PieSync integrates Pipeliner with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in Pipeliner, 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 Pipeliner and FinFolio contacts.
It takes 5 minutes to start syncing Pipeliner with FinFolio
no-strings-attached 14-day free trial
More connections with Pipeliner and FinFolio are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
Pipeliner CRM is an intelligent platform with a powerful dashboard to work in. The intuitive and visual pipeline view with graphical display together with user-friendly reporting and forecasting features will continuously empower your sales team!
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.
This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.