--- description: ¿Qué piensan los usuarios de Redtail CRM? Lee las reseñas y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de Redtail CRM gracias a Capterra Chile. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Redtail CRM - Opiniones, precios y características - Capterra Chile 2026 --- Breadcrumb: [Inicio](/) > [Software CRM](/directory/2/customer-relationship-management/software) > [Redtail CRM](/software/121349/redtail-crm) # Redtail CRM Canonical: https://www.capterra.cl/software/121349/redtail-crm Página: 1 de 5\ Siguiente: [Página siguiente](https://www.capterra.cl/software/121349/redtail-crm?page=2) > Redtail CRM es una solución de gestión de clientes fácil de usar, basada en web y diseñada específicamente para profesionales financieros. > > Veredicto: 85 usuarios lo han valorado con **4.1/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa Redtail CRM? Solución CRM que ayuda a empresas de todos los tamaños con la gestión de datos de los clientes, los flujos de trabajo, el email marketing y la exportación de datos. ## 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 - Alertas y notificaciones - Almacenamiento de documentos - Base de datos de clientes - Base de datos de contactos - Búsqueda/filtro - Campos personalizables - Creación de informes/análisis - For Financial Institutions - Gestión de clientes - Gestión de clientes potenciales - Gestión de contactos - Gestión de correo electrónico - Gestión de documentos - Gestión de flujos de trabajo - Gestión de tareas - Gestión del pipeline - Gestión del pipeline de ventas - Herramientas de colaboración - Importación y exportación de datos - Informes personalizables - Panel de actividades - Para el sector de los seguros - Programación de citas - Seguimiento de interacciones ## 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.capterra.cl/directory/2/customer-relationship-management/software) ## Categorías relacionadas - [Software CRM](https://www.capterra.cl/directory/2/customer-relationship-management/software) - [Software de gestión de contactos](https://www.capterra.cl/directory/30016/contact-management/software) - [Software CRM para el sector financiero](https://www.capterra.cl/directory/30562/financial-crm/software) - [Software de seguimiento comercial](https://www.capterra.cl/directory/32744/sales-tracking/software) - [Software CRM para aseguradoras](https://www.capterra.cl/directory/32554/insurance-crm/software) ## Alternativas 1. [Zoho CRM](https://www.capterra.cl/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 2. [Maximizer CRM](https://www.capterra.cl/software/154610/maximizer-crm) — 4.1/5 (366 reviews) 3. [eWay-CRM](https://www.capterra.cl/software/152769/eway-crm) — 4.5/5 (820 reviews) 4. [HubSpot CRM](https://www.capterra.cl/software/152373/hubspot-crm) — 4.5/5 (4451 reviews) 5. [Nimble](https://www.capterra.cl/software/123032/nimble) — 4.4/5 (1868 reviews) ## Opiniones ### "Pros and cons of Redtail CRM" — 4.0/5 > **Aman Preet** | *14 de julio de 2022* | Comercio minorista | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: 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 > > **Puntos en contra**: 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 de febrero de 2025* | Servicios financieros | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: I love the ease of using RedTail. The support is good too\! > > **Puntos en contra**: 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 de enero de 2025* | Servicios financieros | Valoración de la recomendación: 4.0/10 > > **Puntos a favor**: Easy to use the basic functions. Good for keeping track of essential client data and maintaining a client review schedule. > > **Puntos en contra**: 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 de enero de 2024* | Servicios financieros | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 de febrero de 2020* | Servicios financieros | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 ----- Página: 1 de 5\ Siguiente: [Página siguiente](https://www.capterra.cl/software/121349/redtail-crm?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.cl/software/121349/redtail-crm) ## Esta página se encuentra disponible en los siguientes idiomas | Local | 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 | | ----- ## Datos estructurados