Nimble is a Social CRM You'll LOVE to Use
December 05, 2017

Nimble is a Social CRM You'll LOVE to Use

Ivana Taylor | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Nimble

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.
  • 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.
  • Nimble helps me keep conversations alive - I've been able to follow up with potential clients months later and reconnect.
Nimble is a 1:1 social CRM -- it's not an email marketing system (although they integrate well with others).
Salesforce - is amazing for reporting -- but to get some of the functions, I think it might be beyond most SMB budgets. Nimble is easier to use.
SimplyCast - integrates with Nimble, they have amazing support and you can actually PAY THEM to implement things for you - but again, when it comes to collecting social engagement -- not so hot.
I think Nimble is an amazing platform for small business owners who are committed to growing relationships via social and moving them forward in real life. It's super affordable for any sized business and, most importantly I think, the company, team, leadership and support folks are AMAZING. Even if Nimble doesn't hit all of your requirements, choose it for the support and customer service and people -- it's worth it.

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.

Nimble Feature Ratings

Customer data management / contact management
10
Workflow management
8
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
Not Rated
Case management
10
Call center management
10
Help desk management
10
Lead management
8
Email marketing
8
Task management
9
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
Not Rated
Custom fields
10
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
10
Social data
10
Social engagement
10
Marketing automation
9
Compensation management
Not Rated
Mobile access
9