Two-way contact sync between Batchbook and FinFolio

BatchbookFinFolio

PieSync integrates Batchbook with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in Batchbook, 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 Batchbook and FinFolio contacts.

It takes 5 minutes to start syncing Batchbook with FinFolio

Get started for free

no-strings-attached 14-day free trial

Other available connections on PieSync

More connections with Batchbook 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.

Batchbook

About Batchbook

Batchbook prides itself on being a straightforward and social CRM for small businesses. Email and Task automation will create better workflows for your team and build a more meaningful relationship with your customer while simultaneously saving a lot of time!

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

With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.

Adrien JorgeCo-Founder

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