

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)9.393%
- Integration with email client (e.g., Outlook or Gmail) (29)9.292%
- Custom fields (29)9.090%
- Task management (29)8.686%
Video Reviews
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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.
- 9.3Customer 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.
- 8.5Workflow 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.
- 9.2Integration 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.
- 8.6Contract management(23) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 7.3Quote & order management(21) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 9Interaction tracking(27) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 8.2Channel / 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.
- 8.2Case management(22) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 8.4Call center management(20) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 8.4Help 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.
- 8.5Lead 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.
- 8.6Task management(29) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 8.5Billing and invoicing management(18) Ratings
This includes automated invoice creation and billing.
- 7.9Reporting(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.
- 8.8Forecasting(23) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 8.7Pipeline 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.
- 8.4Custom 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.
- 8.6Scripting 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.
- 9.2Single 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.
- 9.1Role-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.
- 8.6Social 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.
- 8.5Social 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.
- 8.6Marketing 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
- 8.4Mobile 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
(95)Attribute Ratings
Reviews
(1-2 of 2)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).
- Google Chrome Add in, dramatically improved data entry time.
- With ease of capturing new contacts into the system with Google Chrome Add In, it has improved data entry errors and improved our ability to get the lead into the "nurture phase" of marketing activities
- Social insights are now actionable information in real time rather than having to piece it all together from other systems
- Sales
- Social Insights
- Marketing
- Integration with ACT ON via Cazoomi (an excellent product)
- Integration with BombBomb Video Email through Zapier
- Sales Forecasting with improved reports release in June 2014 it allowed us to do that
- Price
- Product Features
- Product Usability
- Self-taught
- Social Integration
- Activity Management
- Letter Templates (integrate with Word for standard word merge functions)
- Reporting of Sales Forecasts up until June 2014 release which now provides basic features in this area
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.
- Higher ROI than any other CRM tool I've used. Nimble merges all your social media contacts from twitter, linkedin and google contacts into 1 simple (but powerful) dashboard (and handles merging duplicates!). If you run a small business , the organization of all contacts across multiple channels (plus merge) is worth more like $1,500! But Nimble only costs $15/month.