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Nimble has proven to be invaluable for businesses in managing contacts and improving customer relationships. Users have praised its …
Starting at $15 per month
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What is Nimble?
Nimble is a social customer relationship management (CRM) system with features such as contact management and data-driven analytics.
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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
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Per User Per Month
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- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $15 per month
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What is Nimble?
Nimble is presented as a simple CRM for small business teams using Microsoft 365 or Google Workspace. It combines a CRM, contact management, social media insights, sales intelligence, pipeline management, and marketing automation into a unified relationship management platform that delivers valuable company and contact insights.
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
Nimble is a social customer relationship management (CRM) system with features such as contact management and data-driven analytics.
Nimble starts at $15.
Hearsay Social are common alternatives for Nimble.
Reviewers rate Customer data management / contact management highest, with a score of 9.5.
The most common users of Nimble are from Small Businesses (1-50 employees).
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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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.
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Reviews
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February 12, 2022
"Nimble Is The Smartest Choice."
Score 9 out of 10
Vetted Review
Verified User
Nimble is the best CRM solution for mobile and web-based sales force automation. A user-friendly work makes it easy to find what we need. It helped us monitor the inputs and history of our clients. We have different requirements, and we believe we’ve tailored our experience to the specifics of what we are doing with Nimble. A single database keeps all of our social media and content marketing contacts organized. Interface: Easy to use, and it has many features, like email marketing and ad management, live chat, and much more. It has improved our business processes. Nimble connects with Microsoft 365/Google Workspace to track team activities and productivity. To import data from Gmail, Outlook, and other social sites, like Twitter and LinkedIn.
- Easy to integrate.
- It’s vital in all of our connections.
- Contacts are imported into the CRM.
- Fantastic communication templates.
- User data consolidation across platforms.
- In real-time, keeping track of our marketing has helped.
- Pricey, but worth every penny.
- Group messaging necessitates more outreach.
- Multiple Pipeline Management interface is lacking.
- Aside from Office 365, some newer SaaS apps require more customization.
August 17, 2021
Smartest choice in customer relationship management software
No matter what business you own, customer satisfaction is always a top priority if you want to keep your business going because customers are the backbone of your business. Customer Relationship Management (CRM) Software is always designed to facilitate the busiest people in order to save their precious time. Nimble is a great platform because it's just the best ear to listen to. Nimble has a lot going on within the application. I am an old user of Nimble and it has always impressed me.
- Nimble does a great job of providing quick visual snapshots of all my customers and all the individuals who I need to contact.
- It is relatively cheap as well which is a great aspect of the software and it just seamlessly integrates well with Google Apps and even Office 365.
- Nimble has a very flexible and helpful nature which I really like.
- Its interface is easy to use and attractive.
- Nimble is a great platform but one thing that I feel majorly misses in Nimble is its marketing automation which would be great as it will be able in managing email marketing campaigns and auto-responding directly to Nimble.
- Nimble’s user interface is also slightly a little tricky and sometimes confusing.
August 11, 2021
Powerful way of customer relationship management solution
Nimble is one of the best Customer Relationship Management (CRM) Software which is offering browser widget and mobile-based sales force automation for small and medium-sized enterprises. Nimble just easily populates all the customer profiles as well as interaction histories from all the contact lists. Nimble is also integrated with social listening in order to keep all customer profiles up to date. This aspect of Nimble allows all organizations to track which contacts are mentioning.
- There are many things which I really like about Nimble. Firstly, Nimble has a great and flexible user interface which is great.
- This software is a great and efficient way to incentivize customers as well as generate higher revenue.
- I have always found Nimble as a great resource for keeping our email contacts synchronized and simplified. My marketing department is always finding Nimble very useful for finding potential customer opportunities.
- Some of the cons of Nimble are that the interface is a little confusing and complicated for users who have a slight unsuspecting nature.
- I am not happy with the pricing and costs of Nimble as the limited mobile app functionality results in a lack of integration in office 365.
- The sales pipeline of Nimble is pretty basic too and requires improvement there as well.
July 31, 2021
The best CRM solution one could ask for.
This tool is helping us in managing our customer relationships. It is installed in our marketing department and it has so many features and gives us the flexibility to customize it according to our need. It gathers information related to our business clients and its integration is so helpful for us. And we can communicate with clients via emails too.
- It is a great tool for email marketing.
- It keeps all the information and contacts of clients in one place.
- Its reports are quite elaborate and beneficial.
- Its strength is its task management feature tool which helps in the proper management of projects.
- Its price [feels] unpredictably high and unfair.
- Its dashboard needs to be more advanced and presentable.
- Its interface is hard as it has so many features that it gets perplexing to use it for the very first time and took us a long time in understanding its working.
June 22, 2021
All in one contact management platform
Nimble is one of the [best CRMs in] dealing in contact management for businesses. Providing the best quality management tools and features for individuals
and teams. I have been using this software for a very long time and it helps me in every single step in managing the process of management very easily.
The main feature that Nimble is offering is that they collect incredible
information of my customers and contacts on social media.
- 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.
- The main drawback that slows down the work progress that even though the dashboard is well designed still lacking in customization while handling the task.
- Secondly, there is a need for updates on generating marketing reports and continuous monitoring statistics. Nimble cloud storage sometimes does not store information which leads to the loss of information, for this, we have to use another software too which increases the cost of the organization.
Nimble is an excellent resource for keeping our email contacts in sync and simplifying some of the steps involved in manually collecting contact information. The integration with other email tools and the connection to our social networks help us keep an eye on our potential customers and improve our business relationship with them. Our marketing department uses it to find potential customer opportunities. We benefit from its stability and can promote our organization's marketing efficiently and effectively.
- Nimble is the CRM solution used to strengthen business relationships with our frequent and potential customers.
- We like that it allows us to follow up with our customers.
- Its integration with email tools, social networks, and other programs allows me to keep in touch with customers and prospects.
- 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.
June 03, 2021
Stable platform with many positives
As we went through a major redo of our digital footprint about 5 years ago, we were struggling with customer data consolidation and a single repository for all our customers contact information and at the same time use a unified platform to communicate with not just external clients and customers but also with internal users. The demarkation was the key and this product helped finding that balanced solution. We have this deployed for 4 business units covering strategic clients and internal user base.
- User data consolidation from various platforms.
- Good out of the box templates for various communication methods (emails, group message boards, etc).
- Excellent integration with O365 portfolio of products.
- Great integration with various SaaS applications.
- Room for improvement in the overall pricing model.
- Other than O365 products, certain newer SaaS apps need complex customizations.
We were able to capture customer information through customer follow-ups on social networks, the software responds quickly to the execution processes in specialized marketing projects. It is undoubtedly a great tool that influences the dynamics and development of strategies.
- I like Nimble because it has been very influential in fostering monitoring and tracking products in the most demanding clients.
- The events in which the program participates have been beneficial in contributing efficient analytical reports.
- Nimble allows me to choose the right moment to intervene and offer relevant information to my potential clients.
- Nimble has been a total and reliable software; I have no complaints about the program. Offers ample room for improvement.
Score 10 out of 10
Vetted Review
Verified User
Nimble is a fantastic CRM tool; we have benefited as an organization because of its many goodies. Since its implementation, it has had a tremendous performance. Thanks to its many functions and tools, we have had no problems providing attention and answers to our customers without neglecting the other activities carried out in the organization. The CRM is fantastic; it is practically impossible to leave conversations and customer requests unanswered.
- Nimble is used as our default CRM to generate and maintain leads.
- Nimble's UI is user-friendly and integrates practical tools and functions to provide better interaction with our customers.
- It allows us to give better attention to potential customers through different web channels, messaging, and email.
- I liked it a lot, and it has had an outstanding performance since its implementation.
- The web application does not work as efficiently as the desktop application, and, in my opinion, it is expensive but worthwhile software.
[Nimble] has given a significant step in the company because we have been able to find a solid strategy to attract customers through social media marketing. This software is highly efficient to incentivize sales; the CRM functions have been helpful.
- Nimble helps me to maintain quality standards to counter the formula of very detailed marketing analysis.
- It has a straightforward and helpful interface.
- It organizes campaigns and distributes them securely. Nimble is a fluid program.
- I noticed that the software is very complex to integrate and configure at first. We have not had any problems.
This is one of the cloud-based tools with the most opportunities to offer an interactive service with customers in a short time. With how easy it is to use it to schedule landing pages, there are no problems finding new leads to deal with, or retake sales opportunities that are exercised periodically. Through Nimble all customer information that comes to our server is kept properly safeguarded, which we find to be one of its best features due to the amount of people that are added to our database on a weekly basis.
- It is very easy to access each client's data once the authentication operations have been resolved, which by default can be as complex as required by the company's board of associates. In this way, we ensure that it is possible to go in and review the most prolific sales and those that require the most interest.
- It is easy to identify which are all the fields of interest for each client, since based on their operations within the site, or the research we do based on the system, we can save the activity data of the clients to exploit them in certain points of our sales campaigns.
- Having all customer contact data remains merely irrelevant, since we can switch between the different channels in which we might communicate with them once we have obtained data from more than two. For example, if you have an account in the customer's social networks, it is not necessary to use email.
- Working in conjunction with some services offered by Microsoft can become one of the most notorious weaknesses of the platform: Due to constant integration difficulties, it is difficult to send emails from the Microsoft Outlook 13 platform, and depending on the version of Microsoft office 365 you have, it is problematic to import documents.
- Because we cannot integrate the nimble platform with Microsoft office 365 services, we cannot save essential customer data if we have it only within one of the programs in the suite, as in the case of Microsoft Excel, from which we cannot share our spreadsheets in nimble.
- The $15 per month is only for one of the employees we attach to work in the sales area of the platform, which in the long run ends up being a huge amount considering the number of employees that are on our payroll just for that area.
February 20, 2021
Nimble Who?
Nimble was our main CRM program for a couple of years. We used it to keep track of client addresses for mobile techs, as well as to monitor what the clients were calling in on and verify emails sent out for contract renewals.
- Clean look
- Organized sections
- Social media auto-populate needs a lot of work. Never gave valid social media accounts for clients.
- Very clunky to work with.
- Not customizable the way others are.
- Claim to be unlimited but it's actually 20,000 contacts for the price quoted. Additional is 10.00 a month more.
June 27, 2019
A robust CRM with data-enrichment capabilities
Nimble is our indispensable tool when it comes to outreach to potential customers via email or on social media. We get instant valuable information about our prospects from all social media platforms they are active on. This data helps us to start meaningful, targeted conversations with them as opposed to spammy looking messages the majority of marketers use. The CRM part makes sure that no conversation gets stale or any question is left unanswered.
- The data enrichment feature that pulls data from various social media platforms.
- The workflow management of the lead generation process.
- Triggers and notifications that remind to engage with the contact according to the designated criteria for different scenarios.
- The CRM module is best suited for lead generation, but not much for our other workflows.
- The dashboard is not customizable; its space is not very well organized.
- The built-in email client is not desirable to use (although it can be replaced by Gmail).
March 29, 2019
Nimble, The Smart CRM, saves me time every day!
Nimble is my most used app outside of Word and Excel, and it saves me at least 30-60 minutes a day. Why? Because when I am in my office and not doing follow-up from client meetings, I am still somehow connecting with people.
For me, it solves the problem of where to find out about people, what I am doing with them, when and how I have been in contact with them, and about what. Nimble saves me time by being available wherever I want it, regardless of what I am doing on the web in any tab or even if I'm on my mobile. Nimble's Smart Browser app is what helps me save time.
For me, it solves the problem of where to find out about people, what I am doing with them, when and how I have been in contact with them, and about what. Nimble saves me time by being available wherever I want it, regardless of what I am doing on the web in any tab or even if I'm on my mobile. Nimble's Smart Browser app is what helps me save time.
- The Smart Contact App for browsers (Chrome, Firefox, Safari, Edge) and within GMail and 365 Outlook. This enables you to add people to your Nimble database from say, LinkedIn. While it does so, it "automatically" builds their profile by retrieving information about their other online profiles in Facebook, Twitter, or Instagram. When the person is in a larger business it enables you to find contact information like emails and phone numbers (it gives a confidence rating). This feature is where a lot of my time saving comes from.
- The Group Messaging feature enables you to select a segment of your database based on tags and other filters, and send a personalized message to that group (much like a simple MailChimp). It provides you with open rates, click-through rates, and fail rates. This is awesome for improving engagement rates with your emails because it enables you to send more relevant communications to an audience you know is more likely to respond to it. Also, it makes it easy for you to follow-up.
- The search feature is another great tool for users. It is very simple to use. Not only does it enable you to search on standard and customized fields (did I mention you can add 5 tabs with 200 customized fields per tab!), it also enables you to base a search on customized 'tags" and on some social media profile data such as "Influenced Groups".
- You can save searches for reuse, which is great for your segment communications.
- The sales pipeline enables you to establish multiple pipelines. This enables you to manage prospects from different channels through different pipelines e.g. tradeshow leads and website leads. You set-up customized pipeline stages.
- You can also use the multiple pipelines to manage projects. For example, I use Nimble to manage contacts I make in relation to being a guest on a podcast or webinar, workshops, or speaking opportunities. It is not a full project management tool, but for simple projects, it is excellent to ensure the takes are done and people contacted.
- The sales pipeline reporting is very basic. However, for businesses wanting to ensure leads and quotes are followed up and have an idea of the pipeline, it is more than suitable.
- The email editor needs improvement. However, because Nimble works with Gmail and Outlook 365, you can send emails from them and it will still be stored and viewable in your Nimble database. I send most of my emails from Gmail.
January 11, 2019
Getting nimble with Nimble
We use Nimble as a traditional CRM and also tracking out leads and deals. One of the best features we use is to have Nimble improve the quality of the data.
I have found this is to be OK for many applications. I would like to see the accuracy of the data improve and the number of integrations to increase.
I have found this is to be OK for many applications. I would like to see the accuracy of the data improve and the number of integrations to increase.
- Collecting users and connecting with my contacts using templates and my google mail accounts.
- I do like the ability to get the signals and watch what is happening on my social stream (It can and will improve).
- I like the email updates I receive every day to let me know where I can connect and reach out to my community. Why no LinkedIn?
- I like the ability to create a few custom fields.
- Not all of the social feeds are included… Hello. Linkedin? Where are you?
- I really get frustrated that I don't have more API connections and the ability to populate Nimble with outside websites and forms. CTA captures information from other sources. Access - we need access!!!
April 27, 2018
Lumbering CRM in your way? Get Nimble!
I use Nimble to organize my customers, track sales and opportunities, and help in keeping in touch with my clients. The main business problem that it addresses for me is tracking customer contacts and tasks for current campaigns. My business is sole proprietor so it is used by myself (entire organization ;-) )
- Nimble does a great job of providing a quick visual snapshot of my customers & who I need to contact.
- Nimble's integration with social media sources is great for keeping in touch with clients and prospects. I like this feature a lot. It is great having all of these feeds within my CRM.
- The group message feature is good for tracking emails that are opened, clicked, etc.
- My main improvement request would be mail tracking from standard emails. I can track using the group message, however, that is limited qty, and just not as convenient.
- I do not like how if I open a group message, it will log it in the stats as being "read".
January 31, 2018
Nimble Is How I Jump Over The Candle Stick
We use Nimble first and most importantly to keep up with our connections from social media. It is being used specifically in the marketing and sales departments. We use it to look for opportunities.
The business problems Nimble addresses are many. To our organization, we have found the following problems Nimble provides the best solution for:
The business problems Nimble addresses are many. To our organization, we have found the following problems Nimble provides the best solution for:
- Connectivity to leads and customers. It connects everything! Well, almost. Connections, Calendars, Social Media.
- Productive. It is effortless to connect all of our GSuite.
- Data Segmentation.
- Data Segmenting for Social Media
- Stay very present with connections to see what they are sharing on other social channels
- Nimble Prospector which allows the opportunity to discover contact information that might not be readily available in the site.
- Credit costs for Nimble Prospector
- Syncing tools required for integrations
- Needs to be a little more robust for companies just starting out
1) Eliminating wasted time manually entering critical information on all Social Media platforms that a potential customer lead can be set up to nurture a professional and appropriate sales opportunity or networking advocate.
2) Ease of uploading existing contacts from Twitter, Facebook Pages, LinkedIn and other Email programs into Nimble
3) Having pertinent and reliable reminders to engage with a contact within Nimble based on triggers I set up with my designated criteria so that no contact slips through the cracks without having appropriate contact with my company
4) Having the newly released Group Messaging tool to send out email messages that allow for personalization of content from fields within the contact record
5) Using the Nimble Mobile app to manage all my activities to engage with contacts on multiple mobile devices keep me in easy reach to call, write, post a comment on any social media site, or create tasks not to be forgotten
- 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.
- The only area that has been a piece lacking was with more integrations with other cloud-based applications like Constant Contact, QuickBooks online, and more. As of a few weeks ago, this entire missing piece was remedied by having PieSync become a major addition to Nimble as an add-on application that handles all of the two-way syncing we were looking for. More integrations as being added within PieSync every week.
December 05, 2017
Nimble... Your Choice for Your Social Selling Contact Building Needs
I personally use Nimble to find, connect and develop relationships with my key contacts and prospects. I am also a reseller of Nimble and train my clients on how use Nimble to build trust over time with their key contacts and prospects.
- 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.
December 05, 2017
Nimble is a Social CRM You'll LOVE to Use
As an online publisher and small business influencer, I use Nimble a little differently than most organizations. It's ideal for people, experts or companies who build or start relationships online and then move those relationships from social media to email to phone to face-to-face meetings. While this doesn't have to be the case, it's the ideal application for Nimble.
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.
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.
December 05, 2017
Be Nimble with your Customer Relationship Management (CRM)
Nimble is the hub for CRM in my organization. Although Nimble can support other CRM systems such as Salesforce, in my organization Nimble is the primary CRM system. It is used mainly for Contact Management and email tracking. Although it has features for tracking the progress of sales leads and reminders to follow up etc. they are hardly used in my organization. Contact Management consists of adding contacts to the CRM database and Nimble makes this a breeze by automagically adding fully populated contact records from either an email address or a contact found in a web browser. Email tracking is the process of matching the Contact's email addresses (plural) with the organization's email addresses (plural) so that there is one place to see all interactions with Contacts. The system also allows ad-hoc notes to be added to Contact records such as telephone conversations or snippets of data that may get lost in an email system. Nimble also tracks Tweets in a similar fashion to tracking emails and this adds a social dimension to Contact records.
- 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.
December 05, 2017
Nimble puts you in touch with your best contacts, keeps you in touch, and makes you look great!
We all use Nimble at StoryMiners to stay in touch with clients, find new prospects, and to stay abreast of what matters in our industry and to our clients. Nimble gives each of us more information than we have to give it--which makes it productive time-wise and a pleasure to use. In one place, we can see what's happening in any channel.
- 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.
February 13, 2015
Very Simple and Effective Social CRM Tool
We were utilizing Nimble’s Contact Record module, where every contact was seen in rich detail. This enabled us to see the past, present, and future interactions with our clients and prospects.
- 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.
January 24, 2015
Being Nimble in a Social Selling World
Nimble is used by the organization to handle leads, future advocates, existing advocates. The entire organization is using it. This CRM solution is dealing with the challenge of keeping track of and pulling into one view all the social signals and streams of people and organizations we provide services and solutions today. And, the more it is utilized the better it becomes for it's intended purpose. I believe that ideally this is likely one of the best social intelligence tools for organizations with simple CRM needs.
- 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).
November 22, 2013
How to build your own basic marketing automation (lite) + CRM intro system for $15/month.
Score 9 out of 10
Vetted Review
Verified User
- 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.