PieSync integrates Redtail CRM with Efficy CRM for an automatic 2-way contacts sync. Every time you add or update a contact in Redtail CRM, it is automatically synced with Efficy CRM, and vice versa - eliminating import/export!
Syncing Redtail CRM with Efficy 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.
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 Efficy CRM.
More connections with Redtail CRM and Efficy CRM 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.
Efficy CRM enables you to centralize your customer data and provide access only to authorized personnel. Use document management, data visualization and analysis, collaborative project management, and other features to streamline projects and improve efficiency.
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.