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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.

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114 results found

  1. Add the concept of Products to deals

    Pipedrive lets you pre-define a set of products, and even product variations with different price points, so you can then quickly add these to a new deal. If you deal in a fixed range of products (as opposite to customised deal sizes), then this makes the deal workflow a lot slicker. Please consider adding this to Nimble

    7 votes
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    under review  ·  1 comment  ·  Deals  ·  Admin →
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  2. 1 vote
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  3. Nimble look and feel

    The pipeline view of the deals is cut off after several stages, it looks as if Nimble does not support the whole length of the screen. So after 4-5 stages there is no view anymore...I would prefer that Nimble has a flexible screen view.

    4 votes
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  4. Deals Report with Contact Information

    Would like to be able to print out my active deals and have the client contact number listed on the report so I can quickly run through the list. Also Add Deals to the mobile App

    1 vote
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  5. When there is no avatar available on the pipeline page for a given deal, fall back to a generic icon

    Right now, when viewing the pipeline for the whole team, I see a broken image icon in the upper right of each deal box (pipeline view). Presumably this is because no avatar is available. Instead, show a generic avatar and perhaps a way to upload an image?

    1 vote
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  6. Deals,Stages and Expand Number of Days in each Stage

    We are in the construction industry and most of the projects we work on take longer than 90 days to move into another stage. We have sales cycles that sometimes last 2-3 years from the time we provide a quote to the client until we close a deal. It would be great to have the number of days in each stage have the capability to be 3 digits instead of the current 2 digits.

    2 votes
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  7. Update the Deal "Export" function to generate a .csv that can be used to directly print mailing labels

    Currently, Exporting from a Deal gives you everything BUT the addresses for the contact. I suggest enhancing the Export feature to allow the option to export "Names and Addresses only", such that the resulting .CSV could be consumed directly by mail merge software (Word, Open Office, etc)

    4 votes
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  8. Deal amount breakdown to show total deal worth vs amount owed

    I would like to see a total deal amount vs. amount owed with a deadline on payment.

    I could easily see an overview of how many deals in my que for a total amount in a specific time AND also see the outstanding amount if any for current deals with deadlines.

    I could greatly forecast budget and staffing concerns with this information.

    3 votes
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    declined  ·  0 comments  ·  Deals  ·  Admin →
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  9. Show Total Revenue won and lost in the Deals Dashboard

    Currently, the Reports Dashboard only displays Average Revenue won and lost. Total is more important to a business than the average. Please add that to the Dashboard.

    If Nimble ever adds Monthly Revenue as an option to deals, it would be useful to see Monthly Total Revenue as well.

    Thank you!

    2 votes
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  10. Enable backdated closing dates on newly created deals

    Currently, a user cannot backdate a deal's closing date before the day when they create the deal. The message that appears reads: "You can't save a deal that closes before it starts." Please either do away with this logic, or give users the ability to edit the start date.

    1 vote
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  11. Workflow with email automation

    Are you able to implement a workflow aspect to Nimble with email automation.

    ie: lets say a deal has 5 stages, within each stage there is 5 activities required to complete the stage and at the change of one stage to the next you have the ability to have predefined email templates with mail merge for the client name sent acknowledging their deal to the next stage. The stage names and activities would vary in number and need to be fully customisable.

    I would imagine that a rule based approach would probably work well, ie: when deal = 'application received'…

    6 votes
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  12. change the format of 'Pipeline' Deals to just names

    Because they're displayed as boxes with the date it takes up lots of vertical room, so I can't see my deals without scrolling up and down LOTS. It's a real pain :( They don't need to be boxes and I don't need the date (other may, so put it on the same line?). Just the name like in the List view. I might stop me moving to Sugar/Salesforce if you can fix this!

    1 vote
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  13. Ability to report on monthly recurring deals

    Can you confirm when this feature will be available, without it unfortunately Nimble is not suitable for my SaaS business.

    3 votes
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  14. Add a filter to sort deals in the pipeline view by deal amount, last contacted, etc

    Add a filter to sort deals in the pipeline view by deal amount, last contacted, etc

    1 vote
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  15. Move deals to new stage when deleting existing stage

    If you try to delete a deal stage and there are deals still in it (even if they are won or lost and thus not visible in the pipeline), you will get an error.

    Instead of throwing this error and leaving the user to rummage around in their won and lost deals to change all the stages manually, it would be good to offer the opportunity to simply move all those deals to another stage.

    3 votes
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  16. Deals addition / cash flow reporting

    Under deal reporting I suggest an area that details the projected length of the new deal 'won' which would subsequently total out an aggregate cash flow projection over the following months based on all deals successfully won and length of engagement. Better, itemize projected billing cycles for each deal with the dollar value for each billing cycle date then aggregate cash flow projections within the report.

    1 vote
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  17. Allow deals to be duplicated for regular recurring deals

    For customers who pay on a monthly basis for products & services it would be useful to have the facility to simply duplicate an existing deal instead of having to create it every month.

    8 votes
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    planned  ·  1 comment  ·  Deals  ·  Admin →
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  18. It would be great to be able to add a auto-generated ID number to 'deals'

    It would be great to be able to add a auto-generated ID number to 'deals' as Zoho CRM does. It is great because you can actually personalise this by having your company's initial placed in the reference. It allows the companies you work with to easily track deals, in case they have too many.

    1 vote
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  19. I suggest Nimble add a new 'Withdraw' status for deals beside 'Won' and 'Lost'

    I've seen that you added the Reports tab, which is just great at showing stats of the lost and won deals.

    However, I do have a suggestion. for every deal, there are just two options: Win and Lose. While I often found myself in a situation where my company decided to withdraw from a deal out of our own will. What do we do then?

    Deleting a deal is not exactly the solution in such case because we like to keep records of each transaction.

    It's definitely not a Won, so I mark such deals as Lost. Can you imagine…

    4 votes
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  20. Offer a Reseller / Channel Partner Management

    We offer our product online, so that anyone can purchase it (fulcrumapp.com), but we are actively and aggressively developing an international network of resellers and partners. We want to properly and accurately be able to compensate each partner or reseller according to their leads and deals that they close. We don't currently see a way in Nimble to allow our partners to register Leads (contacts/companies) or Deals. More common is the concern that a prospective customer of a partner could simply come directly to us and potentially bypass the local or regional partner and register for the product without that…

    2 votes
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