Two-way contact sync between Redtail CRM and Proposable

Redtail CRMProposable

PieSync integrates Redtail CRM with Proposable for an automatic 2-way contacts sync. Every time you add or update a contact in Redtail CRM, it is automatically synced with Proposable, and vice versa - eliminating import/export!

Syncing Redtail CRM with Proposable 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 Proposable.

Vote now

About PieSync

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

About Redtail CRM

Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

Proposable

About Proposable

Proposable is a powerful proposal software tool that can help you increase your sales, but it can also support other document types such as Contracts, Pre-Proposals, Case Studies, Whitepapers and much more.

Try it out for yourself

More connections with Redtail CRM and Proposable are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.

Pete KerskerMinister

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.

Kevin JohnsonAssociate Broker