PieSync integrates Odoo Online with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in Odoo Online, 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 Odoo Online and FinFolio contacts.
It takes 5 minutes to start syncing Odoo Online with FinFolio
no-strings-attached 14-day free trial
More connections with Odoo Online 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.
Odoo CRM keeps track of opportunities in a Kanban pipeline view so your sales team can easily convert leads and close more deals! The powerful sales funnel, efficiënt marketing automation, relevant statistics, and accurate forecasting make this a fantastic tool.
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.
I love PieSync! We had to switch a client from MarketingCloud to ActiveCampaign and PieSync gave me immediate (and seamless) access to the Salesforce contact information we needed within hours! PieSync was so simple, intuitive, and reassuring. Great results within less than a few hours!
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.