Great price, some excellent tracking features.
Updated May 18, 2025

Great price, some excellent tracking features.

Sandra Karamitelios | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Nimble

CRM for keeping in touch with clients, newsletters are sent out in groups, managing our placements and follow updates, birthdays, lead, and sales management.

Pros

  • Group Messages with message tracking.
  • Message tracking on emails.
  • Uploads details from LinkedIn.
  • Keeping track of client details and update calls
  • Managing cold leads

Cons

  • Group messages - can only been seen by the person sending them so if you have other users they can't see if a shared client has opened or clicked.
  • Understanding how to use the system - yes there is help desk etc but you really need someone who understands how to get it setup
  • Formatting of emails - it has slightly improved but it is still quite fiddly to get a nice looking email.
  • Managing our newsletter list has been improved.
  • Understanding who reads our marketing information has been improved.
  • Managing our recall dates has been improved.
  • Really knowing what to use and when/how can be confusing
It is easy to use once you find the right menus.
Onc you get things in place it becomes easy and you can setup the dashboard to remind yourself of important tasks.
  • WorkDeskPro (discontinued)
I used to use Workdesk and it was fantastic, you could easily work out what was needed and help desk would support you not just give you the tips to read.

Do you think Nimble delivers good value for the price?

Yes

Are you happy with Nimble's feature set?

Yes

Did Nimble live up to sales and marketing promises?

Yes

Did implementation of Nimble go as expected?

Yes

Would you buy Nimble again?

No

Managing recalls via lists and using tags is good, I like the messages being tracked and emails are uploaded into Nimble automatically. We set up call lists for cold and warm leads and you can rate clients in different ways. The unsubscribe system is really good.
The group messages are good.
Templates for sending out regular messages are great - we use these for our newsletters and change just the content each month but they are still fiddly with their formatting.

Nimble Feature Ratings

8.4
Customer data management / contact management
10
Workflow management
8
Territory management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
8
Quote & order management
5
Interaction tracking
10
Channel / partner relationship management
8
7.7
Case management
7
Call center management
8
Help desk management
8
8.5
Lead management
8
Email marketing
9
7.5
Task management
8
Billing and invoicing management
Not Rated
Reporting
7
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
9.0
Custom fields
9
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
8.0
Social data
8
Social engagement
8
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
8.0
Mobile access
8

Using Nimble

3 - Admin - manaing the back end of the CRM
Sales - looking for leads, managing sales calls, cold leads
  • Lead management
  • Client updates
  • Regular Client communicaiton

Nimble Support

Support is great.

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