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This forum is for feature requests for Nimble to help us gauge what would help you be happier with Nimble.
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115 results found
Include Contact in Activity View on Deals Page
Activity View in Deals Page should include the ContactName the Activity is related to, kind of like on the Activities Page.
Right now I see a list of Activities, e.g. "callback scheduled", but I don't see who this relates to.3 votes
Quotes and Estimates
I know the concept behind Nimble is to be a full CRM solution so I hope this idea comes to reality. We need the ability to quote customers directly from Nimble. Import a price list, products and shoot out a estimate or quote right from within Nimble.4 votes
At this time, we do not intend to build price quoting into Nimble.
Please utilize the integration we have with an app called Quote Roller at www.quoteroller.com.
Allow option to disable deals feature altogether
Nimble works great for non-profits and other non-sales oriented organisations, however the inability to disable the deals feature altogether can be a barrier to greater usage by these communities. It would be great if we could have 'deals' as an optional feature.3 votes
Add a third category for deal status - Won/Lost and "Hold"
Many clients may be interested in a product or service, but not yet ready to buy. Since they do not have a defined purchase time frame, I would prefer to separate them from my active funnel but keep them categorized for contacting on an occasional basis.4 votes
Allow us to add a company on the fly while on the deal form if the entered company doesn't exist
When you type in a company that doesn't exist, allow it to be auto-created on the fly.10 votesplanned · 0 comments · Deals · Admin →
Wave Accounting Integration
Wave Accounting Integration - Wave is a micro/small business, cloud based accounting package. Ability to flow deals to invoices and contacts to customers.20 votes
Allow entry of monthly payments in deals
A lot of the deals we add to nimble include some form of regular payment, such as hosting. It would be nice to be able to record these elements on deals.
Currently I just leave them out of the deal and just add in the capital cost to the client.12 votes
As of right now, we envision the deal tool in Nimble to be for deals that occur once so I am declining this feature request for now.
If we receive enough votes on this feature, we will open it back up for review, but for now, we must decline it.
Customized Deal amount
By: Stephen Feldman
It would be nice to have a customized deal amount category such as $500k for 25% as opposed to just a dollar figure.1 vote
Outdated feature request.
Edit deal stage in deal 'dashboard'.
It would be nice to have the ability to change the deal stage in the main deal screen (or deal dashboard) via a drop-down menu.18 votes
this would be a great add on, having contracts done, with the deals sections.3 votes
We don’t currently have a DocuSign integration but we do integrate with RightSignature and Quote Roller.
For more details, please see our integration pages here:
Until this receives enough votes, we will leave it as pending review.
Deal Stages, Probabilities and Weighted Forecasts
It would be nice to have the option to link deal stages to probabilities without having to enter them both separately. For example, you can set the Proposal stage to 65% so whenever you move to that stage you dont have to input the probability percentage again..57 votes4 comments · Deals · Admin →
We are placing this suggestion under review for our next phase of the Deals page.
We appreciate your continued feedback and support, thank you for voting!
-The Nimble Team
Allow interactions in gmail to assign tasks and messages to deals
Allow interactions in gmail to assign tasks and messages to deals like Zoho Projects. Instead of having to be in Nimble to do everything, if I am in Gmail and I get an email with a prospect, I'd like to be able to add the message directly to the deal like Zoho projects allows for Project management.36 votes2 comments · Deals · Admin →
You may use our Nimble Smart Contacts App to create tasks in Nimble for deals and contacts, therefore, this request is no longer needed.
Add Deals from Email Message
Suggest by: Graham Robson
It does not seem possible to create a deal from the Email message screen, only a task. It would be more efficient to be able to do this from the perspective of an email context.67 votes6 comments · Deals · Admin →
At the current moment, we do not have plans to include the feature to create a deal from an email message.
Instead, you can go to a contact record and select “Assign Deal” to create a deal from this view.
Please see our screenshot here for an example: http://screencast.com/t/Y9sTDWNuJDQe
If you would really like to have this feature reviewed again by our team, please ask anyone you know to vote for this feature and we will put it back under review.
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