Two-way contact sync between Cloze and FinFolio

ClozeFinFolio

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

Syncing Cloze with FinFolio is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing Cloze with FinFolio.

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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.

Cloze

About Cloze

The smart mobile app to track customers, clients, prospects and leads without the hassle of CRM. Relationship management that brings together Inbox, Contacts, Calendar, Phone, Evernote, Email, Address Book, Twitter, Facebook and LinkedIn automatically.

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

We use PieSync to synchronize our Google G Suite account with our CRM and Marketing Automation platform. PieSync was crucial to whether or not we went ahead with our projects. Without PieSync we would have abandoned the projects and all the benefits we’ve gained from it. It was a real situation of “to sync or not to sync".

Randy TaylorCEO

Before PieSync, syncing our data to a CRM was more of a hassle than an advantage. We needed to keep the categories we were using in Outlook. That was the base of our internal organization and no other cloud integration software was offering that possibility. Intelligent Syncing makes PieSync the most advanced sync engine out there!

Scott MagillDirector