PieSync integrates Dotloop with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in Dotloop, 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 Dotloop and FinFolio contacts.
It takes 5 minutes to start syncing Dotloop with FinFolio
no-strings-attached 14-day free trial
More connections with Dotloop and FinFolio are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
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.
Dotloop is a productivity optimization and online transaction platform made for the real estate industry. The tool lets you create collaborative workspaces to share documents, manage tasks, receive instant notifications, and track transaction progress in real time.
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.
Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.
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.