PieSync integrates Redtail CRM with SugarCRM (Cloud & OnDemand) for an automatic 2-way contacts sync. Every time you add or update a contact in Redtail CRM, it is automatically synced with SugarCRM (Cloud & OnDemand), and vice versa - eliminating import/export!
Syncing Redtail CRM with SugarCRM (Cloud & OnDemand) 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 SugarCRM (Cloud & OnDemand).
More connections with Redtail CRM and SugarCRM (Cloud & OnDemand) 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.
SugarCRM lets you build better business relationships using one of the most affordable CRM solutions available. With this customizable CRM platform you can lower costs and automate customer service and core sales, focusing on the individual needs of your clients.
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.
Everything works smoothly with PieSync. After a 10-minute setup we were able to sync our contacts between Salesforce and HubSpot. In Salesforce we collect information about clients and prospects that, thanks to the sync, we can use in HubSpot for marketing purposes. I would definitely recommend it!