Overview
What is Nimble?
Nimble is a social customer relationship management (CRM) system with features such as contact management and data-driven analytics.
Great price, some excellent tracking features.
"Nimble Is The Smartest Choice."
Smartest choice in customer relationship management software
Powerful way of customer relationship management solution
The best CRM solution one could ask for.
A perfect CRM solution for all sizes of companies.
All in one contact management platform
Track customers to improve customer service and sales
Stable platform with many positives
Great quality marketing and sales management! Excellent CRM!
Nimble has the necessary tools that make it an excellent CRM
Demanding program that makes sales and marketing easy!
Nimble brings good alternatives as of version 4.0.10
Nimble has been useful for maximizing funnels
Nimble Who?
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Customer data management / contact management (29)9.595%
- Integration with email client (e.g., Outlook or Gmail) (29)9.494%
- Custom fields (29)9.090%
- Task management (29)8.585%
Pricing
Business
$19.00
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $15 per month
Product Demos
Nimble CRM Demo
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 9.5Customer data management / contact management(29) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 8.4Workflow management(28) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 8.7Territory management(24) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.2Opportunity management(28) Ratings
Users can track deals and create quotes.
- 9.4Integration with email client (e.g., Outlook or Gmail)(29) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 8.5Contract management(23) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 6.7Quote & order management(21) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 9.2Interaction tracking(27) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 8.1Channel / partner relationship management(26) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 7.9Case management(22) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 8.2Call center management(20) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 8.3Help desk management(21) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 8.4Lead management(26) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 9Email marketing(26) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 8.5Task management(29) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 8.4Billing and invoicing management(18) Ratings
This includes automated invoice creation and billing.
- 7.7Reporting(25) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 8.9Forecasting(23) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 8.8Pipeline visualization(27) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 9Customizable reports(23) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 9Custom fields(29) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 8.3Custom objects(22) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 8.5Scripting environment(18) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 8.8API for custom integration(20) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 9.3Single sign-on capability(24) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 9.2Role-based user permissions(24) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 8.4Social data(29) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 8.4Social engagement(29) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 8.7Marketing automation(25) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 8.9Compensation management(19) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 8.3Mobile access(27) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is Nimble?
Nimble Competitors
Nimble Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(96)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
Nimble has proven to be invaluable for businesses in managing contacts and improving customer relationships. Users have praised its ability to gather and customize information about clients to meet their specific needs. By integrating with other email tools and social networks, Nimble allows users to keep track of potential customer opportunities and enhance their marketing efforts. The software is widely used by marketing departments to identify prospects and foster better business relationships. Additionally, Nimble's stability and efficiency in managing customer interactions have allowed organizations to provide timely attention and support without neglecting other important activities. With its user-friendly interface and integration with popular platforms like Microsoft 365 and Google Workspace, Nimble has significantly improved business processes by organizing social media and content marketing contacts in a single database. Whether it's tracking leads, managing sales, or nurturing campaigns, Nimble provides a comprehensive CRM solution that meets the needs of small and medium-sized enterprises as well as individuals within organizations.
Valuable Email Marketing Tool: Users have found Nimble to be a valuable tool for email marketing, as it effectively organizes all client information and contacts in one centralized place. This feature has saved users time and allowed for better management of their marketing efforts.
Beneficial Reports: Reviewers highly appreciate Nimble's elaborate and beneficial reports that provide valuable insights for making informed decisions and improving marketing strategies. The availability of these reports is seen as a strength by users.
Efficient Task Management: Nimble's task management feature is highlighted by multiple reviewers as a strength. Users find it extremely helpful in properly managing projects and staying organized, which greatly contributes to their overall productivity.
Tricky and Confusing User Interface: Some users have found Nimble's user interface to be slightly tricky and confusing, particularly for those who are not familiar with it.
Limited Mobile App Functionality and Lack of Office 365 Integration: The pricing and costs of Nimble are not satisfactory for some users, especially due to the limited functionality of its mobile app and the lack of integration with Office 365.
Basic Sales Pipeline Feature in Need of Improvement: Users have expressed dissatisfaction with the sales pipeline feature of Nimble, considering it to be basic and in need of improvement.
Users often recommend Nimble for its affordability and suitability for small businesses with a limited budget. They appreciate the tutorial videos that aid in easy learning and highlight Nimble's ability to update contacts through social media platforms and emails, saving time and improving communication with customers. Users also emphasize the importance of integrating Nimble with social networks for effective contact management. Additionally, users recommend Nimble for its simplicity, great user experience, and comprehensive CRM functionality.
Attribute Ratings
Reviews
(26-33 of 33)Nimble gives outbound sales tools to get ahead.
The problem that Nimble solves is giving us the ability to locate and find prospects. Other CRM tools feel like a repository of data where you put all your data in there and then others can see it. The organization, ability to add new information about prospects and the ability to set up automatically "keep in touch" tasks in the tool reduces the amount of organizing needed. We organize and reach out to clients far more efficiently with Nimble. Rarely do we need to do any data entry due to the tight integration with email and Chrome/Safari.
- Keeping in Touch. There's an automatic feature you can enable on any contact you have. You can set this task for weekly, monthly, quarterly or annually. Just by staying in touch we've uncovered opportunities from people that had forgotten about us.
- Integrates well. Recently Nimble natively embedded PieSync into their platform. This will allow us to couple Nimble with Mailchimp in a very clean, 2 way sync that will give us a unified setup for sales and marketing. Piesync also integrates with many other systems outside of Mailchimp.
- Data ingestion. See a contact on your browser you want to add into Nimble? Click a button and their chrome/safari extension will "grab" that contact and put it in the database. If the contact on the screen lacks an email address you can ask Nimble to find you the missing data and it will update it for you.
- 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.
Nimble... Your Choice for Your Social Selling Contact Building Needs
- Easily find key prospects online using keyword searches on the major social networks and tie all communications into my Gmail account... Love it!
- Monitor all social media postings real time with your key contacts and prospects allowing you to communicate and comment real time. This allows you to get amazing, visibility with your top prospects.
- Sync all your contacts that you enter into your Google contacts with your nimble accounts. I also sync my contacts with my autopilothq marketing application that allows me to tailor my marketing strategy with my social selling strategy.
- Nimble's tech support is top-notch. I send very detailed, long questions to their tech support team, and they are always very helpful and provided very detailed answers. This gives me a comfort level with Nimble and is why I decided to become a reseller and training of their product.
- I was using the Insightly CRM prior using Nimble. I really like the clean layout of this application and it truly was a lot of fun to use. I liked the look and feel of Insightly more, plus it was more of a traditional CRM with set reminders, etc. That said, the Nimble application works differently, and it's more about the direction relationships online with your prospects. So, the functionality of Nimble is second to noon, and it's a different way of doing business and building trust with your prospects and clients. However, I do miss some of the traditional features and the look and feel I had with Insightly. Many of my clients have worked with traditional CRM's and do have a hard time transitioning to Nimble because they not used to networking in a different way. Having more of a traditional look, feel and functionality might improve this transition, and they may jump in and use it more quickly.
- I would like some additional features, such as a more robust "ToDo List." For example, I am a BIG Apple user, and I use a Mac and an application called "Things." I love this application. It kind of reminds me of Nimble in that it's super easy to use and it's easy to enter tasks and move things around. Try it for yourself... It's truly amazing... I would love it if Nimble would enhance their ToDo section to have robust, easy to use features... just like Things does.
- The contact syncing process between Picsync and Nimble was kind of confusing to me. Both applications are very easy to use, but I found the results kind of confusing. For example, I sent up the syncing process between these two applications, but when I entered the contact into my Google database, it would not always show up in my Nimble Contact database. So, I deleted all of my contacts that were brought over from Piesync, then when I tried to resync my contacts... it didn't work because I had deleted these contacts from my Nimble contact database. So, I love both applications, and now I know how to do this, but the original process did not work quite the way I was expecting.
Nimble is a Social CRM You'll LOVE to Use
I use it as a solo user. I use it specifically to create and track conversations with small groups of people for projects that I'm managing and I find that it's invaluable for connecting with influencers in a personal and professional way.
- Nimble tracks your interactions with new relationships on social media. So if you met someone on Twitter, you can see those conversations on Nimble - you can see the evolution of the relationship in your email and ultimately in the deal that you've created with that prospect.
- Nimble has an amazing Chrome extension that curates all the online information on the person you're connecting with so that you can leverage areas of common interest and connection.
- Nimble's "DEALS" feature is a super simple sales pipeline that you can easily manage through its drag and drop feature.
- Now, Nimble will even find emails for connections and relationships you've started on social media so that you continue the relationship via email.
- I'm not sure about this - but Nimble USED to be able to pull all your interactions from ALL social channels. I'm not sure that this is the case anymore. LinkedIn has made it impossible (but perhaps with Nimble's partnership with Microsoft - this will improve).
- Even with their integration with Gmail, Chrome and Outlook, to still HAVE to head over to Nimble to track your pipeline - no getting around that right now.
Jon Ferrara, the founder was also the founder of Goldmine is on a mission to help businesses build relationships. If you have a question, concern or comment -- you can literally reach out to him personally and you'll probably get an enthusiastic response. Nimble is my choice for a CRM because of WHO they are and because of what they do.
Be Nimble with your Customer Relationship Management (CRM)
- Organizations (or individuals) can connect multiple email addresses to Nimble, which is possibly unique but certainly useful. As an individual, you could, therefore, manage your business and private life in one database and you could manage additional organizations as well, if required. This saves having multiple databases to manage.
- The database can be segmented in many ways but Tags are the most powerful. Adding a Tag to a contact record enables that contact to belong to that group or segment. Any Contact can belong to multiple groups. Using the built-in synchronization engine, Contacts can be added to mailing lists in separate systems such as MailChimp simply by adding the appropriate Tag to the record in Nimble.
- Using Nimble's widget means that if you see a Contact mentioned online or you receive an email from a Contact, you can simply hit "add to Nimble". But in the process, you can build a complete record such as the name, address, phone number, email, website etc. which saves a huge amount of time and is the reason why the data in CRM's that don't provide that functionality is generally not up to date.
- Nimble has a built-in Group Messaging capability used for Mailmerged emails but Nimble management have chosen to throttle the use of that facility to so many emails per day which are fully tracked. That means that any large email shots have to be undertaken using a 3rd party system such as MailChimp. Fortunately Nimble fully supports 3rd party email systems but it would be more convenient to just use Nimble.
- Nimble has a powerful email signature which is applied to all emails by default. The problem is that there is currently only one signature so you must choose your default email to use for that and delete it when using any of the other emails. It would be better if the system allowed a different email signature per email address.
- List management within Nimble is not as flexible as with some databases but perfectly adequate for most users. Power Users can export the data and use tools like Excel to do anything that cannot be accomplished within Nimble itself.
- Nimble has a system for "Keeping in touch" with your Contacts but if you have a very large database this becomes overwhelming. For smaller databases it is a nice feature but I would prefer if it could be turned off.
Perhaps the most powerful feature is the built-in two-way synchronization with leading SaaS systems such as iCloud or MailChimp. This allows you to keep all of your contact data in sync at all times, once set up.
Like any CRM, it is not suitable for organisations or individuals who are not prepared to learn how to use it and then to use it correctly, but Nimble is perhaps better than most CRMs in this respect.
Nimble puts you in touch with your best contacts, keeps you in touch, and makes you look great!
- Nimble is great at aggregating social profiles and adding them a client's record. Nimble Prospector adds their email and phone numbers as well. This saves tons of time and allows for instant outreach.
- Nimble makes you look great online. It tells you when it's time to reach out to someone you haven't communicated with in a while. Cool leads get warm. Warm leads get hot. You get the picture.
- Nimble's deal boards make it easy to track how far along contacts/communications/deals are. It's one of the best social selling tools in our opinion.
- I'd love it if Nimble (or a third-party product) would show me how a record in my CRM matches (or conflicts) with a record in Nimble. PieSync can kinda do that, but I'd love it to be a native Nimble feature.
- I'd like more set-up instructions on the front end. It's already super easy to use. Having some extra info (based on current situation and future intent) would help me make better decisions earlier and adjust my own workflows accordingly.
- just getting started on a new assignment and have all new people to meet
- working in social media a lot and need to track lots of communications and requests
- in sales and social is a large part of how you do your outreach
- a thought leader doing his or her own marketing
- need super sophisticated reporting
- need heavy reporting
- want add-in features by the boatload (think SalesForce)
Very Simple and Effective Social CRM Tool
- Easy to use contact management.
- Integrates and captures social media feeds.
- Re: social media; Nimble has the ability to analyze shared interests (topics, keywords) which can be relevant when communicating with your contacts.
- Easy to filter and segment your contacts.
- Need to enhance the mobile app because it only has a subset of functionality.
- I wish every column in the Contacts view could be sorted and filtered.
- I wish it could integrate with Office 365 just like Email is.
- Forecasting functionality.
Being Nimble in a Social Selling World
- This CRM tool allows us to save a tremendous amount of time in data entry. On any web browser or email client communication via Google (and soon other clients), we have the means to quickly add users into the system, view all their pertinent social media streams, enter notes, to do's, follow ups, schedule meetings, all without going into the actual Nimble solution. It's awesome!
- The integration with other systems is powerful. Integration to systems such as email marketing solutions, marketing automation like ACT-On (via cazoomi), and financial accounting systems like QuickBooks is a big time saver for a small organization.
- The Nimble System has an integrated email inbox where you can capture and communicate back with every email which comes in without leaving the tool.
- With it's Nimble Contact Widget automatically fills out the contact record from just a name and email. It's automagic—Saves time. Recently, the company launched the Nimble contact widget for Google Chrome, Hootsuite, Safari and Firefox. It's an awesome new feature.The Smart Contact add in is awesome! The ease of getting a contact record into the system on any website (LinkedIn, Twitter, or company websites) is 2nd to none. Not only are you able to get information into the system quickly there, but even in Gmail. Beyond the data entry efficiencies, with Nimble you can immediately connect the dots in terms of what the contact likes,dislikes, follows etc. with it's ability to pull in all the social intelligence via their digital footprint. From there, you are on your way to developing stronger relationships.
- On the main dashboard, we can view all the "engagement" opportunities we have with contacts who have "followed" us or otherwise had some interaction so that we don't miss enhancing our relationship opportunities. In short, from one view we can listen and respond in one CRM tool!
- Reports: Opportunity Management and/or Forecasting is an area of improvement. In June, we had a major improvement for reports and sales forecasting. This was a major step in the right direction.
- Import: The Import process is cumbersome. I have used many import tools and while this is not the worst it's mediocre at best. The key is having an implementation partner or using someone on the App Market to import your initial data such as demographic or profile information from your legacy system like Goldmine, ACCESS etc. If all your data is in Linkedin, Facebook, Twitter, GMAIL contacts it's no problem. We just had specific fields which needed to be pulled in twice for "contact" and "accounts" linked information. For example, Revenue was a field we captured at the contact level and account level. We wanted to see that information in both places. As a result, we had to import twice due to the lack of linkage right now. I am sure it will get improved but not that good now. It can be overcome and not that expensive to do it once you get the process down.
- Templates: There are no standard word templates which can be used to send out regular communications without going out to a third party system like MailChimp. In other words, when you have follow up emails which are routine to check in you have to copy and paste those type of "word" or "google docs" templates into the Inbox of Nimble to send out accordingly. There is a work around but if you are using some other CRM tools this is something to be aware of in your evaluation process.
- Account Management: Many tools have ways by which to "link" shared "data" between accounts and contacts. For example, XYZ company has 3 or more employees. When you input information you would like the address to "flow" down to others. Or, you have a shared "field" on the contact record but would like to have it also displayed on the "account record". There is no way to do that. Therefore, be mindful of that situation. If you work with company records, it's a bit cumbersome to deal with this right now (as of 1/1/2015).
How to build your own basic marketing automation (lite) + CRM intro system for $15/month.
- Trust me, these integrations are why Nimble rocks (I'm not affiliated with them):
- Mail Chimp (the best/least expensive email-campaign and drip-marketing tool on the market at the time of this post.)
- Rapportive Integration
- Olark Chat Integration (and a TON of other tools) through Zapier
- HubSpot Integration (for when you’ve gotten so many customers that you’re ready for real Marketing Automation)
- Tons of 3rd-party integration tools!
- Take it from this Business Intelligence Addict, Nimble’s integrations were the key for me. And seriously? If you’ve been scared off by the prices of Marketing Automation, this is your low-risk introduction to the new marketing.
- They could add an integration with Topsy to help filter and tame the social media "firehose" (as I've heard it called) and winnow it down to your interest areas.