Nimble CRM Reviews & Product Details

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.

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.

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.

Email Sequences: The Game-Changer I've Been Waiting For

The addition of email sequences is a welcome enhancement to Nimble's CRM features, providing a more automated approach to follow-ups. This isn't just another feature—it's the missing piece that makes Nimble a true referral automation machine.

Here's why I'm completely sold on email sequences:

- Set It and Forget It Referral Nurturing: Remember that 12-month referral sequence I talked about? - Now you can automate the entire thing. No more manual scheduling, no more "oops I forgot to follow up with Sarah." The system does it for you.

- Scheduled Group Messages: You can now schedule group messages to go out at a later date or time. This means you can batch your referral outreach on Sunday and have it delivered throughout the week when your contacts are most likely to engage. Pure genius for busy entrepreneurs.

Perfect for the "Stay in Touch" Strategy: Those monthly check-ins with your referral network? Now they happen automatically. You write them once, schedule them strategically, and watch your relationships strengthen without lifting a finger.

AI-Powered Prospector 2.0: Your Referral Intelligence Engine

This is where Nimble gets scary good. The AI-enhanced Prospector tool enriches contact data with real-time insights, including verified contact information, social media profiles, and company details.

For referral marketing, this is absolute gold:

Instant Contact Intelligence: When someone mentions a potential referral partner, Prospector 2.0 can instantly pull their complete profile—LinkedIn, Twitter, company details, verified email. No more hunting around the internet for contact info.

Automated Data Enrichment: Nimble automatically syncs and consolidates contacts, communication, and calendars across platforms like Google Workspace and Microsoft 365. Your referral database stays current without manual updates.

Social Media Integration: Understanding your referral partners' social activity helps you time your outreach perfectly and reference their recent wins in your follow-ups.

Enhanced Workflow Automation: The Referral Machine Runs Itself

The new workflow automation feature supports seamless handoffs and timely follow-ups. This takes your referral system from good to absolutely bulletproof.

Automated Referral Tracking: When someone refers a prospect to you, the workflow can automatically:

Smart Contact Prioritization: It can automatically update contact records, track interactions, and even suggest the best time to reach out to a contact. No more guessing when to reconnect with referral partners.

Customizable Web Forms: Capture Referral Partners Effortlessly

Nimble CRM adopted customizable web forms on which leads can input personal information to create a profile. For referral marketing, this opens up incredible possibilities:

Referral Partner Registration: Create a simple form for potential referral partners to join your network. They fill it out once, and they're automatically enrolled in your nurture sequence.

Event Lead Capture: At networking events or webinars, capture contact info instantly and have attendees automatically added to your referral pipeline.

Partner Feedback Collection: Use forms to collect feedback from your referral network about what types of prospects they see most often.

Advanced Segmentation: Precision Referral Targeting

The enhanced segmentation capabilities mean you can create laser-focused referral campaigns:

Behavior-Based Segments: Create segments based on email engagement, referral history, or interaction frequency. Focus your energy on partners who actually engage.

Geographic Targeting: Segment by location for local referral partnerships or regional expansion strategies.

Industry-Specific Outreach: Tailor your referral approach based on industry, company size, or role.

Why These Updates Make Nimble Even Better for Referrals

The combination of AI-powered prospecting, automated email sequences, smart workflows, and enhanced segmentation means you can:

Find the right referral partners faster

Nurture relationships automatically

Track referral success with precision

Scale your referral system without more manual work

Most CRMs make you choose between automation and personalization. Nimble's 2025 features give you both. Review collected by and hosted on G2.com.

Let's be honest—like any CRM, Nimble is NOT a replacement for your dedicated email marketing tool. The email sequences, while useful, are a bit clunky compared to platforms like ConvertKit or Mailchimp. Same goes for the forms and workflows—they get the job done, but they're not as polished as specialized tools.

But here's the thing: that's exactly why they work so well for referrals and partnerships.

Why These "Limitations" Are Actually Perfect for Referral Marketing

Nimble's email sequences shine for those applications where you wish your CRM had a little extra oomph. It's perfect for that sweet spot between manual follow-up and full-blown email marketing campaigns.

For referral nurturing, you don't need fancy templates or complex automation. You need:

Simple, personal messages that feel like they came from you

Basic scheduling and follow-up reminders

Easy segmentation of your referral network

Integration with your contact management

The combination of AI-powered prospecting, automated email sequences, smart workflows, and enhanced segmentation means you can:

Find the right referral partners faster

Nurture relationships automatically (without over-engineering it)

Track referral success with precision

Scale your referral system without more manual work Review collected by and hosted on G2.com.

I was amazed at all the features of this CRM. Not just to have an organized place for all my contacts, but being able to create Workflows for my employees. I build Webforms and utilize as an application and testing process for new candidates. I stepped away from an employer of 18 years and built my own company. Within a couple weeks I was fully operational and left my old employer in the Dark Ages with this tech. Review collected by and hosted on G2.com.

Like most things built on servers not everything works seamlessly. However, the response team always gets back to me. They show concern for my issue and even pass things I point out to the developers. Makes it feel like we are in this together. I like that. Review collected by and hosted on G2.com.

Nimble CRM is, in my opinion, one of the best CRM solutions for solopreneurs and small businesses (under 100 users). It's user-friendly, packed with essential features, and delivers excellent value—offering the functionality small businesses need at a fraction of the cost of enterprise-level CRMs. Review collected by and hosted on G2.com.

I would like to see some more advanced integration with Microsoft Outlook (Desktop version). Review collected by and hosted on G2.com.

Nimble is a scalable product, and any other app can be integrated easily. SMS email integration is easy. Review collected by and hosted on G2.com.

The system seems to be a bit slow. The installation is complex to set up the environment. Review collected by and hosted on G2.com.