Two-way contact sync between Base CRM and FinFolio

Base CRMFinFolio

PieSync integrates Base CRM with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in Base CRM, it is automatically synced with FinFolio, and vice versa - eliminating import/export!

Want to win time by managing just one application? Set up PieSync for free today and start syncing your Base CRM and FinFolio contacts.

It takes 5 minutes to start syncing Base CRM with FinFolio

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Other available connections on PieSync

More connections with Base CRM and FinFolio are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

About PieSync

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.

Base CRM

About Base CRM

Base CRM is the well-acclaimed sales platform and productivity tool made for medium-sized businesses and large enterprises. Features include forecasting, lead and deal tracking, customizable pipeline and precise performance and sales reports.

FinFolio

About FinFolio

FinFolio is the best portfolio management software and trading software on the market, for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform.

Try it out for yourself

This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.

Kevin JohnsonAssociate Broker

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.

Michel DevisscherGeneral Manager
Medys