PieSync integrates FinFolio with LeadSquared for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with LeadSquared, 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 LeadSquared contacts.
It takes 5 minutes to start syncing FinFolio with LeadSquared
no-strings-attached 14-day free trial
More connections with FinFolio and LeadSquared 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.
LeadSquared is a marketing automation and sales execution platform that helps businesses increase their closures and manage their pipelines easily. Here are just some of the benefits that LeadSquared users have realized: Reduced lead leakage, Intelligent lead prioritization, Automated sales and marketing processes, Detailed sales, and Marketing analytics.
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!
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.