GoldMine Add-ons

iGoldMine being discontinued

GoldMine have just announced that the iGoldMine product is being discontinued.  iGoldMine will still be supported however for existing users.  Any GoldMine User who is interested in setting up a new remote access capability along the lines of what iGoldMine did will instead be offered the identical product called Go-Global.  

Wizard Systems fully support iGoldMine and Go-Global !


IntelliClick version 9.8.0 Released

IntelliClick, the most popular email marketing solution integrated with GoldMine, has a new version now - 9.8.0

Updates on this version:

NEW: SQL Query Builder (get to those tricky parts of GoldMine)
NEW: Context sensitive video tutorials
ENHANCED: Express Tracking preview and element management

For more information on IntelliClick and GoldMine upgrades, please contact Wizard Systems.



Bison chooses Riva to sync GoldMine with Microsoft Exchange

Bison Machinery Ltd., a specialist supplier of high quality metalworking machinery, chose Riva to integrate GoldMine and Microsoft Exchange. Integral to the project’s success was Riva’s ability to seamlessly and transparently sync GoldMine appointments and emails to the native calendar apps on mobile devices such as iPhones, iPads, and other smartphones and tablet PCs. The company’s sales and customer service teams can now concentrate on their work rather than manually archive emails.


Bison Machinery Logo Bison supplies high quality metalworking machinery for fabrication, sawing, engineering, and sheet metalwork. The company, headquartered in Stafford, UK, is a trusted partner of the sheet metal and fabrication industry. With a history dating back to the 1800s, the team of 25 employees benefits from the combined experience and product knowledge that has been passed down from generation to generation in this family-owned business.

The Challenge

Bison implemented their CRM of choice, GoldMine, in 2012. There is one administrator responsible for providing IT support for all sales and customer service employees in the company using GoldMine to record and archive client email correspondence and meetings.

To better integrate GoldMine into Bison’s daily workflow, the company tried using a plug-in for GoldMine with less than satisfying results. Rather than performing the sync tasks automatically as Bison needed, users had to archive emails manually. This created an additional workload for the users and resulted in less than optimal use of the company’s CRM.

Summary of challenges:

  • Plug-in wasn’t synchronizing automatically
  • Plug-in slowed down the systems
  • Users needed to archive emails manually
  • Email history in CRM was inconsistent
  • No way to automatically sync calendars and emails on multiple devices

Bison was searching for a way to seamlessly sync emails and calendars between their CRM and email systems which they considered crucial in optimizing the workflows of their sales and customer service staff.

The company wanted to have the option to archive emails in CRM as well. GoldMine partner and CRM specialists, Wizard Systems, recommended Riva to solve their sync and archiving issues.

The Solution

“We’ve found Riva to be an excellent product that just simply works. It saves us significant time now that we no longer have to manually link emails into GoldMine,” said Guy Bushnell, director, Bison Machinery Ltd.

Riva is now used by Bison to sync GoldMine and Microsoft Exchange for 14 employees – adding customer value, relieving all of the company’s pain points, and providing reliable, customer data automation for the company’s CRM and email systems.

Wizard Systems worked closely with Riva during the implementation process and managed all support requests on behalf of Bison. This made for a smooth and easy setup that did not require much in the way of involvement on the part of Bison.

“Throughout the pre-sales process and our implementation of Riva at Bison, we received excellent support from Riva’s customer services team. Riva is a great fit for Bison. Many of our Goldmine users have multiple Exchange mailboxes. Riva easily and eloquently handles manages this and removes the need for unreliable client add-ons,” stated Luke Fletcher, Software Consultant at Wizard Systems.

Riva, and the product’s option for automated email features, enables Bison’s sales and customer service teams to save time and ensure consistent CRM entries.

The Results

Riva enables Bison’s sales and customer service teams to work more efficiently in GoldMine and Microsoft Exchange, and on their mobile devices – in connected and disconnected modes – which has improved the quality of information that is being automatically archived in GoldMine.

“The real value with Riva is that we now have the peace of mind that our data is automatically and seamlessly integrated between CRM and email, without our employees having to do any manual data entry. Previously we were often unsure if users had remembered to manually sync emails,” said Guy Bushnell, Director, Bison Machinery Ltd.

The company will continue to take advantage of the high flexibility and stability that Riva provides in the future.


For more information on Exchange Integration with GoldMine, please contact Wizard Systems.


Reliable CRM and Exchange Integration with Riva from Wizard Systems

Riva is your one stop shop for integration of popular CRM systems like GoldMine..

  • Syncs CRM data more reliably.
  • Improves CRM adoption.
  • Bridges key integration gaps.
  • Reduces flip-flopping between apps.
  • Proven performance.
  • Highly configurable.
  • Supports Office 365 and Exchange.
  • Supports all Gmail clients.
  • Supports custom fields and custom objects.
  • No client-side plugins, mobile apps, or browser extensions to install or manage

Contact Wizard Systems for more information

New Survey Software add on released for GoldMine

We are pleased to announce the availability of Smart Survey for GoldMine.  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.

Key features include

  • Survey Form Builder
  • Integration Web Service For GoldMine
  • UNLIMITED Surveys
  • UNLIMITED Contacts Monitored
  • Survey Result Tracking For ALL Contacts
  • On-Demand Reporting & Dashboards
  • User Training
  • Assistance With First Survey Preparation
  • Optional Survey Preparation Services

For more information or a demo, please contact Wizard Systems.


IntelliClick 9.6.4 now available.

Our latest IntelliClick 9.6.4 (the most popular email marketing solution for GoldMine) release is now available. It is a cumulative release that includes various feature enhancements and some important fixes to the Express Tracking module. This update will apply both an updated IntelliClick Wizard and IntelliSend module.

Enhancements and fixes in this update version include:

◦Fix to no longer apply Express Tracking of Google font URLs added by many editors
◦Fix to overcome error issues with Express Tracking when using custom Unsubscribe URL locations
◦Improvements to IntelliSend module which optimize its use when running in a 64 bit Windows operating system
◦Trigger workflow automation from a tracked click
◦Optional VisTrack module to track and convert anonymous web site visitors

Please contact Wizard Systems on how to download this update.


Engaging & Integrated Email Marketing With GoldMine - Free Webinar this Thursday at 3pm UK time

Companies will learn more than imagined about how powerful CRM integrated eMarketing can be.

For Marketers: We make it easy to send your email campaigns directly out of GoldMine, via an SMTP Relay Service, AND track back in real time to GoldMine?

For Sales: Reps know instantly when a prospect becomes a hot lead and can be alerted by email, text and alarmed phone calls in GoldMine.

For IT: Your GoldMine Database will be cleaned up in a snap of all bad data coming in from email campaigns. No more worries about CAN SPAM compliance. IntelliClick instantly respects all Opt Out requests.

For Senior Managers: We close the gap between your Marketing & Sales Teams and get them collaberating in "real time" to close business faster.

To get started on the road to CRM integrated eMarketing with GoldMine please register for our IntellIClick webinar.

We present our demonstation using the latest version of GoldMine Premium Edition so you can see all of the bells and whistles of how GoldMine works.

Sign up now and you will be pleasantly surprised what you can learn.


MasterMine 9 now available - the easiest & quickest way of getting great looking reports out of your GoldMine

Version 9 improves your GoldMine management in a number of ways: better data security options; easier sharing, workbook organization and retrieval; and smoother passing of data into and out of GoldMine. There's much more, including new templates and of course boring stuff like Excel, Windows and GoldMine compatibility updates and bug fixes. The improvements to MMUpdater alone are well worth your focused attention!

Mastermine 9

More Compatibility

- GoldMine 2016 and 2017 guaranteed;
- Microsoft Excel 2007 through 2016;
- Windows 7 through 10;
- Availability in Hosted GoldMine environment (Cloud Jumper), BYOL or subscription;
- Compatibility with 64-bit Excel for MMUpdater users

New MMUpdater features

- Create sub-records: Additional Contacts, Details, Pending, History;
- Create notes records;
- Better manage existing sub-records like e-mail addresses, websites

Report Management

- Launch Search;
- Favorites section

Easier Report Transport & Sharing

- Snapshot to Archive;
- Import from non-MasterMine sources;
- Export to non-MasterMine Excel, PDF, or CSV

Find Templates Easier

- Treeview access to templates by function;
- Reorganized and enhanced toolkits for: Database Analysis, GoldMine Maintenance, Sales Activity Tracking, - Forecasting & Sales Tracking, Opportunities, Marketing Segmentation & List Management, Account Analysis

Enhanced Security Features

- Lock filter fields (i.e. USER);
- Master user license management


New & Improved GM Management Templates

- Notes Tab reporting;
- E-mail address error correction;
- Record Curtaining Management;
- Duplicate checking and correction;
- E-mail Inbox Tree by User;
- Log-based reports: Records Added, Records Deleted, User Log Report;
- Call Report with Last and Next Call Info;
- Refined Contstant Contact and IntelliClick Reports

For more information on MasterMine or MasterMine upgrades, please contact Wizard Systems.

Convert Your Web Site Visitors Into NEW Contacts & Business Opportunities

Capture leads from your web site visitors and seamlessly integrate them to your GoldMine CRM. Drive new opportunities to your sales team and arm them with web page visit detailsfrom the moment they first visit your site. Timely follow-up is enabled through email alerts sent to designated recipients the instant a new contact is added.  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.

Goldmine inbound marketing

Start a dialogue with your audience...

  • 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

Catch our introduction Webinar on Wednesday 8th February at 2pm UK time