Nimble

Welcome to our feature request forum! Please feel free to vote or submit a new feature you would like for Nimble.

This forum is for feature requests for Nimble to help us gauge what would help you be happier with Nimble.

If you have an urgent question about your account or implementing a feature, please write us directly at care@nimble.com or tweet us at twitter.com/nimblecare. We are available M-F from 9-5 Pacific.

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  1. 776 votes
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    79 comments  ·  Signals  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add the ability to set specific contacts as private

    Sales staff should be able to "protect" their contacts from other sales people from getting deleted, used, shared, etc.

    Admins should be able to create a contact then share with particular people of their choice (creating a custom territory for their sales team).

    Admin needs more control and 'management' features over team.

    ALSO... contacts need to backed up incase they get deleted, in general.... having to update an exported CSV routinely and run the risk of all public contacts among my team will cause me to choose another CRM as we grow.

    713 votes
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    started  ·  78 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow a contact to be associated with multiple companies

    I deal with contacts that are associated with multiple companies. It would be helpful to be able to represent that reality in Nimble.

    689 votes
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    planned  ·  66 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Sync with Google Tasks

    Sync "task" activities with Google Tasks...

    437 votes
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    declined  ·  31 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add Custom fields to Deals.

    As per contacts I'd like the option of having extra user defined teams in the deal area as well.

    418 votes
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    planned  ·  34 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add a Find & Merge Duplicates

    Reviewing contacts and merging one by one takes too long. I'd like a feature similar to gmail where you can find and merge duplicates.

    400 votes
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    21 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Integrate with XING

    Include XING like LinkedIn

    http://www.xing.com/

    388 votes
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    declined  ·  47 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add tags or categories to deals

    Right now deals are pretty basic. For a proper usage I would recommend to add categories or tags to deal to sort them properly. Tags could be products or events or whatever :)

    265 votes
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    19 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  9. Display Custom IMAP Folders

    It would be great to have the same folders that are set up in Google apps/gmail by IMAP, then would not have to log into gmail at all, at the moment I still need to do that as I can not organise my mail from Nimble.

    226 votes
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    17 comments  ·  Messages  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    At this time, we don’t plan to change the display of folders in Nimble. We will review this at a later time if we feel this will add value to Nimble.

    For now, you can send messages from your custom designed email client, i.e. Apple Mail, Gmail, or Outlook, and all messages will be synced to Nimble.

    Best,

    Joseph

  10. Add support for Google Apps Domain Aliases

    By: Dan

    We use google apps and we have a lot of domain aliases. To make it easier to our users, we send emails from the alias which concerns him. The problem is that I can't use my other aliases to send emails. Can you add this feature in for Nimble.

    225 votes
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    20 comments  ·  Messages  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add Activity Sets

    If you often repeat the same set of tasks for a given process within your business, you may find it faster to create an activity set for these tasks, which can then be added to the item, resulting in all the tasks in the set being created automatically - rather than manually creating each task individually every time. It's a great way to automate processes within your Organization

    227 votes
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    34 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Convert person to company

    Allow me to change a record from a person to a company. When I import records, especially from Twitter, it brings them in as people, but many of them are companies or organizations, some of whom are listed in Nimble.

    212 votes
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    41 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    At the current moment, we do not have plans to offer the converting of People to Companies or vice-versa.

    If you really want to see this in Nimble, please vote for this and share support

    If you have any questions, please write to us at care@nimble.com, we love helping out.

    Best regards,

    Joseph

  13. Sync with Outlook calendar

    We'd really like to see syncing between nimble and Outlook calendar, rather than just Google calendar.
    The options for SMEs seem to be to go the way of 1) Google or 2) Microsoft. With Microsoft's new Office 365 platform (which we use) it's very straightforward to have an Outlook Exchange email account and calendar etc. set up, all as an online service without the need for seriously technical people! Integration with Outlook for calendar and contacts (I believe the contact integration has already been included on another post) is an absolute essential.
    Thanks!

    193 votes
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    21 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add The Ability to Link / Relate Two Contacts

    I would like to relate contacts with customized fields like People A is Father of People B, People B then automatically would be son of People A... then customized like... People C is lawyer for People D, E, F, G... etc.

    191 votes
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    40 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add Multiple Email Signatures

    As I use my email for work and play, it would be nice to have the option of multiple email signatures as found in Outlook or Gmail help separate lifestyles

    190 votes
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    34 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    Thank you for writing in.

    We have placed this feature request “Under Review” and we will update the status at a later date when we have made a decision whether to move forward or not.

    Thank you for your continuing feedback and support for Nimble!

    Best regards,

    Joseph

  16. Evernote integration

    I suggest you explore various ways to integrate with Evernote. Ability to link notes to contacts and pull them into Nimble would be one way to expand Nimble's CRM mission.

    159 votes
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    29 comments  ·  Signals  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    At the current moment, we do not have any specific plans for an integration with Evernote.

    Instead, we have added the feature to log notes on contact records in Nimble.

    All you will have to do is go to a current contact and select “Log Note” to save a note to a contact record.

    For more information, see our announcement here: http://support.nimble.com/customer/portal/articles/666079

    Thank you for your continued feedback and support!

    Sincerely,

    -The Nimble Team

  17. Add Xero integration

    We use Xero which is a great cloud based accounting application. Because of Xero, we were using CapsuleCRM which syncs nicely with it through contacts and deals but I really like Nimble and would love to see integration with Xero

    147 votes
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    15 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    Thank you for taking the time to submit this feature request.

    We do not currently have plans to develop a Xero integration internally, so we are declining this feature request for now. We would love it if you could continue to vote for this feature.

    If this feature receives enough votes, we will reconsider developing a Xero integration for Nimble.

    Thank you for your feedback and support!

    Joseph

  18. Recurring task

    You already have the option to have recurring events but would like the option to have recurring tasks.

    147 votes
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    under review  ·  21 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  19. "Send to Nimble" Email address

    Salesforce has a feature which allows you to send specific emails to be logged in the system. The email is then associated with each email account recognised.
    Reason- I use gmail with multiple accounts (personal and business); not all email correspondence is appropriate for Nimble or members of my team. Cheers...

    126 votes
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    11 comments  ·  Messages  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    Since our email integration is build on automatic email syncing, we do not need to have a manual “send to Nimble” email option.

    If you would like to store an email not related to an actively connected account, please use our Log Note functionality.

    Best,

    Joseph

  20. Expand Custom Field Types

    Critical need for other field types such as: list (to assign values), date, decimal, Nimble user, number, and yes/no to be added to the custom fields. Also provide multi-value selection, such as a list field of Services can have a value of ‘installation’, the user adds another Service value such as ‘maintenance’. This multi-value will be able to be searched upon separately.

    New release of Custom field support was for text (single and multi-line fields). The FAQ clarified that Custom fields cannot be added to the existing: "Contact Info" or "Other" tab in your contact records.

    118 votes
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    19 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    Thank you for voting and submitting this issue.

    At the current moment, we allow for importing to custom fields and exporting of your existing custom fields in Nimble.

    At this time, we do not plan on updating custom field options in 2013, but we will review this feature request based on votes and will update it according to our available bandwidth to work on this feature.

    Thank you for your feedback and support!

    Best regards,

    Joseph

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