First Direct’s Journey From Goldmine to Zoho CRM

For over 30 years, our business has proudly represented GoldMine CRM. About seven years ago, we realized the need to offer our clients a cloud-based, subscription-based CRM solution in addition to GoldMine. After careful evaluation, we decided to become a Zoho Authorized Partner, not just for its impressive product line...

QuoteWerks Version 24 Build 3 is Here!

In the ever-evolving world of sales and quoting, staying ahead means embracing innovation. QuoteWerks, the trusted quoting and proposal solution, has once again delivered with its latest release: QuoteWerks Version 24 Build 3. This is not just another routine update; it represents a significant leap forward in enhancing your sales...

GO-Global Version 6.3.1.3375 Released!

The latest GO-Global Version 6.3.1.3375 is packed with new features and enhancements designed to improve usability, performance, and manageability. Let’s check out what’s new! New Features 1. Mix Windows Support One of the standout features in this release is Mix Windows Support. This enhancement allows users to interleave windows of...

GoldMine 2024.1 and 2024.2 Released

What's Fixed in GoldMine Version 2024.1 Outlook Sync warning for different Time Zones appears when Operating System language has been changed and cannot be adjusted correctly GoldMine Plus Outlook Using Exchange Server mailbox with cached mode (recommended by GoldMine) + using autolinking Sent >> sent email will always be replaced...

How to Export GoldMine CRM Data

GoldMine CRM offers various options for exporting and extracting data from your GoldMine Premium CRM system. In this blog, we have explained three methods to efficiently export your valuable data from GoldMine CRM software. A. Export in CSV Format To initiate the CSV data export, navigate to the 'File' main...

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