It is reasonably cheap it integrates well with Office 365 and Google Apps, and how it manages communication history is excellent.įurthermore, its Smart Contact App helps make adding relationships to CRM very simple. While Nimble isn’t a full-blown project management platform, it’s a great choice for small businesses who want to maximize the value of their communications.We love to be your primary review source that help you make smart buying decisions so here’s the summary: The platform sports an easy to use interface with plenty of integrations and some very advanced lead scraping tools. #Nimble crm softwareNimble is a very capable CRM software for companies looking to generate new leads and keep in touch with clients. Both of these platforms offer many of the same communication tools as Nimble, but add in more team collaboration, task tracking, and project mapping features. But, if you need more project management and reporting capabilities, consider Zoho CRM or Salesforce. Nimble has carved out a niche for itself as a low-priced lead generation and client communication platform. On top of that, while the Nimble team holds weekly webinars, there’s surprisingly little documentation about the platform’s features. You can only get customer service via live chat or email, and responses can sometimes take until the next business day. Nimble’s support is something of a letdown. But, this is a pretty minor inconvenience. It would be nice if Nimble’s mobile app made tools for social media management easier to access, since this is a common on-the-go need. It’s essentially a mobile version of the web client-the only notable tool added is the ability to scan in business cards. #Nimble crm plusNimble does have a mobile app for iOS and Android, which is a big plus if you have salespeople in the field. #Nimble crm trialBetter yet, the platform doesn’t require much setup out of the box, so by the end of the 14-day free trial you should have a pretty good sense of what Nimble can do for you. The rest of Nimble’s tools are segmented into six different tabs, which makes it straightforward to find what you need. You can customize all of the information displayed, including marking contacts as ‘important’ to prioritize their updates and messages. Your dashboard shows deals in progress and any status updates, upcoming events, new messages, and social media updates from your contacts. The most notable feature is the dashboard, which gives you a clear overview of everything you need to know about when you first get to work in the morning. Nimble’s interface is very easy to use, which is something of an accomplishment given how many tools this platform offers. (Image credit: Nimble ) Interface and In Use Simply create tags and then drag and drop them onto your contacts to create flexible lists. This is where Nimble’s custom fields come into play. Once you have contacts in your database, you can segment them however you like. Just beware that you only get 10 uses of the prospector tool per month included with your plan. If you visit a company’s website, this tool will automatically extract all of the contacts it can find-including from pages that can’t be found using the site’s public navigation. Last, but certainly not least, there’s Nimble’s ‘prospector’ tool. Better yet, you can save that data to a new contact right from your browser. This browser plugin allows you to click on a person’s or company’s name, and it will automatically pull up whatever social media and contact information it can find for you. Nimble will automatically parse the data to create a new contact for you. Salespeople in the field can also use Nimble’s mobile app to take a picture of a business card. If you’re prospecting for new leads, you can use Nimble’s email signature parsing feature to automatically capture contact data from email footers.
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