Case Study: Integrated Life and Financial Planning achieves real-time, two-way contact sync and scalable growth with PieSync

Integrated Life and Financial Planning uses PieSync in combination with Pipedrive to scale their rapidly expanding business

Integrated Life and Financial Planning, a Durham-based life coaching and financial planning advisory founded by Jerry Bergner, was struggling with contact management as it scaled — messy Gmail contacts, failed imports and poor usability from prior CRMs like Redtail made it hard to keep client details accurate. Bergner needed a Gmail-to-CRM solution that would sync reliably with Pipedrive, and found PieSync to fill that gap.

PieSync was implemented to provide real-time, two-way syncing between Gmail and Pipedrive, eliminating manual imports and keeping contact details consistent across platforms. As a result, business contacts are always up to date, wrong phone numbers and outdated emails have effectively disappeared, Bergner saves time on data entry, and the combined PieSync + Pipedrive setup is enabling Integrated Life and Financial Planning to scale more confidently.

Integrated Life and Financial Planning

Jerry Bergner

Founder