Alyssa

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    43 comments  ·  Redtail CRM » Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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    Alyssa commented  · 

    Unfortunately, I did not ask if the email and CRM had syncing capabilities before we had purchased the email hosting. I thought it was an obvious "yes they do sync" because they are both run by Redtail. I was pretty unhappy once I found out you can't pull contacts, nor the calendar from the CRM to the email. I think this should be stressed to potential buyers. Also, I think redtail needs to fix this issue because the retriever process is confusing and inconvenient. We eventually gave up after an HOUR on the phone with Redtail support and no luck. Please fix this issue.

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