PieSync integrates FinFolio with ReferralMaker for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with ReferralMaker, and vice versa - eliminating import/export!
Syncing FinFolio with ReferralMaker 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 ReferralMaker.
More connections with FinFolio and ReferralMaker 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.
A real estate CRM, Referral Maker helps agents generate high-quality leads. The tool gives you one-click access to your sales, instant feedback on converted leads, real-time data on team performance, and insight about which activities generate results.
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.