PieSync integrates Redtail CRM with Olark for an automatic 2-way contacts sync. Every time you add or update a contact in Redtail CRM, it is automatically synced with Olark, and vice versa - eliminating import/export!
Syncing Redtail CRM with Olark 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 Olark.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
Olark is a simple live chat solution allowing you to be there for customers in no time! See who's there, show your availability and use handy commands for fast replies. Great analytics give the necessary insight. Not to forget some powerful integrations on top.
More connections with Redtail CRM and Olark are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
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.
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.