Streamline your data management process with the Acuity Scheduling + Kronos Finance integration

Acuity Scheduling is an online appointment scheduling software that helps you easily manage your meetings and appointments, receive payments, and much more. With Acuity Scheduling, you will never need to ask “what time works for you” again. The process of getting appointments is completely automated. First of all, you decide your availability. You just need to select what time fits better for you on the calendar, based on your tasks and needs

Then, you get a shareable link that you can send to your customers in order to let them choose a date that suites to both. With Acuity Scheduling, clients see your real-time calendar availability, so they can book an appointment, a consultation or a meeting with you. Moreover, they can directly pay through the platform, in advance.

Unexpected events should never be an obstacle for you. That’s why, with Acuity Scheduling you can easily re-schedule your meeting with one click. If you are a professional, a business owner or a team manager, Acuity Scheduling is the perfect tool you need to be in full control of your availability, 24/7, 365 days per year.

Kronos Finance is a web-based CRM solution specifically designed for financial advisors. Kronos Finance allows you to centralize the insurance and investment information of your customers. And it's a powerful tool for productivity, marketing, sales, and compliance.

Kronos Finance is the only CRM that aggregates customer and product data from gateways with insurance and investment platforms, offering consultants a complete view of all customer data at a glance.

Thanks to its powerful tools Kronos Finance is specially designed to save consultants time, effort and costs by simplifying their marketing, sales, service and compliance processes, and the tools allow consultants to make the most of the time they save by generating revenue. and profitability. Kronos Finance also integrates perfectly with Kronos FNA, an independent financial needs analysis tool.