Marg PieSync

What do you like best?

What do you dislike?

PieSync is very straightforward, inexpensive and reliable. They have a great support and management team. Their product has always been successful at doing what they say they're going to do. I have yet to encounter any bugs for the year I have used them. I will continue to stay with PieSync and help promote their product, so they continue to offer Enterprise level features like their new intelligent workflow sync!

The limited options of fields, record types, and compatibility of certain fields. It's not always going to be a custom fit. You must do your research before integrating. The free trial makes it easy to authenticate your applications, find what fields/records are available, and find what fields you can sync with other applications.

Research and perform tests in the trial version before integrating your software.

Contact & Lead Management across several applications.

The ability to automatically and real-time sync data across multiple application.

- Excellent customer support (they will do an intro call with you, and offer you additional assistance in setting up your integrations

- Simple, straightforward UI

- No down time (none of our integrations have broken/gone offline

- Unlike Zapier, PieSync has a relatively small number of apps they sync with. Would love to use it for more functions, but we don't use the other software they support.

- The integration we mainly use (syncing Hubspot to Prosperworks is a bit limited. For example, you can only sync CONTACT data and not OPPORTUNITIES or LEADS. We've had to find ways to work around this, which we didn't expect going in.

Chat with them to make sure the integrations you plan on using pull the info you need.

We are using PieSync to connect Hubspot & Prosperworks, our sales CRM. In order to build a true sales funnel, we needed the Hubspot CRM to update when contacts change in Prosperworks. We are still tweaking the integration, but it's working. Without PieSync, we would have not been able to work with Hubspot or track marketing attribution without switching CRMs.

This is one of those set it and forget it tools that you will never take for granted once you have it. I use this for my small business to Sync my contacts between Quickbooks, CRM, GSuite account, and even iCloud. I currently have the Pro Plan and I love everything about it. PieSync solves one of the biggest problems in business communication by creating real two-way communication between the apps that hold your customer information.

It's lacking some key integrations for me. Right now I would love to have Nusii, Plutio, Alore CRM, Orca, Lemlist, Recapped.io, & Customerly. They promised to add one integration per week and it looks like they are delivering on their promise. I hope that they include the ones I mentioned. For this reason I've only been able to sync 748 contacts instead of the 2500 that I have. Please fix this. This is also the reason why I can't recommend it to everyone just yet.

Integrate with all the apps mentioned in the block of things that I don't like. Among them are Plutio, Alore CRM, Lemlist, Nusii, Recapped.io, and Fiskl. It would also be great to get a mobile version for iOS and Android.

The biggest problem they solve is integration. The second problem they solve is updated information. The third problem they solve is automation for one of the most important reference databases any business can have which is their customers. I save 20 hours a month. That alone pays itself. I also increased my email open rate and other marketing performance indicators because my contact database is up to date. This problem is even more valuable than the previous mentioned.