Kronos Finance CRM Kronos Finance CRM Free Get
Kronos Finance CRM

Kronos Finance CRM

1.1.0 for iPhone
Free
0

0 Ratings

Release Date

2019-04-23

Size

18.8 MB

Screenshots for iPhone

Kronos Finance CRM Description
Join the more than 12,000 advisors who use Kronos Finance CRM to easily create awesome client experiences without ever having to turn on their computers. It’s the perfect solution for advisors who need to manage their practice, organize their day and respond to their clients anywhere, anytime.

The CRM is specifically designed for financial advisors, so you have the all functionality you need at your fingertips. It frees you from your desk and gets you out of the office with complete access to your clients’ investment, insurance and personal information—plus great CRM features like comprehensive communication abilities, and tools that allow you to take meeting notes and manage activities so that nothing slips through the cracks.

Kronos Finance CRM enables you to:

• Serve more clients, more easily and more effectively, by accessing the information you need without having to power up your computer

• Stay in touch with clients whenever you need by locating contacts, making calls, and sending emails from within the CRM

• Save time by accessing your client’s insurance, investment and personal information from within the app

• Achieve and maintain compliance by taking meeting notes and booking activities that are linked to each client’s contact record

• Manage your practice while you’re on the go by accessing segmentation information, creating new contacts, and searching, viewing and editing contact information

Kronos Finance CRM gives you quick access to your client and contact info when you need it, no matter where you are.
Kronos Finance CRM 1.1.0 Update
2019-04-23 Version History
Thanks for using our app. We’re always making changes and improvements so you can get the most out of it.
- Added language selection in settings
- Added text message link in contact screen
- Fixed minor issues and improvements
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More Information
Price:
Free
Version:
1.1.0
Size:
18.8 MB
Genre:
Business
Release Date:
2019-04-23
Developer:
Kronos Technologies
Language:
English
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