Two-way contact sync between FinFolio and Voipcenter

FinFolioVoipcenter

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

Syncing FinFolio with Voipcenter 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 Voipcenter.

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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.

Voipcenter

About Voipcenter

VoipCenter offers a complete phone system in the cloud. The web-interface gives you full control. Our cloud PBX can connect with any choosen VoIP-operator. Many advanced modules and plugins with other software let's you handle your calls in a professional way.

Try it out for yourself

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

I use Freshbooks for invoicing and SharpSpring for marketing. I was looking for a way to get my customer information from Freshbooks and into Sharpspring and PieSync does that perfectly. I also use PieSync to add customer details to my email marketing apps, I even sync customer contacts to my phone via iCloud. It works in all directions, so even if I am out of the office and I meet a new contact, I add them in my phone and PieSync syncs them to my other systems instantly. I’m using a variety of software apps because I want to have best-of-breed apps running my business. Luckily I can rely on PieSync’s Intelligent Syncing to update customer details across all of these systems.

Bob PetersonDigital Marketing Consultant