PieSync integrates SuiteCRM with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in SuiteCRM, it is automatically synced with FinFolio, and vice versa - eliminating import/export!
Syncing SuiteCRM 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 SuiteCRM with FinFolio.
More connections with SuiteCRM 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.
SuiteCRM is a free and open source CRM available for anyone with an interest in CRM. It delivers insights to customers, boosts conversions, helps increase sales, bolsters customer care and innovation. It even automates and streamlines business operations.
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.
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.
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!