PieSync integrates FinFolio with SuiteCRM for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with SuiteCRM, and vice versa - eliminating import/export!
Syncing FinFolio with SuiteCRM 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 SuiteCRM.
More connections with FinFolio and SuiteCRM 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.
SuiteCRM is a free and open source CRM available for anyone with an interest in CRM. It delivers insights to customers, boosts conversions, helps increase sales, bolsters customer care and innovation. It even automates and streamlines business operations.
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.
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.