PieSync integrates Mad Mimi with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in Mad Mimi, it is automatically synced with FinFolio, and vice versa - eliminating import/export!
Syncing Mad Mimi 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 Mad Mimi with FinFolio.
Mad Mimi's easy-to-use platform helps you create, send, and track your email campaigns, all within the same simple and intuitive interface. Send email newsletters, grow your subscribers, manage your email list and create engaging email campaigns in no time!
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.
With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.