TrustRadius
Lumbering CRM in your way? Get Nimble!
https://www.trustradius.com/crmNimbleUnspecified8.753101
David Lisauskas profile photo
April 27, 2018

Lumbering CRM in your way? Get Nimble!

Score 9 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with 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".
  • I am still in the early months of using Nimble, so not much to speak of on ROI yet. I have already been reminded of a client that I had lost touch with, reached out and landed a gig within 2 weeks.
I selected Nimble for the group message integration and social media integration. The other tools that I looked at had restrictions that kept me from the ease of managing my customers. Prospecting is a big part of my business, and having the triggers for contact from Nimble is very helpful to me. I used Insightly for the better part of a year before giving Nimble a try. I knew within 2 weeks that I was going to switch 100% over to Nimble.
Very well suited for creating new contacts and tracking them through the prospecting / opportunity process. It is powerful for me to keep in touch with clients and prospects either by emails, group messages, and/or social media engagement. The one thing it does not do well for me is tracking on individual emails.
I do feel that Nimble is well suited for many different small business sizes.

Nimble Feature Ratings

Customer data management / contact management
8
Workflow management
8
Territory management
Not Rated
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
8
Quote & order management
7
Interaction tracking
9
Channel / partner relationship management
9
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
6
Task management
8
Billing and invoicing management
Not Rated
Reporting
7
Forecasting
Not Rated
Pipeline visualization
7
Customizable reports
7
Custom fields
9
Custom objects
9
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social data
9
Social engagement
9
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
8