PieSync integrates Pipelinedeals with Redtail CRM for an automatic 2-way contacts sync. Every time you add or update a contact in Pipelinedeals, it is automatically synced with Redtail CRM, and vice versa - eliminating import/export!
Syncing Pipelinedeals with Redtail CRM is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing Pipelinedeals with Redtail CRM.
More connections with Pipelinedeals and Redtail CRM are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
PipelineDeals offers sales engagement and CRM functionality all in one platform, making it one of the top tools out there. It's easy to use and helps you communicate efficiently and close more deals while simultaneously creating a stronger customer relationship!
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.