Syncing Livespace CRM and MyProsperity is currently on our roadmap
Livespace is a new generation CRM for B2B sales and client service teams. Sales process automation and proven methodology helping your agency to get more leads and up-sell to current customers because their software improves the quality of the collected data, facilitates teamwork, and boosts sales results.
Personal wealth redefined
myprosperity empowers advisers and their clients to make the most of their finances.
Powered by live data feeds, the client wealth portal offers everything from cashflow to budgeting, property, tax, and estate planning. Clients can manage their entire financial world in one place.
PieSync is easy to use and helps you build your business by increasing productivity. Our two-way contact integration will decrease data errors and ensure that you and your team will have access to the most up to date customer information.