What users are saying about
56 Ratings
28 Ratings
56 Ratings
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Score 8.6 out of 100
28 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

Nimble

Nimble is well suited for businesses with up 50 employees wanting to ensure that their users can see all contact with a person in the database, whether they are using a desktop, notebook or mobile device. This helps to build better relationships with contacts and answer questions.Nimble is easy to integrate with 150+ apps due to PieSync being its native 2-way sync integration tool. This reduces duplication of data and saves time in its management. It also helps with businesses looking to integrate with tools like Xero or Quickbooks accounting, and with marketing automation tools like 366 Degrees and Mailchimp.It's perhaps not ideal for businesses wanting to segregate data between divisions or business units. However, this can be managed by taking subscriptions under different business units and the addition of staff subscriptions.
Ross Keating | TrustRadius Reviewer

Workbooks

It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Brian Walsh | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Nimble
7.6
Workbooks
7.7
Customer data management / contact management
Nimble
9.6
Workbooks
8.5
Workflow management
Nimble
7.7
Workbooks
8.2
Territory management
Nimble
7.1
Workbooks
7.7
Opportunity management
Nimble
7.6
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
Nimble
9.1
Workbooks
6.4
Contract management
Nimble
5.9
Workbooks
7.2
Quote & order management
Nimble
6.9
Workbooks
7.6
Interaction tracking
Nimble
7.7
Workbooks
6.4
Channel / partner relationship management
Nimble
7.3
Workbooks
8.4

Customer Service & Support

Nimble
7.6
Workbooks
6.3
Case management
Nimble
7.6
Workbooks
6.2
Call center management
Nimble
7.6
Workbooks
6.8
Help desk management
Nimble
7.6
Workbooks
5.8

Marketing Automation

Nimble
7.1
Workbooks
7.3
Lead management
Nimble
7.2
Workbooks
8.0
Email marketing
Nimble
7.0
Workbooks
6.6

CRM Project Management

Nimble
7.1
Workbooks
7.5
Task management
Nimble
7.7
Workbooks
7.7
Billing and invoicing management
Nimble
7.5
Workbooks
6.8
Reporting
Nimble
6.0
Workbooks
7.8

CRM Reporting & Analytics

Nimble
6.6
Workbooks
8.6
Forecasting
Nimble
7.7
Workbooks
8.2
Pipeline visualization
Nimble
8.3
Workbooks
8.8
Customizable reports
Nimble
4.0
Workbooks
8.8

Customization

Nimble
6.9
Workbooks
7.7
Custom fields
Nimble
8.6
Workbooks
8.4
Custom objects
Nimble
7.3
Workbooks
7.6
Scripting environment
Nimble
6.3
Workbooks
7.5
API for custom integration
Nimble
5.3
Workbooks
7.5

Security

Nimble
5.9
Workbooks
7.5
Single sign-on capability
Nimble
7.3
Workbooks
7.0
Role-based user permissions
Nimble
4.6
Workbooks
8.0

Social CRM

Nimble
8.9
Workbooks
6.6
Social data
Nimble
9.3
Workbooks
6.0
Social engagement
Nimble
8.5
Workbooks
7.3

Integrations with 3rd-party Software

Nimble
6.8
Workbooks
6.9
Marketing automation
Nimble
6.9
Workbooks
6.7
Compensation management
Nimble
6.8
Workbooks
7.0

Platform

Nimble
8.1
Workbooks
4.2
Mobile access
Nimble
8.1
Workbooks
4.2

Pros

Nimble

  • The ease of setting up and becoming proficient in using every aspect of Nimble's capabilities and continually adding new tools integrated within the program is a big winner at choosing Nimble for our company CRM product.
  • The widget application works intelligently within Safari, Google Chrome and Mozilla Firefox to pull all the Social Media information about a key contact person or the company itself saves me tremendous time from having to go one-by-one to fill all fields manually with that specific information.
Chuck Royer | TrustRadius Reviewer

Workbooks

  • Sales process management from enquiry to delivery of product
  • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
  • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
  • The FD loved it
  • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
  • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
Chris Hood | TrustRadius Reviewer

Cons

Nimble

  • While I still love Nimble, the interface looks a little dated and it doesn't seem to resolve super well on high resolution (retina) monitors. They can make far better use of the width of modern day screens. Some parts of the system are a bit disjointed visually and could be smoothed a little.
  • Although they now natively sync with Mailchimp (and other systems) through the embedded PieSync service, I would love to have the marketing components all in one place. We may change our minds on this depending on how well we find the Sync working for us.
  • Visually related, we'd like better use of the screen real estate to see the history of interactions with clients. It's comprehensive now but requires a bit of scrolling. With some decent UI tweaks this can be handled far better.
Shirin Elkoshairi | TrustRadius Reviewer

Workbooks

  • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
  • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
  • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
Martijn Daalder | TrustRadius Reviewer

Likelihood to Renew

Nimble

Nimble 8.3
Based on 2 answers
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
Chad Stewart | TrustRadius Reviewer

Workbooks

Workbooks 8.5
Based on 7 answers
the product works. support has been good or greatso far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
Paul Reynolds | TrustRadius Reviewer

Usability

Nimble

Nimble 9.1
Based on 1 answer
In terms of ease of use, this is a very intuitive system to get around in today. I have used many contact management systems over the years and this one is quite nicely laid out and easy to navigate for sales people and managers in the field to get data and use it to manage the insights found in the system.
Chad Stewart | TrustRadius Reviewer

Workbooks

Workbooks 7.3
Based on 1 answer
No answer on this topic is available.

Reliability and Availability

Nimble

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman | TrustRadius Reviewer

Support Rating

Nimble

Nimble 7.3
Based on 2 answers
I have not used the support enough to give them a higher rating. But, they have not disappointed
Chad Stewart | TrustRadius Reviewer

Workbooks

Workbooks 8.2
Based on 1 answer
No answer on this topic is available.

Online Training

Nimble

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 6.4
Based on 1 answer
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Brendan Harris, MBA | TrustRadius Reviewer

Alternatives Considered

Nimble

ACT!, SageCRM, Outlook, Google Contacts, Zoho CRM, SugarSync, Vtiger, Salesforce, iCloud Contacts (iPhone)plus many others. Most of these systems don't do a good job of connecting with email let alone social media and in today's world, you need both. Nimble does things that none of the others are capable of but most of all it makes people more productive and better able to monitor Customer Relationships.
Thomas Olesen | TrustRadius Reviewer

Workbooks

We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
Adam Grieve | TrustRadius Reviewer

Return on Investment

Nimble

  • I have been using Nimble for years and it has been valuable. I get more frustrated by the ability to move data in and out and I want to have better communication with Linkedin.
  • The positive impact has been to gather and review the contact information from your community. Also, being able to start the conversation follow up and keep up on your connections. We need Linkedin.
  • Did I mention that I want better data from Linkedin?
  • I would like to have a way to adjust the deals a bit more. I like what Nimble has done for the Listings. (Beta) Interesting direction.
Russ Johns | TrustRadius Reviewer

Workbooks

  • Allows us easy management of leads and clear visibility of opportunities for the sales team
  • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
  • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
David Carter | TrustRadius Reviewer

Screenshots

Pricing Details

Nimble

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Nimble Editions & Modules

Additional Pricing Details

Workbooks

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Workbooks Editions & Modules

Edition
Workbooks CRM Edition$301
Workbooks Business Edition$651
  1. per user/per month
Additional Pricing Details

Rating Summary

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