PieSync integrates ReferralMaker with Proposify for an automatic 2-way contacts sync. Every time you add or update a contact in ReferralMaker, it is automatically synced with Proposify, and vice versa - eliminating import/export!
Syncing ReferralMaker with Proposify 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 ReferralMaker with Proposify.
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.
Proposify is a simple way to deliver winning proposals. Save over 2 hrs compared to Word, InDesign, or Google Docs. Unlimited access to a gallery of beautiful templates with pre-written copy for a variety of services. All templates are customizable to fit your business & brand voice. We're the proposal tool of choice for salespeople & entrepreneurs because we understand sales. We get the challenges of growing a business. Every feature is designed to get you one step closer to client sign-off.
More connections with ReferralMaker and Proposify are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
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!