Two-way contact sync between REthink CRM and FinFolio

REthink CRMFinFolio

PieSync integrates REthink CRM with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in REthink CRM, it is automatically synced with FinFolio, and vice versa - eliminating import/export!

Syncing REthink CRM 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 REthink CRM with FinFolio.

Vote now

Other available connections on PieSync

More connections with REthink CRM and FinFolio are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

About PieSync

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.

REthink CRM

About REthink CRM

Rethink CRM is a lead and deal management solution for the real estate industry. Two dedicated platforms cater to commercial and residential RE professionals, with a robust analytics engine that streamlines processes and fosters smart, data-driven decisions.

FinFolio

About FinFolio

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.

Try it out for yourself

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.

Adrien JorgeCo-Founder

Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.

Pete KerskerMinister