GoldMine CRM review

GoldMine is CRM software for managing contacts, activities, opportunities and sales forecasts. It offers two main ways to buy: Own Your CRM, a one-time purchase with no monthly subscription fees, and GoldMine Cloud, a hosted option billed monthly. The one-time license price and the standard Cloud price are not published on the vendor's site; GoldMine asks buyers to contact the company for a quote.

The feature set covers everyday sales and marketing work: users can assign tasks and activities, link emails to contacts, manage opportunities and campaigns, and customize fields and templates. Web and mobile access lets users view, schedule and complete activities, send emails and edit opportunities. GoldMine also lists dashboards and sales forecasts. Those features describe the product’s scope, but the published pricing information does not say which features are included in each plan, so buyers should confirm that in a quote.

GoldMine’s clearest distinction is the option to buy a license outright rather than commit to a monthly CRM subscription. The pricing details say Own Your CRM requires one upfront payment and has no monthly subscription fees. The price is available by contacting GoldMine, so ownership does not mean the purchase cost is easy to compare before requesting a quote.

The product combines contact management with activities, opportunities, forecasts and campaign management. Its web and mobile access includes viewing, scheduling and completing activities, sending emails and editing opportunities. Custom fields and templates are also listed, which gives teams options to adapt records and workflows.

There are regional hosted options with published starting prices:

• Canadian Cloud is listed at $65 CAD per user per month, with a two-user minimum. It includes 150GB SSD storage, 750GB bulk file storage and GoldMine Connect.
• MyGoldCloud UK & EU starts at £49 per month and lists UK and Netherlands data centers. MyGoldMail is free below 1,000 subscribers.

These figures offer more to compare than the standard Cloud quote, but they apply to specific services and regions. Confirm what each quote includes before comparing it with another CRM.

The main buying limitation is price visibility. The Own Your CRM price is available only by contacting GoldMine, and GoldMine Cloud also requires a quote. Cloud has a three-user minimum, and Office 365 and other apps may cost extra. The Canadian option is more specific, but requires at least two users and is priced in Canadian dollars. MyGoldCloud’s £49 starting price is a regional offer, not a published standard GoldMine Cloud price.

Extra services can change the total: GoldMine Connect mobile access is listed at $19.95 per company per month plus a $25 one-time setup fee. Office 365 ProPlus is $12.95 per user per month, and Exchange Online starts at $4.95 per user per month. Confirm which tools and access are included in your quote rather than assuming they come with the CRM.

Migration also deserves attention. In one Reddit thread about moving an older GoldMine database to a cloud CRM, commenters suggested CSV imports but warned that commas in notes can cause import problems and attached files may not reconnect to the right records. That is anecdotal, not a GoldMine migration guide, but it supports getting a written data and attachment migration plan before switching.

GoldMine’s pricing information does not publish a US price for either main option. “Own Your CRM” is a one-time purchase with no monthly subscription, but you have to contact GoldMine for the amount. GoldMine Cloud is also quote-based, billed monthly, and requires at least three users. That minimum can make it a poor fit for a small team.

The listed regional options are easier to price: Canadian Cloud is $65 CAD per user/month with a two-user minimum; MyGoldCloud UK & EU starts at £49/month. These are different hosting offers, not a published step-by-step plan ladder.

Budget for add-ons before comparing quotes. GoldMine Connect mobile access is $19.95 per company/month plus a $25 setup fee. Office 365 ProPlus is $12.95 per user/month, while Exchange Online starts at $4.95 per user/month. The pricing details also list GoldMine license hosting at $54 per user/month. Ask for a written quote that identifies required hosting, integrations, user minimums and one-time charges.

Treat migration as a project to scope before signing. GoldMine’s listed features cover contacts, linked emails, activities, opportunities, campaigns, custom fields and forecasts, but the published materials do not specify import tools, supported file formats, export options or migration services. Ask GoldMine to explain how each data type transfers, whether email history and custom fields are included, and what assistance costs.

Owning a license avoids a monthly subscription for the CRM itself, but it does not answer whether your data is easy to move later. Cloud hosting, mobile access and connected apps may add recurring costs, so confirm what stops working if you leave or change plans. Get data ownership, export timing and post-cancellation access in writing.

We can’t substantiate what tends to make Reddit users leave: no Reddit posts or comments were included in the published material. Before switching, request a migration plan and test a sample export with the destination CRM.