https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo862.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo894.png
Generate more leads with the tractFile + Kronos Finance integration
tractFile / Kronos Finance
Integrations

Streamline your data management process with the tractFile + Kronos Finance integration

https://lb-mkt-website.s3-us-west-2.amazonaws.com/integration-double-logos/862-894.webp

Does tractFile integrate with Kronos Finance? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting tractFile and Kronos Finance

Quick summary of tractFile

tractFile is a powerful and simple to use contract management and CRM software. The tractFile system is fully customizable and flexible and allows you to keep track of contracts and recurring transactions. tractFile also boasts an excellent CRM module which is great for setting reminders and keeping up with your customers' needs.

The CRM module also allows you to create company profiles or only customer profiles and you can link client profiles to a company. Once in the system, you can connect reminders to customers so you know when to send them by e-mail or if you have a meeting with them.

The tractFile contract management module allows you to create templates for your contracts by highlighting different clauses in the contract to send to your customers to make sure they read that part. You can also set up recurring payments for contracts that automate billing.

Quick summary of Kronos Finance

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.


What you can do with tractFile and Kronos Finance

Create new Kronos Finance leads with tractFile

Update Kronos Finance leads with tractFile


Other popular Kronos Finance integrations offered by LeadsBridge

No integration available but…
Send us a request and we’ll put on our integration roadmap!


https://leadsbridge.com/wp-content/themes/leadsbridge/img/icon/rocket.webp

Start automating tractFile with LeadsBridge

NOTE tractFile is on Waiting List
Please click the button below to get free early access once it will be available.