PieSync integrates FinFolio with Salesboom for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Salesboom, and vice versa - eliminating import/export!
Syncing FinFolio with Salesboom 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 Salesboom.
More connections with FinFolio and Salesboom are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
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.
Salesboom is the world's best Value-Based cloud-CRM for your brand. It unifies all your sales, marketing, customer service and much including Quote to Cash all in one easy platform. Perfect for Small to Medium Sized Businesses who need to be savvy about every penny they spend, and what they get in return.
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.