Nimble CRM Reviews & Product Details

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.

Nimble integrates with Microsoft 365 and Google Workspace to unify your contacts, conversations, and calendar. It does all of this quite well allowing for complete integration. The ease of transition is great and implementation is user friendly. Review collected by and hosted on G2.com.

I dislike pricing because there are cheaper options you can consider; in fact, some are free. One drawback to utilizing Agile is that a few clients may discover its client interface a bit complicated. 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.

Reflection after 7 years of use: Nimble was easy to learn, use, and customize for my purposes. Though I'm not in sales (in a non-profit) I do need to keep track of my contacts, and Nimble's customer service helped me adapt it accordingly. Excellent search functionality, and the Group Message feature is the best. The 'tag' feature is brilliant and I use it all the time. Great app! Customer support is always ready to help! Review collected by and hosted on G2.com.

Since I"m not in sales, some of the prominent features are not relevant to me, i.e. 'lead' info. The in-browser widget is often buggy, and regularly does not attach the contact's picture to the contact even when there clearly is a profile pic on LinkedIn, FaceBook etc. Also, when Nimble 'suggests' that your contact might be the same one on various social media platforms, you must click each one to go to their profile before you you can know if that's one the same one. Review collected by and hosted on G2.com.

There are a number of CRM features I take advantage of. Keeping track of those I spoke with, reminders to followup with those I should, and tracking of emails and whether they were opened to name a few. Review collected by and hosted on G2.com.

None that I'm thinking about at the moment. Review collected by and hosted on G2.com.

I love how easy it is to sort through the contacts and how I can use tags to separate them. It makes finding and categorizing contacts o much easier and has made my job SO much easier! Review collected by and hosted on G2.com.

The only thing I dislike about Nimble is the limit it sets on how many people I can reach out to, and sometimes, it sends the same email twice to contacts. Review collected by and hosted on G2.com.

The fact that Nimble populates contacts' social media accounts for you, and that I don't need to write, rewrite and constantly rewrite 'Tp Do' lists, because now Nimble's 'Activities' facility does it fo me. Review collected by and hosted on G2.com.

I wish towns and states were pre-loaded in their respective fields in a drop down in the same way that countries are in the country field. Same re the country codes of phone numbers. Review collected by and hosted on G2.com.

I have been using Nimble in my Sales role for about 10 years. I have used it daily during the peak of my sales efforts and monthly as i moved to more a lead generation role. It was easy to setup and integrate with my Outlook email and has been so easy to use and it was quick to learn. Along the years even my assistance have called me at their new jobs asking me about how to get it for their new boss. When i do want to learn about a new feature the Customer Support folks are so quick to get back with me. I use the chat feature which is very effecient for a fast moving role like I am in. Review collected by and hosted on G2.com.

It's a bit of a new and evolving feature so I am sure it will improve over time but the mass email automations are still lacking some of the fancier features available in other products. But the core features of Nimble are solid and very helpful in growing my sales funnel and closing deals. Review collected by and hosted on G2.com.