--- description: Ausführliche Erfahrungsberichte zu Redtail CRM mit detaillierten Infos zu Funktionen, Preisen und Bewertungen. Verschaff dir einen schnellen Überblick zu Benutzerfreundlichkeit, Vor- und Nachteilen & vergleiche Redtail CRM mit ähnlichen Produkten. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Redtail CRM Erfahrungen, Kosten & Bewertungen | GetApp Deutschland 2026 --- Breadcrumb: [Startseite](/) > [CRM-Systeme](/directory/230/crm/software) > [Redtail CRM](/software/114375/redtail-crm) # Redtail CRM Canonical: https://www.getapp.de/software/114375/redtail-crm Seite: 1 / 5\ Weiter: [Nächste Seite](https://www.getapp.de/software/114375/redtail-crm?page=2) > Redtail CRM ist eine cloudbasierte CRM-Lösung (Customer Relationship Management) für Anwender in der Finanzbranche, die Tools für das Verwalten von Kontakten, Dokumenten, Datensätzen, Aktivitäten, E-Mail-Broadcasts, Seminaren, Workflow-Automatisierungen, Berichterstattung und mehr umfasst. > > Bewertung: **4.1/5** von 85 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.1/5** | 85 Nutzerbewertungen | | Bedienkomfort | 4.0/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 3.9/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.2/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.0/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 70% | (7/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Orion ## Gewerblicher Kontext - **Startpreis**: 39,00 $ - **Preismodell**: (Kostenlose Testversion) - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Android (mobil), iPhone (mobil), iPad (mobil) - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Vereinigte Staaten ## Funktionen - Aktivitäts-Dashboard - Aktivitäts-Verfolgung - Alarmfunktion / Benachrichtigungen - Anpassbare Berichte - Anpassbare Felder - Aufgabenmanagement - Aufgabenplanung - Berichterstattung / Analyse - Berichterstattung und Statistik - CRM - Daten-Import / -Export - Dokumentenmanagement - Dokumentenspeicher - E-Mail Marketing - E-Mail-Management - Ereignisgesteuerte Aktionen - Erinnerungen - Etikettierung - For Financial Institutions - For Startups ## Integrationen (3 insgesamt) - Envestnet | MoneyGuide - Morningstar Office Cloud - Nitrogen ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - Chat ## Category - [CRM-Systeme](https://www.getapp.de/directory/230/crm/software) ## Ähnliche Kategorien - [CRM-Systeme](https://www.getapp.de/directory/230/crm/software) - [CRM Software für Banken & Finanzdienstleister](https://www.getapp.de/directory/1265/financial-crm/software) - [Kontaktmanagement Software](https://www.getapp.de/directory/337/contact-management/software) - [Sales Tracking Software](https://www.getapp.de/directory/3059/sales-tracking/software) - [CRM Software für Versicherungen](https://www.getapp.de/directory/3083/insurance-crm/software) ## Alternativen 1. [Zoho CRM](https://www.getapp.de/software/9908/zoho-crm) — 4.3/5 (6964 reviews) 2. [HubSpot CRM](https://www.getapp.de/software/102533/hubspot-crm) — 4.5/5 (4451 reviews) 3. [Maximizer CRM](https://www.getapp.de/software/20482/maximizer-crm) — 4.1/5 (366 reviews) 4. [eWay-CRM](https://www.getapp.de/software/106997/eway-crm) — 4.5/5 (820 reviews) 5. [Nimble](https://www.getapp.de/software/20406/nimble) — 4.4/5 (1868 reviews) ## Nutzerbewertungen ### "Well Rounded CRM for Advisors" — 4.0/5 > **Brian** | *3. Juli 2018* | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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 > **Verifizierter Rezensent** | *30. September 2021* | Finanzdienstleistungen | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. Dezember 2017* | Empfehlungsbewertung: 5.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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 > **Verifizierter Rezensent** | *5. Oktober 2021* | Finanzdienstleistungen | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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 > **Verifizierter Rezensent** | *18. Juli 2022* | Finanzdienstleistungen | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: How intuitive it is to create activity tasks and then also to create templates for processes that we use all the time. > > **Nachteile**: 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. ----- Seite: 1 / 5\ Weiter: [Nächste Seite](https://www.getapp.de/software/114375/redtail-crm?page=2) ## Links - [Auf GetApp anzeigen](https://www.getapp.de/software/114375/redtail-crm) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | 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 | | ----- ## Strukturierte Daten