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Freeform project management to track and manage anything in your claims business

Nifty PM

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Stop Juggling Spreadsheets and Sticky Notes

You're drowning in deadlines, vendor contracts, and license renewals. Your current "system" of scattered documents and reminder apps isn't cutting it anymore. What if you could manage your entire claims business from one beautiful, intuitive platform?

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Finally, A Project Management Tool That You Can Customize to Your Needs

Nifty PM isn't another rigid project management system built for tech companies, or a CRM that locks you in to their add-ons and exorbitant prices. It's a freeform platform that adapts to YOUR workflow - whether you're tracking CE deadlines, managing vendor relationships, or coordinating complex multi-party claims.



What Claims Professionals Are Using Nifty For:


  • License renewal tracking - Never miss another deadline with automated reminders

  • Vendor relationship management - Keep contracts, performance notes, and contact info organized

  • Client portfolio organization - Track case progress, communications, and deadlines

  • Team coordination - Assign tasks, share updates, collaborate seamlessly

  • Business operations - From marketing campaigns to office management

  • Compliance tracking - Stay on top of regulatory requirements and documentation

  • Claims management and CRM - Organize and track claims your way, with custom fields, automations, and more


Powerful Features That Replace Multiple Tools


  • Documents & File Management - Store everything in one secure location

  • Multiple Views - Switch between lists, kanban boards, timeline, and calendar views

  • Task Management - Advanced task tracking with dependencies and automation

  • Automated Reports and Dashboards - Get all the information you need, when you need it

  • Mobile & Desktop Apps - Work seamlessly on Windows, Mac, Android, and iPhone

  • Workflow Automation - Set up triggers and actions to streamline repetitive processes

  • Integrations - Connect with your existing tools and automate data flow

  • Discussions - Chat with your team or workspace guests in a standalone chat, direct messages, and task messages, keeping your communications organized


Why Nifty Works When Other Tools Don't

Users consistently report that Nifty "gets used consistently" while other tools "got implemented only to be ignored by teams."

The difference?

Nifty's beautiful, intuitive design makes organization feel effortless rather than overwhelming, while consolidating multiple tools into one platform without compromising functionality.

Ready to Get Organized?

Stop letting important deadlines slip through the cracks. Start managing your claims business like the professional you are.

🎯 Special Offer: Use code 10OFF for instant savings on your subscription.

⚡ Quick Setup: Takes less than 2 minutes to sign up and create your first project or import your existing data.

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