Nimble is an excellent customer relationship management software that brings all of your team’s communication in one place.
The system offers a variety of features to help you and your company engage with customers, including lead tracking, opportunity creation via email or phone call, social media integration for listening on the go; detailed analytics tools so you can understand what’s working best where and when; comprehensive reporting capabilities so there are no surprises report time.
Nimble also has strong security measures like encryption at rest & data rights protection (DPR) which ensures sensitive information does not get into unauthorized hands while being shared among employees within organizations.”
Quickly provide contact information and team communication history for a 360-degree view of your customers and leads. You can also add notes to a data set, improve the offer and get access to social care.
Use the decisive advantages of Enterprise CRM to expand your business without costs and complexity. Active offers contact management, sales and marketing automation, business intelligence for employees and companies, social listening and engagement, and apps for mobile devices and browsers.
Every professional needs a control panel that provides insight into the partnership and background information on the leads and customers that are very important. Instantly scan your sales pipeline, calendar appointments, tasks, sales intelligence, and social signals to track priorities and work successfully.
What is Nimble CRM?
Nimble CRM is a software-as-a-service that helps businesses manage the customer experience. For example, nimble CRM can help you identify troublesome customers, get more insights into your marketing campaigns, and measure the ROI of social media posts, to name just a few features.
Nimble CRM makes it easier for companies to know what their customers want by analyzing data on emails sent out with embedded surveys or using our free web chat widget so they may better meet those needs next time around!
Unlike Goldmine, however, Nimble does not run natively but instead runs in a web browser. The aim is to go beyond the scope of traditional contact management by allowing users to do so
In this post, we’re going to take a look at how well this works.
Before we dive into what Nimble can do, however, be sure to pause for a moment to ask another question: what is CRM?
Nimble CRM Pricing and Plans
The pricing structure for Nimble is pretty simple: there is only one plan available (it’s a business plan). That costs $25 per month if you pay monthly or $19 per month if you pay a year in advance.
That puts it in the same order of magnitude in terms of costs as the entry-level or medium-sized business plans of leading CRM products. For example, the Salesforce Starter Plan costs $25 per user per month. Zoho’s professional plan costs $20 per user per month, and Capsule starts at $18 per month.
Agile is significantly cheaper than Keap’s starter plan, which starts at $79 per user per month. It’s also a fair bit cheaper than Hubspot, although the latter gives you a pretty strong free plan.
It is important to note that all of the above CRM products work in entirely different ways, with slightly different features and contact limits, making it difficult to provide an accurate price comparison. That said, I think it’s fair to say that Nimble is on the cheaper end of the CRM price spectrum.
Overview of Nimble CRM Features
Nimble CRM is a customer relationship management system that integrates with your other business applications, making it easy to share and track data.
Nimble CRM offers features such as automating workflows for increased productivity, facilitating the sharing of information across teams who have different needs in managing customers, providing intuitive dashboards where you can easily view all relevant data like sales activity or account status at any given time without having to jump between screens- even on mobile devices!
Combine Your Contact Data
Instantly integrate contacts, social media connections, interactions, inboxes, and appointments into a linked partnership supervisor with over 160 apps and CRMs.
Active Mobile 3.0 CRM
Active Mobile 3.0 CRM is a social sales and marketing CRM and pipe manager for mobile teams and experts. Accessibility of all of your calls from mobile, cloud, and desktop computer recordings in one comprehensive partner or team partnership manager. Agile helps you prepare for meetings on the go by providing sales knowledge and thorough files on people you meet. In addition, smaller, much more mobile tools allow you to track and track much more efficiently at all stages of the proposal.
Active Prospector
Active Prospector brings the power of Nimble wherever you work by providing partnership understandings that allow you to effectively engage inactivity in your email inbox, on social sites like LinkedIn, Twitter, Facebook, Instagram, AngelList, and on any web Internet browser app. The app instantly shows contact and company details and the team’s entire communication background, consisting of emails, social interactions, and messages and notes. And calendar events for any reference in Nimble.
Works with Google Apps and Office365
With Google Apps and Office 365, you can perfectly merge your email, schedule, and social background in one clever CRM that allows everyone in your company to work as a team. In addition, our social sales and marketing features will help you discover, interact and connect with your business.
100+ App Integrations
Extend the power of Nimble with over 100 integration partners. With the help of lead capture and analysis, email marketing assistance, and more, Nimble’s attachments give your business a lot more opportunities to close the marketing and sales loop.
Much Less Data Entry Equals More Customers With Less Work
Invest even more time in customer loyalty and much less time in logging CRM data. Nimble automatically syncs your team’s Google Apps or Office 365 contacts, calendars, emails, and social interactions to give you the most accurate and available details.
Find People with Smart Social Search & Segmentation
Agile is the very first CRM that updates contacts with the information you need: company name, title, location, experience, education and learning, shared connections, mutual interest rate, and more. In addition, we include links to social profiles that any of you can connect with and companies to help you find essential details to act.
Smart Agenda & Activities
With Agile, you can easily manage your tasks and plan events. Link events and functions to contacts and companies or delegate them to various other team members to find out when they have contacted a critical customer.
Keep Organized
Segment your contacts directly into lists to do something about it, e.g., B. Send group emails to a list of references.
Social Profile Matching and Enrichment
With Active, you can save time by synchronizing social accounts for your company contacts and automatically adding business and social information to them.
Business Insights on People and Companies
Nimble provides insights into individuals and companies in seconds by automatically creating live profiles for everyone, anywhere. So whether you work in your email inbox or search the web, Nimble provides contact profiles with the details you need: Who are the employees, where do they work, where are they from? Location, social accounts, contact details, and much more.
Sector Prospects to Reach Out and Connect
After you have deep insights into individuals and businesses, Nimble can help you quickly find industry-specific contacts to find the best prospects, such as B. Sending group email messages and marking them for follow-up.
Social Prospecting
Active provides the context and insights you need to grow brighter and grow your business. Use an understanding of Nimble to add brand new prospects everywhere you work. Nimble is optimized to work with your Office 365 and Google Apps inboxes. In addition, potential customers appear on social networks, including Twitter, AngelList, Facebook, Google+, Foursquare, Instagram, etc.
Manage your team’s to-do’s
Keep track of your team’s tasks, events, calls, and more with a unified activity tracking dashboard.
Whatever You Need in a CRM
Use the essential advantages of Enterprise CRM to grow your business without price and complexity. Nimble offers contact management, sales and marketing automation, enterprise knowledge for employees and companies, social listening and engagement, and apps for mobile and browser.
The Smarter Way to Start Your Day
Every professional need a control panel that provides connection understanding and history about the prospects and customers who make up the majority. Quickly scan your sales pipeline, calendar appointments, tasks, sales intelligence, and social signals to track top priorities and work properly.
Less Data Entry Equals More Customers With Less Work
Spend even more time retaining customers and much less time logging CRM data. Nimble instantly syncs your team’s Google Apps or Office 365 to get in touch with calendars, emails, and social communications and offers you one of the most accurate and available details.
Locate People with Smart Social Search & Segmentation
Agile is the very first CRM that updates contacts with the information you need: company name, title, location, experience, education and learning, mutual relationships, mutual interest rate, and much more. In addition, we include links to social profiles for all of your contacts and companies that will help you discover essential details so you can act.
Smart Agenda & Activities
With Active, you can easily manage your tasks and calendar events. Link events and functions to contacts and companies or delegate them to another employee to find out when they have contacted a critical customer.
Begotten ready for whatever
Unify your team’s calendars for a complete view of upcoming events and conferences.
Every little thing You Need in a CRM.
Use the essential advantages of Enterprise CRM to expand your company without costs and complexity. Nimble provides:
- Contact management.
- Sales and marketing automation.
- Business knowledge for individuals and companies.
- Social listening and engagement.
- Apps for mobile and browser.
The Smarter Way to Start Your Day
Every professional need a control panel that provides relationship insight and background information on critical leads and customers. Quickly review your sales pipeline, calendar appointments, tasks, sales intelligence, and social signals to track priorities and work efficiently.
Less Data Entry Equals More Customers With Less Work
Spend more time building customer loyalty and a lot less time logging CRM data. Active automatically syncs your team’s Google Apps or Office 365 calls, calendars, emails, and social communications to bring you the most accurate, up-to-date information.
Find People with Smart Social Search & Segmentation
Agile is the first CRM that updates contacts with the details you need: company name, title, location, experience, education and learning, mutual relationships, shared interest rate, and more. In addition, we’re adding links to social profiles for each of your contacts and companies to find the necessary details so you can do something about it.
Smart Agenda & Activities
With Agile, you can easily manage your tasks and plan events. Link events and functions to contacts and companies or delegate them to various other employees to find out when they have contacted a critical customer.
Work Smarter Everywhere
With the Nimble Prospector, you can access the benefits of your CRM from anywhere – consisting of inboxes, social platforms, and any web browser app. Available for Outlook.
Sight Contact Details and Interaction History
Quickly review contact information and broad background of the team interaction (including previous emails, Twitter discussions, events, offers, tasks, and additional information) to prepare for engagement and start making essential calls today right from your Office 365 and G Suite inbox to stay tuned.
Smarter Prospecting
Use Nimble Prospector on any social website, website, or cloud application to create and improve contact documents. Miner enhances contact details like email, phone, company name, task title, and location.
Take Quick Action on Contacts
Log notes, send trackable email templates, add tasks, connect with affix files, and create stay-in-touch pointers to a new or existing contact document to share with your prospects and customers to keep track.
Bid Farewell to Data Entry
Regardless of whether you are working in your inbox or surfing the Internet, Prospector updates the contact records immediately with vital information: who are, where they work, where they are from, number of employees in the company, year of foundation, income, industry, details about the CEO, Location, social accounts and more.
Gain Access To Verified Company Profiles
Target companies use company profiles: Biography, industry, several employees, year of foundation, keywords, company type, income, ticker, name of the CEO, address, and telephone number.
Engage at Scale
Send personalized, templated team emails with tracking, analytics, and reporting from your email.
Sales Intelligence
Business knowledge is essential for your sales success because it helps you identify which calls and companies to get in touch with. Nimble will certainly conserve your time by supplying sales knowledge to every contact with individuals and company details you require to prepare. Information includes industry, company dimension, location, employee count, income, and even more to help target the ideal companies.
Discover & Qualify Prospects
Your contact data comes from throughout, and it’s tough to keep everything up today. Our Enrichment Credits use AI to finish and update contacts with the most up-to-date email, telephone number, location, title, and company. Enrichment Credits are available in our Nimble Prospector App.
Smart Email Tracking
Active keeps track of your message open and clicked so you can see precisely when your contacts are communicating with you. That will make it easier for you to identify your favorite prospects. See desktop notifications and in-depth analysis of the number of times a connection opens or your message clicked without leaving your Gmail inbox.
Pipe Management
Empower your sales team with our tidy and simple deal pipe. Nimble instantly connections your team’s tasks, events, and interactions to each bargain to make sure everyone gets on the same page with each of your possibilities.
Sales Forecasting & Analytics
With our deal planning and pipe analysis, you can easily have your finger on the pulse of your sales team. View your team’s historical or forecast earnings, and let us tell you about offers to focus on.
Group Email Marketing
Our group messaging allows you to send customized team emails with tracking, analysis, and reporting of your business email identity, not generic marketing aliases. That ensures that your overall reach will look like a frank one-on-one discussion rather than a mass email explosion. The result is far better openings and clicks.
Involve better
Send trackable emails with templates to show opens and clicks, discover follow-up opportunities, view desktop notifications, and perform accessibility analysis.
Sales Intelligence
Business intelligence is critical to your sales success as it helps you identify which contacts and companies to contact. Nimblewill will undoubtedly save you time by providing sales knowledge for any communication with people and company details that you need to prepare. The information consists of the industry, company size, location, number of employees, profit, and much more to reach the target group.
Discover & Qualify Prospects
Everything is as up-to-date as possible. Our enrichment credits use AI to terminate and update contacts with the latest email, phone number, location, title, and the latest company. Enrichment credits are available in our Nimble Prospector app.
Intelligent Email Tracking
Nimble tracks how your message is opened and clicks to know precisely when your contacts interact with your communication. That makes it easier for you to identify your favorite potential customers. Desktop hints and detailed analytics tell you the number of times a connection open or your message click without leaving your Gmail inbox.
Pipeline Management
Encourage your sales team with our clean and straightforward quotation whistle. Nimble instantly ties your team’s tasks, events, and interactions to each offering, ensuring everyone gets on the same page for every opportunity you have.
Sales Forecasting & Analytics
With our offer project and the piping analysis, you can easily keep your finger on the pulse of your sales team. So please find out about your team’s historical or forecast earnings, and let us tell you about offers you need to focus on.
Team Email Marketing
Mit unserem Group Messaging können Sie personalisierte Team-E-Mails mit Nachverfolgung, Analyse und Berichterstellung über Ihre geschäftliche E-Mail-Identifikation senden, nicht über generische Marketing-Pseudonyme. Dies garantiert, dass Ihre gesamte Reichweite als echte Eins-zu-Eins-Diskussion und nicht als Massen-E-Mail-Explosion erscheint, was zu viel besseren Öffnungen und Klicks führt.
Plan Your Next Move
Behalten Sie mit einem Diagramm Ihrer Rohre den Überblick über jede Phase in Ihrem Verkaufstrichter. Verbinden Sie sofort die Aufgaben, Ereignisse und Interaktionen Ihres Teams per Schnäppchen, um die Leistung zu gewährleisten.
Sales Intelligence
Business intelligence is critical to your sales success as it helps you determine who to contact and which companies to connect with. Active will undoubtedly save you time by providing sales knowledge to every contact with the people and company data you need to prepare. The information includes industry, company size, location, employee matters, income, and much more to help you find the best companies.
Discover & Qualify Prospects
Your contact information comes from all over the place, and it’s not easy to keep as much as a day. Our Enrichment Credits use AI to end and update contacts with the most current email, phone number, location, title, and company. Enrichment credits are available in our Nimble Prospector app.
Smart Email Tracking
Nimble tracks how your message opens and clicks to help you understand exactly when your contacts touch you, making it less complicated to identify your hottest prospects. View desktop notifications and comprehensive analytics of how many times a connection open or your message click without leaving your Gmail inbox.
Pipeline Management
Encourage your sales team with our clean and straightforward deal pipeline. Active automatically links your team’s tasks, events, and interactions per bargain to ensure everyone is on the same page with each of your opportunities.
Sales Forecasting & Analytics
With our bargain projection and pipe analysis, you can easily keep your finger on the pulse of your sales team. See your team’s historical or projected earnings, and let us tell you about bargains that require your focus.
Team Email Marketing
Our group messaging allows you to send custom team emails with tracking, analysis, and reporting of your business email identification, not generic marketing aliases. That guarantees that your total reach will show up as an actual one-on-one discussion rather than a mass email explosion, resulting in much better opens and clicks.
Contact Management in Nimble
We start with a fundamental function of all CRM systems: contact management. With Agile, you can host up to 25,000 contacts. If you exceed this limit, you will charge an additional $10 per month and another 10,000 communications.
There is no limit to the number of contacts you can save on the system.
Importing Contacts
You can import data from a variety of sources into Nimble, including:
- Gmail
- LinkedIn (CSV)
- CSV
- Outlook
- vCard
Additionally, thanks to an integration with PieSync, you can import and sync data from an extensive range of third-party web apps, including big hitters like Mailchimp, Xero, and Getresponse.
You can mark the contacts on the go to identify the source of your contacts later.
Most users will likely first import a CSV copy of their existing database. Unfortunately, that made it necessary to include very laborious manipulation of your database so that the field names exactly matched Nimble’s required layout. Fortunately, Nimble has made the import process a lot faster, and it is now possible to quickly map areas from your CSV file to the Nimble format.
You can also choose how Nimble should overwrite and merge records during the import process. You can ask Nimble to check email addresses and website addresses for unique matches to ensure that no records are linked or incorrectly duplicated.
In addition to the standard CSV imports, you can also import some social data and link social accounts to your Nimble account. (We’ll cover all of this later in this review.)
All in all, the import process in Nimble is easy to use and robust, and the options for importing and syncing data with other apps are extensive.
Segmenting Contacts
Agile is very flexible when it comes to how you segment your data. For example, you can either apply “tags” or fill in existing fields in the database to identify different data types. Alternatively, you can create and use your custom fields for this purpose.
However, watch out for tags if you need to regularly export data directly to various other systems – as opposed to sending a column of data with the name of the title and a “True” or “False” flag nearby (to make sure you can see whether a specific tag bee set or not), Nimble offers you a collection of columns named Tag 1, Tag 2, Tag 3, and so on, all of which contain a mix of different tags.
These fields are pretty useless, in my opinion, and, as the following screenshot shows, can make segmenting your data outside of Nimble using tags tough. So you may want to create and populate custom fields in Nimble instead.
However, tags work well in Nimble – you click a title or combination of tags to view segmented data.
Searching for contacts
An essential aspect of Nimble is how you can search your contacts. You can use a variety of criteria to find connections.
For example, you can search by location, education, biography, and interest, not just name or company, which is the norm in many CRM systems.
Exporting contacts in Nimble
Exporting data to Nimble is straightforward: you select the records you want to send and click an export button. Instead of immediately downloading the exported data to a download folder. However, you will have to wait for an email to arrive with your documents.
The plus is that this way, you can access your data more securely. The downside is you might have to twist your thumbs a bit while waiting for them to arrive. That can easily disrupt the workflow, but to be fair, it’s good practice from a privacy perspective (and something that became much more critical with the introduction of GDPR privacy regulations).
As mentioned earlier, when you export data from Active for use in another tool, you need to be careful about how you classify information. You won’t generate a tremendous amount of sentiment from tags outside of Nimble due to the messy way they export.
One workaround is to use custom fields in Nimble. You can create these quickly and then fill them with the flags you choose. Of course, that makes segmenting your data a little more cumbersome in Nimble, but I think it leads to better results and data easier to migrate to other platforms or analysis tools.
Nimble’s ‘Today’ page dashboard
One handy feature to bring your attention to is the Today dashboard.
That will give you an overview of all upcoming activities, offers, and engagement opportunities (based on social media mentions). It also shows important contacts that you may want to contact or stay in touch with based on the keywords specified in the Nimble settings.
The “Today Page” is based on widgets. That means that you can arrange your data on the page as you wish and view the most critical information.
You will see the “Today” page when you log into Nimble. You can access it at any time in Nimble by clicking the Today link in the main navigation.
Getting social with your contacts
When it first launched, one of Nimble’s strong selling points was the way you could view the social media information associated with your contacts without leaving your CRM tool.
When I started using Nimble, this functionality was great. I could call up contact and, provided I connect with them on Twitter, Linkedin or Facebook, see a whole range of information about them in one place. Latest Facebook status updates, LinkedIn bios, latest tweets, etc. I was also able to see a history of all the social interactions on any of these platforms that I had with them.
For privacy reasons (and possibly competition reasons), Facebook and LinkedIn have stopped exchanging data with third-party applications, significantly reducing Nimble’s “social” functionality.
While you used to have your Facebook and LinkedIn accounts linked directly to Nimble, these platforms are where you access all of your contacts and send them messages through the Nimble interface. You can’t wait any longer.
You can still incorporate Twitter nicely into the process. And you can import data from LinkedIn via a CSV file. That gives you a reasonably good “social view” of your contacts.
Also, Nimble will surely help you discover your contact’s social profiles (if you add a touch. It scans the Internet to see if a social network accounts for). And will use the social information that is publicly available online to give you potentially useful biographies on your leads and customers wherever possible.
On the topic of contacts, let’s take a look at something that may be Nimble’s USP: the Smart Contacts app.
Nimble’s Prospector App
One of the most valuable things about Nimble is the Prospector app. That is an extension that integrates into Chrome, Safari, or Firefox (it is also available as a mobile app for Android and iOS).
Whether you’re in your inbox, on a Facebook page, or search through a range of Google search results. You can hover over a contact or company name, and the Prospector app will automatically provide as much social information as it can find about it.
The app also allows you to add that person or company to Nimble there and then (i.e., without going into the application) and update important information about them (lead source, status, etc.). You can also apply tags.
It’s more of a “big brother,” – but if used wisely and ethically, the information the app offers can be beneficial, as the following video shows.
Contact capture Nimble
There are two minor Nimble CRM features related to contact capture worth highlighting for their speed value.
The first is Nimble’s email signature capture. If you’re a Gmail user, you’ll appreciate Nimble’s ability to parse email signatures to quickly create and update contacts while you’re on an email thread.
The second is Nimble’s mobile business card scanner feature. That allows you to scan business cards in a mobile app to create contact records on the go.
Both functions can save a lot of time – thumbs up for them.
Enrichment credits
One feature recently introduced by Nimble is “Enrichment Credits.”
That allows you to visit a company’s website and use an option in the Prospector app. Access contact details for people in this company who may not be visible on the company’s website. People who showed up using this tool can be added to your Nimble contacts immediately.
Your monthly plan will give you 25 enrichment credits, and every time you search with the Prospector, you will use up a credit.
If you need more credits, they will add in increments of 100 for an additional $10 per month.
One thing to look out for with these credits is that they expire at the end of each month.
Nimble and communications history
For me, one of the best things about Nimble is how it handles communication history. As long as you use a Gmail or IMAP email account, all communications between users and contacts keep.
You go into a contact’s record, click the history tab, and hey presto. All of your emails to and from this client will display. Unlike many CRMs, Nimble doesn’t require you to provide a Dropbox address to add emails to communication history. Everything log.
Let’s say you feel uncomfortable when your teammates see specific messages. If so, you can set up Nimble so that only you can see your entire communication history. You can then unlock and unlock individual emails by simply clicking on a padlock.
The tracking of Nimble’s communications history is excellent and probably what I like most about the product.
Nimble’s integration with Google Apps and Office 365
Another powerful feature of Nimble CRM is integration with Google Apps.
Calendar synchronization is bidirectional, and bidirectional contact synchronization is also possible with the help of a tool called Pie Sync (note: this is an additional cost).
Nimble adds whatever can be found by Google Apps to the Communication History tab. That is if you go into the record of an elegant contact. In addition to checking previous email correspondence, you can also review past and upcoming meetings. In addition, you can attach files to contacts from Google Drive.
The integration with Google Apps is excellent, making Nimble an attractive CRM choice for the many companies that use Google’s suite of business products.
The Office 365 integration is also perfect. Handy apps are available for both the web and desktop versions of Outlook (as well as several other Office 365 / Microsoft apps). In addition, you can view a comprehensive history of Outlook interactions with leads and clients. You can also attach files from OneDrive to Contacts, which is also very useful.
Nimble’s ‘unified inbox.’
Uniformly. You can send and receive emails and manage tweets more or less regularly.
Your email within a CRM tool
Having access to your email in a CRM tool can be very useful because you can mainly work in one environment. Since your calendars are also there and your company database and sales pipeline, you are in theory. The hassle of switching between an email app and Nimble saves all day.
Unfortunately, the implementation of email management in Nimble could be a little better. Nimble will only show you your inbox and the items that seen. You cannot access other email folders at all. Or other than letting you send content to your Gmail archive in some way – file email. That means that you will have to switch between your email program and Nimble regularly.
Nimble says – with some right – that using the Smart Calls sidebar is the best way to get to work in one place. You can add it to your browser or Outlook for instant access to several critical Nimble functions in one setting.
While I see the logic in it, the sidebar doesn’t give you access to all of Nimble’s functionality. For me, I’d like to have a CRM workspace where I can do anything.
Group messages and mass mailouts in Nimble
Agile has a handy function for grouping messages.
Unlike tools like Mailchimp or Getresponse, your SMTP server us to send messages. That means that there is a limit to the number of emails you can send every day (100).
That is a way to send personalized messages to small groups of contacts. This functionality is pretty good – I’ve always found it personalized in a B2B sales context. In addition, text-based messages generate more engagement than graphic-intensive HTML emails.
It also gives you basic statistics on whether or not these contacts have opened your email and how often they have read your message. You can also use this data to segment your contacts and send specific follow-ups. Nimble calls this “semi-automated marketing.” But to be honest. It looks and feels more like a manual process to me!
In my opinion, team messaging is a beautiful feature in Nimble right now, but ultimately. It is not a substitute for using an appropriate email advertising tool like Mailchimp. Aweber or Getresponse – all elements necessary for the document. You can integrate it with Active (there is built-in assimilation for Mailchimp. And you can use Pie Sync to include the other two various products).
Task management
Nimble does a pretty good job of managing tasks – you can create lessons, assign them to other users, or assign them to specific contacts and deals.
I would love to see Nimble go further on this. However, it would be good if the case with Capsule’s “tracks” approach to task management would be good. You can set up several tasks that users can follow when certain things happen.
For example, when a lead reaches level X in a sales pipeline. It would be great if Nimble users could automatically give three tasks below to move them to Level Y.
Calendar management
In Nimble, you can either use the integrated calendar or, as a Google Apps or Office 365 user, access your Google calendar directly in the app.
The synchronization between these calendars and Nimble is two-way. That is very useful and means that Nimble is stealing a march on several other CRM products in the field.
Also significant is how clicking a contact’s Activities tab will display all of the meetings on your calendar that you have ever had or are planning with that person.
Sales pipelines in Nimble CRM
I like Nimble’s sales pipeline functionality, which is found under the Deals tab in Nimble.
You can use a suggested set of sales phases for each deal – or define your own (“Discovery,” “Initial Communication,” “Solution Design,” etc.) – and quickly move the sale from one phase to another.
Everything is well connected: once you’ve linked specific contacts with deals. So, for example, clicking on a contract will bring up a list of all recent communications between you and that contact, any relevant meetings, etc.
Likewise, information about the business automatically adds to your contacts. You can view your offers in either pipeline or list format. And Nimble will weigh your future earnings from these deals based on how likely they are to occur.
You can assign a primary contact to a business and all other communications related to the agreement and keep track of all activity related to those people in one place.
Additionally, Nimble can use the sales pipeline to create simple reports on who was naughty or nice in closing deals and bringing cash into the company.
Another nice feature of the Sales Pipeline functionality in Nimble is creating and using multiple pipelines. That is useful for companies with different sales cycles. Because of their customizability, sales pipelines can also start with project management in mind – i. H. You can use them to manage processes and sales.
Integrations
As mentioned earlier, Nimble instantly integrates with critical products such as G Suite and Office 365. In addition, Twitter, Wufoo, Circle Back, and Mailchimp integrations also have been incorporated. For other apps, you’ll need to use a third-party sync tool like PieSync or Zapier.
Fortunately, Nimble is working with PieSync to provide a wide range of integrations (50+) for critical business applications, including Xero, Quickbooks, Mailchimp, and Getresponse.
I haven’t tried them all, so I can’t vouch for every quality. However, the fact that these are official integrations should theoretically mean that they are of a reasonably good standard.
Interface and ease of use
The only criticism I have about it is that it is “unresponsive,” which means that using Nimble on a tablet or phone is not ideal. However, a pretty good iOS / Android app provides many critical Nimble features for users on the go.
Nimble CRM Customer Support
Nimble CRM is a NimbleCRM customer service solution that offers proactive and reactive assistance for its users. They have created an exclusive platform where clients can chat with their representatives and receive the support they need, whether through email, phone, or live video chats.
Nimble CRM focuses on providing top-of-the-line customer service to make sure that your experience is as seamless as possible while you’re using their services!
Nimble CRM Money Back Guarantee
Nimble CRM is confident in the quality of its products and won’t offer you a money-back guarantee.
Nimble CRM is committed to building long-lasting relationships with their customer. Therefore, they do not offer any Money Back Guarantee because they want all of your business, no matter what the circumstances are.
Nimble CRM has a one hundred percent satisfaction guarantee and wants you to be happy for years into the future!
Nimble CRM Alternatives
Nimble CRM alternatives are aplenty. The lower end of the scale includes Capsule and Zoho, which offer budget-friendly options for small businesses with basic needs. More sophisticated but pricier solutions include Infusionsoft and Salesforce – both have plenty to offer at various price points in terms of features available and customer service support offered by dedicated teams who know their products inside out.
If you’re starting your business journey or if you need something more customized than what these software packages can give, then maybe it’s time to find an agency that specializes in managing successful marketing campaigns from start to finish!
Conclusion
Nimble CRM has been a fantastic tool for any company. We were able to increase customer satisfaction, decrease turnover rates and minimize the time spent on administrative tasks thanks to its intuitive interface. When you want software that will make your life easier and give your team more space in their day-to-day lives, then Nimble is the way to go!
Nimble CRM is the right choice for your business.
NimbleCRM can help you provide quality customer service and sales to grow your company, and it’s a no-brainer.
I am Sajal. A Freelancer, a blogger, a Freelance Content Writer, and a geek when it comes to anything related to online marketing. Stay connected to me. Leave a comment if you like my articles.
