--- description: Redtail CRM : qu'en pensent les utilisateurs ? Lisez les avis sur Redtail CRM, consultez ses différents prix, tarifs et abonnements ainsi que ses fonctionnalités. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Redtail CRM - Prix, tarif, abonnement et avis | GetApp France 2026 --- Breadcrumb: [Accueil](/) > [Logiciels CRM](/directory/230/crm/software) > [Redtail CRM](/software/114375/redtail-crm) # Redtail CRM Canonical: https://www.getapp.fr/software/114375/redtail-crm Page : 1/5\ Suivant: [Page suivante](https://www.getapp.fr/software/114375/redtail-crm?page=2) > Redtail CRM est une solution CRM (Customer Relationship Management) basée sur le cloud et conçue pour les professionnels financiers. Elle comprend des outils pour gérer les contacts, les documents, les enregistrements, les activités, les diffusions par e-mail, les séminaires, les automatisations de flux de travail, le reporting, etc. > > Conclusion : 85 utilisateurs lui ont donné la note de **4.1/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**. ----- ## Statistiques et notes | Métrique | Notation | En détail | | **Note globale** | **4.1/5** | 85 Avis | | Simplicité d’utilisation | 4.0/5 | D'après l'ensemble des avis | | Support client | 3.9/5 | D'après l'ensemble des avis | | Rapport qualité-prix | 4.2/5 | D'après l'ensemble des avis | | Fonctionnalités | 4.0/5 | D'après l'ensemble des avis | | Pourcentage de recommandation | 70% | (7/10 Probabilité de recommander le produit) | ## À propos de l'éditeur - **Société**: Orion ## Contexte commercial - **Prix à partir de**: 39,00 $US - **Type de licence**: (pendant l'essai gratuit) - **Public cible**: Auto-entrepreneur, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+ - **Déploiement et plateformes**: Cloud, SaaS, web, Android (mobile), iPhone (mobile), iPad (mobile) - **Langues**: anglais - **Pays disponibles**: États-Unis ## Fonctionnalités - Actions découlant d'un événement - Alertes/Notifications - Application mobile - Automatisation des processus et flux de travail - Base de données de clients - Base de données de contacts - CRM - Champs personnalisables - Fonctions pour secteur de l'assurance - For Financial Institutions - For Startups - Gestion des calendriers - Gestion des clients - Gestion des contacts - Gestion des documents - Gestion des e-mails - Gestion des flux de travail - Gestion des leads - Gestion des pipelines - Gestion des tâches ## Intégrations (3 au total) - Envestnet | MoneyGuide - Morningstar Office Cloud - Nitrogen ## Ressources d'aide - Service client/e-mail - FAQ/forums - Base de connaissances - Support téléphonique - Chat ## Category - [Logiciels CRM](https://www.getapp.fr/directory/230/crm/software) ## Catégories connexes - [Logiciels CRM](https://www.getapp.fr/directory/230/crm/software) - [Logiciels de CRM pour le secteur financier](https://www.getapp.fr/directory/1265/financial-crm/software) - [Logiciels de gestion de contacts](https://www.getapp.fr/directory/337/contact-management/software) - [Logiciels de suivi commercial](https://www.getapp.fr/directory/3059/sales-tracking/software) - [Logiciels de CRM pour assureurs](https://www.getapp.fr/directory/3083/insurance-crm/software) ## Logiciels similaires 1. [Zoho CRM](https://www.getapp.fr/software/9908/zoho-crm) — 4.3/5 (6964 reviews) 2. [HubSpot CRM](https://www.getapp.fr/software/102533/hubspot-crm) — 4.5/5 (4451 reviews) 3. [Pipedrive](https://www.getapp.fr/software/90507/pipedrive) — 4.5/5 (3042 reviews) 4. [Maximizer CRM](https://www.getapp.fr/software/20482/maximizer-crm) — 4.1/5 (366 reviews) 5. [eWay-CRM](https://www.getapp.fr/software/106997/eway-crm) — 4.5/5 (820 reviews) ## Avis ### "Well Rounded CRM for Advisors" — 4.0/5 > **Brian** | *3 juillet 2018* | Taux de recommandation : 10.0/10 > > **Avantages**: Cost, ability to integrate, and customization. There are many fields and options to tailor to your business needs. The subscription models for the \# of users you get for the price is a great deal. Lots of resources/training and customer service is excellent. Without this support, Redtail could appear overwhelming in a good way to the average user. > > **Inconvénients**: Biggest complaint is the lack of calendar and contact syncing with Office 365. There are desktop programs that sync but this requires you to have your laptop on and sometimes I don't use my computer everyday (tablet instead some days) and thus my info wouldn't be synced. Rules for reports and to set up workflows could be more user friendly. ----- ### "Use it Every Day and Love It\!" — 5.0/5 > **Utilisateur vérifié** | *30 septembre 2021* | Services financiers | Taux de recommandation : 10.0/10 > > **Avantages**: The customer service is extremely responsive and easy to work with. I also really liked that we had a trainer reach out to us and do a one on one session to make sure we had everything set up correctly. So nice to get that kind of attention when we aren't a big company. > > **Inconvénients**: The alerts for the calendar are the only thing I wish they could improve on. > > Very positive\! The workflows and activity tracking have helped make us very efficient and they also integrate with so many other platforms that it saves us a lot of time from duplicate data entry ----- ### "Not impressed by the user-interface, but the CRM serves it's function." — 3.0/5 > **Jeremiah** | *6 décembre 2017* | Taux de recommandation : 5.0/10 > > **Avantages**: I enjoy that all information is thoroughly saved once it's in the system. You can't accidentally or intentionally delete comments/notes on clients accounts. This is crucial in a field where we need to know what has been communicated to our clients. This CRM allows us to produce reports that show when/where the client came in. This is an important process to understand how we should interact with clients to better serve them. > > **Inconvénients**: There are a lot of things I dislike with the software, especially for how much it costs. The interface is somewhat easy to learn, but it tends to be clunky. It takes longer than I would hope to find client names in the database, and it seems the product focuses more on integrating with other companies than it does on simplicity. Adding activities/tasks on a to-do list is something we highly value. The process of adding new tasks tends to be a little overcomplicated, and it doesn't organize well. Using workflows for specific clients is not very easy either. We spent a lot of time developing workflows for clients, but ended up ditching it for handwritten notes\! Ouch. It was quicker, more efficient, and more reliable than using the CRM. > > We are able to see detailed notes on clients, and those notes never go away. ----- ### "Amazing CRM" — 5.0/5 > **Utilisateur vérifié** | *5 octobre 2021* | Services financiers | Taux de recommandation : 10.0/10 > > **Avantages**: This software allows me to do everything I need and then some. If I ever need help customer service has been the best. Everyone has been helpful and friendly. Using this has definitely made my life better from what we used to use. > > **Inconvénients**: Nothing to complain about yet. Once in a while the upload speed it slow, but that could be on my side. > > Fantastic\! ----- ### "Redtail Review" — 4.0/5 > **Utilisateur vérifié** | *18 juillet 2022* | Services financiers | Taux de recommandation : 10.0/10 > > **Avantages**: How intuitive it is to create activity tasks and then also to create templates for processes that we use all the time. > > **Inconvénients**: There are sometimes very easy features that you think would be available that aren't. It is important to find lists and create lists of data and then be able to sort and customize and export and it just isn't quite there with Redtail CRM. We are hopeful that the merger w/ Orion will create better reporting lists. ----- Page : 1/5\ Suivant: [Page suivante](https://www.getapp.fr/software/114375/redtail-crm?page=2) ## Liens - [Afficher sur GetApp](https://www.getapp.fr/software/114375/redtail-crm) ## Cette page est disponible dans les langues suivantes. | Langue | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | ----- ## Données structurées