PieSync integrates FinFolio with Chargify for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Chargify, and vice versa - eliminating import/export!
Syncing FinFolio with Chargify 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 Chargify.
More connections with FinFolio and Chargify 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.
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.
Use Chargify to simplify and manage all your recurring and subscription billing needs. The online billing software keeps your subscriber activity and cash flow running smoothly, so you can concentrate on nurturing customer relationships and growing your business.
Thanks to PieSync I know exactly who is calling, no matter where I am or the device I’m using. Same for my colleagues to whom I refer a call to. That’s a big advantage PieSync offers us from a sales point of view!
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.