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.
91 results found
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Allow people to attach directly from their mac or pc not just dropbox or google drive
Allow people to attach directly from their mac or pc not just dropbox or google drive
6 votesYou now have the ability to attach files directly from your laptop or desktop computer without using external file-sharing services.
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Let us manually reset or overide the stay in touch / past due reporting.
I do stay in touch with contacts but often through an offline process. However I can see a growing list of people I'm being warned are past due for a 'stay in touch' effort and there seems to be no way of logging an offline initiative that the system recognises and causing it to reset the clock. Or am I missing something?
15 votes -
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.
701 votesWe now have a privacy feature. You can set granular permissions on the contacts for reading and writing and share contacts with individual team members and groups.
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Open and Click Tracking
Opening and clicking of emails greatly signify engagement with your company and brand.
Companies like Marketo understand this. The more emails a person opens or clicks, the more of a hot lead they are, the higher they are scored. Knowing which leads are the hottest allows you to focus your marketing efforts on those people. It allows you to know which 20% to focus 80% of your effort on. Lead scoring allows your sales team to be as effective as possible; it saves them time and makes them much more productive. And open/click tracking is an easy-to-implement feature that gives…
285 votesNimble now features Open & Click tracking via our Group Messages feature.
www.nimble.com/blog/nimble-adds-group-messaging-templates-campaign-reports
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enable update or delete addresses records that automatically synced to our contacts records from social profiles that linked to the contacts
We are facing a problem when we would like update or delete addresses records of our contacts that have several addresses in their records (Especially these addresses are being automatically synced to our contact records from social profiles that have been mapped to our contacts)
When we delete or update one of the address records and click on update contact to save the new records, then we return back to the same contact page it doesn't update and show the same olds records that it was before the update or delete process!!!
This a system bug and it is doesn't…
3 votesHello,
You may mark social profiles as incorrect to stop automatic matching.
If you continue to have issues, please write us at care@nimble.com to help us investigate.
Best,
Joseph
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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 -
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.
685 votesWe implemented this feature. Now you’re able to store multiple title/company records per contact, as well as store years of employment, past/present places. Similar to LinkedIn work history.
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offer ability to sync with iCloud.
Would love a two-way sync with iCloud, if that's possible. Or some way to sync with iPhone contacts.
190 votesHi,
You may now sync your iCloud contacts to Nimble by adding the Nimble iPhone app to your phone and then enabling phone sync to nimble.
Learn more about our app here – http://support.nimble.com/customer/portal/articles/1163318-nimble-iphone-app-
Best regards,
Joseph
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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 -
Google Voice Integration
Sync google voice data with nimble. For example, if I call a contact that is in Nimble with google voice I would like that call to be logged in the contacts activity along with the google voice call transcription and audio playback. This would be a huge defining feature for Nimble that no one else is doing right now. No more logging calls when they log themselves. The amount of time this would save me is just ridiculous.
265 votesHi,
I have great news to share: we now integrate with Google Voice!
For information on how to set it up, please see our article here: http://support.nimble.com/customer/portal/articles/1390921-nimble-%22click-to-call%22-feature-
Best regards,
Joseph
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1 vote
Hi Luis,
You may search by Lead Status or Lead Type via our new Segmentation UI.
Add a group based on one of these fields and you’ll see contacts organized in this way.
If you have any other questions, reply to us here at care@nimble.com.
Best,
Joseph
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Create notes about an Event or Conference associated with multiple contacts
Often when I attend an event, I want to write all of my important notes in one place. For example, if I went to a conference and connected with 10 people, I would want to write an overview of how it went and who I met. Then, I would like to be able to add contacts associated with the conference as needed.
1 voteHi Denae,
Thanks for reaching out.
If you use our Nimble mobile apps for iPhone or Android, you will have the ability to be prompted to log a note after an event ends. Add the app from Google Play or the App Store to get started.
Best,
Joseph
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1 vote
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1 vote
Hi Jason,
You may search in Advanced Search for contacts with “Email is Empty” to bring up all contacts without an email address.
From here, you can create a saved search and any record that meets this criteria will fall into this search filter.
This type of search “is empty” or “is not empty” can be applied to many different data fields in Nimble. For example, you can search on all contacts without a Twitter or LinkedIn URL but with an Email Address to help you narrow down who you need to connect with.
Best,
Joseph
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Display manually entered Birthdays on Today Page and Signals Tab
Birthdays which are entered manually to the contact profile do not show up on the Today page and Signals tab. This should be very easy and straightforward to implement, since the system already shows birthdays for facebook contacts for example.
45 votes -
Better Management of Leads Prior to Becoming a Pipeline Deal
We really need a better way to identify and track the progression of prospects before they enter the Deal Pipeline.
Typically you want to keep "Deals" separate from "Leads" which you can do in Nimble. We've got lots of "Contacts" in Nimble and use the configurable fields to identify different types of Contacts, one of which is "Prospect" or a potential lead.
For those contacts that represent a potential lead, we want to track the progression through a staged process: new, contacted, engaged, and (ultimately) validated...at which point we create a "Deal" in the pipeline. Some lead's don't turn into…
3 votesWe feature the ability to track leads in Nimble via our customizable Lead Type, Lead Status, and Lead Source fields.
Learn more here:
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grid
I'd love the ability to choose which columns I do (and don't!) want visible in the grid view.
6 votes -
Import contact picture from gmail
It would be nice if Nimble could import each contact picture from Gmail.
3 votes -
Update "Stay in touch" from iOS
I'd like to be able to update the stay in touch cycle from a contact from my iOS device. The app offers to take notes for a particular contact but not to update stay in touch. Would be very useful on the go.
3 votes -
Be able to create a new contact from Messages
unless you can do so already but I couldn't see it.
1 vote
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