PieSync integrates Wise Agent with Redtail CRM for an automatic 2-way contacts sync. Every time you add or update a contact in Wise Agent, it is automatically synced with Redtail CRM, and vice versa - eliminating import/export!
Syncing Wise Agent with Redtail CRM 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 Wise Agent with Redtail CRM.
PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.
Wise Agent is an online CRM for real estate professionals. Features include transaction management, contact management, marketing tools, lead management, unlimited document storage, and 24/7 customer support. Save time by automating more tasks with a single tool.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
More connections with Wise Agent and Redtail CRM are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
PieSync is an invaluable tool for our business. It was easy to set up and has saved us an enormous amount of time and energy in keeping all our data in-sync across the multiple platforms we use daily. The handy reporting feature really highlights the benefits for us on a regular basis and gives us confidence that everything is working the way it should.
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.