PieSync integrates FinFolio with LionDesk for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with LionDesk, 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 LionDesk contacts.
It takes 5 minutes to start syncing FinFolio with LionDesk
no-strings-attached 14-day free trial
More connections with FinFolio and LionDesk 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.
LionDesk is a CRM, Lead, and Transaction management platform for Agents, Brokers and Teams. With features like intelligent drip campaigns, video emails and texting, text-2-sell tools, social and demographic profiling, integrated power-dialer and more, LionDesk is an all-in-one solution that can take your business to the next level.
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.
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.