Streamline your data management process with the CSV Online File + Kronos Finance integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

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.