PieSync integrates FinFolio with OroCRM for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with OroCRM, 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 OroCRM contacts.
It takes 5 minutes to start syncing FinFolio with OroCRM
no-strings-attached 14-day free trial
More connections with FinFolio and OroCRM 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.
OroCRM is a flexible open-source Customer Relationship Management (CRM) solution that offers a 360-degree view of the customer. Whether a business sells online, through brick-and-mortar stores, or both, get a single account view across sales, marketing, and customer support teams for business intelligence insights.
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.
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.