Nimble Software

I started using Nimble as a paid user for a couple of years now. As an early adopter, I had great hopes the company would reward early users with new features and benefits. Now I am very disappointed! The price for the service has gone up per month and the features have actually gone down - as the new features get tested on us loyal clients and then taken away to higher cost plans.
The most recent issue is a notice that I have used up my 5GB plan limits and need to upgrade to a more expensive plan. I only have 8000 contacts - how could that possibly use up 5GB of data!
Well, I found out - Nimble is downloading all of my Gmail messages and attachments and storing them on their server. They then use this data against my 5GB plan! If I delete messages out of Nimble to stay in the 5GB limit then it deletes these from my Gmail account. So Nimble is trying to FORCE me to buy a more expensive plan!

Pros

The Social media integration is a nice feature. I'm afraid to say about other features because they will get moved to higher price plans.

Cons

The Android app for my phone crashes constantly! We're sorry Nimble Crashed message is a constant companion on my phone. Holding my Gmail messages hostage for more money is a real Con! They used me to test their group message feature and then took it away once they got it working.

We have been with Nimble for a little over 2 years. Depending on the size of the company, I would recommend this product. You can chat with someone pretty much at any time, and they answer your questions with little wait time.

Pros

They are very helpful. If you want a feature, you can ask, and they might be able to add it.

Cons

Can be slow running, and when you type someones name in they don't always come up right away.

Advice to Others

If you are looking for a scheduling software, for a smaller size company, nimble would be great for that and the pricing is reasonable.

Likes Best

The program is highly organized and the search feature is perfectly optimized. It can be accessed from anywhere in the world making it extremely helpful during travel. It connects automatically with social media making it very helpful for a media based company like ourselves.

Likes Least

There's nothing to complain about this product. I don't understand the deals section and the stay in touch feature isn't helpful for us.

Recommendations

Our business has used many similar programs to this and we prefer this software over all of them. It is the easiest to use and the most organized.

Likes Best

I like that Nimble is very detailed and organized. Also love the social media is incorporated as well.

Likes Least

Sometimes the contacts can't be synced from other programs so it has to be done manually.

Recommendations

I think it is a very easy platform to use so I think other will be able to use it efficiently.

Likes Best

The lists and search optimization make this product ideal for usage.

Likes Least

This product would benefit from a mailing and analytics service that way we could keep all of our email distribution on one program.

Recommendations

I feel that nimble is the best of any type of email database management system.

Likes Best

The amount of information provided on persons. I think it provides a large range of information in a simple way

Likes Least

Information and people is sometimes duplicated. I have seen occasions were there are three different account for the same person.

Recommendations

Updating information if crucial. Accounts and information can get confusing and outdated if you let it.

Likes Best

It allowed the organization to connect all of our information into one place and to easily find information about anyone when needed. It helped streamline things and everyone on the team could access the information at the same time.

Likes Least

No complaints! I really enjoyed using Nimble and its applications.

Recommendations

Ensure that you use tags for each contact listed, it makes it easier to find the information you need and to find contacts of one category at once.

Likes Best

It's accessible, it's straight forward and it's very useful for organizations/companies with large client databases.

Likes Least

It was sometimes slow to load. Other than that, the site uses quite a big of terms that I wasn't familiar with.

Recommendations

I would highly recommend taking an introductory Nimble training to get you started.

Likes Best

Nimble has a great connection to social media and it will pull information from people's accounts so that you are updated. Also, the new group messaging is a great tool. It is also nice to connect your gmail and see all your correspondence with someone.

Likes Least

There are so many great tools to utilize, but sadly there are too many for our little organization. I wouldn't say that we dislike it because there are so many tools.

Recommendations

Start with a free trial and see if your organization likes it.

Likes Best

I just got back to freelancing and I wanted to use a CRM software that would offer quick ramp-up, ease of use, rich profile discovery and connectivity to Google Apps as well as my Invoicing/Project Management tool. I've been evaluating Nimble as well as a couple of other competing services, and so far, I'm very pleased with it. The Chrome Extension is also super handy and I used it extensively to quickly build & enrich my contacts profiles. The Today tab has become the first thing I check in the morning.

Likes Least

Once a lead is confirmed, I would like to create the client and use the info as a starting point to define a project in another service (for invoicing and project management, namely Xero).
Maintaining contacts synced between various services is becoming a challenge - with Google Apps it works relatively well when using the recommended PieSync.

Recommendations

I'm usually very bad at staying in touch with my contacts, so I was looking for something to bring some rigour to it - a good contact management tool, a mechanism for reminding me of getting in touch, and lead management.

Likes Best

Simplicity supports use. Having a system to adequately represents reality is what supports prospect development.

Likes Least

From time to time the search is clunky. The funnel reporting is also clunky as the default time horizon for closure in reporting tool is rarely what you need.

Recommendations

Nimble may not be adaptable to reporting requirements, etc.; but adaptability comes with the cost of decreased use because of the burden to update.

Likes Best

We researched ~10 CRM solutions for our small software contracting company (9 people), to help keep track of leads and communications. We have some frustrations with Nimble, but at least as of the last round of reviews it was the best match for our business.

Things we like:

* Price point is reasonable
* Automatic integration with gmail - communications over email with a contact show up with no extra work from us
* Automatic integration with social media
* Shared information with several people on our team
* Reminders to stay in touch with people can be easily created at the same time the contact is created

Likes Least

I have a number of frustrations with ranging from small to moderate. They are:
1) Can only integrate one social media account of each type. Fixing this has been "coming soon" for about eight months. Right now it means I need to decide between my business Twitter account (the official face of the company), and my individual Twitter account (which has 20 times as much traffic). I interact with business contacts via both and can only track one.

2) The Deals tracking tool has several deficiences:
2.1) The Deals view is wider than the page, which requires annoying scrolling with an embedded horizontal scrollbar, and you can't see it all at once. (Deals columns: 1570 pixels. Page width: fixed 1200 pixels, even if your browser is 2000 pixels wide.)
2.2) The "stages" of a deal have an arbitrary maximum limit of 99 days in stage. In my industry, initial contacts often turn into paying work 8-12 months later after companies complete fundraising. Nimble can't handle this.
2.3) There's no way to hide or "put on ice" a deal that is suspended temporarily. You can only close the deal as "won" or "lost". See above, I frequently have leads disappear for a year and then come back to hire us. Unless I want to lose the work I've entered, my only option is to keep all possible leads visible in case they come back eventually.

3) Nimble has its own separate contacts database from my Gmail contacts and no tool built in to synchronize them automatically. I have to use a 3rd-party tool to sync them, and it's fiddly to keep working right. Right now, I think it hasn't worked in a couple of months.

4) The Chrome plug-in to help you enter contact info from Gmail or from a web page is inconsistent. Frequently I select or hover contact name or info, but the plug-in doesn't detect it and I end up having to enter the contact manually anyway.

Recommendations

Make a list of the kind of information you'd like to track, and the way your sales and contact workflow works, to generate a checklist of features you'd like in your CRM. Review the free trials of 5 to 10 of them, and see how well they complete the checklist, so that you have a concrete measurement of what actually suits your needs and what doesn't.

Likes Best

I really enjoy Nimble's intuitive interface and the social media linking features available. For the monthly price, Nimble is worth the low monthly rate for the customer management/database aspect alone. Nimble also tracks your conversations and email history, if you link it to your email. This can be handy when you have a large contact database.

If you are inclined to use it as a task management tool, the functionality is there as well, and I understand that they have just added group emailing within the system.

Likes Least

My company uses Mailchimp as an email marketing tool, and we use Nimble to back up all of those contacts and lists. Nimble technically can upload new contacts directly to Mailchimp. However, it only uploads the email address, sometimes the name. I wish there were a more robust sync option or webhook development to enable real-time or schedule syncs, with option to upload all fields, as well as Groups.

Also, to upload a spreadsheet of contacts- you have to very carefully format your CSV list to exactly match Nimble's fields. If you don't, it just won't upload, and you won't know it. Look on Nimble's website for a free upload template (spreadsheet) to use- that will make your job easier

Lastly, sometimes I find that I end up with duplicated tags (which I use as database "groups"). You have to manually merge those contacts to the original list and then delete the duplicated group. If you don't stay on top of this and inform all users to be careful when typing in a tag for a contact, this can easily happen.

Recommendations

If you are looking for a cost-effective, cloud-based database, you can't do much better than Nimble.

Likes Best

How it pulls in the social information. It really helps to look at that information before going in to talk to a prospect or client.

Likes Least

I wish LinkedIn would allow a tighter integration but other than that I can't think of anything.

Recommendations

Some systems may look good because of all the things they can do. If you don't need all those things they get in the way of the usability. You can buy the system with every possible function but if it's not simple and easy to use, you've just wasted your money.

Likes Best

Nimble is quick, easy to use, integrates well with Google Apps for Work.

Likes Least

There is not one thing I do not like about Nimble. It is a well thought out software.

Recommendations

Really understand what integration is available. Does it have an App like Nimble does?

Likes Best

I love the widget that allows you to auto import contacts to the CRM with one-click

Likes Least

It's not very helpful with task management and the stream and opportunities tab is usually blank

Recommendations

It's very comfortable when you handle multiple email and social accounts. It doesn't guess right about twitter accounts and lacking LinkedIn is very annoying.

Likes Best

Contacts: brings all information from the major SM platforms which automatically fills out the profiles. You can also add lead type, source type and many other options to build your profiles. With contacts you can add Tags and Search, When used properly Nimble's tag and search system saves so much time. You can add unlimited tags and then create searches based on those tags and contact details.
The vendor is very responsive and in many ways makes you feel as part of the team.

Likes Least

No complaints about the vendors, but about the product, the Social Media aspect is limited, ie, only one Twitter feed. I would love to be able ditch a scheduling platform for Nimble, but currently I have to use Nimble and a 2nd platform.

Recommendations

Nimble has a of aspects to do it, Today, messages, contacts, sales, insights etc. This might seem overwhelming for the new user. My advice is, concentrate on the aspects the aspects that work best for you and forget the rest. No one one platform is perfect and neither is Nimble, however, if you use it in the correct way for the right reasons, you will get so much value from it.

Likes Best

nimble saves tons of time by collecting data around my contacts and makes it easy to capture new contacts from scratch with some clicks just from any website with the browser widget. Instad of wasting time with data entry and updating data, nimble takes care for me. On top, nimble allows me to use all communication channels from e-mail over social to group mail in the same client and nimble comes up with fresh ideas and new features frequently. Support is great.

Likes Least

It does not work with Office365 accounts in Europe and it is not prepared for multilingual environments, which is almost inevitable in European companies.

Recommendations

Users should be aware of the positioning of this product. It is not meant to be a replacement for the corporate CRM, it is a personal contact and communication manager which helps to boost sales productivity for each sales person incredibly.

If you are looking for a management centric solution with nice dashboards for managers, that want to control their staff, this is not the right tool.

Likes Best

Well organized, love the integration with social media and email, love the way I can set how frequently I want to connect with people. I love that on the main page, I can get a summary of their posts.

Likes Least

I don't like the deal summary section. I wish I could filter by year, by quarter, etc. I wish there was a way to connect married people or people who live at the same address (for mailings). I hear this is a new feature, but I would like to be able to email a group all at once. I also wish a contact's address information was at the top of the page.

Recommendations

I would say that you have to think about the top 5 features that are most important to you and evaluate products based on those features.

Likes Best

Software: That it draws from multiple sources for each contact and makes it really simple to see all online information about a prospecrtive customer. The company has been very responsive when I have questions and the occasional glitch occurs.

Likes Least

It did have glitches fairly regularly in the past but it's been rock solid recently.

Recommendations

Nimble does make it easy to get your data out of their service, which is important for back up and evaluating CRM software. Beware of any company that won't let you do that easily.