Two-way contact sync between Pipeliner and Redtail CRM

PipelinerRedtail CRM

PieSync integrates Pipeliner with Redtail CRM for an automatic 2-way contacts sync. Every time you add or update a contact in Pipeliner, it is automatically synced with Redtail CRM, and vice versa - eliminating import/export!

Syncing Pipeliner 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 Pipeliner with Redtail CRM.

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About PieSync

PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.

Pipeliner

About Pipeliner

Pipeliner CRM is an intelligent platform with a powerful dashboard to work in. The intuitive and visual pipeline view with graphical display together with user-friendly reporting and forecasting features will continuously empower your sales team!

Redtail CRM

About Redtail CRM

Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

Try it out for yourself

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.

Adrien JorgeCo-Founder

This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.

Kevin JohnsonAssociate Broker