PieSync integrates LiveChat with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in LiveChat, it is automatically synced with FinFolio, and vice versa - eliminating import/export!
Syncing LiveChat with FinFolio 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 LiveChat with FinFolio.
LiveChat lets you to communicate with clients right from your website. The chat and help desk software offers customization, integration, reports and analytics, e-commerce tools, team management, visitor tracking, encryption and security, and many other features.
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.
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.