Boost Sales With Nimble CRM: Uncover Leads Efficiently

An Overview of Nimble

Nimble, founded in 2008 in Santa Monica, California, provides social sales and marketing CRM solutions focusing on relationship management and lead generation. They serve various business sizes, from small to large enterprises. The company’s target clients benefit from their robust CRM features that streamline operations and enhance productivity. Nimble has a proven record of customer satisfaction as the company adapts quickly to the changing demands of their customers.

Nimble's customer relationship management capabilities are designed to expedite and enhance operational effectiveness. One of their key capabilities is Nimble Prospector, which works seamlessly with email, social media, and internet-based apps to help customers find and engage with more leads rapidly. Since it consolidates data from several sources, the platform is effective at relationship management as all contact information is readily available and updated. Robust automation and workflow tools, adaptable sales pipelines, and comprehensive reporting are all part of Nimble's solution. This provider is GDPR-compliant, ensuring that data security and privacy measures are strictly adhered to. Additionally, Nimble provides a 14-day free trial, allowing potential users to evaluate its features before committing to a subscription.

As a result of their consistent innovation and high performance, Nimble has built a strong name in the CRM sector. The business succeeded in 2024, earning G2's highest accolades in three categories: enterprise sales intelligence, mid-market customer relationship management, and email monitoring. Furthermore, G2 has recognized Nimble as a frontrunner in the CRM field, attesting to their dependability and quality in providing CRM solutions.

Features & Services

Nimble prospector

Nimble Prospector is a tool integrated into the Nimble CRM that helps users quickly uncover and connect with more leads. The browser extension works across email inboxes, social media, and web applications, providing access to contact details and interaction history, including past emails, social media conversations, and tasks. Prospector enriches contact records with social data and business insights, such as email addresses, phone numbers, job titles, and company information, allowing users to take quick action on contacts, log notes, send trackable emails, and set reminders, making it easier to follow up and close deals.

Relationship management

Nimble excels in contact management by centralizing information from various sources into a single, organized system that includes emails, social media, and other communication channels. Consequently, this unified approach ensures that all contact data is easily accessible and up-to-date, fostering better relationship management. Moreover, the platform's social profile matching and enrichment feature saves time by automatically gathering and updating social profiles for contacts and companies. Additionally, contact auto-enrichment helps create permission groups and controls access to certain features within the team, ensuring data privacy and security.

Workflows and automation

Nimble's workflows and automation streamline business processes across departments using graphical boards or list views, significantly reducing manual effort through automated tasks. As a result, users can create and manage workflows efficiently, which saves time and enhances productivity. Furthermore, segmentation and saved segments allow businesses to manage different contact groups effectively, facilitating targeted communication and outreach. Customizable workflows include templates for various industries, such as hiring, influencer marketing, and fundraising, making it easy to adapt to specific business needs.

Integration with Microsoft and Google

Nimble offers seamless integration with Microsoft and Google services, unifying multiple emails, calendars, and contacts into one easy-to-use solution. For instance, Microsoft 365 integration includes contact sync, automatic two-way sync, Outlook sync, Outlook calendar sync, Microsoft Teams integration, OneDrive integration, and Outlook add-ins for both desktop and mobile. Similarly, Google Workspace integration provides Google Contacts sync, one-way sync, Gmail sync, Google Calendar sync, Google Drive integration, and Gmail add-ons. This comprehensive integration ensures that all your essential tools and data are synchronized and easily accessible, enhancing efficiency and collaboration.

Tasks and notes

Users can create notes and follow-up reminders using Nimble's tasks and notes functionality and get alerts on their mobile devices and inboxes. Furthermore, responsibilities can be shared across team members to avoid any oversights. You can also specify reminder intervals such as weekly, monthly, quarterly, or annually using their stay-in-touch reminder tool, which helps you keep in touch with essential contacts. This function is essential to nurturing connections further and ensuring timely follow-ups. Additionally, with Nimble Prospector's call and event tracking features, customers can easily keep track of all interactions by creating events and logging calls from their email, mobile, or any web-connected device.

Customization and privacy

For more personalized data management, Nimble offers custom fields to track unique information about leads and customers. These fields can include various types, such as select boxes, short or long text, true or false flags, date fields, and numbers, allowing businesses to tailor their CRM to their specific needs. Furthermore, contact privacy permissions enable the creation of permission groups to control who on the team has access to certain features, ensuring data security and compliance with privacy regulations.

Sales, pipelines, and reporting

Nimble provides robust tools for managing sales processes, including prospecting, lead qualification, and unlimited lead pipelines. The Nimble Prospector extension allows users to discover emails, phone numbers, and social profiles across the web, streamlining the research and data entry process. Pipeline management features include customizable sales pipelines, which empower sales teams with multiple options to fit their needs, and users can customize deal cards with tags, contacts, custom fields, and groups while changing currencies as needed. They also offer detailed reports that provide insights into conversion rates, deals won and lost, revenue forecasts, and more, helping teams track performance and make informed decisions.

Prospect marketing and outreach

Nimble enhances marketing and outreach with tools like web forms, email sequences, and group messages. Web forms enable businesses to capture leads directly from their website, while email sequences automate follow-up communications, thereby improving prospecting effectiveness and lead follow-up efficiency. Group messages facilitate outreach to selected groups of contacts, using merge tags to personalize messages with information such as first name, last name, and company name. Their email templates save time by allowing users to create and share templates for individual and group messages, ensuring consistent and efficient communication. Furthermore, individual email open and click tracking provides notifications on email opens and clicks, enabling users to gauge engagement and follow up accordingly.

Integrations

Nimble supports over 100 integration partners, including PhoneBurner and Zapier, providing access to a wide range of apps and ensuring seamless integration with existing business tools. Users also have API access for custom integrations, allowing for tailored solutions that meet specific business needs.

Team collaboration and activities

Nimble facilitates team collaboration with features like individual and team activity tracking, which provides a clear view of tasks, events, and calls, whether upcoming, completed, or delegated. The customized dashboard and custom widgets further enhance the capacity to monitor and manage operations easily. They ensure that all team members are on the same page. This cooperative approach ensures timely job completion while assisting team members in understanding their responsibilities and due dates.

Pricing Plans

Nimble offers two pricing plans designed to meet different business needs. The monthly plan costs $29.90 per seat and includes 25,000 contact records, 2GB of storage per user, integration with Microsoft 365 and Google Workspace, and access to Nimble Prospector with a 14-day free trial. Alternatively, the annual plan, priced at $24.90 per seat per month and billed annually, provides the same features while saving up to 17%.

Users can upgrade for extra contacts and storage for $10 monthly for additional flexibility. Furthermore, bulk email packages range from $15 for 2,000 emails to $99 for 25,000 emails monthly. Additionally, teams can test web forms for free for the first 30 days, after which they must pay $12 monthly. The plan also includes 25 monthly business insights credits per user and 1,000 group messages per license, ensuring comprehensive CRM functionality.

Advantages & Disadvantages

Advantages

• Live chat: Nimble offers live chat support, which allows users to receive real-time assistance with any questions or issues they may encounter. This feature ensures that problems can be quickly resolved, minimizing downtime and enhancing user experience
• Free trial: Nimble provides a 14-day free trial, allowing potential users to explore and evaluate the CRM’s features without any initial financial commitment. This trial period allows businesses to determine if Nimble meets their specific needs before subscribing to a paid plan
• CRM browser extension: The Nimble Prospector extension is a powerful tool that works across email inboxes, social media, and web applications. It provides access to contact details and interaction history, such as past emails, social media conversations, and tasks. This extension enriches contact records with social data and business insights, enabling users to take quick actions like logging notes, sending trackable emails, and setting reminders
• Social media integration: Nimble integrates seamlessly with social media platforms, automatically gathering and updating contacts' social profiles. This integration ensures that contact information is comprehensive and up-to-date, saving users time and effort by not manually updating these details
• Integration capabilities: Nimble supports over 100 integration partners, including Microsoft 365, Google Workspace, PhoneBurner, and Zapier. This extensive integration capability ensures seamless connectivity with existing business tools, enhancing overall productivity and creating a more unified workflow
• Straightforward pricing: Nimble offers a clear and simple pricing structure with options for both monthly and annual plans. This transparency helps businesses budget effectively and avoid unexpected costs. Users can also expand their contact records and storage, allowing the CRM to scale according to business growth
• Mobile access: Nimble allows users to manage contacts, tasks, and communications through an iOS and Android-compatible mobile app. This feature ensures that users can stay connected and productive regardless of location, making handling business activities easier while traveling or working remotely

Disadvantages

• No free plan: Unlike some competitors, Nimble does not offer a free plan. While the 14-day free trial allows users to test the CRM platform, users must subscribe to a paid plan to continue using the service, which may not be ideal for very small businesses or startups with limited budgets
• Basic marketing features: Nimble’s marketing features are relatively basic compared to other dedicated marketing automation platforms. Businesses with advanced marketing needs, such as detailed campaign management, advanced segmentation, or comprehensive marketing analytics, might find Nimble’s capabilities insufficient and may need to integrate additional tools to meet these requirements
• Limited reporting capabilities: Although Nimble offers detailed reports, the customization options for these reports may be limited compared to other CRM systems. Businesses that require highly tailored and advanced reporting may need additional software or tools to achieve their desired level of detail and customization in their analytics and reporting
• Cost for additional features: While Nimble’s base price is competitive, the overall cost can increase when adding more contact records, storage, or accessing certain advanced features. This can make Nimble less cost-effective for larger enterprises or businesses with extensive needs, as they may incur additional expenses to utilize the CRM’s capabilities fully
• No phone support: Nimble does not offer phone support, which can be a drawback for users who prefer to speak directly with a support representative. While live chat and email support options are available, the absence of phone support might be a limitation for some businesses that require immediate, voice-based assistance

The User Experience

Nimble does not have a Better Business Bureau (BBB) profile, but they hold a 3.8 out of 5 rating on Trustpilot, a 4.5 out of 5 on G2, a 4.4 out of 5 on Capterra, and a 6.5 out of 10 on TrustRadius.

Positive feedback

Customers have expressed significant satisfaction with Nimble, particularly highlighting their ease of use and the efficiency with which they help complete tasks. The platform’s integration with LinkedIn makes data entry fast and automated, while their tagging system allows users to sort contacts by topic and other criteria quickly. Users appreciate the group messaging feature, which enables them to stay in constant communication with their contacts, and the email integration offers a complete history of interactions.

Nimble’s ability to consolidate user data across various platforms has also been well-received. The CRM’s support team is frequently praised for being helpful and responsive, assisting users whenever needed. Customers also value the platform’s real-time social media information updates, which are particularly useful before meetings to gather ice-breaking details about contacts. The customizable workflows and automation features have made many users’ business processes simpler and more efficient, with the constant evolution of the platform being a key highlight.

Critical feedback

While Nimble is praised for their many features, there are several areas where users feel improvements are needed. Some customers have pointed out that the search functionality should be more efficient and complete, and they desire a more advanced search tool using keywords to exhibit customer data. There are also concerns about integration capabilities, as some users find it challenging to link Nimble with other systems they use regularly. The task and event scheduling features have been described as clunky, and the lack of recurring tasks and proper account name displays on the task list is a drawback for some users.

Additionally, several users have noted issues with duplicate contacts and merging them. They have also highlighted the need for a more intuitive system for tagging contacts and converting them once they have joined. Technical support has received mixed reviews, with some customers sometimes finding it slow and unresponsive. There have also been reports of system bugs, particularly regarding syncing issues when multiple users are on the account, which can lead to inconsistent results.

Some users have also expressed dissatisfaction with the email functionality. Complaints include the default email font size being too small and the lack of customization options. Nimble’s limitations in integration with desktop Microsoft apps and the Safari browser have also been noted, along with a steep learning curve for new users.

Customer Support & Service

You can reach Nimble's customer support and sales teams through live chat on their official website and by email at [email protected] and [email protected].

Furthermore, Nimble offers various support resources, including an FAQ section, a blog page with industry insights and tips, training webinars for in-depth tutorials, and a dedicated support center for technical assistance and inquiries.

Conclusion

Nimble, established in 2008 in Santa Monica, California, is a well-regarded provider of social sales and marketing CRM solutions, specializing in relationship management and lead generation. Serving businesses of various sizes, Nimble offers a centralized contact management system, robust workflows and automation tools, and seamless integration with popular platforms like Microsoft 365 and Google Workspace. These features collectively enhance productivity and streamline operations, making Nimble a compelling choice for companies seeking an efficient and effective CRM solution.

Nimble’s CRM features, such as the Nimble Prospector, customizable sales pipelines, and detailed reporting capabilities, are designed to improve business efficiency. Their compliance with GDPR ensures data security and privacy, while a 14-day free trial allows potential users to evaluate the CRM’s functionalities before committing to a subscription. Awards from G2 and their recognition as a leader in various CRM categories highlight Nimble's positive reputation in the sector.

Overall, Nimble is highly regarded for their ease of use, efficient task management, and comprehensive integration capabilities. While there are areas for improvement, the platform’s strengths in enhancing productivity and centralizing contact management make them an excellent choice for businesses looking to optimize their sales and marketing efforts.

Choosing the best CRM provider requires careful consideration of your business needs and goals. To ease the process, check out our reviews of the top providers, use our comparison tool, and read our blogs for further insights.

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