--- description: Detaillierte Informationen über Redtail CRM zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Redtail CRM Erfahrungen, Vor- und Nachteile – Capterra Deutschland 2026 --- Breadcrumb: [Startseite](/) > [CRM-Systeme](/directory/2/customer-relationship-management/software) > [Redtail CRM](/software/121349/redtail-crm) # Redtail CRM Canonical: https://www.capterra.com.de/software/121349/redtail-crm Seite: 1 / 5\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/121349/redtail-crm?page=2) > Redtail CRM ist eine webbasierte, einfach zu bedienende Client-Management-Lösung, die speziell für Finanzfachleute entwickelt wurde. > > Bewertung: **4.1/5** von 85 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet Redtail CRM? CRM-Lösung, die Unternehmen jeder Größe bei der Verwaltung von Kundendaten, Workflows, E-Mail-Marketing und Datenexport unterstützt. ## 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 - Alarmfunktion / Benachrichtigungen - Anpassbare Berichte - Anpassbare Felder - Aufgabenmanagement - Berichterstattung / Analyse - Daten-Import / -Export - Dokumentenmanagement - Dokumentenspeicher - E-Mail-Management - For Financial Institutions - Für Versicherungsbranche - Kontakt-Datenbank - Kontaktmanagement - Kundendatenbank - Kundenmanagement - Leadmanagement - Pipeline-Management - Sales-Pipeline-Management - Suchen / filtern - Terminplanung - Verfolgung von Interaktionen - Werkzeuge zur Zusammenarbeit - Workflow-Management ## 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.capterra.com.de/directory/2/customer-relationship-management/software) ## Ähnliche Kategorien - [CRM-Systeme](https://www.capterra.com.de/directory/2/customer-relationship-management/software) - [Kontaktmanagement Software](https://www.capterra.com.de/directory/30016/contact-management/software) - [CRM Software für Banken & Finanzdienstleister](https://www.capterra.com.de/directory/30562/financial-crm/software) - [Sales Tracking Software](https://www.capterra.com.de/directory/32744/sales-tracking/software) - [CRM Software für Versicherungen](https://www.capterra.com.de/directory/32554/insurance-crm/software) ## Alternativen 1. [HubSpot CRM](https://www.capterra.com.de/software/152373/hubspot-crm) — 4.5/5 (4453 reviews) 2. [Zoho CRM](https://www.capterra.com.de/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 3. [Bigin by Zoho CRM](https://www.capterra.com.de/software/204998/bigin-by-zoho-crm) — 4.7/5 (727 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.com.de/software/61368/salesforce) — 4.4/5 (18768 reviews) 5. [Dynamics 365](https://www.capterra.com.de/software/157279/dynamics-365) — 4.4/5 (5812 reviews) ## Nutzerbewertungen ### "Pros and cons of Redtail CRM" — 4.0/5 > **Aman Preet** | *14. Juli 2022* | Einzelhandel | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: 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 > > **Nachteile**: 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. Februar 2025* | Finanzdienstleistungen | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: I love the ease of using RedTail. The support is good too\! > > **Nachteile**: 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. Januar 2025* | Finanzdienstleistungen | Empfehlungsbewertung: 4.0/10 > > **Vorteile**: Easy to use the basic functions. Good for keeping track of essential client data and maintaining a client review schedule. > > **Nachteile**: 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. Januar 2024* | Finanzdienstleistungen | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. Februar 2020* | Finanzdienstleistungen | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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 ----- Seite: 1 / 5\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/121349/redtail-crm?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.com.de/software/121349/redtail-crm) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | 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 | | ----- ## Strukturierte Daten