PieSync integrates myphoner with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in myphoner, it is automatically synced with FinFolio, and vice versa - eliminating import/export!
Want to win time by managing just one application? Set up PieSync for free today and start syncing your myphoner and FinFolio contacts.
It takes 5 minutes to start syncing myphoner with FinFolio
no-strings-attached 14-day free trial
More connections with myphoner and FinFolio 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.
Myphoner is the cloud solution for lead management and lead tracking, tailored to freelancers and teams doing B2B cold calling. With customizable workflows and access to the activity feed for tracking lead history you will never forget to follow-up on your leads.
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.
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.