Two-way contact sync between FinFolio and Agile CRM

FinFolioAgile CRM

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

Syncing FinFolio with Agile CRM 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 FinFolio with Agile CRM.

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Other available connections on PieSync

More connections with FinFolio and Agile CRM 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.

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.

Agile CRM

About Agile CRM

Agile CRM is an easy, powerful and affordable all-in-one Customer Relationship Management tool for small and medium businesses. Automate your sales and marketing in one platform and make the most of Agile's modern features & integrations.

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