PieSync integrates Redtail CRM with other apps for an automatic 2-way contacts sync. Every time you add or update a contact in Redtail CRM, it is automatically synced with the other app, and vice versa - eliminating import/export!
Syncing 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.
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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.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
The #1 problem PieSync solves for me is to stay in sync and save me the hassle of redundant data entry. When I enter new leads to ONE Page CRM, I want to see them quickly in Google Contacts on my phone. That way, I can easily follow up with them, or recognize their number when they call or text me.
Thus far I am overall very happy with the sync. It is simple to set up and easy to understand what's going on. Thanks again for the support and for asking my opinion.