We also get tracking features which is amazing and through this we can also chats in group to make our products fantastic.

Integrations work seamlessly, the tool helps us manage a great number of contacts with ease.

What I appreciated most about Nimble CRM was that it was hands-on the best interface and UI of every solution I tested.

Nimble's dashboard is nice and impressive because you can see all the information like new connections and also other applications that are very well integrated like LinkedIn, Office 365, G-Suite.

The innovative thing about this tool is that everything is in my mail. I like it because it is easier to use and organize, so I like to use it.

I'm thrilled with all of the partners that can connect to Nimble. Good application and a reasonable price.

The constant spam ads/suggested info pages is a bit annoying. If this was not the case, many more of our project managers would be using this.

Overall, a great experience and great customer service.

Nimble does a good job at arranging your connects if you are into sales. Great contacts organizer.

I liked how many platforms it can be integrated with and manage contacts, prospects and calendars. It has good features to control your contacts, calendars and meetings.

The experience was amazing. The way I could communicate and reach out to people made me love Nimbus more.

One of them was so intricate that I never really “got it,” despite tons of reference videos. The ability to seek other contact info is a very useful feature.

Since the pricing structure for Nimble is pretty simple, you can a great CRM for a really great price, and its API is great.

If you have large database of contacts then it will sometimes becomes headache for you because it fails to upload your all contacts.

The true gem in the nimble structure is their support staff. They truly can take any situation and make you feel like it can be handled.

This one has been super easy to use and helps keep us organized. Integration into Office 365 was helpful as well.

The price is great and if you are running a business on a budget then this will be a better tool than salesforce.

Good, the price is great but the customization needs to do a bit more.

Aesthetically appealing - drawn to use it regularly. Terrific job of managing my clients and helping me to engage them plus track their responses.

It’s obviously how they make more money but it really puts me off and gets me quite frustrated.

The user interface of Nimble is clean and fairly intuitive. There are lots of toggles and filters for helping you find the information you need or tag the prospects you want quickly.

Thanks to its excellent integration, it leads to noticeable time savings when performing lead and contact updates.

The ease of use of this software to track leads and analytics for customer relations was great. It helps track who has talked with a customer and has helped us with marketing promotions to them.

Love using this product and the details that it displays. It's easy to use and very user friendly.

The application stubbornly refuses to start, already at the login stage Nimble gives an error.

It continues to improve and evolve like any software and its product support is perfect.

Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.

We have used that feature a lot to make the program our own. I also love the automated reporting so that I can send my reports to my superior by simply scheduling the action once.

Some times we have difficulties with the reports function. We found some troubles with planning tools and the synchronization with the software.

I really like the fact I can quickly filter data, so if I want to list all members and what activities they are interested in,  it's just a couple of clicks and I have what I need.

We increased our sales with the help of this software by tracking all the customer queries and filling them in a timely manner, so the software worth the investment.

Flexible, easy to track projects, intuitive. Excellent for exporters as can be used in multicurrency format.

Generally, as a business we are happy with the platform. The team at Workbooks are friendly and go the extra mile.

Runs very slowly at times, this makes for frustration on a busy support desk.

It is fully featured and has been a godsend for both GDPR compliance and integration and for developing marketing strategies.

Strong CRM platform with amazing support team.

There is very little that i dis-like about this software as any issues can be raised and put into development.

Overall it's very good, support is excellent and the team are very helpful.

The presales support was excellent, the vendor showing a real understanding of the client's needs and desire to get to the optimum solution.

Great CRM software at a good price point. It has all the functionality you would expect.

Cumbersome API, few integrations, especially in the US, poor response times for US support, since they're in the UK.

The reporting side is always very helpful, and the support team always do there best to assist and help. I would recommend workbooks to anyone wanting a simple, yet effective CRM system.

Relative to the completion, it provides a lot of functionality at a very reasonable cost. The support is responsive and good too.

There are too many tabs and it's confusing. If I put in a part number, only a portion shows in the tab.

It has taken awhile for the installation and setup - meaning that we are unable to use workbooks yet, because of problems with the initial setup with workbooks.

Customer support has improved since we started to use workbooks as we can easily track previous calls. Also the ease of creating and scheduling emailed reports helps greatly.

Good customisation; easy to use; automatic email reports. Highly adaptable and benefit for continuous development.

A great time saver, particularly when it comes down to GDPR compliance and integration. Also, it has been useful in developing marketing strategies.

This software is very easy to use that is why I would definitely recommend it to  other companies to use it to.

I like the reporting module, it is quite user-friendly.

I really like the ability to collaborate with my peers.

Excellent experience had by all. Team were responsive and felt like we had support from all areas.

The flexibility is key for us and the ease of use. If something is quite the way you like you can easily configure it and change it on the fly which is great.

The best thing about Workbooks is how flexible the reporting is and having access to API data for any report you create is an added bonus.

US Dollar

Nimble offers browser widget and mobile-based sales force automation and social CRM solution for small and midsize businesses. The solution automatically populates customer profiles and interaction histories from contact lists, email conversations and social media activity across a range of popular platforms including LinkedIn.


In addition to contact and pipeline management features such as deal tracking, task management, and alerts, Nimble also includes integrated social listening to keep customer profiles updated. This allows businesses to track which contacts are mentioning, following or engaging with them, or who are celebrating milestones such as birthdays—which in turn creates valuable opportunities for informed outreach and follow-ups.


Nimble’s "Today Page" offers one comprehensive view of to-dos, key deals and engagement opportunities. These are generated by Nimble’s "Rules Engine," which learns from user behavior to prioritize social signals and predict which contacts and opportunities are most relevant. Nimble also offers a range of email widgets, allowing users to view rich, contextual detail from their contacts’ Nimble profiles even from outside the system.



LongDescription

Forecasting

Lead Capture

Document Storage

Proposal Generation

Activity Tracking

Sales Pipeline Management

Calendar/Reminder System

Pipeline Management

Customer Database

Customizable Fields

Sales Trend Analysis

Template Management

Data Import/Export

Email Tracking

Email Templates

Contact Management

Opportunity Management

Lead Management

Email Marketing

Mobile Access

Shared Contacts

Marketing Automation

Social Media Integration

Lead Segmentation

Email Management

Predictive Analytics

Segmentation

Reminders

Customizable Templates

Calendar Sync

Interaction Tracking

Reporting/Analytics

Contact Database

Monitoring

Lead Qualification

Pipeline Reports

Tagging

Task Progress Tracking

Third-Party Integrations

Task Management

Sales Forecasting

Prospecting Tools

Search/Filter

For Mac Devices

For Financial Institutions

For Startups

Sales Activity Management

Customer Social Profiles

Customer Engagement

Web-based Deployment

For Small Businesses

Email Campaign Management

Subscriber Management

List Management

For Real Estate

Customizable Reports

Reporting & Statistics

Drag & Drop

For Healthcare

Appointment Management

Windows 7

Windows Vista

Windows XP

Mac OS

Web browser (OS agnostic)

Windows 2000

Windows 8

14 day free trial (no credit card required).

Nimble offers a pricing plan starting at $24.90 per user/month when paid annually or $29.90 per user/month when paid monthly.  


Email/Help Desk

FAQs/Forum

Knowledge Base

Chat

Self-Employed

2-10

11-50

51-200

201-500

Nimble

Webinars

Documentation

Videos

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations.


The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel.


 Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency.


Finally Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.



Commenting/Notes

Cataloging/Categorization

Customer Surveys

User Management

Internal Chat Integration

Data Enrichment

Product Catalog

Performance Management

Access Controls/Permissions

Leaderboards

Data Synchronization

Customer Segmentation

Rich Text Editor

Customer Service Analytics

Referral Tracking

Contract/License Management

Electronic Signature

Knowledge Management

Communication Management

Call Logging

Calendar Management

Call Management

Activity Management

Customer Support

Process/Workflow Automation

Lead Generation

Self Service Portal

Configurable Workflow

Sales Reports

Performance Metrics

Territory Management

Channel Management

Text Editing

Role-Based Permissions

Request Escalation

Workflow Management

Source Tracking

Event Triggered Actions

Field Sales Management

Activity Dashboard

Alerts/Notifications

Demographic/Firmographic Data

Mobile App

Lead Nurturing

Dashboard

Web Forms

Multi-Language

Mobile Interface

Real Time Reporting

Customizable Branding

Goal Setting/Tracking

Batch Processing

Campaign Analytics

Quotes/Estimates

Appointment Scheduling

Campaign Management

Document Management

Windows 10

30-day free trial, no credit card required.

Free Edition - FREE
CRM: $39 per user, per month
CRM Pro: $54 per user, per month
Business: $78 per user, per month
Business Pro: $95 per user, per month

Nimble vs Workbooks

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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