NIDRIAFor relocation and expat agencies
Keep each relocation moving without chasing documents by hand.
One workflow, created once and reused for every new client.
30 min · A free review of how you handle your client files.
3 / 5 steps completed
Document signed by Camille Durand. Your team remains in control of the next step.
Document signed by Camille Durand. Your team remains in control of the next step.
NIDRIAYour agency is organising your family’s arrival. Upcoming tasks remain visible in your portal.
Document signed by Camille Durand. Your team remains in control of the next step.
Your agency is organising your family’s arrival. Upcoming tasks remain visible in your portal.
Fictional exchange. No message sent.
THE PROBLEM
Your team waits for documents. Your client waits for an update.
Missing document
Children's birth certificates
Family document to chase
Your workflow
Your method, reused for every client.
Follow-up time saved
2 hracross 3 clients
Simulation · fictional durations
I scope the move with HR, gather the family's documents, follow the visa application, then arrange housing, schools and the arrival.
Relocating an employee and their family
Configurable exampleOther workflows, tailored to your method.
Permit renewal
8 steps in this exampleEnd of assignment and return
12 steps in this exampleEvery client moves at their own pace.
You stay in control of approvals.
Document requests, reminders and progress updates.
CONTACT IMPORT
The people you support and their useful contacts, from a compatible CSV file.
CRM
HubSpot
PipedriveSpreadsheets
Excel
Google SheetsBusiness software
Export → CSV import
NIDRIA| Name | Status |
|---|---|
| Selected contactCamille Durand | Client |
| Thomas Martin | Prospect |
| Sarah Laurent | Client |
Illustrative example
Certified electronic signatures
Your templates, ready for every client.
Template with signature areas for the parties to the engagement.
Client signature
Agency signature
THE COMPARISON
Scroll across the table to compare all three solutions.
| What matters | By handEmails and spreadsheets | General-purpose CRM*Client follow-up to configure | NIDRIAYour agency’s follow-up |
|---|---|---|---|
AUTOMATED FOLLOW-UP | |||
| Shared client workflow |
Follow-up to repeat
|
Shared workflow to build*
|
Your method carried out for every client
|
| Automated reminders |
To write and send
|
Rules and scenarios to set up*
|
You approve. Nidria sends the reminder.
|
| Message templates |
Copy, then adapt
|
Templates and variables to configure*
|
Reusable templates, automatic personalization
|
| Supporting documents and files |
Emails and files
|
Files attached to records
|
Every document at the right step
|
CLIENT EXPERIENCE | |||
| Client portal |
Updates by email
|
Portal to add or configure*
|
Your client knows where things stand
|
| Your branded portal |
Emails in your name
|
Depends on portal and subscription*
|
Your logo, your colors, their language
|
| Electronic signatures |
Paper or a separate tool
|
Specific module or plan*
|
Certified, built into your workflows
|
| Signature templates |
Document to prepare again
|
Depends on the signature module*
|
Prepared once, reused for everyone
|
GETTING STARTED | |||
| Client import |
Rework the files
|
File and fields to map
|
CSV import in 30 sec**
|
| Contact management |
Files to keep up to date
|
Contact records
|
Prospects, clients and companies together
|
| Tailored client records |
Columns to add
|
Properties to configure
|
Your fields, your business information
|
PERMISSIONS AND PRIVACY | |||
| Granular permissions |
Sharing to manage
|
Permissions to configure*
|
Who sees what. Who can act.
|
| GDPR and hosting |
Yours to organize
|
Contract and hosting to check*
|
Documented GDPR framework. Hosting in Europe.
|
| Data security |
Depends on your tools and settings
|
Provider safeguards to check*
|
Encrypted exchanges and database
|
| Respect for your data |
Depends on your tools
|
Terms of use to check*
|
No resale. No AI training.
|
* CRM: depends on the tool, plan and modules. Nidria: depends on the plan.
** CSV file ready to import; time varies with volume.
Our privacy commitmentsPRICING
Your clients’ access is always included.
15 days free · No credit card required
For your independent practice
€990 excl. tax billed annually
Save €198 excl. tax per year
FOR TEAMS
For following up with clients together
€1,500 excl. tax billed annually
Save €300 excl. tax per year
For growing your business
€2,990 excl. tax billed annually
Save €598 excl. tax per year
A demo tailored to your profession, with our team.
Savings compared with 12 monthly payments, excluding add-ons.
More than 10 users or multiple entities?Let’s talk
The team
Co-founder · Senior cybersecurity engineer
9 years of experience
Co-founder · Product & technology
Software architect and CTO for 15 years
Head of Growth & Partnerships
Frequently asked questions
Yes. Import the CSV file exported from your CRM or spreadsheet, then find your contacts in Nidria.
Yes. You attach them to the steps that concern them. They see the overall progress of the file; detailed step content is limited to the steps assigned to them.
No. Their portal is included. They can follow their progress and upload documents from their browser, without installing any software.
Create a workflow, import a few clients and test their follow-up with your team. The trial is free, with no credit card required.
You don't have to give them up. Nidria sits alongside them and handles the workflow with your clients: the steps, the documents, the reminders and the signature. You import your clients from a simple CSV export.
Your data is hosted in Europe. Data transfers and the database are encrypted. You manage access permissions. Your data is not used to train AI models.
Security and privacyNo. Nidria prepares and schedules your reminders. You can edit the message and approve it before it is sent.
Yes. Certified electronic signatures and signature templates are integrated into Nidria, depending on your plan.
Yes. Cancellation takes effect at the end of your billing period. You can export your data before leaving Nidria.
A review with the team
A free 30-minute review on Google Meet.
We go through a typical file together, and you leave knowing how to never worry about your client follow-up again.
Email us to book a demonstration. You can also start a trial directly.
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Local booking test · no real submission
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