Nimble Overview
Nimble, available at www.nimble.com, is a comprehensive Customer Relationship Management (CRM) tool designed to help businesses, particularly small and medium-sized enterprises, manage their customer interactions, sales pipelines, and overall business relationships more effectively.
What Nimble Does
Nimble is a robust CRM solution that enables users to store, organize, and leverage their contact information to enhance customer relationships and drive business growth. It integrates various features to streamline sales processes, improve communication, and provide valuable insights into customer interactions.
Key Features and Functionality
Today Page and Dashboard
Nimble offers a centralized “Today Page” dashboard where users can quickly scan their sales pipeline, calendar appointments, activities, and email statistics to track daily, weekly, and monthly priorities.
Contact Management
Users can organize and group contacts into lists, enrich their contact database with social intelligence, and view detailed contact records that include interactions, interests, and other relevant information. The platform also supports easy import and export of contacts, including social data and email signature capture.
Communication and Messaging
Nimble includes a unified inbox for email conversations, allowing users to store records of past communication and engage directly with customers. It also features email sequences, group email tracking and reporting, and email templates to streamline outreach efforts.
Workflow and Activity Management
The platform provides workflow templates to visualize the progress of leads and contacts on multiple Kanban boards/lists. Users can schedule follow-up reminders, manage calendar appointments, and track tasks and activities for contacts and teammates.
Sales and Reporting
Nimble allows users to track sales and other business opportunities through its “Deals and Reports” feature. This includes reporting on opportunities and analyzing sales performance.
Webforms and Prospector App
Users can create customized web forms to gather contact data, craft surveys, or generate support tickets. The Nimble Prospector App, available as a browser extension and mobile app, provides real-time information about contacts and companies, enabling quick addition and updating of contact information directly from various web pages.
Integration and Customization
Nimble supports integration with third-party apps using tools like Zapier and has native integrations with applications such as MailChimp. Users can also customize contact and company data fields to tailor the platform to their specific needs.
Mobile and Team Collaboration
The platform offers mobile apps for Android and iOS, ensuring accessibility on-the-go. It also facilitates team collaboration by allowing users to share contacts, activities, messages, deals, and more.
Additional Features
Other notable features include:
- Signals: Consolidates social streams from business Facebook and Twitter pages into a central place for engagement.
- Enrichment Credits: A feature that helps in enriching contact data with additional information.
- GDPR Compliance: Ensures data privacy and compliance with GDPR regulations.
In summary, Nimble CRM is a powerful tool that helps businesses streamline their customer relationship management, enhance sales processes, and improve overall business efficiency through its comprehensive set of features and functionalities.