Overview
What is Nimble?
Nimble is a social customer relationship management (CRM) system with features such as contact management and data-driven analytics.
Great price, some excellent tracking features.
"Nimble Is The Smartest Choice."
Smartest choice in customer relationship management software
Powerful way of customer relationship management solution
The best CRM solution one could ask for.
A perfect CRM solution for all sizes of companies.
All in one contact management platform
Track customers to improve customer service and sales
Stable platform with many positives
Great quality marketing and sales management! Excellent CRM!
Nimble has the necessary tools that make it an excellent CRM
Demanding program that makes sales and marketing easy!
Nimble brings good alternatives as of version 4.0.10
Nimble has been useful for maximizing funnels
Nimble Who?
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Customer data management / contact management (29)9.595%
- Integration with email client (e.g., Outlook or Gmail) (29)9.494%
- Custom fields (29)9.090%
- Task management (29)8.585%
Pricing
Business
$19.00
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $15 per month
Product Demos
Nimble CRM Demo
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 9.5Customer data management / contact management(29) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 8.4Workflow management(28) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 8.7Territory management(24) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.2Opportunity management(28) Ratings
Users can track deals and create quotes.
- 9.4Integration with email client (e.g., Outlook or Gmail)(29) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 8.5Contract management(23) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 6.7Quote & order management(21) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 9.2Interaction tracking(27) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 8.1Channel / partner relationship management(26) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 7.9Case management(22) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 8.2Call center management(20) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 8.3Help desk management(21) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 8.4Lead management(26) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 9Email marketing(26) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 8.5Task management(29) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 8.4Billing and invoicing management(18) Ratings
This includes automated invoice creation and billing.
- 7.7Reporting(25) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 8.9Forecasting(23) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 8.8Pipeline visualization(27) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 9Customizable reports(23) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 9Custom fields(29) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 8.3Custom objects(22) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 8.5Scripting environment(18) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 8.8API for custom integration(20) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 9.3Single sign-on capability(24) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 9.2Role-based user permissions(24) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 8.5Social data(29) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 8.4Social engagement(29) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 8.7Marketing automation(25) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 8.9Compensation management(19) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 8.3Mobile access(27) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is Nimble?
Nimble Competitors
Nimble Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(96)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
Nimble has proven to be invaluable for businesses in managing contacts and improving customer relationships. Users have praised its ability to gather and customize information about clients to meet their specific needs. By integrating with other email tools and social networks, Nimble allows users to keep track of potential customer opportunities and enhance their marketing efforts. The software is widely used by marketing departments to identify prospects and foster better business relationships. Additionally, Nimble's stability and efficiency in managing customer interactions have allowed organizations to provide timely attention and support without neglecting other important activities. With its user-friendly interface and integration with popular platforms like Microsoft 365 and Google Workspace, Nimble has significantly improved business processes by organizing social media and content marketing contacts in a single database. Whether it's tracking leads, managing sales, or nurturing campaigns, Nimble provides a comprehensive CRM solution that meets the needs of small and medium-sized enterprises as well as individuals within organizations.
Valuable Email Marketing Tool: Users have found Nimble to be a valuable tool for email marketing, as it effectively organizes all client information and contacts in one centralized place. This feature has saved users time and allowed for better management of their marketing efforts.
Beneficial Reports: Reviewers highly appreciate Nimble's elaborate and beneficial reports that provide valuable insights for making informed decisions and improving marketing strategies. The availability of these reports is seen as a strength by users.
Efficient Task Management: Nimble's task management feature is highlighted by multiple reviewers as a strength. Users find it extremely helpful in properly managing projects and staying organized, which greatly contributes to their overall productivity.
Tricky and Confusing User Interface: Some users have found Nimble's user interface to be slightly tricky and confusing, particularly for those who are not familiar with it.
Limited Mobile App Functionality and Lack of Office 365 Integration: The pricing and costs of Nimble are not satisfactory for some users, especially due to the limited functionality of its mobile app and the lack of integration with Office 365.
Basic Sales Pipeline Feature in Need of Improvement: Users have expressed dissatisfaction with the sales pipeline feature of Nimble, considering it to be basic and in need of improvement.
Users often recommend Nimble for its affordability and suitability for small businesses with a limited budget. They appreciate the tutorial videos that aid in easy learning and highlight Nimble's ability to update contacts through social media platforms and emails, saving time and improving communication with customers. Users also emphasize the importance of integrating Nimble with social networks for effective contact management. Additionally, users recommend Nimble for its simplicity, great user experience, and comprehensive CRM functionality.
Attribute Ratings
Reviews
(1-25 of 29)Great price, some excellent tracking features.
- Group Messages with message tracking.
- Message tracking on emails.
- Uploads details from LinkedIn.
- Formatting of emails is very fiddly and not user friendly.
"Nimble Is The Smartest Choice."
- Easy to integrate.
- It’s vital in all of our connections.
- Contacts are imported into the CRM.
- Fantastic communication templates.
- User data consolidation across platforms.
- In real-time, keeping track of our marketing has helped.
- Pricey, but worth every penny.
- Group messaging necessitates more outreach.
- Multiple Pipeline Management interface is lacking.
- Aside from Office 365, some newer SaaS apps require more customization.
Smartest choice in customer relationship management software
- Nimble does a great job of providing quick visual snapshots of all my customers and all the individuals who I need to contact.
- It is relatively cheap as well which is a great aspect of the software and it just seamlessly integrates well with Google Apps and even Office 365.
- Nimble has a very flexible and helpful nature which I really like.
- Its interface is easy to use and attractive.
- Nimble is a great platform but one thing that I feel majorly misses in Nimble is its marketing automation which would be great as it will be able in managing email marketing campaigns and auto-responding directly to Nimble.
- Nimble’s user interface is also slightly a little tricky and sometimes confusing.
Powerful way of customer relationship management solution
- There are many things which I really like about Nimble. Firstly, Nimble has a great and flexible user interface which is great.
- This software is a great and efficient way to incentivize customers as well as generate higher revenue.
- I have always found Nimble as a great resource for keeping our email contacts synchronized and simplified. My marketing department is always finding Nimble very useful for finding potential customer opportunities.
- Some of the cons of Nimble are that the interface is a little confusing and complicated for users who have a slight unsuspecting nature.
- I am not happy with the pricing and costs of Nimble as the limited mobile app functionality results in a lack of integration in office 365.
- The sales pipeline of Nimble is pretty basic too and requires improvement there as well.
The best CRM solution one could ask for.
- It is a great tool for email marketing.
- It keeps all the information and contacts of clients in one place.
- Its reports are quite elaborate and beneficial.
- Its strength is its task management feature tool which helps in the proper management of projects.
- Its price [feels] unpredictably high and unfair.
- Its dashboard needs to be more advanced and presentable.
- Its interface is hard as it has so many features that it gets perplexing to use it for the very first time and took us a long time in understanding its working.
A perfect CRM solution for all sizes of companies.
- Nimble is so good for email marketing and helps in responding to our clients.
- Its dashboards are the best among all other such software.
- It manages contacts in an organized manner and helps in identifying contacts of our loyal customers.
- Its storage is less than ideal and it is annoying when we try to save more stuff in it.
- Its price is high compared to other CRM solutions.
All in one contact management platform
- Importing contacts in the CRM is very much consist of easy steps.
- It allows me to create, edit and view contacts records anywhere from the web.
- It is helping me to stay organized in terms of marketing needs and providing real-time information automatically.
- it is playing an excellent role in managing our all relations.
- The main drawback that slows down the work progress that even though the dashboard is well designed still lacking in customization while handling the task.
- Secondly, there is a need for updates on generating marketing reports and continuous monitoring statistics. Nimble cloud storage sometimes does not store information which leads to the loss of information, for this, we have to use another software too which increases the cost of the organization.
- Nimble is the CRM solution used to strengthen business relationships with our frequent and potential customers.
- We like that it allows us to follow up with our customers.
- Its integration with email tools, social networks, and other programs allows me to keep in touch with customers and prospects.
- Nimble's storage space is very sparse, but we have found that it can be expanded at an additional cost.
- Their mobile application is not as good as some of us expected, and we strongly recommend improving it to make it work effectively.
Stable platform with many positives
- User data consolidation from various platforms.
- Good out of the box templates for various communication methods (emails, group message boards, etc).
- Excellent integration with O365 portfolio of products.
- Great integration with various SaaS applications.
- Room for improvement in the overall pricing model.
- Other than O365 products, certain newer SaaS apps need complex customizations.
- Good integration with most SaaS platforms
- Easy to use GUI with enriched media support for social media apps
- Well defined data segregation & thereby customer interactions
- For additional cost with 3rd party apps being integrated did, security framework can be controlled & made more secure
Cons / Challenges:
- Pricing model
- Campaign definitions need extensive training for end users
- I like Nimble because it has been very influential in fostering monitoring and tracking products in the most demanding clients.
- The events in which the program participates have been beneficial in contributing efficient analytical reports.
- Nimble allows me to choose the right moment to intervene and offer relevant information to my potential clients.
- Nimble has been a total and reliable software; I have no complaints about the program. Offers ample room for improvement.
- Nimble is used as our default CRM to generate and maintain leads.
- Nimble's UI is user-friendly and integrates practical tools and functions to provide better interaction with our customers.
- It allows us to give better attention to potential customers through different web channels, messaging, and email.
- I liked it a lot, and it has had an outstanding performance since its implementation.
- The web application does not work as efficiently as the desktop application, and, in my opinion, it is expensive but worthwhile software.
- Nimble helps me to maintain quality standards to counter the formula of very detailed marketing analysis.
- It has a straightforward and helpful interface.
- It organizes campaigns and distributes them securely. Nimble is a fluid program.
- I noticed that the software is very complex to integrate and configure at first. We have not had any problems.
- It is very easy to access each client's data once the authentication operations have been resolved, which by default can be as complex as required by the company's board of associates. In this way, we ensure that it is possible to go in and review the most prolific sales and those that require the most interest.
- It is easy to identify which are all the fields of interest for each client, since based on their operations within the site, or the research we do based on the system, we can save the activity data of the clients to exploit them in certain points of our sales campaigns.
- Having all customer contact data remains merely irrelevant, since we can switch between the different channels in which we might communicate with them once we have obtained data from more than two. For example, if you have an account in the customer's social networks, it is not necessary to use email.
- Working in conjunction with some services offered by Microsoft can become one of the most notorious weaknesses of the platform: Due to constant integration difficulties, it is difficult to send emails from the Microsoft Outlook 13 platform, and depending on the version of Microsoft office 365 you have, it is problematic to import documents.
- Because we cannot integrate the nimble platform with Microsoft office 365 services, we cannot save essential customer data if we have it only within one of the programs in the suite, as in the case of Microsoft Excel, from which we cannot share our spreadsheets in nimble.
- The $15 per month is only for one of the employees we attach to work in the sales area of the platform, which in the long run ends up being a huge amount considering the number of employees that are on our payroll just for that area.
Nimble Who?
- Clean look
- Organized sections
- Social media auto-populate needs a lot of work. Never gave valid social media accounts for clients.
- Very clunky to work with.
- Not customizable the way others are.
- Claim to be unlimited but it's actually 20,000 contacts for the price quoted. Additional is 10.00 a month more.
- 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).
A robust CRM with data-enrichment capabilities
- The data enrichment feature that pulls data from various social media platforms.
- The workflow management of the lead generation process.
- Triggers and notifications that remind to engage with the contact according to the designated criteria for different scenarios.
- The CRM module is best suited for lead generation, but not much for our other workflows.
- The dashboard is not customizable; its space is not very well organized.
- The built-in email client is not desirable to use (although it can be replaced by Gmail).
Nimble, The Smart CRM, saves me time every day!
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.
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.
Getting nimble with Nimble
I have found this is to be OK for many applications. I would like to see the accuracy of the data improve and the number of integrations to increase.
- Collecting users and connecting with my contacts using templates and my google mail accounts.
- I do like the ability to get the signals and watch what is happening on my social stream (It can and will improve).
- I like the email updates I receive every day to let me know where I can connect and reach out to my community. Why no LinkedIn?
- I like the ability to create a few custom fields.
- Not all of the social feeds are included… Hello. Linkedin? Where are you?
- I really get frustrated that I don't have more API connections and the ability to populate Nimble with outside websites and forms. CTA captures information from other sources. Access - we need access!!!
Nimble is easier to get started than a full implementation of Salesforce. It's a decent product for the small business owner to track their clients and prospects. Deals could have a bit of enhancement. I'm sure that is will happen.
Lumbering CRM in your way? Get Nimble!
- 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 do feel that Nimble is well suited for many different small business sizes.
Nimble Is How I Jump Over The Candle Stick
The business problems Nimble addresses are many. To our organization, we have found the following problems Nimble provides the best solution for:
- Connectivity to leads and customers. It connects everything! Well, almost. Connections, Calendars, Social Media.
- Productive. It is effortless to connect all of our GSuite.
- Data Segmentation.
- Data Segmenting for Social Media
- Stay very present with connections to see what they are sharing on other social channels
- Nimble Prospector which allows the opportunity to discover contact information that might not be readily available in the site.
- Credit costs for Nimble Prospector
- Syncing tools required for integrations
- Needs to be a little more robust for companies just starting out
- The ease of setting up and becoming proficient in using every aspect of Nimble's capabilities and continually adding new tools integrated within the program is a big winner at choosing Nimble for our company CRM product.
- The widget application works intelligently within Safari, Google Chrome and Mozilla Firefox to pull all the Social Media information about a key contact person or the company itself saves me tremendous time from having to go one-by-one to fill all fields manually with that specific information.
- The only area that has been a piece lacking was with more integrations with other cloud-based applications like Constant Contact, QuickBooks online, and more. As of a few weeks ago, this entire missing piece was remedied by having PieSync become a major addition to Nimble as an add-on application that handles all of the two-way syncing we were looking for. More integrations as being added within PieSync every week.
The fact that Nimble can also be used within other well-used CRM applications such as Salesforce, Infusionsoft, and many others makes Nimble that much more of an asset. This permits the user to have integrated access to social media interactions to better build relationships that make for lasting opportunities for business growth.
Nimble gives outbound sales tools to get ahead.
The problem that Nimble solves is giving us the ability to locate and find prospects. Other CRM tools feel like a repository of data where you put all your data in there and then others can see it. The organization, ability to add new information about prospects and the ability to set up automatically "keep in touch" tasks in the tool reduces the amount of organizing needed. We organize and reach out to clients far more efficiently with Nimble. Rarely do we need to do any data entry due to the tight integration with email and Chrome/Safari.
- Keeping in Touch. There's an automatic feature you can enable on any contact you have. You can set this task for weekly, monthly, quarterly or annually. Just by staying in touch we've uncovered opportunities from people that had forgotten about us.
- Integrates well. Recently Nimble natively embedded PieSync into their platform. This will allow us to couple Nimble with Mailchimp in a very clean, 2 way sync that will give us a unified setup for sales and marketing. Piesync also integrates with many other systems outside of Mailchimp.
- Data ingestion. See a contact on your browser you want to add into Nimble? Click a button and their chrome/safari extension will "grab" that contact and put it in the database. If the contact on the screen lacks an email address you can ask Nimble to find you the missing data and it will update it for you.
- While I still love Nimble, the interface looks a little dated and it doesn't seem to resolve super well on high resolution (retina) monitors. They can make far better use of the width of modern day screens. Some parts of the system are a bit disjointed visually and could be smoothed a little.
- Although they now natively sync with Mailchimp (and other systems) through the embedded PieSync service, I would love to have the marketing components all in one place. We may change our minds on this depending on how well we find the Sync working for us.
- Visually related, we'd like better use of the screen real estate to see the history of interactions with clients. It's comprehensive now but requires a bit of scrolling. With some decent UI tweaks this can be handled far better.
Nimble... Your Choice for Your Social Selling Contact Building Needs
- Easily find key prospects online using keyword searches on the major social networks and tie all communications into my Gmail account... Love it!
- Monitor all social media postings real time with your key contacts and prospects allowing you to communicate and comment real time. This allows you to get amazing, visibility with your top prospects.
- Sync all your contacts that you enter into your Google contacts with your nimble accounts. I also sync my contacts with my autopilothq marketing application that allows me to tailor my marketing strategy with my social selling strategy.
- Nimble's tech support is top-notch. I send very detailed, long questions to their tech support team, and they are always very helpful and provided very detailed answers. This gives me a comfort level with Nimble and is why I decided to become a reseller and training of their product.
- I was using the Insightly CRM prior using Nimble. I really like the clean layout of this application and it truly was a lot of fun to use. I liked the look and feel of Insightly more, plus it was more of a traditional CRM with set reminders, etc. That said, the Nimble application works differently, and it's more about the direction relationships online with your prospects. So, the functionality of Nimble is second to noon, and it's a different way of doing business and building trust with your prospects and clients. However, I do miss some of the traditional features and the look and feel I had with Insightly. Many of my clients have worked with traditional CRM's and do have a hard time transitioning to Nimble because they not used to networking in a different way. Having more of a traditional look, feel and functionality might improve this transition, and they may jump in and use it more quickly.
- I would like some additional features, such as a more robust "ToDo List." For example, I am a BIG Apple user, and I use a Mac and an application called "Things." I love this application. It kind of reminds me of Nimble in that it's super easy to use and it's easy to enter tasks and move things around. Try it for yourself... It's truly amazing... I would love it if Nimble would enhance their ToDo section to have robust, easy to use features... just like Things does.
- The contact syncing process between Picsync and Nimble was kind of confusing to me. Both applications are very easy to use, but I found the results kind of confusing. For example, I sent up the syncing process between these two applications, but when I entered the contact into my Google database, it would not always show up in my Nimble Contact database. So, I deleted all of my contacts that were brought over from Piesync, then when I tried to resync my contacts... it didn't work because I had deleted these contacts from my Nimble contact database. So, I love both applications, and now I know how to do this, but the original process did not work quite the way I was expecting.
Nimble is a Social CRM You'll LOVE to Use
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.
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.
Be Nimble with your Customer Relationship Management (CRM)
- Organizations (or individuals) can connect multiple email addresses to Nimble, which is possibly unique but certainly useful. As an individual, you could, therefore, manage your business and private life in one database and you could manage additional organizations as well, if required. This saves having multiple databases to manage.
- The database can be segmented in many ways but Tags are the most powerful. Adding a Tag to a contact record enables that contact to belong to that group or segment. Any Contact can belong to multiple groups. Using the built-in synchronization engine, Contacts can be added to mailing lists in separate systems such as MailChimp simply by adding the appropriate Tag to the record in Nimble.
- Using Nimble's widget means that if you see a Contact mentioned online or you receive an email from a Contact, you can simply hit "add to Nimble". But in the process, you can build a complete record such as the name, address, phone number, email, website etc. which saves a huge amount of time and is the reason why the data in CRM's that don't provide that functionality is generally not up to date.
- Nimble has a built-in Group Messaging capability used for Mailmerged emails but Nimble management have chosen to throttle the use of that facility to so many emails per day which are fully tracked. That means that any large email shots have to be undertaken using a 3rd party system such as MailChimp. Fortunately Nimble fully supports 3rd party email systems but it would be more convenient to just use Nimble.
- Nimble has a powerful email signature which is applied to all emails by default. The problem is that there is currently only one signature so you must choose your default email to use for that and delete it when using any of the other emails. It would be better if the system allowed a different email signature per email address.
- List management within Nimble is not as flexible as with some databases but perfectly adequate for most users. Power Users can export the data and use tools like Excel to do anything that cannot be accomplished within Nimble itself.
- Nimble has a system for "Keeping in touch" with your Contacts but if you have a very large database this becomes overwhelming. For smaller databases it is a nice feature but I would prefer if it could be turned off.
Perhaps the most powerful feature is the built-in two-way synchronization with leading SaaS systems such as iCloud or MailChimp. This allows you to keep all of your contact data in sync at all times, once set up.
Like any CRM, it is not suitable for organisations or individuals who are not prepared to learn how to use it and then to use it correctly, but Nimble is perhaps better than most CRMs in this respect.