--- description: Scopri le funzionalità di Redtail CRM, i dettagli del prodotto, chi utilizza il software e quali sono i prodotti suggeriti. Attraverso le recensioni di utenti verificati potrai capire com’è la user experience, l’assistenza post-vendita e molto altro. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Redtail CRM - Prezzi, recensioni, informazioni - Capterra Italia 2026 --- Breadcrumb: [Home](/) > [Software CRM](/directory/2/customer-relationship-management/software) > [Redtail CRM](/software/121349/redtail-crm) # Redtail CRM Canonical: https://www.capterra.it/software/121349/redtail-crm Pagina: 1/5\ Avanti: [Pagina successiva](https://www.capterra.it/software/121349/redtail-crm?page=2) > Redtail CRM è una soluzione basata sul Web di facile utilizzo per la gestione dei clienti, progettata appositamente per i professionisti del settore finanziario. > > Conclusione: valutazione di **4.1/5** stelle assegnate da 85 utenti. Miglior punteggio per il parametro **Lo consiglieresti?**. ----- ## Panoramica ### Chi utilizza Redtail CRM? Soluzione CRM che aiuta le imprese di ogni dimensione a gestire dati dei clienti, flussi di lavoro, e-mail marketing ed esportazioni di dati. ## Statistiche e valutazioni | Parametro | Valutazione | Dettaglio | | **Nel complesso** | **4.1/5** | 85 Recensioni | | Facilità d'uso | 4.0/5 | Sulla base delle recensioni complessive | | Assistenza clienti | 3.9/5 | Sulla base delle recensioni complessive | | Rapporto qualità-prezzo | 4.2/5 | Sulla base delle recensioni complessive | | Funzionalità | 4.0/5 | Sulla base delle recensioni complessive | | Percentuale di raccomandazione | 70% | (7/10 Lo consiglieresti?) | ## Informazioni sul fornitore - **Azienda**: Orion ## Contesto commerciale - **Prezzo di partenza**: 39,00 USD - **Modello tariffario**: (Versione di prova gratuita (free trial)) - **Pubblico target**: Lavoratore autonomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Implementazione e piattaforme**: Cloud, SaaS, Web, Android (mobile), iPhone (mobile), iPad (mobile) - **Lingue supportate**: inglese - **Paesi disponibili**: Stati Uniti ## Funzionalità - Archiviazione di documenti - Avvisi/Notifiche - Campi personalizzabili - Creazione di report/analisi - Database clienti - Database contatti - For Financial Institutions - Gestione contatti - Gestione dei clienti - Gestione del flusso di lavoro - Gestione della pipeline di vendita - Gestione della posta elettronica - Gestione delle attività - Gestione delle pipeline - Gestione di documenti - Gestione di potenziali clienti - Importazione/Esportazione di dati - Per il settore assicurativo - Programmazione appuntamenti - Quadro della attività - Report personalizzabili - Ricerca/Filtro - Strumenti collaborativi - Tracciamento delle interazioni ## Integrazioni (3 in totale) - Envestnet | MoneyGuide - Morningstar Office Cloud - Nitrogen ## Opzioni di supporto - Email/Help desk - FAQ/Forum - Knowledge Base - Assistenza telefonica - Chat ## Categoria - [Software CRM](https://www.capterra.it/directory/2/customer-relationship-management/software) ## Categorie correlate - [Software CRM](https://www.capterra.it/directory/2/customer-relationship-management/software) - [Software per la gestione dei contatti](https://www.capterra.it/directory/30016/contact-management/software) - [Software CRM per il settore finanziario](https://www.capterra.it/directory/30562/financial-crm/software) - [Software di monitoraggio delle vendite](https://www.capterra.it/directory/32744/sales-tracking/software) - [Software CRM per assicurazioni](https://www.capterra.it/directory/32554/insurance-crm/software) ## Alternative 1. [Zoho CRM](https://www.capterra.it/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 2. [Pipedrive](https://www.capterra.it/software/132666/pipedrive) — 4.5/5 (3042 reviews) 3. [Maximizer CRM](https://www.capterra.it/software/154610/maximizer-crm) — 4.1/5 (366 reviews) 4. [eWay-CRM](https://www.capterra.it/software/152769/eway-crm) — 4.5/5 (820 reviews) 5. [HubSpot CRM](https://www.capterra.it/software/152373/hubspot-crm) — 4.5/5 (4451 reviews) ## Recensioni ### "Pros and cons of Redtail CRM" — 4.0/5 > **Aman Preet** | *14 luglio 2022* | Vendita al dettaglio | Tasso di raccomandazione: 9.0/10 > > **Vantaggi**: 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 > > **Inconvenienti**: 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 febbraio 2025* | Servizi finanziari | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: I love the ease of using RedTail. The support is good too\! > > **Inconvenienti**: 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 gennaio 2025* | Servizi finanziari | Tasso di raccomandazione: 4.0/10 > > **Vantaggi**: Easy to use the basic functions. Good for keeping track of essential client data and maintaining a client review schedule. > > **Inconvenienti**: 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 gennaio 2024* | Servizi finanziari | Tasso di raccomandazione: 8.0/10 > > **Vantaggi**: 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. > > **Inconvenienti**: 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 febbraio 2020* | Servizi finanziari | Tasso di raccomandazione: 9.0/10 > > **Vantaggi**: 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. > > **Inconvenienti**: 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 ----- Pagina: 1/5\ Avanti: [Pagina successiva](https://www.capterra.it/software/121349/redtail-crm?page=2) ## Link - [Visualizza su Capterra](https://www.capterra.it/software/121349/redtail-crm) ## Questa pagina è disponibile nelle seguenti lingue | Lingua | 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 | | ----- ## Dati strutturati