PieSync integrates Redtail CRM with MailUp for an automatic 2-way contacts sync. Every time you add or update a contact in Redtail CRM, it is automatically synced with MailUp, and vice versa - eliminating import/export!
Syncing Redtail CRM with MailUp 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 MailUp.
More connections with Redtail CRM and MailUp are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
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 is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
MailUp lets you use email and SMS to reach more customers through relevant, timely communications. Turn leads into clients with personalized messages, drive more traffic to your website through effective newsletters, and save time with advanced automation tools.
With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.
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.