PieSync integrates Redtail CRM with ReferralMaker for an automatic 2-way contacts sync. Every time you add or update a contact in Redtail CRM, it is automatically synced with ReferralMaker, and vice versa - eliminating import/export!
Syncing Redtail CRM with ReferralMaker 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.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
A real estate CRM, Referral Maker helps agents generate high-quality leads. The tool gives you one-click access to your sales, instant feedback on converted leads, real-time data on team performance, and insight about which activities generate results.
Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.
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!