Two-way contact sync between FinFolio and Salesmate

FinFolioSalesmate

PieSync integrates FinFolio with Salesmate for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Salesmate, 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 Salesmate contacts.

It takes 5 minutes to start syncing FinFolio with Salesmate

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no-strings-attached 14-day free trial

Other available connections on PieSync

More connections with FinFolio and Salesmate 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.

Salesmate

About Salesmate

Salesmate CRM provides an easy to use solution to simplify complex sales processes of small and medium enterprises. It is an all-in-one cloud based CRM that enriches customer interactions, boosts sales productivity and helps win more deals.

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

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