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.
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.
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.