Two-way contact sync between Redtail CRM and Batchbook

Redtail CRMBatchbook

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

Syncing Redtail CRM with Batchbook 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 Batchbook.

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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.

Batchbook

About Batchbook

Batchbook prides itself on being a straightforward and social CRM for small businesses. Email and Task automation will create better workflows for your team and build a more meaningful relationship with your customer while simultaneously saving a lot of time!

Try it out for yourself

Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.

Michel DevisscherGeneral Manager
Medys

PieSync is an invaluable tool for our business. It was easy to set up and has saved us an enormous amount of time and energy in keeping all our data in-sync across the multiple platforms we use daily. The handy reporting feature really highlights the benefits for us on a regular basis and gives us confidence that everything is working the way it should.

Matthew HughesManaging Director