A Powerful, Cost-Effective CRM Solution for Small/Medium-Sized Businesses
February 19, 2021

A Powerful, Cost-Effective CRM Solution for Small/Medium-Sized Businesses

Zach Yokum | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Nimble

Our small media production company uses Nimble as our CRM. We have a pool of about 1000 client contacts that we manage and keep up with. Our marketing, sales, and executive team all have accounts that allow us to track who is communicating with different buckets of clients. It helps us stay organized and intentional in how we communication with our client base and galvanizes our efforts to conduct promotions and nurture campaigns.
  • Clean userface.
  • Detailed tagging.
  • Customizable per user account.
  • Very visually driven.
  • More native integrations into other programs.
  • Some of the tools/plugins do not work.
  • Limited in number of emails that can be sent at once (100).
  • Nimble was a huge improvement over our previous CRM (i.e. Daylight).
  • Nimble has allowed our team to grow in our understanding of what a properly functioning CRM should look like.
  • Our growing team has already found the edges of Nimble's usefulness and are looking toward a more scalable program that integrates.

Do you think Nimble delivers good value for the price?

Yes

Are you happy with Nimble's feature set?

No

Did Nimble live up to sales and marketing promises?

Yes

Did implementation of Nimble go as expected?

Yes

Would you buy Nimble again?

Yes

While Nimble is a fantastic, cost-effective option for smaller businesses, it may begin to feel limited as your business and client base grow. Its interface is clean, simple, and relatively easy to navigate. Most of its features offer valuable metrics and insights, but some of them either don't update correctly or don't offer integrations that would make this a much more valuable product. Nimble is a solid interim choice for a business that is looking to improve its CRM, but isn't quite ready to drop the investment into Salesforce.
Nimble's support checks the boxes for when you encounter a problem. They are relatively friendly, have an acceptable response time, and even offer some offline features in case you are not able to contact support directly. However, it does lack the "personal touch" of a dedicated account representative or a more dedicated support team that comes with premium offerings of other similar services. Still - the current support is more than adequate for a small/medium size business' needs.
Nimble is suited for a small business that has a relatively small client base. However, as a company begins to grow, it may become apparent that Nimble does not scale well, especially when it comes to integrating seamlessly into other industry standard programs (QuickBooks, Trello, Proposify, etc.). Nevertheless, instead of taking the quantum leap into Salesforce, Nimble does serve as a great cost-effective alternative interim step for smaller businesses that still want a strong CRM.

Nimble Feature Ratings

Customer data management / contact management
8
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
8
Channel / partner relationship management
8
Case management
8
Call center management
8
Help desk management
8
Lead management
8
Email marketing
7
Task management
7
Billing and invoicing management
5
Reporting
7
Forecasting
7
Pipeline visualization
8
Customizable reports
7
Custom fields
7
Custom objects
7
Scripting environment
5
API for custom integration
5
Role-based user permissions
7
Single sign-on capability
7
Social data
4
Social engagement
4
Marketing automation
4
Compensation management
4
Mobile access
5