PieSync integrates Redtail CRM with WORKetc for an automatic 2-way contacts sync. Every time you add or update a contact in Redtail CRM, it is automatically synced with WORKetc, and vice versa - eliminating import/export!
Syncing Redtail CRM with WORKetc 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 WORKetc.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
WORKetc offers billing, project management, and help desk features in an all-in-one cloud-based platform. The integrated tool lets you work at home, office, or on the go, bringing remote teams together to improve collaboration and provide better customer support.
More connections with Redtail CRM and WORKetc are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
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.