Case Study: Redtail Technology & Quickbooks

Red tail Technology and Quickbooks

Redtail Technology CRM & Quickbooks

The challenge was to create a simple connecting app (technically a Platform as a Service or PaaS) that would synchronize Redtail Technology’s CRM with Quickbooks. Redtail Technology’s CRM is one of the leading CRMs in the financial advisor space. Many of the other services that provided sychronization between CRMs and Quickbooks tended to add a lot of unnecessary connectivity not required by advisors.

We created a stripped down cloud based connection for 1EZ Connect. The 1EZ Connect PaaS simply synchronized contact information between the Redtail CRM apps and Quickbooks and allowed for the product to be distributed at a fraction of the cost of other overly complicated apps.


Red Tail CRM connecting to Quickbooks