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

Breadcrumb: [Accueil](/) > [Logiciels CRM](/directory/2/customer-relationship-management/software) > [Advisors Assistant](/software/199043/advisors-assistant)

# Advisors Assistant

Canonical: https://fr.capterra.ca/software/199043/advisors-assistant

> Advisors Assistant est un logiciel de gestion des contacts et de reporting de portefeuille qui aide les conseillers à gérer les relations avec les clients.
> 
> Conclusion : 1 utilisateurs lui ont donné la note de **5.0/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**.

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## Présentation

### Qui utilise Advisors Assistant?

Conseillers financiers, agents d’assurance et gestionnaires de patrimoine.

## Statistiques et notes

| Métrique | Notation | En détail |
| **Note globale** | **5.0/5** | 1 Avis |
| Simplicité | 4.0/5 | 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 | 5.0/5 | D'après l'ensemble des avis |
| Pourcentage de recommandation | 100% | (10/10 Probabilité de recommander le produit) |

## À propos du vendeur

- **Entreprise**: Advisors Assistant Holdings

## Contexte commercial

- **À partir de**: 52,00 $ US
- **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**: Windows (ordinateur)
- **Langues**: anglais
- **Pays disponibles**: États-Unis

##  Fonctionnalités

- Accès mobile
- Gestion des contacts
- Gestion des flux de travail
- Gestion des leads
- Tableau de bord d'activités

## Ressources d'aide

- Support téléphonique

## Category

- [Logiciels CRM](https://fr.capterra.ca/directory/2/customer-relationship-management/software)

##  Logiciels similaires

1. [HubSpot CRM](https://fr.capterra.ca/software/152373/hubspot-crm) — 4.5/5 (4458 reviews)
2. [Salesforce Sales Cloud](https://fr.capterra.ca/software/61368/salesforce) — 4.4/5 (18782 reviews)
3. [Zoho CRM](https://fr.capterra.ca/software/155928/zoho-crm) — 4.3/5 (6973 reviews)
4. [Bigin by Zoho CRM](https://fr.capterra.ca/software/204998/bigin-by-zoho-crm) — 4.7/5 (730 reviews)
5. [Kylas Sales CRM](https://fr.capterra.ca/software/210630/kylas) — 4.8/5 (573 reviews)

## Avis

### "Advisors Assistant" — 5.0/5

> **Gray** | *21 janvier 2020* | Services financiers | Taux de recommandation : 10.0/10
> 
> **Avantages**: I love the fact that the app has all of the features I need to stay compliant with the regulatory authorities.
> 
> **Inconvénients**: There are times that I find it difficult to find and record all of the facts of my client interaction.
> 
> I am very happy with Advisors Assistant.  It does what I need it to do in a CRM.

## Liens

- [Afficher sur Capterra](https://fr.capterra.ca/software/199043/advisors-assistant)

## Cette page est disponible dans les langues suivantes.

| Langue | URL |
| en | <https://www.capterra.com/p/199043/Advisors-Assistant/> |
| en-AE | <https://www.capterra.ae/software/199043/advisors-assistant> |
| en-AU | <https://www.capterra.com.au/software/199043/advisors-assistant> |
| en-CA | <https://www.capterra.ca/software/199043/advisors-assistant> |
| en-GB | <https://www.capterra.co.uk/software/199043/advisors-assistant> |
| en-IE | <https://www.capterra.ie/software/199043/advisors-assistant> |
| en-IL | <https://www.capterra.co.il/software/199043/advisors-assistant> |
| en-IN | <https://www.capterra.in/software/199043/advisors-assistant> |
| en-NZ | <https://www.capterra.co.nz/software/199043/advisors-assistant> |
| en-SG | <https://www.capterra.com.sg/software/199043/advisors-assistant> |
| en-ZA | <https://www.capterra.co.za/software/199043/advisors-assistant> |
| fr | <https://www.capterra.fr/software/199043/advisors-assistant> |
| fr-BE | <https://fr.capterra.be/software/199043/advisors-assistant> |
| fr-CA | <https://fr.capterra.ca/software/199043/advisors-assistant> |
| fr-LU | <https://www.capterra.lu/software/199043/advisors-assistant> |

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