[NEW]

Real-Time CRM Integration for Financial Advisors

Your CRM is the system of record. Snappy Kraken makes it the system of action. With live, two-way data sync that connects your marketing, automation, and client experience in real time.


Legacy platforms run on delay. Snappy Kraken runs on now.

CRM Sync Snappy Kraken (2)

No more waiting for the midnight sync

Legacy platforms run on delay—batching data overnight and leaving your marketing one step behind.

Snappy Kraken’s new CRM integration moves at the speed of your business, instantly syncing every contact, field, and campaign update between systems.

Your data is always accurate, always connected, and always ready for action.

  • Real-time, two-way sync between your CRM and Snappy Kraken
  • No poor client experiences or missed opportunities from delayed automations or responses
  • Setup in minutes for all major CRMs, deep customization available for larger firms
Midnight Syncs
CRM Data Sync Speed

Cleaner data. Faster Follow-up. Better results.

When your CRM and marketing software share live data, you eliminate manual work and accelerate growth.

Every lead, appointment, and form submission flows automatically—triggering the right campaigns and alerts at the right time. Advisors save hours each week, while firms see measurable gains in conversion and compliance efficiency.

  • Per group control over single or bi-directional data flow
  • Faster lead response and client follow up
  • One record of truth for marketing and compliance

Your data, your future. Unlimited.

Snappy Kraken’s API-first architecture unifies your marketing and CRM data—giving you clean, accessible, and customizable datasets that power smarter decisions today and future AI-driven personalization tomorrow.

Whether you’re connecting to a CRM or a data lake, your data remains yours. Structured, synced, and ready for what’s next.

  • API-first and customizable for enterprise-scale firms
  • Data foundation built for AI workflows and automation
  • Connect to data lakes or other systems with ease
Unlimited data & sync

Ready to power your CRM workflow with faster, cleaner data?

Experience how a truly connected system eliminates manual work, speeds up your marketing, and builds a data foundation for the future.