PieSync integrates Redtail CRM with Canddi for an automatic 2-way contacts sync. Every time you add or update a contact in Redtail CRM, it is automatically synced with Canddi, and vice versa - eliminating import/export!
Syncing Redtail CRM with Canddi is currently on our roadmap. We can keep you posted when it’s available, or you can sign up and start syncing other apps today.
Leave your email address and we’ll let you know when you can start syncing Redtail CRM.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
With its tracking software, CANDDi reveals businesses and people visiting your website, even if they don't enquire. The tool allows you to increase sales conversion rates, track marketing effectiveness, and focus on the right leads at the right moment.
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".