Effortlessly integrate email history, calendars, and contacts!
Redtail’s Suite Sync, exclusive to Redtail CRM users, will simplify the way you manage and stay connected across your platforms. Seamless, efficient, and ready to transform the way you work!
Email History Sync
- Link emails to contacts effortlessly.
- View and manage emails directly from the contact record.
- Respond with ease using Reply, Reply All, or Forward options, all from within Redtail CRM.
- Control user access to email history.
Calendar Sync
- Automatic synchronization between Redtail CRM and Office 365.
- Streamlined calendar management without the need to enable Retriever Cloud.
Contact Sync
- Seamless contact information flow between Redtail CRM and Office 365.
- Keep a consistent, updated contact list across platforms.
*Suite Sync is included only in the Redtail Growth Plan. Click the link below to learn more and get started!
0206-OAT-1/29/2024
