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.
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114 results found
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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 -
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 -
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 -
Responsive pipeline width
Please make the overall width of the pipeline responsive to the width of the browser.
17 votes -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
allow deals also to be defined in more categories then $ only, e.g. # of users
If you enter a new deal you can only specify your goal with a USD amount. For us, we need this deals in other categories, too, esp. amout of users a new deal can bring along with.
1 vote -
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 -
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 -
Make probability scores more detailed
We need probability scores to be more specific to accurately reflect our pipeline. At the moment they are in multiples of 10, i.e. 10%, 20%, etc. If possible, can you create probability with increments of 5% - or even 1% if possible?
2 votes -
Integration of Insightly
One thing this is missing is the automation of pipelines from deals like Insightly. In Insightly I can move from stage to stage and the CRM automates the tasks needed for each stage of the pipeline. This would make this app a must have on all fronts!
1 vote -
Include "Last Contacted Date" in Deals View, to see stale deal activity
Include "Last Contacted Date" in Deals View, to see stale deal activity
4 votes -
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 -
Ability to sync Nimble deals with Podio
Ability to access Deal data to integrate deal data with Podio deals app.
3 votes -
1 vote
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