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.
More connections with FinFolio and Voipcenter 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.
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.
Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.
Everything works smoothly with PieSync. After a 10-minute setup we were able to sync our contacts between Salesforce and HubSpot. In Salesforce we collect information about clients and prospects that, thanks to the sync, we can use in HubSpot for marketing purposes. I would definitely recommend it!