PieSync integrates Redtail CRM with Mixmax for an automatic 2-way contacts sync. Every time you add or update a contact in Redtail CRM, it is automatically synced with Mixmax, and vice versa - eliminating import/export!
Syncing Redtail CRM with Mixmax 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 Mixmax.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
Mixmax is the next generation of email that improves your team's communication for unparalleled results. The all-in one platform gives you one-click scheduling, templates, sequences (mail merge), Salesforce integration, team sharing, accurate reporting and much more right inside your inbox. Let Mixmax do all of the heavy lifting, so your team can focus on doing their job.
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!