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Nimble
What Is Nimble?
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 250+ SaaS business app contacts and social media connections (including Linkedin, Twitter, Facebook) into one unified team relationship manager.
Who Uses Nimble?
Business Services Media & Internet Retail Software Manufacturing Finance
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Reviews of Nimble
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Simple & Effecient
Comments: Overall I have been happy with this product. It keeps evolving and keeps getting, generally better. The customer service is over the top. Quick response, always there if we have a questions. I like that!
Pros:
Easy to assign tags and group the ones you want to use to target specific groups for marketing purposes.
Cons:
New UI for data entry is not as efficient as it used to be. Still simple but simple data priorities such as which phone number is primary is no longer available. You actually need to open the whole contact window to see all the data while before the summary gave the most important info.
Nimble is a great CRM for small and medium business.
Comments: With Nimble I am able to have the data, tracking, and forecasting all right in front of me and the team at a very affordable price.
Pros:
Affordability, ease of use, importing/exporting data, and most of all tracking/forecasting using graphs.
Cons:
At this moment Nimble has everything we need where we are at and we continue to grow.
The Need for Nimble as your Customer Relationship Management App
Comments: I'd say my overall experience with Nimble is quite satisfactory because it greatly improved my relationship with customers and increased my business productivity.
Pros:
It's not static. It's features keep improving on a regular basis.
Cons:
Sometimes, there's a network glitch while using.
Private Commercial Real Estate Debt Company Reviews Nimble
Comments: We spent a good amount of time investigating our options and so with whatever drawbacks, we are still happy with our investment in nimble. Whatever its shortcomings, its much easier to use than our old system which was designed by a company called blue robin.
Pros:
We like the simplicity, browser plug in is really interesting. its engaging but we don't use a lot of the features.
Cons:
1) Like I said we do appreciate the simplicity but the biggest disappointment / the thing that would make the system a slam dunk for us if improved is simply the dropdown customization for contact categorizations. We have no use for "Hot Lead" we're not sales people, we're a capital source for the real estate world. We changed those to be subcategories of the lead type which we also customized. The disappointment is in that the system doesn't appreciate that more often than not, a Broker is often also a Buyer, an Attorney often dabbles as a Developer. It would be an easy thing for them to be both. For now we rely on tags although its prone to human error and I don't feel comfortable making mail lists off of them. In summary, our perfect system would allow for broad macro categories that we could customize and subcategories. As well as the ability to check multiple boxes 2) A couple of smaller things, When we connected our twitter account in uploaded all of the companies as people which was a disaster. There was no way to just flip them into companies. We had to delete them and remake them. 3) No customer service. It was a nightmare when we couldn't get an excel of contacts to upload properly, I think my associate had to tweet at Nimble to get any response. Eventually it was resolved. 4) For some reason we thought that connecting people's linkedin would tell us if they changed their job but so far it hasn't.
Nimble Response
8 years ago
Thank you for taking the time to review Nimble. I want to address a few of the concerns you brought up in the Cons to help out. For 1. We recommend using the Custom Data fields feature in Nimble to create uniform data instead of Tags because they can definitely get messy. For 2. Twitter doesn't differentiate between people or company accounts over their API, therefore, we can only import all contacts as a person or a company. We chose to go with "person" by default because this is more often the case than not. We're planning to add the option to convert a contact record from a person to a company in the future to help with this pain from Twitter. For 3. We offer customer support via email M-F from 9-5 PM Pacific and you will always hear back from us if you write to [email protected]. We are also addressing CSV upload issues this summer to make it easier to bring your data into Nimble. For 4. LinkedIn has limited their API from allowing CRM systems to sync job changes, therefore, you may update contacts with the Nimble Smart Contacts App while on LinkedIn if a contact changes their job. It's a different workflow, but it achieves the same result. All in all, I really appreciate your feedback for Nimble. This is the kind of feedback we want so we can continue to stay at the top. Best, Joseph
Simpler CRM management
Comments: It helps to have a better managed CRM and above all it has intelligently improved sales
Pros:
It personalizes relationships with customers so that everyone is satisfied and the processes that drive business growth are much more controlled and better managed. Its quality of operation has made my entire work team feel more satisfied with being able to have all the information on the same platform and more being so secure
Cons:
I feel that they are very professional in all their operation and they are always attentive to the fact that the system is active, serving correctly
