Two-way contact sync between FinFolio and REthink CRM

FinFolioREthink CRM

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

Syncing FinFolio with REthink CRM 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 REthink CRM.

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Other available connections on PieSync

More connections with FinFolio and REthink CRM 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.

REthink CRM

About REthink CRM

Rethink CRM is a lead and deal management solution for the real estate industry. Two dedicated platforms cater to commercial and residential RE professionals, with a robust analytics engine that streamlines processes and fosters smart, data-driven decisions.

Try it out for yourself

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.

Adrien JorgeCo-Founder

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.

Michel DevisscherGeneral Manager
Medys