Software / CRM Software / GoldMine

GoldMine

GoldMine is a CRM for contact and activity management, sales opportunities, forecasting, marketing campaigns, and customer service. Buyers can choose an owned installation or a hosted cloud option.

6.9/10 TechZella Score
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7 key claims verifiedOur editorial team checked this profile against vendor documentation, pricing information, product documentation. Supported by 5 documented sources.
Editorial overview

Aggregated Overview

Features and deployment options are documented by GoldMine. The price for the core editions requires a quote, and only an aggregate G2 rating was verified. Scores are editorial assessments, not hands-on test results.

This profile combines documented product information and independent evidence where available. It is not a hands-on test unless TechZella explicitly identifies one.

Overview

GoldMine is a customer relationship management product for organizing contact records and tracking customer interactions. Its documented functions include activities, sales opportunities, forecasts, marketing lists, dashboards, and customer service case management.

Buyers can choose an owned CRM installation or a hosted cloud option. The owned edition has no monthly subscription, while GoldMine Cloud is billed monthly and has a three-user minimum on the main pricing page. Core edition prices require a quote.

Decision guide

GoldMine Decision Snapshot

A quick way to understand who this product may suit, where its limits matter, and which facts are most relevant before you compare alternatives.

Best suited to

Small and midsize B2B teams that need contact histories, sales activities, opportunity tracking, reporting, and Windows-based CRM deployment choices.

Look elsewhere if

Buyers requiring a clearly published core license price or a current self-service free trial may find GoldMine harder to assess before speaking with a seller, and should evaluate alternatives such as Act! or Bigin by Zoho CRM instead.

Platforms

Android, Cloud, iOS, Web, Windows

TechZella assessment

6.9/10

Decision context

GoldMine — What Sets It Apart?

These are the product-specific differences that may matter when deciding whether the software fits your workflow. They are based on documented evidence rather than a universal ranking.

  • Offers both an owned CRM license and a hosted cloud option.
  • The owned-license model supports shared or concurrent access, while the cloud offering has a stated minimum user count.
  • GoldMine documents contact-linked activities, sales forecasts, case management, custom fields, and campaign functions in one CRM.
Editorial assessment

GoldMine Pros & Cons

Pros

  • Offers both an owned license and hosted cloud deployment.
  • Combines contact, activity, opportunity, forecasting, marketing, and case-management functions.
  • Documents integrations with business applications including Constant Contact, QuickBooks, Office 365, and Outlook.
  • Publishes developer documentation for GoldMine API integrations.

Cons

  • The core owned and standard cloud prices require a quote.
  • The main GoldMine Cloud offer has a three-user minimum.
  • Optional hosting, applications, and mobile access can add separate charges.
  • The official demo page describes videos and a guided demo, not a self-service trial.
Operational limits

GoldMine Gotchas & Operational Limits

These are documented constraints or practical friction points that may matter before you adopt the product.

The main GoldMine Cloud listing states a three-user minimum.

Teams with fewer users should confirm eligibility and total minimum spend before choosing the standard hosted option.

Evidence source ↗

Core edition prices require contacting GoldMine, while hosting, Office applications, mobile access, and integrations can add separate charges.

A buyer should request a complete quote covering licenses, hosting, add-ons, support, and any required applications.

Evidence source ↗
Plans & pricing

GoldMine Pricing & Plans

GoldMine Premium Own Your CRM

Contact for quote
One-time purchase

Owned CRM license. GoldMine advertises no monthly subscription; the current license price is not published on the official pricing page.

Check current pricing →

GoldMine Cloud

Contact for quote
Monthly

Hosted option with a three-user minimum on the main pricing page. Additional services or application fees may apply.

Check current pricing →

Pricing may change. Verify current plans on the vendor's website.

Cost context

Total Cost & Hidden Costs

Additional costs or implementation requirements that are documented in the available evidence.

Implementation and onboarding

GoldMine advertises self-training videos and offers partner or consultant assistance for custom requirements. Public pages reviewed do not state typical implementation hours or standard onboarding fees.

Evidence source ↗

Hosting and infrastructure

Hosting is included in the hosted cloud offer, but the main GoldMine Cloud price requires a quote. The owned option uses the buyer's own server; its infrastructure cost is not specified.

Evidence source ↗

Add-ons, support, and minimums

The cloud offer has a three-user minimum. The pricing page lists optional Office 365, email, mobile access, QuickBooks, and other application costs. It also says annual support covers updates and support for owned licenses, but does not publish the owned license price.

Evidence source ↗
Compare options

GoldMine Competitors & Alternatives

Compare similar products directly, then see which alternatives may make more sense when your requirements differ.

At a glance

CRM Software
GoldMine compared with Act!, Bigin by Zoho CRM
Decision factorGoldMineAct!Bigin by Zoho CRM
Core scopeGoldMine combines contact management, activities, opportunity management, forecasting, campaign tools, and customer service management.Act! lists CRM, mobile access, email marketing, sales pipeline, quotes, and appointment scheduling in its Standard plan. Source ↗Bigin's plans list contact and lead management, deal management, pipelines, and activity management. Source ↗
Deployment modelGoldMine provides owned installation and cloud-hosted choices.Act! lists cloud plans and a separate Enterprise Engagement option for specialized deployment requirements. Source ↗Bigin is offered through online subscription plans, including a free plan. Source ↗
Pricing modelGoldMine's core owned and standard cloud prices require a quote; standard cloud has a three-user minimum.Act! publishes per-user subscription pricing for its Standard, Professional, and Ultimate cloud plans. Source ↗Bigin lists a free plan and paid per-user plans. Source ↗

Only factors supported by the available research are shown. The comparison is descriptive, not a ranking.

Direct competitors

These products address broadly similar requirements. The descriptions focus on documented reasons a buyer might compare them with GoldMine.

Act!Act! lists CRM, mobile access, email marketing, sales pipeline, quotes, and appointment scheduling in its Standard plan.
Bigin by Zoho CRMBigin's plans list contact and lead management, deal management, pipelines, and activity management.
Capabilities

GoldMine Features

Contact and activity management

  • Centralized contact records
  • Calls, appointments, emails, and tasks linked to contacts
  • Custom fields and templates
  • Contact search and segmentation

Sales and marketing

  • Opportunity management
  • Sales forecasting
  • Dashboards and reports
  • Marketing lists and group emails
  • Campaign management and follow-up assignment

Customer service

  • Case management
  • Contact-linked interaction history
  • Customer service dashboards
  • Knowledge base

Integrations and access

  • Constant Contact integration
  • QuickBooks and Office 365 integration options
  • Outlook integration
  • Web and mobile access
  • API guide for developers
Visual preview

Demo & Screenshots

Product details

GoldMine Specifications

DeploymentOwned installation or hosted cloud
Cloud minimumThree users on the main GoldMine Cloud offer; two users for Canadian Cloud
IntegrationsConstant Contact, QuickBooks, Office 365, Outlook; other add-ons available
APIIvanti-hosted GoldMine API Guide available
TrainingFree online training resources are listed
Cloud storageGoldMine Cloud page lists 60 GB; Canadian Cloud lists 150 GB SSD and 750 GB bulk file storage
Deployment

Deployment & System Footprint

Verified installation, hosting, administration, or environment details that can affect implementation.

Installation or hostingGoldMine offers an owned CRM installation and hosted cloud options. GoldMine Cloud is described as a desktop-as-a-service environment. Source ↗
Cloud infrastructureThe GoldMine Cloud page describes Google Compute Engine hosting, 60 GB secure storage, and scheduled snapshots. Canadian and UK/EU hosting options are also listed separately. Source ↗
Exit planning

Migration & Lock-In

Documented portability, standards, export, or switching considerations. No switching-cost score is shown unless the evidence supports one.

Data import and export

GoldMine lists import and export tools and says existing data can be imported. The public pages reviewed do not specify supported migration formats or service pricing.

Evidence source ↗
Our evidence-based assessment

TechZella Score

A proprietary editorial score based on product capabilities, usability, value, performance, support and user sentiment evidence.

6.9/10Moderate confidence
Features7.5
Ease of Use6.5
Value for Money7.0
Performance6.5
Support6.5
User Sentiment7.0

Features and deployment options are documented by GoldMine. The price for the core editions requires a quote, and only an aggregate G2 rating was verified. Scores are editorial assessments, not hands-on test results.

Methodology v1.0. The assessment weighs feature coverage (25%), ease of use (15%), value for money (20%), performance (15%), support (10%) and user sentiment (15%), using researched product evidence and verified review evidence where available. It is a TechZella editorial assessment, not a direct user-review average.

Editorial transparency

Our Review Methodology

Key claims are linked to the sources used to verify them. This evidence record is separate from third-party user ratings.

TechZella evaluates software using documented product capabilities, pricing information, usability and value considerations, independent user evidence where available, and competitive context. The assessment is an editorial review, not a hands-on test unless one is explicitly identified. Our editorial assessment is based on 5 documented sources.

What TechZella adds
  • Offers both an owned CRM license and a hosted cloud option.
  • The owned-license model supports shared or concurrent access, while the cloud offering has a stated minimum user count.
  • GoldMine documents contact-linked activities, sales forecasts, case management, custom fields, and campaign functions in one CRM.
Important limitations
  • GoldMine's official pricing page does not publish a headline price for its core owned or standard cloud editions.
  • GoldMine Cloud requires a three-user minimum on the main pricing page.
  • The free product information found describes demos and training videos, not a self-service free product plan.
Evidence-backed claims
GoldMine supports both owned and cloud deployment options.

The pricing page presents an owned CRM option and monthly-billed cloud CRM.

View source ↗Verified 2026-10-30
GoldMine Cloud has a three-user minimum on the main pricing page.

The official pricing page states monthly billing and a three-user minimum.

View source ↗Verified 2026-10-30
GoldMine documents contact management, sales forecasting, opportunity management, and marketing campaign features.

The Premium Edition page lists contact management, tasks, dashboards, forecasting, opportunity management, and campaign management.

View source ↗Verified 2026-10-30
GoldMine publicly lists integrations including Constant Contact, QuickBooks, and Office 365.

The Premium Edition page lists these integrations; the official homepage also mentions Outlook.

View source ↗Verified 2026-10-30
GoldMine has an API guide for developers.

Ivanti hosts a GoldMine API Guide and describes developer resources and integration documentation.

View source ↗Verified 2026-10-30
G2 displayed GoldMine at 3.7 out of 5 from 197 reviews.

The public G2 product review page showed the aggregate rating and review count.

View source ↗Verified 2026-10-30
GoldMine Software's LinkedIn profile lists 1989 as its founding year.

The company profile lists Founded 1989.

View source ↗Verified 2026-10-30
Independent review sources

GoldMine Ratings & Reviews

Ratings are published by the respective review platforms and may change over time.

Common questions

GoldMine FAQs

Answers begin with the clearest available response, followed by the context that helps you act on it.

Does GoldMine offer an owned installation and cloud hosting?
Yes. GoldMine lists both an owned CRM option and a hosted cloud option.
Is there a free GoldMine trial?
No. The official demo page offers free on-demand videos and a personalized demo. It does not describe a self-service product trial.
Which integrations does GoldMine list?
GoldMine identifies Constant Contact, QuickBooks, Office 365, and Outlook among its integrations.
Does GoldMine provide API documentation?
Yes. Ivanti hosts a GoldMine API Guide for developers.
How many users are required for GoldMine Cloud?
The main pricing page lists a three-user minimum. Its separate Canadian cloud listing states a two-user minimum.
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