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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Nimble

    Score7.5 out of 10
    N/ANimble is a social customer relationship management (CRM) system with features such as contact management and data-driven analytics.

    $15

    per month

    OnBase

    Score9.5 out of 10
    N/AOnBase by Hyland is an enterprise content management platform with business process and case management capabilities. It is modular by design and allows users to tailor the solution to their specific requirements.N/A
    Pricing
    NimbleOnBase
    Editions & Modules
    Business
    $19.00
    Per User Per Month
    No answers on this topic
    Offerings
    Pricing Offerings
    NimbleOnBase
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Features
    NimbleOnBase
    Sales Force Automation
    Comparison of Sales Force Automation features of Nimble and OnBase
    Feature
    Nimble
    8.5
    30 Ratings
    8% above category average
    OnBase
    -
    Ratings
    Customer data management / contact management9.529 Ratings00 Ratings
    Workflow management8.428 Ratings00 Ratings
    Territory management8.724 Ratings00 Ratings
    Opportunity management8.128 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)9.429 Ratings00 Ratings
    Contract management8.523 Ratings00 Ratings
    Quote & order management6.621 Ratings00 Ratings
    Interaction tracking9.227 Ratings00 Ratings
    Channel / partner relationship management8.126 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Nimble and OnBase
    Feature
    Nimble
    8.1
    22 Ratings
    5% above category average
    OnBase
    -
    Ratings
    Case management7.922 Ratings00 Ratings
    Call center management8.220 Ratings00 Ratings
    Help desk management8.321 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Nimble and OnBase
    Feature
    Nimble
    8.7
    27 Ratings
    12% above category average
    OnBase
    -
    Ratings
    Lead management8.426 Ratings00 Ratings
    Email marketing9.026 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Nimble and OnBase
    Feature
    Nimble
    8.2
    29 Ratings
    6% above category average
    OnBase
    -
    Ratings
    Task management8.529 Ratings00 Ratings
    Billing and invoicing management8.418 Ratings00 Ratings
    Reporting7.725 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Nimble and OnBase
    Feature
    Nimble
    8.9
    27 Ratings
    15% above category average
    OnBase
    -
    Ratings
    Forecasting8.923 Ratings00 Ratings
    Pipeline visualization8.827 Ratings00 Ratings
    Customizable reports9.023 Ratings00 Ratings
    Customization
    Comparison of Customization features of Nimble and OnBase
    Feature
    Nimble
    8.6
    29 Ratings
    12% above category average
    OnBase
    -
    Ratings
    Custom fields9.029 Ratings00 Ratings
    Custom objects8.322 Ratings00 Ratings
    Scripting environment8.518 Ratings00 Ratings
    API for custom integration8.820 Ratings00 Ratings
    Security
    Comparison of Security features of Nimble and OnBase
    Feature
    Nimble
    9.3
    26 Ratings
    10% above category average
    OnBase
    -
    Ratings
    Single sign-on capability9.424 Ratings00 Ratings
    Role-based user permissions9.324 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Nimble and OnBase
    Feature
    Nimble
    8.4
    29 Ratings
    11% above category average
    OnBase
    -
    Ratings
    Social data8.429 Ratings00 Ratings
    Social engagement8.429 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Nimble and OnBase
    Feature
    Nimble
    8.8
    25 Ratings
    15% above category average
    OnBase
    -
    Ratings
    Marketing automation8.725 Ratings00 Ratings
    Compensation management8.919 Ratings00 Ratings
    Platform
    Comparison of Platform features of Nimble and OnBase
    Feature
    Nimble
    8.3
    27 Ratings
    9% above category average
    OnBase
    -
    Ratings
    Mobile access8.327 Ratings00 Ratings
    Enterprise Content Management
    Comparison of Enterprise Content Management features of Nimble and OnBase
    Feature
    Nimble
    -
    Ratings
    OnBase
    8.2
    43 Ratings
    1% above category average
    Content capture & imaging00 Ratings9.041 Ratings
    File sync, storage & archiving00 Ratings9.033 Ratings
    Document management00 Ratings10.042 Ratings
    Records management00 Ratings8.040 Ratings
    Content search & retrieval00 Ratings8.043 Ratings
    Enterprise content collaboration00 Ratings8.034 Ratings
    Content publishing & creation00 Ratings8.222 Ratings
    Security, risk management & information governance00 Ratings9.033 Ratings
    Contract lifecycle management00 Ratings8.424 Ratings
    Automated workflows00 Ratings9.023 Ratings
    Artificial intelligence00 Ratings5.811 Ratings
    Mobile support00 Ratings7.615 Ratings
    Integration00 Ratings7.022 Ratings
    Best Alternatives
    NimbleOnBase
    Small Businesses
    Salesflare
    Score10 out of 10
    Egnyte
    Score9.3 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Epicor ECM
    Score7.7 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Dashpivot - By Sitemate
    Score10 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    NimbleOnBase
    Likelihood to Recommend
    7.0
    (33 ratings)
    9.9
    (43 ratings)
    Likelihood to Renew
    7.0
    (3 ratings)
    8.8
    (7 ratings)
    Usability
    8.0
    (19 ratings)
    8.6
    (9 ratings)
    Support Rating
    9.8
    (19 ratings)
    5.8
    (16 ratings)
    In-Person Training
    -
    (0 ratings)
    9.1
    (1 ratings)
    Online Training
    -
    (0 ratings)
    8.2
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    8.7
    (3 ratings)
    Configurability
    -
    (0 ratings)
    9.1
    (1 ratings)
    Vendor post-sale
    -
    (0 ratings)
    9.1
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    7.3
    (1 ratings)
    User Testimonials
    NimbleOnBase
    Likelihood to Recommend
    Nimble
    This tool is suitable for all sizes of organizations since it has the capacity to manage customer relations in the best possible way. Its features like task management, reports, social collaboration, and forecasting are always considered important for CRM and they all work without causing any trouble. But its Reports need to be more elaborate and its interface should be made easier and less tricky.
    Incentivized
    Read full review
    Hyland
    OnBase is a content services solution for organizations that need high visibility to documents or information across multiple teams or departments. It supports users' access control, workflow functionality with transaction history, electronic document retention, and destruction documentation. Hyland can support the organization for implementations or solutions, or the organization can utilize the education services and build out the solution themselves.
    Incentivized
    Read full review
    Pros
    Nimble
    • Importing contacts in the CRM is very much consist of easy steps.
    • It allows me to create, edit and view contacts records anywhere from the web.
    • It is helping me to stay organized in terms of marketing needs and providing real-time information automatically.
    • it is playing an excellent role in managing our all relations.
    Incentivized
    Read full review
    Hyland
    • Workflow and Configuration - easy to learn
    • Documentation for each application and toolset
    • Hyland Account Managers and staff are knowledgeable
    • Robust User Community that helps solve an issue or make recommendations
    • Web client - no application installation needed on a PC for users
    Read full review
    Cons
    Nimble
    • Nimble's storage space is very sparse, but we have found that it can be expanded at an additional cost.
    • Their mobile application is not as good as some of us expected, and we strongly recommend improving it to make it work effectively.
    Incentivized
    Read full review
    Hyland
    • I personally find the user inferface to be obnoxious and obtuse.
    • When we have issues it is often hard to resolve the problem as there are many variables such as file types, DPI, and scanner setting that combine to make it hard to pinpoint trouble spots.
    • The upgrade process has always been a nightmare for our team. We are not on the latest version now due to this issue.
    Incentivized
    Read full review
    Likelihood to Renew
    Nimble
    It's truly a great system if you get it for the right reasons. Don't expect it to do everything a mid market organization would require but for any small business or mid to large organizations which would like to integrate to it for the social insights capabilities this is a leading solution which can add value immediately
    Read full review
    Hyland
    OnBase has become a core part of our enterprise solutions toolkit due to its ever-growing integration capabilities. Any business process that produces or tracks documents or object entities can be modeled and managed within OnBase and used to supplement almost any line-of-business system that we use.
    Incentivized
    Read full review
    Usability
    Nimble
    The platform has more advantages and positives as compared to challenges or negatives in comparison to other comparable products and platforms available in the marketplace. It was extremely easy to get started with the initial deployment which makes the choice much clearer. Finally its tight integration not just with Microsoft O365 suite, but also with [the] most popular social media platforms available makes it a very favorable platform in its domain.
    Incentivized
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    Hyland
    You get out of something what you put into it. You reap what you sow! If an organization will spend time setting the solution up, dedicating staff to its development and ongoing support, and always keep the end-user in mind during development, you will have one of the most well-received solutions in your organization. So many organizations that I speak with stand up a solution but don't commit someone to its upkeep and development. It is vital that you have the staff to work within the solution on a daily basis.
    Incentivized
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    Support Rating
    Nimble
    It was productive to be able to access remote support sessions from nimble employees, whom we decided to contact to have one of the features mentioned above explained to us. They were methodical and easy to explain solutions, so we recommend them for any kind of doubt.
    Incentivized
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    Hyland
    This rating is a compromise because I technically have 2 tiers of support.
    I go through a re-seller that I give a (10). I send an email and receive acknowledgment within minutes.
    For the few times we need to contact Hyland for assistance, it sometimes takes a couple of days to receive a response - and then the first tier might go back and forth a dozen times through email instead of initiating a phone call. And for an advanced issue, they take too long before they forward to an evangelist or someone more knowledgeable that is able to assist. I give that process an (8).
    Incentivized
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    In-Person Training
    Nimble
    No answers on this topic
    Hyland
    The trainer was very knowledgeable and was a Hyland employee. The training was at their corporate headquarters, so it allowed our team to become familiar with organization and culture.
    Incentivized
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    Online Training
    Nimble
    No answers on this topic
    Hyland
    With the Premium subscription, there is a tone of training with audio and practice options.
    Incentivized
    Read full review
    Implementation Rating
    Nimble
    No answers on this topic
    Hyland
    Using Hyland professional services to assist with the implementation made things much easier. They have the knowledge and experience to get the system live as users are expecting
    Incentivized
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    Alternatives Considered
    Nimble
    Nimble has proven to be a positive and well-respected application within our company for setting us up for success at building personal and meaningful associations with decision makers. It has been a significant reason why we have gained acceptance and trust from those who we have introduced ourselves to over time. The ability to feel a true understanding of our prospects and customers as real human beings with unique interests and common aspirations opens up doors of valuable conversation. The other options that were reviewed and considered provided many of the common ways from the past that stored CRM information. This method was much more of a static representation of the real interactions made between a company or salesperson with the prospects and customers. Nimble has brought back what should never have been lost - being like neighbors who spoke to each other about more things than just business.
    Incentivized
    Read full review
    Hyland
    The version of SharePoint we were utilizing was not very practical. We oftentimes had issues with archived documents, where they could be found or opening them all together. It seemed the older the document the harder it was to access when logged into SharePoint. This is critical in our business as we need to behave full access to documentation sent and received for an owner's account.
    Read full review
    Return on Investment
    Nimble
    • Time-Saving is one of the biggest ROIs for me. 30-60 minutes a day means I can focus on more marketing, sales, or client work.
    • A soft ROI is in better contact relationships. People are often impressed that I follow-up after meetings, and especially when they say to contact them in 6 months or next year.
    Incentivized
    Read full review
    Hyland
    • OnBase provides a very reliable ECM platform for the company.
    • OnBase helped to remove the dependency on paper files and file folders. This saved real estate cost as well as facilitated the ability to work from anywhere.
    • OnBase made same day processing of all incoming and outgoing documents a reality.
    Incentivized
    Read full review
    ScreenShots

    OnBase Screenshots

    Screenshot of an Approval for an Ad-Hoc Task.Screenshot of Onbase's Dark Mode.Screenshot of the Document Viewer.Screenshot of the Send to Department feature.Screenshot of the Workflow Stage.