--- description: Complete Agency Solutions : 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: Complete Agency Solutions - Avis, notes, prix et abonnements - Capterra Canada 2026 --- Breadcrumb: [Accueil](/) > [Logiciels pour compagnie d'assurance](/directory/20035/insurance-agency/software) > [Complete Agency Solutions](/software/156496/cloudia-assistant) # Complete Agency Solutions Canonical: https://fr.capterra.ca/software/156496/cloudia-assistant Page : 1/2\ Suivant: [Page suivante](https://fr.capterra.ca/software/156496/cloudia-assistant?page=2) > CRM (Customer Relationship Management) avec suivi des leads, drip marketing, moteur de devis et calcul de commission inclus. Numéroteur intégré/envoi de SMS en masse. > > Conclusion : 12 utilisateurs lui ont donné la note de **4.9/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**. ----- ## Présentation ### Qui utilise Complete Agency Solutions? Créé principalement pour les secteurs de l'assurance santé/vie/maladie, mais utilisé également dans divers autres secteurs. Créé pour les agents, les courtiers, les agences et les call centers. ## Statistiques et notes | Métrique | Notation | En détail | | **Note globale** | **4.9/5** | 12 Avis | | Simplicité | 4.7/5 | D'après l'ensemble des avis | | Support client | 5.0/5 | D'après l'ensemble des avis | | Rapport qualité-prix | 5.0/5 | D'après l'ensemble des avis | | Fonctionnalités | 4.8/5 | D'après l'ensemble des avis | | Pourcentage de recommandation | 100% | (10/10 Probabilité de recommander le produit) | ## À propos du vendeur - **Entreprise**: Complete Agency Solutions - **Fondé**: 2005 ## Contexte commercial - **À partir de**: 29,99 $ 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 - **Langues**: anglais - **Pays disponibles**: États-Unis ## Fonctionnalités - Devis - Gestion des commissions - Gestion des contacts - Gestion des documents - Gestion des polices d'assurance ## Ressources d'aide - Chat/Clavardage ## Category - [Logiciels pour compagnie d'assurance](https://fr.capterra.ca/directory/20035/insurance-agency/software) ## Logiciels similaires 1. [Applied Epic](https://fr.capterra.ca/software/70671/applied-epic) — 4.2/5 (141 reviews) 2. [ePayPolicy](https://fr.capterra.ca/software/198072/epaypolicy) — 4.9/5 (247 reviews) 3. [Jenesis Software](https://fr.capterra.ca/software/119068/jenesis-software) — 4.7/5 (283 reviews) 4. [Agency Matrix](https://fr.capterra.ca/software/50949/agency-matrix) — 3.7/5 (104 reviews) 5. [EZLynx](https://fr.capterra.ca/software/102928/ezlynx) — 3.7/5 (73 reviews) ## Avis ### "The most organized CRM system" — 5.0/5 > **Utilisateur vérifié** | *8 juin 2021* | Études de marché | Taux de recommandation : 10.0/10 > > **Avantages**: It's very organized and it helps a lot when it comes to my job. It works smoothly and it efficiently improves our job role. > > **Inconvénients**: None so far. It really helps me a lot with my job so nothing for now. ----- ### "Our Agency Experiance\!" — 5.0/5 > **Frank** | *5 août 2019* | Assurance | Taux de recommandation : 10.0/10 > > **Avantages**: We were struggling with several programs that never really did 100% of what we needed to run our office. We shopped, got free trials and phone support for perhaps a dozen different solutions. When we found Cloudia Assistant, I approached it, as I had been accustomed to, with a very critical view. Very quickly things changed. Cost was much better for our small agency than the others. Features were exactly what we needed to track and maintain clients, insurance companies, policies and commissions\! In addition, worked well with doing mailings, etc.\! > > **Inconvénients**: What we liked least about the software was while the price is great and seems to be directed to individual agents, I'd like to see some type of "lite" version to work with our agents. We can add a user account but it is limited as to what they can do....to the point that they are counter productive. Perhaps develop a user level that has more capabilities but falls short of being a fully active user. My staff that have little to no need for full accounts often need to access our clients data and it then becomes difficult for us\! > > Things of value that we have solved has been the ability to track commissions, policies, clients and combine calendar features to a useful level\! ----- ### "Automated system delivers your emails to thousands of customers" — 4.0/5 > **Deborah** | *5 août 2019* | Assurance | Taux de recommandation : 10.0/10 > > **Avantages**: Easy to use. Validates outbound emails and pulls them out of rotation if bad address or addressee is a know complainer about spam. > > **Inconvénients**: Having to manualy remove each invalid e mail is time consuming > > Being able to target and reach more potential clients in an automated format ----- ### "Great System" — 5.0/5 > **Jeanne Anne** | *6 août 2019* | Assurance | Taux de recommandation : 10.0/10 > > **Avantages**: I use Cloudia daily. It is a great system to help organize and work leads. It is easy to use but I recommend the training that is available if you are new to the system. The support is absolutely amazing. I highly recommend this system. > > **Inconvénients**: I do not like only being able to delete leads 250 at a time that is like watching paint dry but I still wouldn't quit using Cloudia. ----- ### "Best CRM for Insurance" — 5.0/5 > **Scott** | *3 novembre 2016* | Logiciels | Taux de recommandation : 10.0/10 > > **Avantages**: Very easy to learn and use drip marketing system. > > **Inconvénients**: No advertising so few people have ever heard of it. > > You will note I am biased because I work for the company offering this product but I have to tell you: I have used more than a dozen different CRM and when it comes to drip marketing, this is the easiest system I have ever learned and used. I can create an email campaign is less than a minute and the options are just what the insurance industry needs. Free Tech Support and Training with no setup fees makes Cloudia the best value available in professional CRMs at only $29.99 per month. One sale and you've paid for it for a year. The fact that you can get a CRM with lead tracking, commission calculation, drip marketing, health quote engine and customized views of your data makes this a very full featured product but integration with CallFire as the dialing machines puts the cherry on top. ----- Page : 1/2\ Suivant: [Page suivante](https://fr.capterra.ca/software/156496/cloudia-assistant?page=2) ## Liens - [Afficher sur Capterra](https://fr.capterra.ca/software/156496/cloudia-assistant) ## 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 | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | ----- ## Données structurées