Attaching documents to deals, contacts, and activities
As another CRMs, would be interesting to add documents to deals and, why not, to add documents to tasks, activities and similar :-)
Hi,
We plan on developing an integration with existing third party applications to allow you to integrate documents with Nimble.
We look forward to sharing more information in the later half of Q2 or early Q3.
Thank you for all of your feedback and support for Nimble!
23 comments
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Anonymous
commented
Any updates or ETA's on this? I see it mentioend as a question or feature EVERYWHERE :)
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Rich
commented
Yes. So glad to see you talking Q2/3 timeframe. I just started using Nimble and am loving it so far. And while email attachments is great - this would be a very helpful feature.
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Conny Millard
commented
To utilize Nimble as a functional and centralized CRM system, the document attachment to contacts is very much needed. Without it, I can utilize and recommend Nimble as a powerful social media management tool only.
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Chris
commented
Attaching files from Google Drive as well as file upload from hard drive please. SmartSheet handles this beautifully if you'd like an example for competitive research. I suggest broad use of file attach/upload for contacts, activities and deals. How could this have been omitted from the app thus far??
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Richard Reiner
commented
Box.com (not Dropbox) integration would be an ideal way to do this.
Google Drive second best (but blocked in China so our people there would be unable to access).
Dropbox not preferred, it hasn't got traction in larger companies anyway. -
Marshall commented
Please vote for Open and Click tracking so you can track who are your hottest, most engaged leads:
http://nimble.uservoice.com/forums/126687-nimble/suggestions/3239216-open-and-click-tracking
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Anonymous
commented
Not only documents but to be able to upload pictures, leave notes/comments and assign tasks to users.
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Leah N
commented
If I had to choose, I'd vote for Dropbox over Google Apps for document storage/linking.
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Russell Davies
commented
We would love to be able to link deals and contacts with documents. Pinning letters to customers so that the team can see any direct mail that was sent to a contact would be useful when reviewing a contacts record.
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Anonymous
commented
This should first be done in Google Apps Docs not Dropbox first. Most of already pay for that...
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Anonymous
commented
Adding documents to deals will allow Nimble to be taken seriously at Enterprise level. We already have requests for this and some of our prospects are considering more than 20 licenses. The fight for this type of business would definitely be with a big CRM vendor, and all of them have this feature.
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David Gadarian
commented
This would be good - in addition to Google Docs I'd like to be able to add any files that I like (including from Dropbox with an easy integration/plugin). Tx
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dandv
commented
Wrike and WORKetc do this already, so it must not be that hard?
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Daniel Benoni commented
Re would really, really, really appreciate that feature. Meeting notes are in Gdocs right for our team, having them attached to those meeting would be perfect. Do.com does that pretty well...
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Richard Young
commented
RightSignature and AliveDocs both look interesting as well. RightSignature is particularly good for NDAs etc where signatures are required :)
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Richard Young
commented
Theres also Spingpadit.com which looks to be good, better than Evernote.
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Daniel Yeoman
commented
+1 Google Doc Integration. MavenLink does a really good job of this. Something similar would be great.
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Richard Young
commented
Google Docs and Evernote would work well. Theres also Dropbox.
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Robb Lejuwaan
commented
I'd appreciate being to access files in dropbox or box.net.
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Mark Kuznicki
commented
+1 for Google Docs integration, which can store any file I want, plus allow for collaboration with team members through a single interface.