Track That Advisor is a consulting and coaching firm for financial advisors that uses data-driven methodology to help advisory firms track and improve upon their marketing efforts. This Google Sheets™ add-on allows current Track That Advisor clients to connect their sheet to Redtail CRM in order to import data.

Redtail CRM is a popular financial services CRM used by many Track That Advisor clients, and is often used to store contacts, appointments, and financial account data, all of which can be automatically imported into the Track That Advisor tracking template using this Google Sheets™ add-on. The add-on is integrated with Redtail CRM, so you can enter your credentials directly into the add-on sidebar. After logging in, you will be able to populate your tracker spreadsheet with up-to-date data from your Redtail database, including Contacts, Appointments, and a limited subset of Account information.

Learn more about Track That Advisor at https://trackthatadvisor.com/.
Learn more about Redtail CRM at https://corporate.redtailtechnology.com/crm/.