Nimble CRM Features

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.

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.

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.

Based on 142 Nimble CRM reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

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.

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.

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.

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.

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.

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.

Based on 197 Nimble CRM reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards.

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.

As reported in 156 Nimble CRM reviews. Enables integration to external systems

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

As reported in 438 Nimble CRM reviews. Tracks issues/help requests reported by customers through the resolution process.

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.

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.

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.

Based on 379 Nimble CRM reviews. Enables analysis of customer support activities to optimize customer support professionals, processes and 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.

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.

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.

Tools for importing/exporting data to/from the platform to support campaign setup and reporting.

Supports extensibility through APIs to build and manage integrations with third-party tools.

"Offers a wide range of plug-and-play integrations with third-party applications. "

Integrates with CRM software, which can help provide context to your mailing lists.

Integrates with Social Media platforms, which can help expand your reach.

Integrates with e-commerce platforms, which can link directly to your online store.

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

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.

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.

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.

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

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.

Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates.

Basic campaign performance reporting such as delivery, open, click, and unsubscribe rates.

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.

List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences.

Ability to send thousands of unique, personalized emails per second.

Tools for designing, editing, and personalizing email content for recipients.

Supports the ability to send outbound email campaigns to external recipients.

Maximizes inbox placement by managing spam compliance and sender reputation.

Automatically respond to user actions or triggers with predefined email messages.

Enables multiple users to login to the same account to maintain a single account for your entire marketing team.

Ability to send secure and personalized survey invites to your contact list.

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.

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.

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?

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

How accurate and up to date is the contact data? 417 reviewers of Nimble CRM have provided feedback on this feature.

How accurate and up to date is the company data? This feature was mentioned in 405 Nimble CRM reviews.

How accurate and up to date is the technographic data? This feature was mentioned in 24 Nimble CRM reviews.

Ability to create targeted contact lists. This feature was mentioned in 339 Nimble CRM reviews.

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.

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

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

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

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

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

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

Records the rate at which emails are opened. This feature was mentioned in 268 Nimble CRM reviews.

Records the rate at which links in emails are followed. 261 reviewers of Nimble CRM have provided feedback on this feature.

Records the rate at which email attachments are opened or downloaded. 252 reviewers of Nimble CRM have provided feedback on this feature.

As reported in 281 Nimble CRM reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry.

Allows administrators to schedule out emails in advance. This feature was mentioned in 259 Nimble CRM reviews.

Based on 279 Nimble CRM reviews. Reminds administrators to follow-up on emails based on pre-set reminders.

As reported in 251 Nimble CRM reviews. Allows for the categorization of emails.

Allows for the creation of templates for frequently-sent emails. This feature was mentioned in 273 Nimble CRM reviews.

Assigns achievement badges to high-performing employees based on pre-determined standards. This feature was mentioned in 14 Nimble CRM reviews.

As reported in 14 Nimble CRM reviews. Automatically recognizes achievements that should be added to the leaderboard.

Based on 14 Nimble CRM reviews. Helps users determine sales goals by calculating potential commission rates.

Highlights top-performing employees to publicly reward their achievements. 14 reviewers of Nimble CRM have provided feedback on this feature.

Based on 16 Nimble CRM reviews. Creates user profiles similar to social media pages that display private or public statuses and updates.

Based on 15 Nimble CRM reviews. Generates reports with customizable fields to further understand employee performance.

As reported in 15 Nimble CRM reviews. Visualizes individual and team insights such as new leads and outbound calls.

As reported in 16 Nimble CRM reviews. Allows teams to set trackable goals within the tool.

Integrates with CRM and financial systems to help determine goals 15 reviewers of Nimble CRM have provided feedback on this feature.

Organizes team members by roles, activities and objectives and weighs tasks by importance. 14 reviewers of Nimble CRM have provided feedback on this feature.

Based on 14 Nimble CRM reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

Allows users to add custom fields to forms that aren't already on the templates

Enables forms to hide or show certain fields based on respondents' answers

Allows users to create forms with more than one page

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Enables forms to be embedded onto a website without having to create code from scratch

Can used without an internet connection

Sends notifications when a completed form is recieved

Contains integrations with payment processors, enabling users to accept payments through forms

Allows users to build, distribute and access forms from a mobile device

Allows users to generate text based on a text prompt. 75 reviewers of Nimble CRM have provided feedback on this feature.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt. 60 reviewers of Nimble CRM have provided feedback on this feature.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Works across multiple software systems or databases