PieSync integrates Sellsy with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in Sellsy, it is automatically synced with FinFolio, and vice versa - eliminating import/export!
Syncing Sellsy 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 Sellsy with FinFolio.
Selssy is a comprehensive platform offering you all the tools you need to stay on top of your business. This suite includes extensive functionality and features such as CRM, invoicing, project management, marketing automation, help desk and much more!
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 use Freshbooks for invoicing and SharpSpring for marketing. I was looking for a way to get my customer information from Freshbooks and into Sharpspring and PieSync does that perfectly. I also use PieSync to add customer details to my email marketing apps, I even sync customer contacts to my phone via iCloud. It works in all directions, so even if I am out of the office and I meet a new contact, I add them in my phone and PieSync syncs them to my other systems instantly. I’m using a variety of software apps because I want to have best-of-breed apps running my business. Luckily I can rely on PieSync’s Intelligent Syncing to update customer details across all of these systems.