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.

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  1. Link specific email to a deal, to allow others to see email details.

    With me, most of the deal communication is via email. Specific emails need to be linked to the deal. Currently all emails to the contact are listed, and other team members can't see these emails. Saving each email to PDF and then attaching or logging a note, not practical. Ideally this needs to be done in outlook. (perhaps via BCC to specific deal email code, but would be nice to link previous email as well, before deal created)

    1 vote
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  2. Add notification/alert when deals get stuck

    It would be great if we could get notifications whenever a deal gets stuck in any stage. This would prompt follow up with the prospect.

    1 vote
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  3. Enable duplicating pipeline set ups.

    Facilitate process of setting up and multiplicating pipelines - enable to duplicate existing pipelines and editing them on the fly.

    1 vote
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  4. Integrate Nimble tasks with MS planner and MS ToDo (which are already integrated within Office 365

    Integrate Nimbe tasks into MS planner and MS ToDo within MS Office 365 Online as they are integrated into teams etc and the whole O365 Ecosystem.

    7 votes
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  5. Pinnable Taskpane for Outlook Desktop Add-In

    I'd please suggest the ability to keep the Nimble Outlook Add-in 'permanently open' rather than having to click it for each email that is read or sent.

    Microsoft appeared to allow this capability with a Pinnable Taskpane feature release, though I'm not sure it's available for Office 365 and Outlook 365 Desktop
    https://docs.microsoft.com/en-us/archive/blogs/exchangedev/pinnable-taskpane-in-outlook-2016

    1 vote
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  6. 1 vote
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  7. Add triggers available in Zapier when a tag is added or removed

    There's not much automation available through zapier and piesync doesn't sync with the apps I need. I want to be able to set up automated sequences that relate to other services when we designate (or undesignate) leads or customers in certain ways and the only way to do this is zapier. Please work with them to make this possible!

    I can deal with this compromise now because of the unparalleled social media integration in the way I need. Though as business grows, the automation of online processes rather than having to do things manually between services is absolutely essential. Currently…

    1 vote
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  8. Sort by Company

    Add Sort List By Company Option to the Filter in the Table Settings area

    It allows me to sort by "Last Contacted" and "Type" which I use often, but I want to see all the company names sorted first, then by name so I can quickly see wrong data in the other field columns.

    3 votes
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  9. MAss Edits

    Currently, we can add a tag to a mass list which is nice... however we cannot remove a tag from a mass list... please consider adding this function.

    3 votes
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  10. should have a Canadian datacenter

    Do you plan to have an option to store data in Canada? The request is coming from Partners and customers, canadian and american,

    4 votes
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  11. 1 vote
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  12. Mobile app should work offline

    The mobile app is great but cut the network and you cannot access your contacts anymore.
    It would be useful to be able to access and work with the app offline and have options to sync automatically/manually the changes when back online.
    A bit like the phone book on your mobile phone.

    3 votes
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  13. Update Deal with Outlook Add-in

    From what I can tell there is no way to update a deal after it has been created using the Outlook add-in.

    It would be nice to be able to update information related to a deal in Outlook or at least have a quick link that will take me to the specific deal page on Nimble.com where I can quickly make updates.

    Right now it is tedious to update deals when working in Outlook - especially if I don't have Nimble openin on my browser.

    1 vote
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  14. Create a timeline of my own activities

    Always helps to see what I've accomplished for the day!
    So a timeline of things I have done will help keep me inspired and motivated.

    1 vote
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  15. Need UI redesign

    The new UI is bad. Yes while much more colorful, you have to scroll twice as far and it is very difficult to find items. Another case of ... we made it pretty by giving up useability. Need to redesign.

    1 vote
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  16. Add an equivalent of HubSpot's service hub

    Bring all communication channels — email inboxes, live chat, forms, Facebook messenger, and more — together into one universal inbox.
    Offers a complete help desk with built-in automation and reporting, so you can turn chats and emails into tickets that are easily organized, prioritized, and tracked.
    Provide scripts for embedding chat, and support forms into website.

    3 votes
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  17. Google Calendar Sync Issue

    I had someone send me an event which I added to my google calendar. Unfortunately they sent it as a recurring event and couldn't change it. So, I deleted the event from Google Calendar but the events (all of them) are still showing in Nimble, even though they've been removed.

    2 votes
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  18. domain link

    The new domain link doesn't always work and does not allow a cut/paste quick entry from a site. You have to take off the https:// Also, it doesn't always link properly.

    1 vote
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  19. Add ability to call tech support

    Almost all other CRM's I have used have a call center dedicated to support. Some have SLA's associated with their support levels but they have a telephone number.

    This feature would ease the adoption of Nimble into more environments. 5 hours to reply back to a chat is not ok, period.

    2 votes
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  20. Group messages : give the DATE Group messages are sent... Not how many days ago

    Please state the DATE Group messages are sent... Not how many days ago

    1 vote
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