Redtail CRM

Sync Redtail CRM contacts with other apps

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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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.

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.

Features of PieSync

  • No more import/export of your contacts
  • Share contacts with your team
  • Have all contacts available on your smartphone
  • Save time spent on data entry
  • Avoid manual errors
  • Set it and forget it
Try it out for yourself

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.

Rasheed WalizadaDigital Marketer

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.

Steve RobinsonFounder