--- description: Redtail CRM : avantages et inconvénients. Lisez les avis clients, consultez les prix et découvrez les fonctionnalités. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Redtail CRM - Avis, notes, prix et abonnements - Capterra Canada 2026 --- Breadcrumb: [Accueil](/) > [Logiciels CRM](/directory/2/customer-relationship-management/software) > [Redtail CRM](/software/121349/redtail-crm) # Redtail CRM Canonical: https://fr.capterra.ca/software/121349/redtail-crm Page : 1/5\ Suivant: [Page suivante](https://fr.capterra.ca/software/121349/redtail-crm?page=2) > Redtail CRM est une solution web de gestion des clients facile à utiliser, conçue spécifiquement pour les professionnels de la finance. > > Conclusion : 85 utilisateurs lui ont donné la note de **4.1/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**. ----- ## Présentation ### Qui utilise Redtail CRM? Solution CRM qui aide les entreprises de toutes tailles à gérer leurs données client, leurs flux de travail, leurs e-mails marketing et leurs exportations de données. ## Statistiques et notes | Métrique | Notation | En détail | | **Note globale** | **4.1/5** | 85 Avis | | Simplicité | 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 du vendeur - **Entreprise**: Orion ## Contexte commercial - **À partir de**: 39,00 $ US - **Type de licence**: (Version d’essai gratuite) - **Public cible**: Travailleur autonome, 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 - Alertes/Notifications - Base de données de clients - Base de données de contacts - Champs personnalisables - Fonctions pour secteur de l'assurance - For Financial Institutions - Gestion des clients - Gestion des contacts - Gestion des courriels - Gestion des documents - Gestion des flux de travail - Gestion des leads - Gestion des pipelines - Gestion des tâches - Gestion du pipeline de ventes - Importation et exportation de données - Outils de collaboration - Planification des rendez-vous - Rapports et analyses - Rapports personnalisables - Recherche/Filtre - Stockage de documents - Suivi des interactions - Tableau de bord d'activités ## Intégrations (3 au total) - Envestnet | MoneyGuide - Morningstar Office Cloud - Nitrogen ## Ressources d'aide - Service client/courriel - FAQ/forums - Base de connaissances - Support téléphonique - Chat/Clavardage ## Category - [Logiciels CRM](https://fr.capterra.ca/directory/2/customer-relationship-management/software) ## Catégories connexes - [Logiciels CRM](https://fr.capterra.ca/directory/2/customer-relationship-management/software) - [Logiciels de gestion de contacts](https://fr.capterra.ca/directory/30016/contact-management/software) - [Logiciels de CRM pour le service financier](https://fr.capterra.ca/directory/30562/financial-crm/software) - [Logiciels de suivi commercial](https://fr.capterra.ca/directory/32744/sales-tracking/software) - [Logiciels de CRM pour assureurs](https://fr.capterra.ca/directory/32554/insurance-crm/software) ## Logiciels similaires 1. [Zoho CRM](https://fr.capterra.ca/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 2. [Maximizer CRM](https://fr.capterra.ca/software/154610/maximizer-crm) — 4.1/5 (366 reviews) 3. [HubSpot CRM](https://fr.capterra.ca/software/152373/hubspot-crm) — 4.5/5 (4451 reviews) 4. [Pipedrive](https://fr.capterra.ca/software/132666/pipedrive) — 4.5/5 (3042 reviews) 5. [eWay-CRM](https://fr.capterra.ca/software/152769/eway-crm) — 4.5/5 (820 reviews) ## Avis ### "Pros and cons of Redtail CRM" — 4.0/5 > **Aman Preet** | *14 juillet 2022* | Vente au détail | Taux de recommandation : 9.0/10 > > **Avantages**: The most critical features for us as a team was to handle the workflow management as well as reports and analytics of our financial data along with that Redtail CRM is affordable in long term > > **Inconvénients**: Content management and alerts and notification services of Redtail CRM is the one which they need to work on as for our perspective they are not up to the mark. > > If one wants to manage their workflow and have a nice and professional looking reporting then they can surely go with Redtail CRM and for content management stuff they can go for other alternatives. ----- ### "Great Financial CRM" — 5.0/5 > **Michelle** | *21 février 2025* | Services financiers | Taux de recommandation : 10.0/10 > > **Avantages**: I love the ease of using RedTail. The support is good too\! > > **Inconvénients**: Sometimes it takes a day or two to get questions answered. > > Wonderful\! I love all the trainings offered and their RedTail U is the best\! ----- ### "Gets the Job Done but Could Be Better" — 3.0/5 > **Jaimie** | *2 janvier 2025* | Services financiers | Taux de recommandation : 4.0/10 > > **Avantages**: Easy to use the basic functions. Good for keeping track of essential client data and maintaining a client review schedule. > > **Inconvénients**: Requires a lot of menu diving for anything other than basic functions. Workflows are clunky for automations. Calendar integration is a hassle and tech support is subpar. > > Redtail CRM has been better out of the box than Sugar CRM but leaves a lot to be desired in terms of custom workflows and usability of the customer data profiles. ----- ### "Much more robust than most CRMs at the same price point." — 5.0/5 > **Lauren** | *2 janvier 2024* | Services financiers | Taux de recommandation : 8.0/10 > > **Avantages**: They system is very customizable in all senses. Nearly all fields and how their set up can be customized to work for your group and business. We also use the reporting features quite a bit. > > **Inconvénients**: The ability to customize everything can become paralizing, and RedTail's training and support was not nearly robust enough. We set the system up the way we thought would work for us, only to realize that certain things are not reportable/searchable. We then had to rethink and re-set up our entire contact list. > > The transition from one CRM to RedTail went very well, and we felt well-supported throughout. They system works wonderfully for our group now, but it took a lot of trial and error for us to figure out how to do that. The support, training, help after transition is pretty much non-existant, which was very frustrating. ----- ### "We love Redtail\!" — 5.0/5 > **Jess** | *3 février 2020* | Services financiers | Taux de recommandation : 9.0/10 > > **Avantages**: Redtail is cleanest looking and feeling CRM that we trialed. Everything is setup with the user in mind, so it's very easy to use. It's also very intuitive and there aren't many learning curves. The reporting is far above what other systems offer, and the workflows have completely changed the functionality of our team for the better. The ability to set up automations has also improved our processes. Our business runs much more smoothly, efficiently, and quickly because of Redtail. We find that the workflows and automations ensure that there are never gaps in our processes and things get done in a more timely fashion. They are always making updates and improvements based on user request, so over the three years we've been using it, it has only become more functional and user friendly versus feeling outdated. The support team is always available if you need help and the classes they offer are extremely thorough and helpful. The price is very affordable per user and they absolutely deliver quality well above the price point. > > **Inconvénients**: There's not a lot to be disliked about Redtail, but some of the options are technologically advanced and either require a strong ability to be tech savvy or an investment in Redtail University. Various members of our team have attended Redtail University on many occasions and have found it to be extremely helpful in each of our understandings of how certain parts of the system work (mainly workflows) but unfortunately it is an additional $$ investment. > > Overall we love Redtail and continually attribute it to the efficiency of our team. Things no longer fall through the cracks because we've taken the time to set up workflows for all of our processes and we all contribute thorough notes to our client records. We use tasks every single day to make sure things are getting done AND that there's a record of someone doing them. We use the reporting options daily and have gained better insights into the business because of the report options available. We absolutely recommend Redtail to anyone looking for an efficient and affordable CRM ----- Page : 1/5\ Suivant: [Page suivante](https://fr.capterra.ca/software/121349/redtail-crm?page=2) ## Liens - [Afficher sur Capterra](https://fr.capterra.ca/software/121349/redtail-crm) ## Cette page est disponible dans les langues suivantes. | Langue | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Données structurées