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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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1417 results found

  1. incorporate some type of email templates to use to email many contacts in a group

    Check out Contactually's scale mail. It would be great to have the ability to create email templates, use them to mail groups of contacts in bulk and have fields within them that automatically populate and personalize the email for each contact.

    4 votes
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    1 comment  ·  Contacts  ·  Admin →
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  2. Allow CUSTOM time periods for "stay in touch"

    Really, really need the ability to select "Custom" and enter own time period (right from same screen) for which I wish to "Stay in Touch." Often I'm finding that neither weekly, monthly, quarterly, nor annually are appropriate.

    Thanks for an incredible tool!

    71 votes
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    under review  ·  14 comments  ·  Contacts  ·  Admin →
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  3. 'Stay in touch' is good, but I'd prefer a custom alarm or reminder that simply says 'contact in x days' or 'on x date'.

    All too often, you contact someone, but if they never get back to you, you forget to followup. Ideally, I can set a reminder. This could be implemented as an extension of the current 'stay in touch' feature, or just a separate snooze alarm type of thing. .

    9 votes
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  4. Allow bulk tagging and export to CSV of groups of "Marked important" (Starred) contacts

    When I filter by "Marked important" then select more than one contact, I cannot add a tag or export the contacts.

    1 vote
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  5. offer in-line editing from the grid view

    faster & easier way to mass edit

    2 votes
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  6. Federated search

    Nimble should convert their current search field to a federated search, so that the search field is always in the same place (top right hand corner) of every page, and that it will search all data in my DB, not just data in contacts because I'm in the contacts tab. I once used Pipedrive CRM, and it was nice b/c from any page, I could search data entered into deals, companies, contacts, etc ... all from one search field. Much better than how nimble works now, where I have to navigate to the right tab first (contacts, for example) then…

    1 vote
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  7. negative amount under deal info tab

    Please allow the posting of a negative $ amount under deal info. I log both incoming deals and outgoing (ie paying the graphic designer, the web designer, other costs, etc.)

    I use accounting software online, though it would be nice to have a quick view. All you would have to do on your end is allow me to put a "-" in front of the dollar value.

    Thanks

    3 votes
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  8. Add the option to log a phone call (instead of using the "Log Activity" option for this)

    How can a CRM not have the option to log a phone call? Using the "Log Activity" option instead doesn´t seem to make much sense - as activities are basically tasks in Nimble (and are not treated as contacts with a client in regard to the "stay in touch" functionality).

    This seems very basic and obvious to me. Am I missing something?

    75 votes
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    under review  ·  7 comments  ·  Contacts  ·  Admin →
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  9. 1 vote
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  10. 3 votes
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  11. Daily summary including all open tasks.

    Please let us edit the daily summary mail, like including open tasks for the next four weeks instead of one or even all open tasks.

    Thank you

    19 votes
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    under review  ·  0 comments  ·  Other  ·  Admin →
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  12. Allow Rerunapp to be able to integrate with Nimble.

    Rerun app is a recurring invoicing software that we use for our SaaS

    1 vote
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  13. Limit Company Contacts

    Nimble should only create a company contact if there are two or more contacts working under it, otherwise it gets to cluttered with one-off companies.

    9 votes
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  14. In the Activity area, have all starred items grouped together at the TOP of their assigned area (This Week, Next Week, etc)

    In the Activity area, if there are multiple items listed under the (for example) “Next Week” area…. and IF there are items that are “starred” as important… these starred items don’t seem to be grouped together at the TOP of that “Next Week” section, but are scattered. I believe that ANY starred items should be grouped together (to show priority) at the TOP of whatever section they are in (This Week, Next Week, etc). I would guess this would a simple "tweak".

    1 vote
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  15. Twitter Bio on "Nimble Daily"

    The daily Nimble brings individual avatar and Klout but not the bio description (EG. Twitter short bio). It would be very useful to incorporate that on the daily emails.

    3 votes
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  16. Add "filter by company" to the SORT BY: drop down options for creating lists of contacts.

    I would like to create a list of my MA contacts and also have each name listed by Company. That would allow me to have all contacts who work at the same company grouped together, eliminating duplicate calls. Thank you!

    1 vote
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  17. offer the ability to remove and add fields from visibility to the Contacts page

    As as user it would be nice to have the ability to customize the visible fields on the Contacts page list, or any other list for that matter.

    We don't all use the exact same fields, some in the list view are meaningless for me and I'd like to see what has meaning to me.

    3 votes
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  18. Please can activity alerts be sent by email! Or at least an activity schedule for the week.

    Please can activity alerts be sent by email! Or at least an activity schedule for the week.

    2 votes
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  19. Sorting of Saved Searches

    I would like to have a way to sort saved searches so I can move through them in a processing "workflow." Even if they were sorted alphabetically by title, I could devise a naming convention to manage this. I believe they are currently sorted in the order in which they were created... and this is a challenge for me.

    4 votes
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  20. 1 vote
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    0 comments  ·  Deals  ·  Admin →
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