Nimble CRM Features
Platform (13)
Customization
Based on 309 Nimble CRM reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
As reported in 283 Nimble CRM reviews. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Based on 286 Nimble CRM reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Based on 142 Nimble CRM reviews. Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
Based on 129 Nimble CRM reviews. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
Document & Content Mgmt.
Based on 243 Nimble CRM reviews. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.
Performance and Reliability
Based on 325 Nimble CRM reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
As reported in 226 Nimble CRM reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
User, Role, and Access Management
Based on 187 Nimble CRM reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Performance and Reliability
As reported in 211 Nimble CRM reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Reporting/Dashboards
Based on 197 Nimble CRM reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards.
Mobile User Support
Based on 188 Nimble CRM reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
APIs
As reported in 156 Nimble CRM reviews. Enables integration to external systems
Sales Force Automation (8)
Contact & Account Management
Based on 697 Nimble CRM reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Opportunity & Pipeline Mgmt.
Based on 640 Nimble CRM reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Task / Activity Management
Based on 667 Nimble CRM reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Territory & Quota Management
Based on 408 Nimble CRM reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Desktop Integration
Based on 443 Nimble CRM reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
Product & Price List Management
Based on 383 Nimble CRM reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.
Quote & Order Management
Based on 391 Nimble CRM reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.
Customer Contract Management
Based on 471 Nimble CRM reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.
Marketing Automation (4)
Email Marketing
Based on 527 Nimble CRM reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.
Campaign Management
Based on 468 Nimble CRM reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
Lead Management
Based on 559 Nimble CRM reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Marketing ROI Analytics
Based on 414 Nimble CRM reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities
Customer Support (5)
Case Management
As reported in 438 Nimble CRM reviews. Tracks issues/help requests reported by customers through the resolution process.
Customer Support Portal
Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. 459 reviewers of Nimble CRM have provided feedback on this feature.
Knowledge Base
Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. 483 reviewers of Nimble CRM have provided feedback on this feature.
Call Center Features
As reported in 369 Nimble CRM reviews. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.
Support Analytics
Based on 379 Nimble CRM reviews. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
Integration (9)
Data Import & Export Tools
Based on 300 Nimble CRM reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 273 Nimble CRM reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
Based on 257 Nimble CRM reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Data Import & Export Tools
Tools for importing/exporting data to/from the platform to support campaign setup and reporting.
Integration APIs
Supports extensibility through APIs to build and manage integrations with third-party tools.
Breadth of Partner Applications
"Offers a wide range of plug-and-play integrations with third-party applications. "
CRM Integration
Integrates with CRM software, which can help provide context to your mailing lists.
Social Media Integration
Integrates with Social Media platforms, which can help expand your reach.
E-Commerce Integration
Integrates with e-commerce platforms, which can link directly to your online store.
Mobile & Social (3)
Social Collaboration Features
Based on 580 Nimble CRM reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone
Social Network Integration
Based on 650 Nimble CRM reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.
Mobile User Support
Based on 532 Nimble CRM reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Reporting & Analytics (5)
Reporting
Based on 541 Nimble CRM reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Dashboards
Based on 604 Nimble CRM reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Forecasting
Based on 463 Nimble CRM reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
A/B Testing
Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates.
Basic Reporting
Basic campaign performance reporting such as delivery, open, click, and unsubscribe rates.
Email Marketing (9)
Email and Mobile Preview
Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues.
Manage Email Lists
List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences.
High-Volume Sending
Ability to send thousands of unique, personalized emails per second.
Building and Personalizing Emails
Tools for designing, editing, and personalizing email content for recipients.
Sending Outbound Emails
Supports the ability to send outbound email campaigns to external recipients.
Manage Email Deliverability
Maximizes inbox placement by managing spam compliance and sender reputation.
Automated Email Responses
Automatically respond to user actions or triggers with predefined email messages.
Multi-user Account
Enables multiple users to login to the same account to maintain a single account for your entire marketing team.
Surveys
Ability to send secure and personalized survey invites to your contact list.
Data Availability (4)
Contact Data Availability
As reported in 429 Nimble CRM reviews. Does this product have the amount of contact data you require? Contact data includes a persons company, role, experience, email, telephone, etc.
Company Data Availability
Does this product have the amount of company data you require? Company data includes data on companies leadership, financials, industry, products, etc. 415 reviewers of Nimble CRM have provided feedback on this feature.
Industry Research Availability
Based on 323 Nimble CRM reviews and verified by the G2 Product R&D team. Does this product offer industry research data that you require?
Technographic Data Availability
Based on 25 Nimble CRM reviews. Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used
Data Accuracy (3)
Contact Data Accuracy
How accurate and up to date is the contact data? 417 reviewers of Nimble CRM have provided feedback on this feature.
Company Data Accuracy
How accurate and up to date is the company data? This feature was mentioned in 405 Nimble CRM reviews.
Technographic Data Accuracy
How accurate and up to date is the technographic data? This feature was mentioned in 24 Nimble CRM reviews.
Features (8)
Lead Builder
Ability to create targeted contact lists. This feature was mentioned in 339 Nimble CRM reviews.
Integration to CRM/Marketing Automation
Integrations to popular CRM/Marketing automation software to enable sales/marketing team members to view contact and company data from within the CRM/Marketing automation software. 345 reviewers of Nimble CRM have provided feedback on this feature.
Data Cleaning/Enrichment
Based on 335 Nimble CRM reviews and verified by the G2 Product R&D team. Ability to clean/enrich existing data that is maintained in other systems
Data Segmentation/Filtering
Based on 368 Nimble CRM reviews and verified by the G2 Product R&D team. Functionality to filter or segment data from within sales intelligence software
Search
Based on 406 Nimble CRM reviews and verified by the G2 Product R&D team. Offers search tools that allow users to find the data they need quickly
Connections
Based on 396 Nimble CRM reviews and verified by the G2 Product R&D team. Find the people you know that can introduce you to contacts at prospects
Reporting
Based on 364 Nimble CRM reviews and verified by the G2 Product R&D team. Provides ability to create the reports that meet your business requirements
Messaging
Based on 376 Nimble CRM reviews and verified by the G2 Product R&D team. Provides ability to message contacts directly from within the sales intelligence software
Analytics (3)
Open Rates
Records the rate at which emails are opened. This feature was mentioned in 268 Nimble CRM reviews.
Link Activity
Records the rate at which links in emails are followed. 261 reviewers of Nimble CRM have provided feedback on this feature.
Attachment Activity
Records the rate at which email attachments are opened or downloaded. 252 reviewers of Nimble CRM have provided feedback on this feature.
Customizations (5)
Email Platform Integration
As reported in 281 Nimble CRM reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry.
Email Scheduling
Allows administrators to schedule out emails in advance. This feature was mentioned in 259 Nimble CRM reviews.
Notifications
Based on 279 Nimble CRM reviews. Reminds administrators to follow-up on emails based on pre-set reminders.
Email Categorization
As reported in 251 Nimble CRM reviews. Allows for the categorization of emails.
Templates
Allows for the creation of templates for frequently-sent emails. This feature was mentioned in 273 Nimble CRM reviews.
Incentives (4)
Badges
Assigns achievement badges to high-performing employees based on pre-determined standards. This feature was mentioned in 14 Nimble CRM reviews.
Triggers
As reported in 14 Nimble CRM reviews. Automatically recognizes achievements that should be added to the leaderboard.
Commission Calculator
Based on 14 Nimble CRM reviews. Helps users determine sales goals by calculating potential commission rates.
Leaderboards
Highlights top-performing employees to publicly reward their achievements. 14 reviewers of Nimble CRM have provided feedback on this feature.
Personalization (4)
Profiles
Based on 16 Nimble CRM reviews. Creates user profiles similar to social media pages that display private or public statuses and updates.
Custom Reports
Based on 15 Nimble CRM reviews. Generates reports with customizable fields to further understand employee performance.
Dashboards
As reported in 15 Nimble CRM reviews. Visualizes individual and team insights such as new leads and outbound calls.
Goal Setting
As reported in 16 Nimble CRM reviews. Allows teams to set trackable goals within the tool.
Administrative (3)
Integration
Integrates with CRM and financial systems to help determine goals 15 reviewers of Nimble CRM have provided feedback on this feature.
Employee Structure
Organizes team members by roles, activities and objectives and weighs tasks by importance. 14 reviewers of Nimble CRM have provided feedback on this feature.
Behavior Monitoring
Based on 14 Nimble CRM reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.
Customization (4)
Custom Fields
Allows users to add custom fields to forms that aren't already on the templates
Conditional Logic
Enables forms to hide or show certain fields based on respondents' answers
Multi-page Forms
Allows users to create forms with more than one page
Design
Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)
Additional Functionality (5)
Embedded Forms
Enables forms to be embedded onto a website without having to create code from scratch
Offline Capability
Can used without an internet connection
Notifications
Sends notifications when a completed form is recieved
Payments
Contains integrations with payment processors, enabling users to accept payments through forms
Mobile Forms
Allows users to build, distribute and access forms from a mobile device
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt. 75 reviewers of Nimble CRM have provided feedback on this feature.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt. 60 reviewers of Nimble CRM have provided feedback on this feature.
Agentic AI - Sales Intelligence (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - CRM (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Performance Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Email Tracking (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Email Marketing (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Cross-system Integration
Works across multiple software systems or databases
You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.




