Add-ons expand your CRM capabilities for greater productivity and efficient workflows.

Add-ons integrate with accounting software, track order or shipment details, connect your CRM to the telephone, automate marketing, and more! We are here to help. If you have questions about your specific business needs, contact us and and we will find the solution that’s right for you.

Stonefield Query for GoldMine® is an easy to use, that's right EASY TO USE, database report writing, query, and data mining tool designed specifically for GoldMine. Businesses can now put the Business Intelligence reporting in the hands of the end-user where it belongs. No need to hand it off to IT and wait hours, days, or longer for the request to me fullfilled. Moreover, Stonefield Query (SFQ) has been customized specifically for GoldMine giving you an intuitive, easy-to-use reporting solution that you will love!

Features

  • By FAR, much easier to use than Crystal Reports. Non-technical users can create reports in just minutes.
  • Simple Wizard Interface to select fields, sort options, filters and much more.
  • See your labels in the field selection list rather than the field name (ie. USERDEF01).
  • Schedule Reports to automatically print, e-mail, or even export to a file. Imagine walking into the office in the morning and finding your report waiting for you on the printer or even e-mailed to you before you wake up.
  • Custom Detail Types appear as separate tables showing your custom labels for that Detail Type.
  • Create link reports to take directly to the GoldMine record by simply clicking on the link inside your report.
  • Create groups in GoldMine.
  • Control report access with built-in security roles.
  • Includes more than 60 pre-defined Sample Reports including Labels and QuoteWerks reports.
  • If you purchase 1 or more Designer Licenses from 180° Solutions we also include 35 additional reports for a total of almost 100 reports!!

"Installation is a breeze. (See the Links below for install options) Download the 10-Day Free Trial (also available in the links below). Once installed, SFQ will ask you where it can find your GoldMine data, and then you are ready to get started. Stonefield will automatically install with the 60 pre-defined reports. If you have a specific need, their Wizard driven report creator will guide you step by step through the process. Choose between creating a Quick Report, a Cross-Tabulation Report, Charts, Labels, and more. "

The 6-Step Wizard will guide you through each phase. (also try the video link below)

  • Step 1: Name your Report
  • Step 2: Data Selection (with user friendly names)
  • Step 3: Filter Options (adding and removing conditions and with almost twice the operators you get in GoldMine)
  • Step 4: Sort Options (full control over how you want to sort your data)
  • Step 5: Formatting Options (Header, Footer, select a Template layout, etc.)
  • Step 6: Security Options (specify which user can access the report and with what rights)
  • Finally: Preview and Finish.

Note: You can hit Preview and Finish anytime you want and you can go back and forth between all the steps until its exactly how you want it to look. Their is even an Advanced Layout Designer available if you'd like.

Videos/Downloads

Requirements

  • GoldMine: Version 5.0 - 2018, running on your PC (either local install or connected workstation). Including GoldMine Standard, Corporate, and Premium
  • Operating Systems: Any version of Microsoft Windows released after 2006: Windows Vista, Windows 7, Windows 8, Windows Server 2008, Windows Server 2012, Windows Server 2016, Windows Terminal Server, Windows Small Business Server, Windows Essentials Business Server (also works in Citrix environments)
  • Memory: 512 MB RAM minimum (more is better)
  • Disk Space: 50MB Free

Other Links and Information

Generic Stonefield Training Videos (not specific to GoldMine)


Stonefield Query Product Tiers

FeatureBasicProPremiumUltimate
Run any type of reportXXXX
Includes 60+ built-in reportsXXXX
Import reports created by othersXXXX
Prompt for filter values ("ask at runtime")XXXX
Output reports to file (PDF, Excel, etc.)XXXX
Email reportsXXXX
Support multiple databasesXXXX
Drill down from summary to detail reportsXXXX
Report on Details PlusXXXX
Supports all GoldMine versionsXXXX
Create/edit row and column ("quick") reports XXX
Create/edit cross-tabulation reports XXX
Create/edit labels XXX
Create/edit batch reports XXX
Create formulas XXX
Create drilldown reports XXX
Create/edit charts  XX
Add charts to quick and cross-tab reports  XX
Edit report layout ("Advanced Report Designer")  XX
Create/edit templates  XX
Create/edit gauges   X
Create/edit dashboards   X
Create subreports   X
Report on multiple databases in same report   X
Schedule reports   X
Usage reporting   X
Report on QuoteWerks   X
Number of free support tickets per year12410
Price$125$750$1,000$1,250
  • Stonefield Query for GoldMine is sold as a "Named User" license. In other words, based on the number of defined Users/Logins.
  • "Basic" viewer licenses are available by subscription only and require software maintenance be kept current.
  • Products can be upgraded.
  • Scheduled reports are not available in Citrix environments.

If you need to access your GoldMine while you are out of the office, wMobile is one of the BEST solutions available. wMobile gives you access to your database LIVE! All you need is a browser and a decent Internet connection. Access your GoldMine data using your smartphone, tablet, laptop, or desktop, PC or MAC. your choice. No applications to install on your devices. It makes accessing your GoldMine data quick and easy.

Features

  • 2 products in 1: wMobile Phone and wMobile Desktop.
  • LIVE "Real-time" web-based access to your GoldMine system, no replication or synchronization.
  • Full Contact Management functionality.
  • E-Mail your GoldMine contacts and see those e-mails in your GoldMine history.
  • Complete, edit, or create new GoldMine activities.
  • Access documents linked to your GoldMine contacts.
  • Manage Forecasted Sales and even Opportunities.
  • wMobile Desktop works on a laptop, desktop, PC or Mac.
  • wMobile Phone Integrates with your phone's built-in GeoCoding option to provide map and directions to any record in your database.
  • Proximity searching allows you to find other contacts near your current location.
  • Dial a contact right from the record.
  • wMobile Phone interface is optimized for small screens of mobile devices.
  • Supports all phone devices, carriers, and web browsers.

How it Works

"Leveraging the power of Microsoft IIS, wMobile provides your GoldMine users with a complete real-time remote client using their mobile phone, tablet or desktop web browser. It is installed once on one of your in-house servers then pulls in your entire GoldMine users list. ready to be configured. You then define all the settings right on the server, and that's all there is to it. No devices to touch!!

Mobile phone users simply launch their browser, type in the address, which they can save as a bookmark, and use their GoldMine username and password to log into GoldMine. From there they get a simple navigation screen optimized for the smaller phone-sized screen.

Desktop users launch their browser, type in the address, which they can save as a favorite or desktop shortcut, and use their GoldMine username and password to log into GoldMine. From there they get a browser-optimized navigation screen which behaves almost identical to the GoldMine Premium Edition user interface."

Resources

Other Links and Information

Demos

wMobile Phone Edition

Please log into wMobile using the phone emulator on the right.

  1. Login with User: DEMO / Password: demouser
  2. Start the demonstration searching for a contact: "Susan Smith".
  3. Use your mouse wheel to scroll up and down on the mobile interface, just like you'll do on a touchpad.
  4. If you would like to connect to the demonstration site with your own phone, direct your mobile browser to http://demophone.upcurvecloud.com and log in with the credentials above.


wMobile Desktop Edition DEMO

  1. Login with User: DEMO / Password: demouser
  2. Start the demonstration by searching for contact: "Susan Smith" in the top right search box
  3. Select the hyperlinked name to navigate to a full contact record.

Downloads

Server Requirements

  • GoldMine: Corporate or Premium Editions (versions 7.x,8.x,9.x, 2013, 2014, 2015, 2016, 2017)
  • Operating Systems: Windows Server 2003, 2008, 2012, 2016, 32 bit or 64 bit editions
  • Processor: 2.0 GHz or better
  • Memory: 256 MB RAM (reserved for wMobile web server process) or better dependent on the number of concurrent users and other applications running on server
  • Disk Space: 200MB or more
  • Video: 800x600 resolution, 256 colors (high color 16-bit or higher is recommended)
  • Additional Req. Microsoft SQL Server 2005 or later (MS SQL 2000 is NOT supported in wMobile)
    Microsoft .NET Framework 4.0
    Microsoft ASP.NET 4.0 (a component of .NET Framework)
    Microsoft IIS 6 or later (Internet Information Services)
  • Requirements may be higher for large databases or for systems with large number of users

Workstation Requirements

  • wMobile Phone is supported on any mobile device with an internet connection and web browser.
  • wMobile Desktop is supported on Windows, Mac, and tablet operating systems (including i Pads) with an internet connection and web browser.

Supported Devices and Browsers

  • Android, Blackberry, iPhone, iPad, Windows Phone
  • Apple Safari, Firefox, Google Chrome, Microsoft Edge, Microsoft Internet Explorer 10 or higher
  • wMobile is sold as a "Named User" license. In other words, based on the number of defined Users/Logins.
  • Stonefield Query for GoldMine is available in 2 different license types.
  • Each wMobile license includes both interfaces (wMobilePhone and wMobile Desktop).
  • wMobile Desktop user interface requires GoldMine Premium Edition installed.
# of Users Pricing Maintenance
1-9 $295.00 $59.00
10-24 $277.30 $59.00
25-49 $259.60 $59.00
50-99 $2491.90 $59.00
100+ $224.20 $59.00

Among the many reasons that organization implement a CRM, tracking and managing interactions between staff and contacts, is near the top of the list. For many organizations, the expansion of multi-channel communication to texting, adds a new layer of complexity to that need for tracking. How does a company capture back and forth text messages, in the CRM, along-side of all the other communication channels? Well, tracking those messages in GoldMine just got easier with GoldSMS. With just one click from within GoldMine you can connect directly to the national SMS network, send your contact a text, and have it automatically logged to history -– you no longer need to know the carrier of the person you are trying to reach!

Features

  • 1-to-1 Texting - Sending a text to a contact or to one of your own users regarding a contact.
  • Scheduled Texting - Scheduling a text to a go out at a future date/time.
  • Group Texting - Sending a text to a group/filter of contacts in GoldMine.
  • Texting via Automated Processes - Automatically send a text when some database trigger occurs.
  • All texting History is linke3d to the contact record and logged into GoldMine.
  • Inbound text replies from your contacts are linked and logged into GoldMine.
  • Centralized corporate text number that stays with the company and not the individual rep's cell phone.
  • Automatic user assignments, with Alarms, of incoming texts.
  • DNC (Do not Contact) management for broadcast text messages.

How it Works

"Your organization is assigned one or more ""corporate"" text numbers. When a user wants to send a 1-to-1 text, they simply go to the appropriate contact, click a button, and the texting dialog-box appears. Previous conversations are automatically loaded for review, threaded similar to what one sees in a smartphone. The contacts mobile number is automatically identified or you can choose a different number. As you type your message, GoldSMS automatically tracks the messsage length, notifying you if you are approaching or exceeding the 160 character limit of texts. Add or remove a salutation or a closing, and send the message.

Scheduling text and group texts are even easier. Just schedule an ""Other Action"" in GoldMine to the contact or a to a group of contacts, type the message in the Notes, choose the date and time, and GoldSMS will monitor it's calendar and send your message for you as instructed.

Sending a text via an Automated Process is no different than creating a step that schedules an an activity. Once scheduled, GoldSMS will send it as instructed.

When messages arrive, GoldSMS looks to see who sent the last text to that contact and schedules an alarmed activity, notifying the appropriate user when that text has arrived. It's as simple as any other fuction inside of GoldMine today."


Resources

Other Links and Information

Videos


Requirements

  • GoldMine: Premium Edition 8.x or later
  • Operating Systems: Windows XP - Windows 10, Windows Server 2003 - 2012
  • Memory: 1GB RAM minimum (more is better)
  • Disk Space: 50MB Free

The GoldSMS software itself can be downloaded at no charge. What customers actually pay for is provisioning and the "texting plan" similar to a data plan.

Level Texts per Month Price Suitability
Economy 200 $199/year Single-users and small organizations sending fewer than 10 texts per day.
Basic 1,000 $399/year Small-mid sized organizations sending as many as 50 texts per day.
Basic + 2,500 $925/year Mid-sized organizations, i.e. 10 staff, each sending about 10 texts per day.
High Volume 5,000 $1,749/year Large organizations, i.e. 15 to 30 staff members.
Silver 10,000 $3,299/year Organizations with somewhere over 30 reps.
Gold 25,000 $7,499/year Organizations doing frequent text blast, averaging about 1,250 per day.
Platinum 100,000 $22,499/year Organizations with an even larger database, averaging about 5K per day.

"Riva delivers reliable, server-to-server integration, connecting GoldMine and several other leading CRM systems, and five corporate email platforms. No Outlook, Gmail, IBM Notes, or GroupWise plug-ins or separate mobile applications are required. Riva is, hands-down the best solution to reliably sync your CRM to Exchange, Office 365, Gmail, Google Apps, IBM Notes and Domino, and Novell GroupWise.

Riva On-Premise is reliable and easy to manage. With Riva, there are no client-side plug-ins to install, configure, or manage. Additionally, Riva leverages Exchange ActiveSync, Gmail for Mobile, IBM Notes Traveler, and GroupWise Data Sync to seamlessly sync CRM data to iPad, iPhone, Android, BlackBerry, Windows Phone, and Microsoft Surface tablets. Plus, because Riva syncs directly to your email server on the back end, you have access to your CRM data from all email clients (Windows Outlook, Outlook Web App, Gmail, Outlook on Citrix and Terminal Server, Outlook for Mac, Apple Mail, IBM Notes, GroupWise, and others.)"

Features

  • Server-side sync - Saves administrators time from installing and managing client-side Outlook and IBM Notes plug-ins.
  • Reliable - Riva syncs GoldMine and email systems reliably.
  • Contact sync filters - One-way and two-way contact sync options. Filter which contacts get synced to users’ email accounts.
  • Mobile support - Sync GoldMine contacts, calendar activities, and tasks to iPad, iPhone, Android, BlackBerry, and Windows Phone smartphones and tablets. No separate apps required.
  • Email integration - Track emails in your inbox and sent items against GoldMine contacts and accounts. Sync emails manually or automatically. Also includes attachment filtering options.

How it Works

Though GoldMine has a rebust and easy to use internal e-mail client, for several reason, organizations and/or users may prefer to use another e-mail client. Users word work in GoldMine for all other contact management functions but use Outlook, GMail, etc, for exchanging e-mails. When configured, Riva seamlessly, automaticaly, and in the background syncs contacts, calendar activities, tasks, and email, as applicable between GoldMine and your email system at a preconfigured interval. Through Riva's easy to use managment module, Administrators can filter contacts based on ownership, security permissions in GoldMine, or another custom filter. Sync'd activities and include appointments, meetings, phone calls, and even recurring events. Optionally, one can opt to track emails manually, instead of automatically, against GoldMine contacts and accounts.


Resources

Other Links and Information

  • GoldMine: Premium Edition (versions 8.5 ,9.x, 2013, 2014, 2015, 2016, 2017)
  • Mail Servers: Exchange 2003 - 2007, Office 365 and Exchange Online, Hosted Exchange
    Gmail and Google Apps
    IBN Notes and Domino
    Novell Groupwise
  • Email Clients: Outlook 2003 - 2016, Outlook Web App (OWA), Outlook 2011 for Mac
    Apple Mail, Calendar, Contacts
    Entourage 2004 & 2008
    Outlook on Citrix & Terminal Server
    IBM Notes 6-9, for Mac, and for Citrix
    IBM iNotes, SmarCloud Hybrid, and Traveler
    And Others…
  • Mobile Devices: iPad, iPhone, Android, BlackBerry , Windows Phone, Microsoft Surface And Others…

Requirements for Environments from 1-99 Users Being Synced*

  • Server Platform: Dedicated or Virtual Windows Server 2012 R2 or 2008 R2
  • Processor: Latest generation of 2 GHz+ processor with a minimum of 2 cores
  • Memory: 2 GB -- Reserved 512 MB for Riva (50 MB per synchronization thread) - Remaining reserved for operating system (OS)
  • Disk Space: 10 GB (above OS requirements) plus:
    Log files: 50 MB per week (automatically compressed roll-over);
    Per user: 50 MB for index and storage.
  • Additional Req: Microsoft .NET Framework 4.5

Riva is a highly scalable system capable of supporting a single user or thousands. The recommended minimum requirements vary by number of users being synced.

Videos


Pricing

Riva licencing does not have to match GoldMine licencing. Riva is priced per mailbox being synchronized. There is a 5-user minimum for Riva.

Supported CRM Systems Pricing
GoldMine $175 / mailbox / year

MasterMine for GoldMine is a user-friendly Reporting & Data Management tool. Mastermine marries GoldMine with Microsoft Excel making your GoldMine data transparent and easy to use. With MasterMine, you can also change these "live" reports on-the-fly, drill right through to specific GoldMine records, or build complex GoldMine groups. Any user can make MasterMine reports, lists, or graphs in seconds, and control formatting and content, without technical assistance. With MasterMine you can save the day with your nifty pivot tables and filtering skills.

Features

  • Allows users to work in a familiar Excel Environment.
  • Drag-and-Drop fields into position in tables.
  • Reports dynamically link back to GoldMine.
  • Build GoldMine Groups using report results.
  • Quickly change any report parameter for greater analysis and flexibility.
  • Create tables, charts, graphs, and lists in seconds.
  • Locate bad GoldMine data for easy cleanup.
  • All changes are sync-aware.

How it Works

MasterMine presents your data in formatted, GoldMine-savvy Excel PivotTables®, leveraging one of the most important data management tools built into Microsoft Office®. Launch MasterMine from the GoldMine view menu for quick, convenient analysis. MasterMine’s analytical tools immediately give GoldMine managers inside views of their operation at any level of detail, so they can finally take charge of their business. Users can easily expand the basic toolkits, using MasterMine to generate analytical tools that suit any data configuration.


Requirements

  • GoldMine: Version 6.0 - 2017.1, including GoldMine Corporate and Premium (SQL only)
  • QuoteWerks: Corporate, Professional, and Standard Editions
  • Backend Database: SQL 2000-2016 for GoldMine
    SQL 2000-2016 or MS Access for QuoteWerks
  • Microsoft Office: Office 2007 - 2016 (32-bit or 64-bit)
    MS Excel must be installed prior to installing MasterMine

System Requirements

  • Operating Systems: Windows (Windows 7-10, Server 2008-2016) - 32bit or 64bit
  • Memory: 512MB RAM min, 2GB or more recommended
  • Network Speeds: Network speed can be a bottleneck if large files are required.

To get the best value, start with a package and add items from the individual components below to build your own custom configuration.

Pricing Packages

Reporting Starter Package GM Management Starter Package Corporate Package Enterprise Package
1 Master License 1 Master License 2 Master License
1 Create License 1 Create License
1 Share License 1 Share License 5 Share License Unlimited Share Lic.
3 Credit Support Pk 3 Credit Support Pk 10 Credit Support Pk 10 Credit Support Pk
Level 1 Training Level 1 Training Level 1 Training Level 1 Training
6 Mo. Maintenance 6 Mo. Maintenance 6 Mo. Maintenance 6 Mo. Maintenance
$995 $1795 $2995 $4995
Component Price: $1,424.50 Component Price: $2,304.50 Component Price: $4,104.00 Component Price: $6,819.00
Save: $429.50 Save: $509.50 Save: $1,109.00 Save: $1,824.00

* Ask About Additional Support and Training Options

Individual Components & Descriptions

Software Description Price Maintenance
Initial Master License All "create" functionality plus update GM from Excel incl. special GM admin capabilities. $1595 $319
Initial Create License Create and deploy reports at will for your and others' usage. $795 $159
Additional Master All "create" functionality plus update GM from Excel incl. special GM admin capabilities. $600 $120
Additional Create Create and deploy reports at will for your and others' usage. $300 $60
Additional Share Use reports created by others and shared to you. $200 $40
Unlimited Share Unlimited user license to use reports created by others and shared to you. $2995 $599
Initial MMUpdater Add to exsisting Create or Share licenses to gain the GM Admin capabilities found in the Master License. $800 $160
Add'l MMUpdater Add to exsisting Create or Share licenses to gain the GM Admin capabilities found in the Master License. $300 $60
Freeware License Report & analyze contact and pending calendar info only but with full functionality. COMING SOON. $0 $0

IntelliClick combines the security and piece of mind of managing your own data, with the efficiency and scalability of the cloud. Enjoy all the features you expect from an email marketing system including open, click and unsubscribe tracking. Included is a generous gallery of HTML email templates, a powerful online editor and effective email delivery services. Message and landing page branding is entirely exclusive to your organization.

Features

  • No Data Uploads required.
  • E-Mail Message and Tracking to see who is interested in "real time".
  • Digital "Body Language" Reporting of campaign related visitor website page navigation.
  • Instant Alerts of web page links via e-mail or SMS.
  • "One Click" Call To Action links triggering literature fullfillment,event registrations, and call back requests.
  • Increased deliverability with reputation management tools.
  • Powerful HTML editor and template library.
  • Statistical and Analysical Reports included.
  • Opt-Out and Opt-In Subscription Management.
  • Web Capture Forms
  • Content Marketing & Strategies with Instructor-Lead Training

How it Works

Once you identify the specific records on your database you wish to target, Intelliclick can access the Group, Filter, or SQL Query, directly to deliver your marketing campaign. No uploading of data to someone else's servers. The Intelliclick Wizard guides you through all the steps. Use it to launch the HTML Template Editor and create your e-mail leaveraging their simple to use wizard (no coding experience required). Once your content is ready to go, you return to the Intelliclick Wizard and insert your tracking code, call to action buttons, registration links, and more. With all that completed, the build-in IntelliSend module will now send your message, to your list, making sure all your Opt-Out requests are honored. Once your recipients recieve your e-mails and begin to interact, all that information is fed directly into your GoldMine in real-time, ready to be acted upon.


Videos

Requirements

  • GoldMine: Corporate or Premium Editions
    (versions 7.x,8.x,9.x, 2013, 2014, 2015, 2016, 2017)
  • Operating Systems: Windows (XP, Vista, Windows 7, Server 2000, Server 2003, Server 2008, Server 2012) - 32bit or 64bit
  • Processor: 1GHz or better
  • Memory: 512MB or greater
  • Internet: Outbound (Port 80)

Resources

Other Links and Information

Features & Benefits Lite Standard Premium
Send "On Behalf" Email Accounts Unlimited Unlimited Unlimited
Contacts Tracked Unlimited Unlimited Unlimited
CRM Users Unlimited Unlimited Unlimited
Integrated Tracking Results
IntelliSend / SMTP Relay Account
Reports & Analysis
Email Content Analysis
Web Site Visitor Tracking
"One Click" Call To Action Links
Email & Text Message Alerts
Email Content Analysis
CRM Database Field Updates
HTML Editor & Template Library 700+ Templates 700+ Templates 950+ Templates
Engagement Scoring w/ Plus Package w/ Plus Package Included
Subscription Management w/ Plus Package w/ Plus Package Included
CSV File Data Source w/ Plus Package w/ Plus Package Included
Instructor-Led Training 1 session 2 session 3 session
Send Quota 7,500/mo. 10,000/mo. 25,000/mo.
Tracked Results Quota 20,000/yr. 20,000/yr. Unlimited
Product Updates & Technical Support Included Included Included
Plus Package (OPTIONAL) $495/yr. $495/yr. Included
CASL Add-On Module (OPTIONAL) $495/yr. $495/yr. $495/yr.

Pricing

One Time Setup Fee $995.00 $1500.00 $1800.00
Annual Subscription $795.00 $1250.00 $2195.00
Total 1st Year $1790.00 $2750.00 $3995.00

Intelliclick's VisTrack for GoldMine converts web site vistors into new business opportunities VisTrack captures leads from your web site and seamlessly integrates them to your GoldMine CRM. With it you can drive new opportunities to your sales team and arm them with web page visit details from the moment they first visit your site. VisTrack pulls together anonymous web visitor activity and instantly adds new contacts to your CRM system.

Features

  • Convert web site visitors to leads with interactive email marketing campaigns that track, respond and alert your sales team in real time.
  • Known and anonymous web site visitor tracking captures and prioritizes leads and opportunities.
  • Workflow automation, triggered from email campaigns and/or web forms,enable drip marketing and timely lead follow-up.
  • Dashboard and reporting analytics measure conversion and referring sources to help optimize your digital marketing investment.
  • Integration with GoldMine CRM builds your contact database and fuels on-going sales and marketing follow-up to close more business

How it Works

VisTrack pulls together anonymous web visitor activity. Your web forms (existing or new), instantly add new contacts to your database with referring sources and page viewing history. Tracking includes how visitors were referred (i.e. organic search, social media, pay-per- click, etc.) and GoldMine built-in workflow automation capabilities enable lead follow-up and drip marketing.


Requirements

  • GoldMine: Corporate or Premium Editions
    (versions 7.x,8.x,9.x, 2013, 2014, 2015, 2016, 2017)
  • Operating Systems: Windows (XP, Vista, Windows 7, Server 2000, Server 2003, Server 2008, Server 2012) - 32bit or 64bit
  • Processor: 1GHz or better
  • Memory: 512MB or greater
  • Internet: Outbound (Port 80)

Resources

Other Links and Information

VisTrack is an optional module that may be added to your IntelliClick email marketing annual subscription.¹

Features & Services Lite Standard Premium
Web Form Code That Adds Contacts To GoldMine - Sample Form Provided
Anonymous Web Visitor Tracking Code
GoldMine Work Flow Integration Code
Account Provisioning
Web Admin Help, Support, & Training

Pricing

VisTrack Subscription $2495/yr. $1,495 /yr. $995 /yr.
Web Page View Storage Time ² 90 Calendar Days Included
Additional Storage Time 180 Days $350 /yr.
270 Days $700/yr.
365 Days $1000/yr.

¹ VisTrack For GoldMine is also available without an IntelliClick subscription at a base rate of $3,995 per year.
² Accumulated anonymous page views are saved for a period of 90 calendar days; The time anonymous visitor information is maintained for your account can be extended with the purchase of additional storage time; Visitors identified through a web form on your web site are added to GoldMine as contact with all their page view activity.

Capture valuable input from customers and prospects using custom surveys that integrate results instantly in your GoldMine CRM system. Smart Survey provides a comprehensive survey solution that can be used for one on one or large audience surveying. Trigger surveys based upon actions and results tracked in your GoldMine system. Results are instantly added to a special survey tab as your recipients complete the survey. Seamless integration means no upload or download of data is required.

Features

  • Preset Templates For Popular Survey Types
  • Seamless GoldMine Integration
  • Unlimited Surveys And Respondents Tracked
  • Automatically Trigger Survey Requests
  • New Contact Referral Capture
  • Trigger Workflow Automation From Survey Responses
  • Email And / Or SMS Notification From Survey Responses
  • Comprehensive Survey Result Analytics
  • Optional Custom Survey Preparation

How it Works

Use the bundled form builder, you simply create your survey as you would with any other tool. Choose from a variety of formats including pull-down menus, radio buttons, multiple-selection options, and free form response fields. When ready, you can simply send the survey, to anyone in your GoldMine database, either as a 1-off or to a Group/Filter. When the recipient submits their responses, those responses are then recorded and GoldMine and available for reference or to report on, at any point in time. You also have the ability to apply logic to the responses. That logic can notify via e-mail, notify via text message, trigger an automated process or even create new records in GoldMine, automatically.


Requirements

  • GoldMine: Corporate or Premium Editions
    (versions 7.x,8.x,9.x, 2013, 2014, 2015, 2016, 2017)
  • Operating Systems: Windows (XP, Vista, Windows 7, Server 2000, Server 2003, Server 2008, Server 2012) - 32bit or 64bit
  • Processor: 1GHz or better
  • Memory: 512MB or greater
  • Internet: Outbound (Port 80)

Your annual subscription entitles you to unlimited surveys to any segment of your database, with no limits on the number of questions or respondents tracked.

Products & Services Standalone Subscription WITH E-Mail Marketing Subscription
Smart Web Form Builder
Account Setup, Installation, & Integration
UNLIMITED Surveys
UNLIMITED Contacts Monitored
UNLIMITED Users
Survey Results Tracking
On-Demand Reporting & Analytics
Trigger Workflow Automation
Email or SMS Notifications
Optional no charge survey form hosting
User Training
Assitance with 1st Survey Preparation
E-mail Marketing Integration
Web Site Visitor Tracking Integration
1-Time Provisioning, Training, & Preparation $795 $495
ANNUAL PREPAID SUBSCRIPTION $159/ month $99/ month

QuoteWerks® enables companies, in any industry, to create detailed quotes and proposals quickly and easily. If you want to save time and money when quoting, selling, ordering, and purchasing products & services, you need QuoteWerks®! In today's fast paced market, if a business takes too long to get a price quote into a potential customer's hands, that business stands a greater chance of losing that sale. QuoteWerks has been empowering businesses for over 20 years - increasing their productivity and closing more sales by simplifying and speeding up their price quoting/estimating processes in the office and on the road.

Features

  • Integrates Seamlessly with GoldMine.
  • Brings over all applicable GoldMine information into the Quote automatically,eliminating duplicate entry.
  • Creates Links to the Quote, Forecasted Sales, Opportunities, and Follow-up calls in GoldMine for you, assisting in maintaining the sales process flow.
  • Links to QuickBooks and Peachtree accounting software, or use the Open Export Module to export orders to other accounting software.
  • 3rd Party Accounting Add-ons allow Quotewerks to connect to Sage 50, Sage 200, MAS90, MAS200, and Great Plains.
  • E-mail quotes directly from QuoteWerks using the built-in SMTP e-mail or Outlook.Will also automatically create the PDF files.
  • Includes default templates for quotes, orders, invoices, sales orders, and purchase orders.
  • Includes a visual layout designer to modify the templates or create your own branded templates. There is no limit to the number of layouts you can create.
  • Supports 9 different pricing strategies: Manual Entry, Gross Margin, Markup from Cost, Discount from List, and more.
  • The powerful bundling feature adds groups of products to your quote with a single click, saving you a great deal of time.
  • The built-in configurator can provide you with a list of products to chose from in a step by step format. Includes "optional items" and "required items" selections. Ideal for newer staff members.

How it Works

It's now that time in the sales process when you need to create a quote... simply open QuoteWerks directly from GoldMine. Once QuoteWerks opens, you pull all the contact information from GoldMine, which may include Company, Contact, Address, Phone Numbers, Ship To and/or Bill To Address information, Terms, and anything else you are storing in GoldMine. Next, you open up the product list, which you may have created from scratch, imported from another source, or dynamically retrieved from your QuickBooks or Peachtree software. Once all your items are added and your quote is complete, click the Save button. Saving your quote provides you with a dialog box allowing you the choice of Creating a Linked Document, Scheduling a Follow-up call, and/or Creating a Forecasted Sale / Opportunity back in GoldMine for you. Finally, you can click the Print button, chose your preferred layout, cover page, literature to include, to then Preview, Print, E-Mail, or simply just Save as a PDF file. It couldn't be easier could it?


Videos


Resources

Other Links and Information

  • GoldMine: Version 4.0 - 2017.1, including GoldMine Standard, Corporate and Premium
  • Server Requirements

  • Operating Systems: Microsoft Windows NT - 2016
  • Processor: NT: Pentium III 300Mhz or higher
    2003-2016: 1.4GHz processor or higher
  • Memory: NT: 256MB min (512MB recommended)
    2003: 512MB min (1GB recommened)
    2008 - 2016: 512MB min (2GB recommened)
  • Disk Space: 300MB min, 1GB recommended
  • Network Speeds: 10/100 Mbps
  • Workstation Requirements

  • Operating Systems: Microsoft Windows XP - Win10
  • Processor: XP: Pentium 233MHz or higher
    Vista - Win10: 1GHz or higher
  • Memory: XP: 256MB min (512MB recommended)
    Vista: 512MB min (1GB recommended)
    Vista - Win10: 1GB RAM (32-bit) or 2GB RAM (64-bit)
  • Disk Space: 150MB available
  • Network Speeds: 10/100 Mbps

Supported Versions of QuickBooks

  • QuickBooks Pro/Premier/Enterprise 2003 - 2017

Supported Versions of Sage 50 - US Edition / Peachtree

  • Sage 50 Premium Accounting 2006 - 2017
  • Sage 50 Complete Accounting 2006 (v13.0) - 2016
  • Sage 50 Quantum 2007 - 2017
  • Peachtree Premium Accounting 2004 - 2005
  • Peachtree Complete Accounting 4.0, 6.0 - 8.0, 2002 - 2005
  • Peachtree Accounting 3.5, 5.0
  • Peachtree Complete Accounting Plus Time and Billing 4.0, 6.0

QuoteWerks is offered in three flavors: Standard, Professional, and Corporate Edition 

Features & Benefits Standard Edition Professional Edition Corporate Edition

Backend Database Type

Microsoft Access
Supports Microsoft SQL - - -

Backend Database Type

ACT!
ACT! for Web - -
Autotask - -
ConnectWise - -
GoldMine
Google Contacts
Maximizer
MS Dynamics CRM - -
Outlook/Outlook BCM
SalesForce.com
SalesLogix / Infor CRM - -
SugarCRM.com
Built-in Contact Database

Accounting Integrations

Sage 50 - US / Peachtree -
QuickBooks -
Open Export Module -
Purchase Orders -

Synchronization

Quotes/Orders/Invoices -
Files/Print Layouts -
Reports/Images -
Products - -
Bundles/Configurations - -
Required/Optional Items - -
User Logins and Rights - -

Miscellaneous

External Product Sources -
600 Lines per Quote
1500 Lines per Quote - -

Pricing

Starting at $199.00 $269.00 $399.00
Optional Maintenance 20% 20% 20%

QuoteValet is the online quote delivery and acceptance vehicle for QuoteWerks. In short, QuoteValet is a more robust way to deliver quotes to your customers and prospects. Rather than attaching a PDF file to the quote and emailing it to your customer (where spam filters strip it out), QuoteValet will create a personalized web page to present the quote on quotevalet.com. The advantage of using QuoteValet is that you will actually know when your customer has received the quote. You will know when they have viewed the quote and how often they review the quote. Your customer will be able to change quote options dynamically and ask you questions through the customized quote page — keeping all communication together. Most importantly, they will be able to electronically accept and sign the quote! You can then collect credit card payment from your customer that is directly deposited into your checking account. These payments are synchronized with QuickBooks.

Features

DELIVER

  • Know when your quotes are actually received and viewed
  • Avoid spam filters stripping out your proposal PDF attachments
  • Avoid email servers rejecting large PDF proposal attachments
  • Extend your company brand with a specialized quote delivery webpage

COLLABORATE

  • Interactively refine the elements in your quote with your customer through QuoteValet's collaboration features
  • Customers can view the quote, select options, and ask questions
  • Your peers can review your quote offering valuable feedback
  • Managers can approve quotes before they are submitted to the customer

CLOSE

  • Get customer signatures electronically - no more signing and faxing
  • Capture your customers' signature graphical or text based signature
  • Customers can view and accept your quotes from their mobile devices
  • Receive SMS text notifications on your phone when large quotes are accepted!
  • Automatically receive an email notification when your customer accepts the quote

How it Works

When using QuoteValet, you would create quotes as you normally would. When you click on the Deliver button, you would still select your template, coverpage, and literature as usual. However, now you would have a new option available. That option is the "Upload to QuoteValet" button. You can now review your PDF, which will also be uploaded, and preview the page the customer will see when they follow the link. Once you're happy with the quote, QuoteValet will e-mail the customer for you, sending him a link the quote page and giving him the ability to download the PDF for himself. Now, the fun begins. Each time the customer loads the page, you are notified. The customer can now post questions, add/remove optional items, even approve and pay for the order, all within the QuoteValet portal!


Videos


Resources

Other Links and Information

Requirements

As long as you meet all the requirement for running QuoteWerks, you meet all the requirement for running QuoteValet. Click Here for more info

  • Works in all web browsers (including mobile devices) ensuring your customers have a smooth and pleasant experience.
  • The QuoteValet Subscription is available with QuoteWerks Version 4.9 and higher.
  • The QuoteValet Subscription is an additional module and requires a current UMP.

Pricing

  • QuoteValet Mobile and QuoteValet Web are included free with your QuoteValet Subscription. This subscription can be used with all editions of QuoteWerks.
  • QuoteValet subscriptions can be used with all editions of QuoteWerks.
  • License count is based on daily maximum number of unique users.
  • Requires current UMP during subscription.
# of Licenses Monthly Subscription
1 $29 ea
2-4 $25 ea
5-9 $20 ea
10-24 $15 ea
25+ $10 ea