---
description: TaskSuite : 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: TaskSuite - Avis, notes, prix et abonnements - Capterra Canada 2026
---

Breadcrumb: [Accueil](/) > [Logiciels pour emprunts](/directory/20011/loan-origination/software) > [TaskSuite](/software/1063785/tasksuite)

# TaskSuite

Canonical: https://fr.capterra.ca/software/1063785/tasksuite

> Rationalisez les prêts avec TaskSuite : de la mise en place à la gestion, le tout sur une plateforme efficace.
> 
> Conclusion : 5 utilisateurs lui ont donné la note de **5.0/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**.

-----

## Présentation

### Qui utilise TaskSuite?

Financements spécialisés et prêteurs directs (paiement échelonné, avance de trésorerie, financement de litiges, MCA) et courtiers/ISO ayant besoin d’un montage, d’un service, de paiements et de recouvrements configurables.

## Statistiques et notes

| Métrique | Notation | En détail |
| **Note globale** | **5.0/5** | 5 Avis |
| Simplicité | 4.6/5 | D'après l'ensemble des avis |
| Support client | 4.4/5 | D'après l'ensemble des avis |
| Rapport qualité-prix | 4.6/5 | D'après l'ensemble des avis |
|  Fonctionnalités | 5.0/5 | D'après l'ensemble des avis |
| Pourcentage de recommandation | 90% | (9/10 Probabilité de recommander le produit) |

## À propos du vendeur

- **Entreprise**: TaskSuite

## Contexte commercial

- **Public cible**: 2–10, 11–50, 51–200
- **Déploiement et plateformes**: Cloud, SaaS, web
- **Langues**: anglais
- **Pays disponibles**: Afrique du Sud, Australie, Canada, Irlande, Nouvelle-Zélande, Royaume-Uni, États-Unis

##  Fonctionnalités

- Calendrier d'amortissement
- Candidatures en ligne
- Conformité PCI
- Devis
- Distribution automatique de fonds
- Gestion client
- Gestion de la conformité
- Gestion des contacts
- Gestion des courriels
- Gestion des documents
- Gestion des flux de travail
- Gestion des flux de trésorerie
- Gestion des leads
- Gestion des pipelines
- Gestion des portefeuilles de prêts
- Gestion des tâches
- Gestion du pipeline de ventes
- Importation et exportation de données
- Payment Collection
- Piste d'audit
- Portail client
- Prise de décision et souscription automatisées
- Qualification de leads
- Rapports et analyses
- Stockage de documents
- Suivi des interactions
- Tableau de bord
- Tableau de bord d'activités
- Third-Party Integrations

## Intégrations (8 au total)

- Equifax
- Flinks Connectivity
- Plaid
- Prove
- Prove ID
- Twilio
- Xodo
- Xodo Sign

## Ressources d'aide

- Service client/courriel
- FAQ/forums
- Base de connaissances

## Category

- [Logiciels pour emprunts](https://fr.capterra.ca/directory/20011/loan-origination/software)

## Catégories connexes

- [Logiciels de gestion des prêts](https://fr.capterra.ca/directory/30088/loan-servicing/software)
- [Logiciels CRM](https://fr.capterra.ca/directory/2/customer-relationship-management/software)
- [Logiciels de prêts commerciaux](https://fr.capterra.ca/directory/30537/commercial-loan/software)
- [Logiciels pour emprunts](https://fr.capterra.ca/directory/20011/loan-origination/software)

##  Logiciels similaires

1. [Mortgage Automator](https://fr.capterra.ca/software/191761/mortgage-automator) — 4.9/5 (112 reviews)
2. [The Mortgage Office](https://fr.capterra.ca/software/9277/the-mortgage-office) — 4.8/5 (285 reviews)
3. [nCino’s Mortgage Suite](https://fr.capterra.ca/software/169464/the-nexus) — 4.8/5 (126 reviews)
4. [LendingWise](https://fr.capterra.ca/software/166706/lendingwise) — 4.6/5 (72 reviews)
5. [BNTouch Mortgage CRM](https://fr.capterra.ca/software/37032/bntouch) — 4.5/5 (95 reviews)

## Avis

### "TaskSuite review" — 5.0/5

> **Jonathan** | *12 mars 2026* | Services financiers | Taux de recommandation : 10.0/10
> 
> **Avantages**: The flexibility the system provides. Support from the team is great. The time to implement is also very impressive
> 
> **Inconvénients**: The configuration is not always that straightforward. I find the built in reporting and filtering options confusing.
> 
> I'm a happy customer and strong advocate for the solution. It genuinely creates a single view of the client and is easily scalable.

-----

### "Highly Recommend TaskSuite" — 5.0/5

> **Jim** | *24 avril 2025* | Services financiers | Taux de recommandation : 10.0/10
> 
> **Avantages**: TaskSuite's all in one functionality from UI\>LOS\>LMS all together in one turn key package was the right product fit at the right time for us.
> 
> **Inconvénients**: Much of my ask has been around my custom UI. The iteration time for changes has not been as fast as I would like at times.
> 
> The team at TaskSuite has been accommodating to work with. As a startup, our journey has taken some unexpected twists and turns. TaskSuite's dev team and account management team have worked with us as needed along the way.

-----

### "TaskSuite: A Flexible and Responsive Loan Management Partner" — 5.0/5

> **Archana** | *26 février 2026* | Services financiers | Taux de recommandation : 9.0/10
> 
> **Avantages**: What I like most about TaskSuite is its flexibility. It allows us to easily add new features and make adjustments based on our evolving business needs.
> 
> **Inconvénients**: There isn’t anything major we dislike; however, as with any system, there are occasional delays when implementing new enhancements.
> 
> Overall, our experience with TaskSuite has been very positive. The system is flexible and adaptable to our business needs, allowing us to implement changes and add features as needed. Their support team is responsive and quick to resolve issues, which has helped ensure smooth day-to-day operations.

-----

### "Tasksuite: Loan Management" — 5.0/5

> **Brandon** | *13 mars 2024* | Services financiers | Taux de recommandation : 9.0/10
> 
> **Avantages**: There are a number of reason we love working with Tasksuite but the key ones are:
- The team is fantastic from top to bottom
- The out of the box solution is robust but allows for the customization to make the product match your business
- Speed to get the product deployed was very fast
> 
> **Inconvénients**: Nothing that deserves to be written down. If I did have an issue/problem it was handled quickly and correctly.

-----

### "Fantastic system" — 5.0/5

> **Tucker** | *14 mars 2024* | Services financiers | Taux de recommandation : 9.0/10
> 
> **Avantages**: The ability to effectively manage the sales pipeline and forecast expecting units funded. The sales team is able to easily and effectively manage their deal flow.
> 
> **Inconvénients**: Customer support, the team has fixed this issue now and the customer support is optimized for our needs.

## Liens

- [Afficher sur Capterra](https://fr.capterra.ca/software/1063785/tasksuite)

## Cette page est disponible dans les langues suivantes.

| Langue | URL |
| en | <https://www.capterra.com/p/10018704/TaskSuite/> |
| en-AE | <https://www.capterra.ae/software/1063785/tasksuite> |
| en-AU | <https://www.capterra.com.au/software/1063785/tasksuite> |
| en-CA | <https://www.capterra.ca/software/1063785/tasksuite> |
| en-GB | <https://www.capterra.co.uk/software/1063785/tasksuite> |
| en-IE | <https://www.capterra.ie/software/1063785/tasksuite> |
| en-IL | <https://www.capterra.co.il/software/1063785/tasksuite> |
| en-IN | <https://www.capterra.in/software/1063785/tasksuite> |
| en-NZ | <https://www.capterra.co.nz/software/1063785/tasksuite> |
| en-SG | <https://www.capterra.com.sg/software/1063785/tasksuite> |
| en-ZA | <https://www.capterra.co.za/software/1063785/tasksuite> |
| fr | <https://www.capterra.fr/software/1063785/tasksuite> |
| fr-BE | <https://fr.capterra.be/software/1063785/tasksuite> |
| fr-CA | <https://fr.capterra.ca/software/1063785/tasksuite> |
| fr-LU | <https://www.capterra.lu/software/1063785/tasksuite> |

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