PieSync integrates Redtail CRM with Contactually for an automatic 2-way contacts sync. Every time you add or update a contact in Redtail CRM, it is automatically synced with Contactually, and vice versa - eliminating import/export!
Syncing Redtail CRM with Contactually 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 Contactually.
More connections with Redtail CRM and Contactually are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
Contactually is a powerful and intuitive CRM allowing you to build stronger relationships with great results. Its outstanding features will help you nurture leads, develop long-term relationships with your customers and generate referrals.
This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.
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.