PieSync integrates Redtail CRM with Copper for an automatic 2-way contacts sync. Every time you add or update a contact in Redtail CRM, it is automatically synced with Copper, and vice versa - eliminating import/export!
Syncing Redtail CRM with Copper 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 Copper.
More connections with Redtail CRM and Copper are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
Copper, the CRM built for Google Apps, offers native integration with G Suite to increase sales productivity. With features including sales pipeline progression reports, automated profile enrichment and sales forecasting, Copper is designed to eliminate the busy work to let you focus on building better business relationships.
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.