Syncing Relenta CRM and Redtail CRM is currently on our roadmap
What is CIM - Customer Interaction Management?
It’s a different way of thinking and a new set of tools.
CIM solves three problems that ruin customer experience.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
PieSync is easy to use and helps you build your business by increasing productivity. Our two-way contact integration will decrease data errors and ensure that you and your team will have access to the most up to date customer information.