Best For

Advisors, MGAs and carriers

Product Details

Kronos Finance CRM is the most complete customer management solution for financial and insurance professionals. This database centralizes all of your clients insurance and investments data while giving you all the tools you need to optimize your business.

Contact Details

Kronos Technologies

Founded in 2000

Located in Canada

No Media

Starting Price

  • $89.00/month/user

Free Demo

  • Yes


  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native


  • In Person
  • Live Online
  • Webinars
  • Documentation


  • Business Hours
  • Online

Kronos Finance Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Kronos Finance Reviews

Ease of Use
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