Nimble CRM Reviews & Product Details

I like that I can create workflows and monitor my time in each stage of them. For instance, I can set up a stage for 'initial contact' with a potential client, then have another stage titled '2 week followup' and so on. Each stage can tell me how long each client has been in it so I can stay on top of things.

The Prospector is genius. Saves time in cultivating client info.

LOVING the Sequence feature. Saves me SO much time and is very effective.

They're customer service is great too. If I have a question they usually get back to me within an hour. Review collected by and hosted on G2.com.

There are some occasional bugs but the support team is usually pretty quick about addressing them. Review collected by and hosted on G2.com.

Nimble CRM puts the emphasis on relationships, not just on storing data. It’s a great fit for anyone who spends most of their time in their inbox and on social media. If you’re looking for a lightweight, social-focused way to manage and stay on top of your network, it’s an excellent choice. Review collected by and hosted on G2.com.

Nimble CRM has several notable drawbacks that can be especially frustrating for power users or growing teams. The biggest issue I’ve run into is the restrictive 2GB storage limit per user, which fills up fast because the system syncs your entire email history. Once you hit that cap, you’re essentially pushed into paying for expensive monthly add-ons just to keep things running. Review collected by and hosted on G2.com.

As a small business owner, I have tried several software programs to help me keep an up-to-date and comprehensive contact process with both current clients and potential leads. This program stood out for being intuitive, fairly easy to use, and it fulfilled all of my requirements. What's more is that this is relatively inexpensive and they are particularly sensitive to small business operations. Review collected by and hosted on G2.com.

Utilizing voice recognition software directly into the email and letter writing process was not particularly easy. Dragon has made some changes, it is easier but not flawless. Also, coping and pasting from a Word file into email sequencing needs some work Review collected by and hosted on G2.com.

Extremely intuitive which saves me time! Nothing is "hidden", I can find things quickly, easily, and of course, the support is out of this world: fast, kind, thorough. Review collected by and hosted on G2.com.

The cap on automations and the pay scale - it's an AMAZING base price for what it is, but when you start needing more diverse features, it adds up. Review collected by and hosted on G2.com.

Nimble takes out about 70% of the work required to find, understand, capture, tag, and contact people. The result is you have more time to work on relationships with people instead of massaging their data. Review collected by and hosted on G2.com.

I'd like Nimble to offer several operating modes with proactive hints for new users and a more streamlined interface for power users. Review collected by and hosted on G2.com.

Sweet integrations and a consistently simple and understandable design. Great integration with O365 and other apps. Works well, not super, with mobilephones. Review collected by and hosted on G2.com.

There is not much "extra", for example I want to give my customers the opportunity to book appointments with me in my calendar in a few simple steps. I know some competitors have that feature. I also miss two way sync with Mailchimp. Review collected by and hosted on G2.com.

Hands down, the Nimble Prospector tool that works on LinkedIn. I can view a profile, pull up enriched contact details, add them to my CRM, and jot down notes or tasks—all without ever leaving LinkedIn. That seamless flow is a game-changer for relationship-driven work.

Nimble makes it ridiculously easy to stay organized without feeling like you need a PhD in CRM systems. The interface is clean, intuitive, and not bloated like other platforms I’ve used. I love being able to quickly scan my dashboard, see who I need to follow up with, and take action.

If your business is built on networking, referrals, and real human connections—this tool fits like a glove. The browser-based tools (especially for social platforms), daily to-do reminders, and contact enrichment features help you build and maintain relationships without letting anything slip through the cracks. Review collected by and hosted on G2.com.

Some of the reporting features feel pretty limited, especially if you're trying to get a big-picture view of your pipeline or run detailed filters.

It’s definitely built for simplicity, which is great—until you want to scale up. Teams that need robust workflows, custom reporting, or complex sales automation might outgrow it. And while the browser extension is super handy, it’s not a replacement for true platform integrations, so you have to know what you’re getting. Review collected by and hosted on G2.com.

I was among the very first users of Nimble CRM, and after getting stuck with a different CRM elsewhere, I was absolutely thrilled to return to Nimble. The evolution has been incredible.

What stands out most for me:

Web Forms and Seamless Lead Capture

Nimble’s custom webforms are a game‑changer—easy to build and publish via website, email, or social. Lead submissions automatically become contact records, and I love that they can trigger tailored email sequences or workflows without manual steps.

Email Sequences + Automation

The new email sequences are brilliant: set up pre‑written multi‑step campaigns, then automatically enroll contacts based on form submissions, recipient behavior, or workflow stage. It’s all personalized, scalable outreach right from your own inbox.

🌀 Workflows & Pipeline Automation

Nimble’s visual workflows give me complete control over lead stages. Contacts move through pipelines automatically as they interact—and can trigger sequences or webhooks for a truly end‑to‑end funnel experience.

🎯 Relationship‑First Focus

What differentiates Nimble is its emphasis on genuine relationship building, not just deal tracking. Everything from contact data, email history, calendar sync to social network signals works in tandem to help build thoughtful, informed outreach.

Bottom line:

After trying another CRM and feeling constrained and overwhelmed by features I just didn't need as a small boutique coaching company, coming back to Nimble felt like coming home to a modern, deeply intuitive, and increasingly powerful tool. I couldn’t be happier to be back—and love everything they’ve added since I first signed up.

And their Customer Support is absolutely amazing!

Highly recommend Nimble for anyone who values social CRM, seamless automation, and relationship‑focused tools that just plain work. Review collected by and hosted on G2.com.

The only hiccup I experienced was a few early glitches with sequences during beta—but the Nimble team was quick to resolve them, and everything runs smoothly now. Review collected by and hosted on G2.com.

The ability to hover over and review the social footprints of individuals and capture that information while adding them to a contact database. It is extremely user friendly and is easy to learn how to use. Review collected by and hosted on G2.com.

Like any CRM, capturing data can often be a tedious process, however, Nimble does a great job in capturing data, so manual input is minimized. Review collected by and hosted on G2.com.

Nimble continues to fine tune email marketing including the new optional addition of being able to create an email marketing account which will allow you to message at scale. Next up ... AI. Watch for it! Review collected by and hosted on G2.com.

The email interface within Nimble has improved dramatically, including the ability to watch for email replies. While email sync is still pull (Nimble does this automatically), the times have improved and you can sync manually at any time. Review collected by and hosted on G2.com.