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.
More connections with FinFolio and ForceManager 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.
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.
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.
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.