Two-way contact sync between Redtail CRM and Prosperworks

Redtail CRMProsperworks

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

Syncing Redtail CRM with Prosperworks is currently on our roadmap. We can keep you posted when it’s available, or you can sign up and start syncing other apps today.

Leave your email address and we’ll let you know when you can start syncing Redtail CRM.

Check our connections page to see what services are available 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.

Prosperworks

About Prosperworks

ProsperWorks, CRM built for Google Apps, offers seamless integration with the whole range of Google Apps. Powerful features like pipeline progression reports, automated customer research and sales forecasting, make this an impressive CRM to build your business from.

Try it out for yourself

We use PieSync to synchronize our Google G Suite account with our CRM and Marketing Automation platform. PieSync was crucial to whether or not we went ahead with our projects. Without PieSync we would have abandoned the projects and all the benefits we’ve gained from it. It was a real situation of “to sync or not to sync".

Randy TaylorCEO

I use Freshbooks for invoicing and SharpSpring for marketing. I was looking for a way to get my customer information from Freshbooks and into Sharpspring and PieSync does that perfectly. I also use PieSync to add customer details to my email marketing apps, I even sync customer contacts to my phone via iCloud. It works in all directions, so even if I am out of the office and I meet a new contact, I add them in my phone and PieSync syncs them to my other systems instantly. I’m using a variety of software apps because I want to have best-of-breed apps running my business. Luckily I can rely on PieSync’s Intelligent Syncing to update customer details across all of these systems.

Bob PetersonDigital Marketing Consultant