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
What is 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.
Benefits of using tractFile
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.
Why should I use tractFile
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.
What is 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.
Benefits of using Kronos Finance
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.
Why should I use Kronos Finance
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.
Create new Kronos Finance
leads with tractFile
Update Kronos Finance
leads with tractFile
March Motors specializes in providing good cars, with LeadsBridge, was able to moltiplicate their leads, up to 688