PieSync integrates Redtail CRM with Agiloft for an automatic 2-way contacts sync. Every time you add or update a contact in Redtail CRM, it is automatically synced with Agiloft, and vice versa - eliminating import/export!
Syncing Redtail CRM with Agiloft 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 Redtail CRM with Agiloft.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
Agiloft is an adaptable and rapidly deployed enterprise software for contract management, service desk and custom workflows. Improve organizational efficiency through quicker ticket resolution and increase consistency, while gaining actionable insights.
Before PieSync, syncing our data to a CRM was more of a hassle than an advantage. We needed to keep the categories we were using in Outlook. That was the base of our internal organization and no other cloud integration software was offering that possibility. Intelligent Syncing makes PieSync the most advanced sync engine out there!
We use PieSync to synchronize our Google G Suite account with our CRM and Marketing Automation platform. PieSync was crucial to whether or not we went ahead with our projects. Without PieSync we would have abandoned the projects and all the benefits we’ve gained from it. It was a real situation of “to sync or not to sync".