PieSync integrates FinFolio with Uservoice for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Uservoice, and vice versa - eliminating import/export!
Syncing FinFolio with Uservoice 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 Uservoice.
More connections with FinFolio and Uservoice 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.
UserVoice utilizes an all-in-one management platform to collect and prioritize customer suggestions, provide enhanced customer support with a simple and intuitive interface, and offer easy answers to common issues through a comprehensive knowledge base.
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.
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.