--- description: Busca información actualizada sobre Redtail CRM en GetApp Colombia. Lee opiniones verificadas y descubre sus funciones, características, precios y usabilidad. Compara Redtail CRM con productos similares hasta encontrar la opción adecuada. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Redtail CRM: precios, funciones y opiniones | GetApp Colombia 2026 --- Breadcrumb: [Inicio](/) > [Software CRM](/directory/230/crm/software) > [Redtail CRM](/software/114375/redtail-crm) # Redtail CRM Canonical: https://www.getapp.com.co/software/114375/redtail-crm Página: 1 de 5\ Siguiente: [Página siguiente](https://www.getapp.com.co/software/114375/redtail-crm?page=2) > Redtail CRM es una solución de gestión de relaciones con los clientes (CRM) basada en la nube y diseñada para los profesionales de las finanzas. Incluye herramientas para administrar contactos, documentos, registros, actividades, difusión de correo electrónico, seminarios, automatizaciones de flujos de trabajo, creación de informes y más > > Veredicto: 85 usuarios lo han valorado con **4.1/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.1/5** | 85 Opiniones | | Facilidad de uso | 4.0/5 | Basado en las opiniones generales | | Asistencia al cliente | 3.9/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.2/5 | Basado en las opiniones generales | | Funciones | 4.0/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 70% | (7/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: Orion ## Contexto comercial - **Precio inicial**: US$ 39,00 - **Modelo de precios**: (Prueba gratis) - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Despliegue y plataformas**: Cloud, SaaS, Web, Android (móvil), iPhone (móvil), iPad (móvil) - **Idiomas admitidos**: inglés - **Países disponibles**: Estados Unidos ## Funciones - Acciones activadas por evento - Alertas y notificaciones - Almacenamiento de documentos - Aplicación móvil - Automatización proceso/flujo de trabajo - Base de datos de clientes - Base de datos de contactos - Búsqueda/filtro - CRM - Campos personalizables - Creación de informes y estadísticas - Creación de informes/análisis - Etiquetado - For Financial Institutions - For Startups - Gestión de calendarios - Gestión de clientes - Gestión de clientes potenciales - Gestión de contactos - Gestión de correo electrónico ## Integraciones (en total: 3) - Envestnet | MoneyGuide - Morningstar Office Cloud - Nitrogen ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Software CRM](https://www.getapp.com.co/directory/230/crm/software) ## Categorías relacionadas - [Software CRM](https://www.getapp.com.co/directory/230/crm/software) - [Software CRM para el sector financiero](https://www.getapp.com.co/directory/1265/financial-crm/software) - [Software de gestión de contactos](https://www.getapp.com.co/directory/337/contact-management/software) - [Software de seguimiento comercial](https://www.getapp.com.co/directory/3059/sales-tracking/software) - [Software CRM para aseguradoras](https://www.getapp.com.co/directory/3083/insurance-crm/software) ## Alternativas 1. [Zoho CRM](https://www.getapp.com.co/software/9908/zoho-crm) — 4.3/5 (6971 reviews) 2. [Bigin by Zoho CRM](https://www.getapp.com.co/software/142099/bigin-by-zoho-crm) — 4.7/5 (730 reviews) 3. [HubSpot CRM](https://www.getapp.com.co/software/102533/hubspot-crm) — 4.5/5 (4458 reviews) 4. [Salesforce Sales Cloud](https://www.getapp.com.co/software/90378/salesforce) — 4.4/5 (18777 reviews) 5. [eWay-CRM](https://www.getapp.com.co/software/106997/eway-crm) — 4.5/5 (822 reviews) ## Opiniones ### "Well Rounded CRM for Advisors" — 4.0/5 > **Brian** | *3 de julio de 2018* | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 > **Usuario verificado** | *30 de septiembre de 2021* | Servicios financieros | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 de diciembre de 2017* | Valoración de la recomendación: 5.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 > **Usuario verificado** | *5 de octubre de 2021* | Servicios financieros | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 > **Usuario verificado** | *18 de julio de 2022* | Servicios financieros | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: How intuitive it is to create activity tasks and then also to create templates for processes that we use all the time. > > **Puntos en contra**: 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. ----- Página: 1 de 5\ Siguiente: [Página siguiente](https://www.getapp.com.co/software/114375/redtail-crm?page=2) ## Enlaces - [Ver en GetApp](https://www.getapp.com.co/software/114375/redtail-crm) ## Esta página se encuentra disponible en los siguientes idiomas | Local | 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 | | ----- ## Datos estructurados