Documents Automation for Nimble CRM

ActiveCampaign

View ActiveCampaign contact information from anywhere on the Web. Bring ActiveCampaign into your Gmail inbox! Meaningfully connect and engage with your customers. Go beyond sales automation to optimize your customers’ experiences — while closing more deals, faster. The ActiveCampaign extension brings the power of ActiveCampaign’s customer experience automation into your Gmail inbox. Seamlessly manage your marketing and sales processes, and control your email marketing, marketing automation, and CRM without even switching tabs. A CRM THAT STAYS UP TO DATE & ORGANIZED As you qualify your leads and opportunities, you can automatically create a new deal record in ActiveCampaign. As the deal progresses, you can move it through the stages of your pipeline. As you collect additional information about the contact or opportunity you can add that information to their contact record. You’ll never have to worry if your CRM is current. THE DATA YOU NEED, WHEN YOU NEED IT Have all your contact data at your fingertips, right in your inbox next to the message you are typing. You’ll see your contact’s social network profiles, any tags you’ve applied, custom field values, any automated processes they are currently involved in, and open deal records associated with them. TIME-SAVING AUTOMATION MADE EASY Without leaving Gmail, you’ll be able to trigger sequences of automated actions. When you learn what product a prospect is interested in, you can drop them into an automated follow-up sequence with targeted content and offers to move your sales process along faster. If a contact schedules an appointment, you can drop them into an automation that automatically reminds them one hour before and then follows-up with them after to see if they have any additional questions. Choose from hundreds of pre-built automations that you can use with just a few clicks. CUSTOMER SUPPORT If you have a suggestion or concern, please visit and send us a message: http://www.activecampaign.com/contact/ We’ll respond quickly. ActiveCampaign's category-defining Customer Experience Automation Platform (CXA) helps over 150,000 businesses in 170 countries meaningfully engage with their customers. The platform gives businesses of all sizes access to 750+ pre-built automations that combine transactional email and email marketing, marketing automation and CRM for powerful segmentation and personalization across social, email, messaging, chat and text. Over 70% of ActiveCampaign's customers use its 870+ integrations including Microsoft, Shopify, Square, Facebook and Salesforce. ActiveCampaign scores higher in customer satisfaction than any other solution in Marketing Automation, CRM and E-Commerce Personalization on G2.com and is the Top Rated Email Marketing Software on TrustRadius. Pricing starts at just $9/month. Start a free trial at ActiveCampaign.com.

Documents Automation for Nutshell CRM

Create, send and track quotes, proposals, contracts and other collateral from within Nutshell CRM using PandaDoc extension! Create, send and track quotes, proposals, contracts and other collateral from within Nutshell using PandaDoc extension! With PandaDoc + Nutshell you can: - Create, deliver, track and legally eSign quotes, proposals and contracts with speed and efficiency. - Autofill accurate pricing, product, and profile data into actionable and engaging documents -- directly from Nutshell lead records! - Track opens and views on your sales collateral. - Convert eSignatures faster with stunning HTML5 documents that are accessible via any browser or device. - Work faster with pre-designed templates, drag-and-drop content, shared workspaces. - Collaborate in real-time to complete negotiations faster.

Zoho CRM for Gmail

A quick way to manage and add leads, contacts to Zoho CRM from Gmail. • Create new leads and contacts right from Gmail. • See complete lead/contact detail when you open a mail. • Add tasks, events, log calls for a customer. • Create deals and notes for instant update. • FREE extension; no credit card required. • Installs in seconds, easy to use. ⦿ Manage your Zoho CRM from Gmail. Why switch windows when you can manage your CRM from Gmail? Zoho CRM for Gmail shows you a complete customer profile immediately upon opening an email from the customer. Instantly view customers’ contact information without opening Zoho CRM. You can create new Contacts and Leads, and log calls, add tasks, events, allowing you to keep better track of prospective deals and customers. ⦿ Keep track of all your information. Convert leads to contacts, add, edit and delete notes, events, tasks, log calls using this powerful extension. It's easy to use interface helps you see all the information when you need it. ⦿ Make the most out of your CRM investment. Increase your ROI by entering timely and accurate information about your leads and contacts in your CRM system. Create tasks and notes to keep your CRM always updated.

LinkMatch For Pipedrive

Seamless lead generation for Pipedrive Seamless Pipedrive Integration for your browser – Now with AI Insights LinkMatch helps you capture and manage professional networking profiles in Pipedrive without manual copy-pasting. Designed for sales professionals, recruiters, and business developers, it keeps your CRM up-to-date while you focus on building relationships and closing deals. - Instant Visibility: See which profiles from supported professional networking sites are already saved in Pipedrive. - Work Without Switching Tabs: View and edit Pipedrive profile details right from your browser. - Save Time with Automation: Add leads and contacts directly to Pipedrive in just one click. - AI Insights: Use AI-powered suggestions to identify high-priority leads, refine outreach, and improve your sales process. LinkMatch is a third-party tool that works with Pipedrive. It is not affiliated with or endorsed by any professional networking platform or other third-party service.