Nimble, The Smart CRM, saves me time every day!
Ross Keating | TrustRadius Reviewer
March 29, 2019

Nimble, The Smart CRM, saves me time every day!

Score 10 out of 10
Vetted Review
Review Source

Overall Satisfaction with Nimble

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.
  • 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.
  • Time-Saving is one of the biggest ROIs for me. 30-60 minutes a day means I can focus on more marketing, sales, or client work.
  • A soft ROI is in better contact relationships. People are often impressed that I follow-up after meetings, and especially when they say to contact them in 6 months or next year.
I haven't used another CRM for at least 8 years. While I keep up to date on key CRMs, I feel it would be unfair to Nimble and the other CRMs of me to compare them here.
Nimble is well suited for businesses with up 50 employees wanting to ensure that their users can see all contact with a person in the database, whether they are using a desktop, notebook or mobile device. This helps to build better relationships with contacts and answer questions.
Nimble is easy to integrate with 150+ apps due to PieSync being its native 2-way sync integration tool. This reduces duplication of data and saves time in its management. It also helps with businesses looking to integrate with tools like Xero or Quickbooks accounting, and with marketing automation tools like 366 Degrees and Mailchimp.
It's perhaps not ideal for businesses wanting to segregate data between divisions or business units. However, this can be managed by taking subscriptions under different business units and the addition of staff subscriptions.

Nimble Feature Ratings

Customer data management / contact management
10
Workflow management
8
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
6
Email marketing
8
Task management
7
Billing and invoicing management
Not Rated
Reporting
3
Forecasting
8
Pipeline visualization
9
Customizable reports
3
Custom fields
10
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
3
Single sign-on capability
Not Rated
Social data
9
Social engagement
7
Marketing automation
8
Compensation management
Not Rated
Mobile access
9