Names: Sid Bhatt and Trace Linder
Industry: Commercial Real Estate
Use Case: Lead Management, Email Marketing, Deal Pipeline, Gmail Integration
Titles: Senior Advisor (Sid Bhatt), Advisor (Trace Linder)
About Sid and Trace & Why They Chose Nimble CRM
Sid Bhatt and Trace Linder are commercial real estate advisors working as partners within a national brokerage that manages industrial and retail properties across Florida and the Southeast. With over 15 exclusive listings at any given time and a shared territory, their success depends on targeted outreach, strong follow-up, and clear collaboration.
They knew they needed a CRM built for how they actually work—a tool that could support partnership, simplify their outreach, and give visibility into lead engagement. After running into limitations with their brokerage-provided Salesforce (Rethink) system, they started looking for something more intuitive.
That search led them to Nimble.
The Challenge: Managing Outreach Across Fragmented Platforms
Sid and Trace were using two completely separate tools to manage their CRM and email marketing efforts. Salesforce lacked email capabilities, so they had to use Real Next Max to send property campaigns. This disjointed workflow meant critical data—like contact updates, email performance, and lead activity—was spread across systems and hard to manage.
Following up became guesswork. They didn’t know who was engaging, and they couldn’t easily organize leads or track conversations in one place. For two people managing a fast-paced deal pipeline and a large database of prospects, that was a major roadblock.
“We needed something intuitive that worked for both of us — a CRM that lets partners collaborate without confusion.”
The Solution: Collaborative CRM with Integrated Email Marketing and Gmail Sync
What stood out about Nimble was how easily it fit into the way Sid and Trace already worked. With Nimble’s shared workspace, they could tag and manage contacts together without overlap, send campaigns right from the CRM, and track everything—without switching tabs or tools.
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The Gmail plugin became a key part of their daily process. Now, whether they’re sending a quick reply or reviewing a contact’s history before a call, they can do it right from their inbox. And with engagement tracking, they know exactly who to follow up with and when.
Their lead and deal pipelines are no longer separate from their outreach tools. Everything lives in one place—from campaign performance to conversation notes to deal stages.
Step-by-Step: How Sid and Trace Use Nimble Every Day to Streamline their Lead Management
Step 1: Build and Tag Their Contact Database
Sid and Trace start by uploading their contact lists and assigning tags to segment by asset type, location, buyer profile, or property interest. They’ve built out a tagging system that lets them quickly pull niche groups — like “industrial buyers in South Florida” or “retail owners in Tampa.”
Step 2: Work Inside Gmail with the Nimble Plugin
They spend most of their day in Gmail, and the Nimble browser extension lets them view complete contact profiles, email history, notes, and tags without leaving their inbox. They don’t have to log into another system to know who someone is or what was last said.
“Most CRMs have Gmail plugins, but they’re very restricted. With Nimble, we can toggle down and see the entire history— that’s unique.” – Sid Bhatt
Step 3: Send Email Blasts and Targeted Campaigns
Using Nimble’s group message feature and email templates, they send out eblasts with current listings, market updates, or news. For higher-priority properties, they send more personal text-based emails to a smaller, curated list.
“We ran a sequence to introduce our new office. Based on who clicked, we followed up with broker opinion of value quotes for their specific properties.” – Trace Linder
Step 4: Use Email Tracking to Identify Engaged Leads
After sending campaigns, they review open and click data to see who’s actively engaging. Contacts who click property links or open multiple emails get added to a call list for direct outreach.
“Now we know exactly who’s clicking and who’s interacting with us. That makes our cold calling easier—we actually have a reason to reach out.” – Sid Bhatt
Step 5: Qualify and Move Leads into the Deal Pipeline
When someone expresses interest or replies, they tag that contact and move them into a workflow or directly into their deal pipeline. For ongoing conversations or long-term listings, they use workflows to keep track of follow-up stages.
“Nimble fits right into how we already work. From email to follow-up to deal tracking—it’s all there.”
Nimble Doubled Their Deal Momentum Without Doubling the Tools
Sid and Trace found a solution that keeps their team aligned without adding complexity. They love being able to see email engagement data and instantly follow up with contacts who are showing interest. With the Gmail plugin, they can stay in the flow of their work without losing time toggling between apps.
They’re excited about streamlining even more in the future—particularly using web forms to automate document collection and save time on the back-and-forth of NDAs and confidential property info.
“Nimble lets us manage everything in one place—from outreach to deals.” – Sid Bhatt
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