PieSync integrates FinFolio with Kustomer for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Kustomer, 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 FinFolio and Kustomer contacts.
It takes 5 minutes to start syncing FinFolio with Kustomer
no-strings-attached 14-day free trial
More connections with FinFolio and Kustomer 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.
Kustomer is a platform that grows with your business. Your customers are people not tickets. Easily integrate all your customer information in one place: conversations, tracking events, custom objects and tracking events in an easy-to-use interface.
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.
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.