PieSync integrates SalesNexus with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in SalesNexus, it is automatically synced with FinFolio, and vice versa - eliminating import/export!
Syncing SalesNexus 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 SalesNexus with FinFolio.
SalesNexus helps facilitate many functions within your sales and marketing departments, built for salespeople by salespeople. It’s packed with tools to generate and nurture leads while enabling your sales team to manage and close more deals with CRM Software.
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.