PieSync integrates FinFolio with Less Annoying CRM for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Less Annoying CRM, 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 Less Annoying CRM contacts.
It takes 5 minutes to start syncing FinFolio with Less Annoying CRM
no-strings-attached 14-day free trial
More connections with FinFolio and Less Annoying CRM 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.
Less Annoying CRM is a simple CRM built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do’s and more, all from one simple web app. The product is founded on three core principles: simplicity, affordability, and outstanding customer service.
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.
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.