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114 results found

  1. 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
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    1 comment  ·  Deals  ·  Admin →
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  2. 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
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    0 comments  ·  Deals  ·  Admin →
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  3. 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
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    1 comment  ·  Deals  ·  Admin →
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  4. After grouping deals by stage, I want to be able to alphabetize them

    9 votes
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    0 comments  ·  Deals  ·  Admin →
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  5. 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 votes
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    planned  ·  0 comments  ·  Deals  ·  Admin →
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  6. Allow me to export Deals to other formats besides CSV, specifically to Google Docs!

    4 votes
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  7. 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
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    declined  ·  1 comment  ·  Deals  ·  Admin →
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  8. 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
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    1 comment  ·  Deals  ·  Admin →
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    declined  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    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.

    Best regards,

    Joseph

  9. 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
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    0 comments  ·  Deals  ·  Admin →
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  10. 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
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    planned  ·  1 comment  ·  Deals  ·  Admin →
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  11. docusign

    this would be a great add on, having contracts done, with the deals sections.

    3 votes
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    0 comments  ·  Deals  ·  Admin →
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  12. 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 votes
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    4 comments  ·  Deals  ·  Admin →
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  13. 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 votes
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    2 comments  ·  Deals  ·  Admin →
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  14. 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 votes
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    6 comments  ·  Deals  ·  Admin →
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    declined  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    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.

    Best regards,

    Joseph

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