--- description: Gedetailleerde beoordelingen over Redtail CRM: functies, prijzen, gebruiksgemak en scores. Met een duidelijk overzicht van de plus- en minpunten. Vergelijk Redtail CRM met soortgelijke producten dankzij GetApp België. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Redtail CRM reviews, prijzen en scores | GetApp België 2026 --- Breadcrumb: [Startpagina](/) > [CRM-software](/directory/230/crm/software) > [Redtail CRM](/software/114375/redtail-crm) # Redtail CRM Canonical: https://www.getapp.be/software/114375/redtail-crm Pagina: 1 / 5\ Volgende: [Volgende pagina](https://www.getapp.be/software/114375/redtail-crm?page=2) > Redtail CRM is een cloudgebaseerde CRM-oplossing die is ontworpen voor financiële professionals en die tools bevat voor het beheren van contacten, documenten, dossiers, activiteiten, e-mailuitzendingen, seminars, workflowautomatisering, rapportage en meer. > > Oordeel: score van **4.1/5** door 85 gebruikers. Hoge score voor **Waarschijnlijkheid van aanbeveling**. ----- ## Snelle statistieken en scores | Metriek | Beoordelen | Details | | **In totaal** | **4.1/5** | 85 Reviews | | Gebruiksgemak | 4.0/5 | Gebaseerd op alle reviews | | Klantenondersteuning | 3.9/5 | Gebaseerd op alle reviews | | Prijs-kwaliteitverhouding | 4.2/5 | Gebaseerd op alle reviews | | Functies | 4.0/5 | Gebaseerd op alle reviews | | Aanbevelingspercentage | 70% | (7/10 Waarschijnlijkheid van aanbeveling) | ## Over de leverancier - **Bedrijf**: Orion ## Commerciële context - **Beginprijs**: US$ 39,00 - **Prijsmodel**: (Gratis proefversie) - **Doelgroep**: Zelfstandig ondernemer, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Implementatie en platforms**: Cloud, SaaS, Web, Android (mobiel), iPhone (mobiel), iPad (mobiel) - **Ondersteunde talen**: Engels - **Beschikbare landen**: Verenigde Staten ## Functies - Aanpasbare rapporten - Aanpasbare velden - Activiteiten volgen - Activiteitendashboard - Afspraakplanning - Beheer van verkooppipeline - CRM - Contactenbeheer - Contactendatabase - Documentbeheer - Documenten opslaan - Door gebeurtenissen geactiveerde acties - E-mailbeheer - E-mailmarketing - For Financial Institutions - For Startups - Gegevens importeren en exporteren - Herinneringen - Interactie bijhouden - Kalenderbeheer ## Integraties (3 in totaal) - Envestnet | MoneyGuide - Morningstar Office Cloud - Nitrogen ## Ondersteuningsopties - E-mail/helpdesk - Veelgestelde vragen/forum - Kennisbank - Telefonische ondersteuning - Chatten ## Categorie - [CRM-software](https://www.getapp.be/directory/230/crm/software) ## Gerelateerde categorieën - [CRM-software](https://www.getapp.be/directory/230/crm/software) - [CRM-systemen voor banken en verzekeraars](https://www.getapp.be/directory/1265/financial-crm/software) - [Contactbeheer software](https://www.getapp.be/directory/337/contact-management/software) - [Sales tracking software](https://www.getapp.be/directory/3059/sales-tracking/software) - [CRM systemen voor verzekeraars](https://www.getapp.be/directory/3083/insurance-crm/software) ## Alternatieven 1. [HubSpot CRM](https://www.getapp.be/software/102533/hubspot-crm) — 4.5/5 (4458 reviews) 2. [Zoho CRM](https://www.getapp.be/software/9908/zoho-crm) — 4.3/5 (6971 reviews) 3. [Bigin by Zoho CRM](https://www.getapp.be/software/142099/bigin-by-zoho-crm) — 4.7/5 (730 reviews) 4. [Salesforce Sales Cloud](https://www.getapp.be/software/90378/salesforce) — 4.4/5 (18777 reviews) 5. [eWay-CRM](https://www.getapp.be/software/106997/eway-crm) — 4.5/5 (822 reviews) ## Reviews ### "Well Rounded CRM for Advisors" — 4.0/5 > **Brian** | *3 juli 2018* | Aanbevelingsscore: 10.0/10 > > **Pluspunten**: 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. > > **Minpunten**: 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 > **Geverifieerde reviewer** | *30 september 2021* | Financiële dienstverlening | Aanbevelingsscore: 10.0/10 > > **Pluspunten**: 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. > > **Minpunten**: 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 december 2017* | Aanbevelingsscore: 5.0/10 > > **Pluspunten**: 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. > > **Minpunten**: 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 > **Geverifieerde reviewer** | *5 oktober 2021* | Financiële dienstverlening | Aanbevelingsscore: 10.0/10 > > **Pluspunten**: 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. > > **Minpunten**: 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 > **Geverifieerde reviewer** | *18 juli 2022* | Financiële dienstverlening | Aanbevelingsscore: 10.0/10 > > **Pluspunten**: How intuitive it is to create activity tasks and then also to create templates for processes that we use all the time. > > **Minpunten**: 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. ----- Pagina: 1 / 5\ Volgende: [Volgende pagina](https://www.getapp.be/software/114375/redtail-crm?page=2) ## Links - [Bekijk op GetApp](https://www.getapp.be/software/114375/redtail-crm) ## Deze pagina is beschikbaar in de volgende talen | Locatie | 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 | | ----- ## Gestructureerde gegevens