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.
1417 results found
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phone
When I initiate a phone call or text message from the Nimble iOS application, the call or text should be automatically logged in the Pending & History tab for the contact.
Also, the contact's "Contacted # days ago" should be automatically updated to reflect the true value. At the moment, I have people I contacted by phone today and Nimble still thinks I contacted them weeks ago.
8 votes -
Visibility of contacts and interaction in Facebook Groups
Most of my interactions with people happens within Facebook Groups, rather than my own profile page or a group that I started. It would be great to see my groups, group contacts, and group interactions within nimble.
Personally, I am far more active with my fellow Group members than I am with any of my direct twitter members.
At the very least, this should be available for group admins, just like FB Pages, if not for all group members.
Thanks for such a great system!
3 votes -
Have the abilty to access the basic programme offline. I travel and need access to contacts and info offline or where I can not get a signal
I think it would be really useful to be able to export the data or back-up into excel (?) so that at least I can be upto speed off line as well as online. I travel a lot and it is not always convenient to get online
1 vote -
Allow anyone to move deals in pipeline view
A user should be able to move any deal card in the pipeline view to a new column.
This feature would allow for the deal pipeline to be used in group update meetings where one user is controlling the interface while others provide updates. Currently. multiple people need to be logged in and editing their own deals.
In addition, there is no indication of deal owner in the pipeline view, so cards appear to be arbitrarily 'fixed' to a specific column, which is a confusing UX.
9 votes -
Create a way to turn off deals.
I don't directly sell anything, I'm more interested in CRM and relationship management. I can ignore the whole deal component, but it'd be nice to turn it off.
1 vote -
I would like to have notes visible in Deals in Pipeline and List views
Having notes visible in Pipeline and List views will help me see my Next Action notes or any other important information that needs to be top of mind
1 vote -
offer relationship/friendship rating
Nimble could rate your friendship (probably based on actual frequency of contact, proposed/set frequency of contact, friendship status - i.e. whether it is classified as 'close friend', 'acquaintance', friends or tags in common).
The relationship could be rated out of a number (10 or 100) or colour coded - red for when you are losing contact or need to improve the relationship, amber, green etc.
Similar to relate.ly1 vote -
Make adding info to data fields easier
I have discovered how useful Data fields are in terms of working process, have I sent info to this person or not.
We use them to easily create a workflow.We would be able to add the same value to multiple selected people, just as it works with tags, to the data fields. And that without importing via CSV-file.
As for now we have to open every single contact, to add the same value.
To do this with tags we would end up with way too many tags to provide the workflow we want.9 votes -
List view to combine deals and contacts and track status
I urgently require a tool similar to RelateIQ's list view for fundraising. Basically it allows to create deals in a table and track status in definable fields. That is a really awesome feature and I would hate to have to switch to RelateIQ. Is something like that on your Agenda already!
1 vote -
have a way of using color for the deals pipeline.
I work with several suppliers and would like to assign color to each supplier so when I look at my pipeline I can instantly see what I need to work on AND how I am doing for each supplier. I have no way of setting up the deal with this additional information right now and I think color would work.
1 vote -
allow tasks to be exported and/or synced with other apps
I use a task management app to manage all my tasks
whether they are related to a specific person or organisation or not therefore having tasks in Nimble alone means I cannot see the whole picture of what needs to be done.Please open the tasks up so they can be pulled through perhaps by Zapier?
7 votes -
add new account to the social stream, like SlideShare or Youtube
Add slideshare and youtube to the social stream, especially for companies contacts.
4 votes -
Possibility to assign deal to multiple co-workers
We have a few deals that are handled by multiple co-workers. It would make things a lot easier, if we could assign a deal to multiple users, so every authorized user can change the state and details of a deal.
2 votes -
make it possible to log interactions with clients via phone or in person so Nimble recognizes them
I want Nimble to prompt me to connect with a contact I haven't interacted with in x amount of time, but if there is no way to log phone and in person interaction with a contact, I will be getting prompted to reconnect when I have already spoken with someone recently.
1 vote -
Develop and integration with ACT-ON
ACT-ON is a leader in both inbound and outbound marketing software for small to midsized businesses. In addition to HubSpot, you should consider opening up this relationship and provide to elevate your offering even further.
1 vote -
Have the search contacts box persist in the upper right corner
It seems that when I want to do a quick search for contact details I am in another part of the application, and I can't search from the screen I'm on.
1 vote -
Customer history stream by "from" and "to" and not by subject
Please add mails to the customer history by the "from" and "to" field. NOT by the subject.
In addition to that, it would be great being able to exclude and include individual mails manually.
9 votes -
Ability to set events to repeat Quarterly
I know you can set follow-ups for individual contacts on a quarterly basis... but what I REALLY need is the ability to set EVENTS to repeat quarterly. The repeat options you have now are... a bit odd... to say the least. Every weekday... every Mon, Wed, Fri.... every Tues and Thurs.... But no Quarterly option...? Why not just keep it simple and let us choose specific days, and/or the option to repeat daily, weekly, monthly, quarterly, semi-annually, annually...? Easy as cheese. Love Nimble - but this is an area I definitely think could use some work.
7 votes -
Add "this week" tasks to dashboard (and don't hide them until next week!)
There is a MAJOR problem with tasks that are due "this week." Two problems, actually.
They appear to be "due" on Sunday, which is NOT this week. That is next week. Every business I've ever worked at considers Friday the "end of week," when people go home. If it's not Friday, it's not done "this week."
Tasks that are due "this week" NEVER SHOW UP on "this week's" dashboard! At the very least, I would expect them to all pop in on Friday, although that's not ideal. I'd rather not get a big surprise that I have fifteen follow up…
1 vote -
In contacts...in the birthday field, you shouldn't have to enter a year. Month and day should be allowed without having to enter a year.
Change birthday field to allow just month and day.
1 vote
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