PieSync integrates LionDesk with instream for an automatic 2-way contacts sync. Every time you add or update a contact in LionDesk, it is automatically synced with instream, and vice versa - eliminating import/export!
Syncing LionDesk with instream 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 LionDesk with instream.
LionDesk is a CRM, Lead, and Transaction management platform for Agents, Brokers and Teams. With features like intelligent drip campaigns, video emails and texting, text-2-sell tools, social and demographic profiling, integrated power-dialer and more, LionDesk is an all-in-one solution that can take your business to the next level.
InStream is the relations management platform which was created as a CRM alternative for customer-focused companies. The platform gathers all information about your customers in one place. It’s simple but flexible tool which can be integrated with any mailbox, social media, and business management tool.
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.
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.