PieSync integrates Redtail CRM with Follow Up Boss for an automatic 2-way contacts sync. Every time you add or update a contact in Redtail CRM, it is automatically synced with Follow Up Boss, and vice versa - eliminating import/export!
Syncing Redtail CRM with Follow Up Boss 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 Follow Up Boss.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
FollowUpBoss is a CRM for real estate agents. Features include smart lists, action plans and automated lead distribution helps minimize manual data entry. You'll have access to your entire database even while on the go, so you can close more deals!
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!
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.