Two-way contact sync between FinFolio and ForceManager

FinFolioForceManager

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

Syncing FinFolio with ForceManager 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 ForceManager.

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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.

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.

ForceManager

About ForceManager

Forcemanager is a CRM, sales management and analysis app for companies of any size and sector that manage a field sales force. This fully-integrated sales solution is designed to provide an easy, fast and smart solution for sales representatives.

Try it out for yourself

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

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