Two-way contact sync between FinFolio and PerfectviewCRM

FinFolioPerfectviewCRM

PieSync integrates FinFolio with PerfectviewCRM for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with PerfectviewCRM, and vice versa - eliminating import/export!

Syncing FinFolio with PerfectviewCRM is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing FinFolio with PerfectviewCRM.

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Other available connections on PieSync

More connections with FinFolio and PerfectviewCRM are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

About PieSync

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

About FinFolio

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.

PerfectviewCRM

About PerfectviewCRM

PerfectView is a CRM for small, medium sized and large organizations. Affordable and user friendly. Since 1984, it is the most widely used CRM system in the Netherlands with 55,000 users.

Try it out for yourself

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.

Kevin JohnsonAssociate Broker

PieSync is an invaluable tool for our business. It was easy to set up and has saved us an enormous amount of time and energy in keeping all our data in-sync across the multiple platforms we use daily. The handy reporting feature really highlights the benefits for us on a regular basis and gives us confidence that everything is working the way it should.

Matthew HughesManaging Director