Streamline your data management process with the Google Sheets + Redtail integration

Google Sheets is an online tool provided by Google that allows you to create and share spreadsheets for project plans, data analysis and much more. Everyone can access to Google sheets by using their Google accounts, and modify your sheets from everywhere, also with mobile devices.

Google Sheets allows you to share your documents with your entire team. Friends, colleagues and clients can access to your shared files, and you can give them the possibility to edit, modify or just view the sheets. When you share your sheets, everyone can easily collaborate with you, by adding comments and suggestions to empower the teamwork. Then, the authors can decide to accept the suggestions with one click. Google Sheets is a great solution that allows everyone to work together, wherever you are, following your rules.

With Google Sheets you can easily create, import and export your sheets in many formats, included PDF, Microsoft Excel files, and much more. Google Sheets lets you personalize your entire documents, allowing you to work with rows, columns and cells, customizing formats, colors and fonts of your documents.

Redtail CRM is a web-based software designed exclusively for financial professionals. This Intuitive and user-friendly software is used by financial advisers and financial management companies to track their customers' data and the activities they perform for them. Redtail aims to simplify work flows and automate client management.

This CRM helps users quickly access any information they need. It can generate customer and account reports.

Users can also send messages and attachments to groups of leads or potential leads. The CRM software provides useful information such as the marketing campaign that generated a lead or a potential prospect. Redtail CRM offers the possibility of organizing seminars and allows users to manage and track them all in one place.