Generate more leads with the Microsoft OneDrive + Redtail integration

Microsoft One Drive is an online storing tool that allows you easily store and share photos, videos, documents, and more. With Microsoft One Drive you can connect to your files and documents anywhere, on any device, free. Just log in to your personal Microsoft account, and start storing and sharing files with your friends, partners and team members. Microsoft One Drive is already installed on Microsoft Windows, and it works on any device.

Thanks to its mobile app, you can easily sync all your files in real-time, and visualize them wherever you are, 24/7. When you upload a photo in One Drive, the system automatically categorizes them. Moreover, you can create albums, in order to easily come back and find what you are looking for. The notes you take on a PDF document allow you to underline, draw and sign each file on Microsoft Drive.

Microsoft Drive helps teams boost their productivity. In fact, when people work together from their own devices, on the same document, team members can visualize what the others are doing. Microsoft Drive offers different types of plans, for personal use or businesses.

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.