivity exponentially.

GoldMine review by Keliikipi M.
Keliikipi M.
Validated Reviewer
Verified Current User
Review Source

"Great tool for keeping your team organized!"

What do you like best?

I like the fact that you can create records and customize fields to fit your needs. This allows me to keep multiple teams, organized.

What do you dislike?

My least favorite feature, is the Goldmine Alarm. I haven't quite figured it out how to use it efficiently.

What business problems are you solving with the product? What benefits have you realized?

I'm solving a lot of issues that deal with documentation. Being able to help sort and customize notes/memos, is a huge benefit for me.

GoldMine review by Executive Sponsor in Construction
Executive Sponsor in Construction
Validated Reviewer
Review Source

"Vice President"

What do you like best?

Easy to use and inexpensive. We use both for tacking clients and finding our vendors for construction. It is the best giant rolodex that you can find. We are mature users as we have had since 2000.

What do you dislike?

It needs to have multiple product types to search and a better way to use in on a smart device. Also would like better reports available. Goldmine needs to work with it's end users to get a better product.

Recommendations to others considering the product

original setup is very important, but it is easy to add or re-setup if needed

What business problems are you solving with the product? What benefits have you realized?

It helps us find vendors for unusual items when bidding or trying to solve a problem. Most of the time you may use a vendor in the past, put them into Goldmine, then you have them forever. Especially good for new younger employees that may not know the vendors.

GoldMine review by Executive Sponsor in Management Consulting
Executive Sponsor in Management Consulting
Validated Reviewer
Verified Current User
Review Source

"Goldmine is still one of the best"

What do you like best?

I've used Goldmine for years and still love the ability to easily track and market to my clients. The ability to keep track of each contacts activities is critical with any effective marketing campaign. Goldmine still does this the best and has a very low total cost of ownership.

What do you dislike?

licensing model is not my favorite. I don't like that you are required to buy a minimum number of users. Also I haven't seen a good cloud solution yet from Frontrange

What business problems are you solving with the product? What benefits have you realized?

Tracking marketing campaigns is a primary benefit Goldmine offers. Creating and sending personalized email marketing is so simple - I love it!

GoldMine review by Administrator in Facilities Services
Administrator in Facilities Services
Validated Reviewer
Verified Current User
Review Source

"Goldmine"

What do you like best?

It has a lot of features and the user interface is pretty straight forward. It was in the top 3 CRM products we seriously considered.

What do you dislike?

Ultimately, we chose to go with Salesforce primarily due to the API and the ability to interface with our other proprietary software (this was a preference of our programmers).

Recommendations to others considering the product

Very good company to speak and consult with. They were not pushy and provided alot of answers and alternatives.

What business problems are you solving with the product? What benefits have you realized?

Ultimately, we chose to go with Salesforce primarily due to the API and the ability to interface with our other proprietary software (this was a preference of our programmers).

GoldMine review by User in Higher Education
User in Higher Education
Validated Reviewer
Review Source

"Gets the job done "

What do you like best?

Goldmine was very simple to use. It was easy for me to create, edit, and manage the hundreds of contacts id view each day.

What do you dislike?

Maybe things have changed since I last used GoldMine but I wish it was easier to upload and manage a bunch of records at a time instead of individually.

Recommendations to others considering the product

It was a feasible tool for the small size of the company I worked for but I feel like there are better options out there.

What business problems are you solving with the product? What benefits have you realized?

I had used GoldMine as a prospect database for potential clients. It made mass communication to them easier.

GoldMine review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Good, but Dated"

What do you like best?

Very powerful CRM with full suite of contact management, lead management, and mail-merge functionality. It integrates well with G Suite for Business through the RIVA CRM integration solution.

What do you dislike?

Very dated and confusing interface, difficult to customize (eg. hide unwanted features for deployment), difficult to administer.

What business problems are you solving with the product? What benefits have you realized?

Goldmine helps us turn communication activities into shared company knowledge, and leverage relationships to support sales and operations.

GoldMine review by User in Machinery
User in Machinery
Validated Reviewer
Verified Current User
Review Source

"GoldMine served our needs nicely..."

What do you like best?

What I liked best about Goldmine was the easy integration with email. Emails sent were automatically linked to a contact (recipient). We could take that a step further and link it to additional contacts which was great for us. We could associate the same email with the prospect (or customer), a manufacturers rep and a distributor.

What do you dislike?

We found it difficult to get all of the information we were looking for when we exported a list to Excel. For example, if we were making a list of customers by state or by lead source.

Recommendations to others considering the product

The expense of upgrades is what made us seek a new solution for our CRM needs. That and the fact that we didn't know where to go for support. I fyou have your own IT Dept (we don't) GoldMine will probably work better for you. We didn't have the resources to tailor the software to fit us, we were looking for a more off-the-shelf package which it was for us for a while before our needs changed.

What business problems are you solving with the product? What benefits have you realized?

We used GoldMine for emails, for contact management (reminders) and for creating an opportunity pipeline. The benefit is that if a customer asks us to call back in 90 days we can see that task coming up.

GoldMine review by Jim N.
Jim N.
Validated Reviewer
Verified Current User
Review Source

"Most Robust Features for a SMB"

What do you like best?

GoldMine PE has every possible feature I would expect for desktop CRM in the SMB environment, particularly the integration of contacts, calendar, and email.

What do you dislike?

GoldMine PE does not have a cost effective, easy to implement cloud option. Their cloud option requires a more complicated and costly network, which is not a viable option for stand alone installations.

Recommendations to others considering the product

It's fair easier, more intuitive, and less expensive than SalesForce.com, yet far more robust than all the other popular options. What they need to improve is integration with the many SaaS products out there, as SalesForce.com does do well.

What business problems are you solving with the product? What benefits have you realized?

New customer acquisition, as well as relationship maintenance with existing customers.

GoldMine review by bryan r.
bryan r.
Validated Reviewer
Review Source

"Great product, but feels outdated for todays CRM usage."

What do you like best?

The ability to store as much information and emails as possible.

What do you dislike?

It is hard to learn in the beginning. It took me about 6 months to feel comfortable using the system, and I was not even using the entire system.

What business problems are you solving with the product? What benefits have you realized?

A place to hold all the conversations had with a client, email tracking for a particular order, and holding notes about the client and their company.

Kate from G2 Crowd

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