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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. templates

    Shared templates needed. Other users in the organization need to see and use shared templates.
    There should be a function "my templates" and "shared templates".

    36 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Messages  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. allow preview of touches, notes, activities!

    When I look at the pending & history of a contact, I can only see the titles of conversations. It would be great to be also able to see the first few lines of the notes I've recorded either right below or by hovering over the Activity Title.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Month Agenda View with tasks

    to plan my tasks in time I would need on my smartphone nimble agenda a month view with tasks assigned for each day of the month.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Need an Easy Way to Add Google Contacts

    Really we do. The current synching of Nimble with my Google account brings in 13,000 contacts, which is 11,000 more than I have. Where the extra 11,000 are coming from i have no idea, but something's obviously severely screwed up with this process.

    If i try an alternative and use the Google Contacts option I have to individually remap over 100 fields. Not going happen.

    Surely there must be a easy and simple way to get my Google contacts into Nimble? Other CRM's manage to do it, why can't Nimble do it?

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. A better icon option (in the custom activities) for snail mail

    Our sales team mails a lot of direct mail marketing pieces. We'd love to see an icon option (in custom activities) that better represents "snail mail." Perhaps a mailbox, envelope, package, or snail icon.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Add real time or at least daily CPU Saturation in Infosight

    Add real time or at least daily CPU Saturation in Infosight vs "week of". Perhaps a new Tab?

    This would allow me to adjust the schedules or frequencies so I don't keep hitting over 200% saturation.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Smart Contacts App Doesn't Work

    The smart contacts app doesn't work anything like what Nimble says it does. There doesn't seem to be any way to add contacts from your social pages. Very dissappointing.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Provide users the ability to adjust the column width (stretch)...Especially the Deal Name column and Primary Contacts/Company columns

    All user to drag width of column on Deal List. Ideally, all columns. However, if I have to pick, I pick deal name and Primary Contacts/Company columns.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Fix Buggy User Experience (this is not an idea, I am sharing feedback but the app is filled with little frustrations like this.)

    So, I, by accident, confirm a social media account as a contact's which would say about the contrast of those buttons and false click ratio (which I am sure is not the most important KPI).

    Their picture gets collected and there is no way of taking that picture down or changing it. Yeah, yeah, the system will process it I am sure but it's not good enough.

    I change to a custom layout in my contacts, click update I think three times and still come back to see the old layout.

    I click on share feedback, only to end up…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Auto stamp the date and time in the Pending & History location when you send an email from your primary email account

    We have Outlook synced into Nimble. When I send an email to a prospect or customer, I would like to see the date and time it was sent. This helps out at a quick glance when you last touched someone via email.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Company pending & history should show all employee history

    Company pending & history tab should show all employee history. Now I register calls with contact A en B at Company XYZ. But these call logs only show at employee where other CRM systems als show all logs with all employees at company tab

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Provide more default pipeline

    by default it come with Opportunities, provide more default template pipeline to help guide new CRM customers. Thanks

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Project module that you can edit the name, add custom fields & images, share with anyone

    I would love Nimble to have a project module that you can edit the name (i.e you can rename Project to Properties for example) and customise the fields with image "bucket" fields. Solve CRM does this brilliantly (I do not use solve any longer as they have a 4 user limit for their full CRM).

    This is great for Real Estate or any other Project or Product related data. Yiou can then add properties for example with all the fields you need and images. A further enhancement would be the ability to share properties with anyone (i.e. they would not…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Create a new pipeline by copying an existing one with all its stages.

    We run open educational classes that we market to companies and individuals. Each class is an individual pipeline and each potential client is a deal.So we have multiple pipelines with the same deal stages. We need to be able to create a new pipeline by copying an existing one with all its stages. Currently, we have to enter each stage manually with every new pipeline.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Use the browser plugin to get linkedin messages into the contact record more easily -- an idea!

    We're all finding more communication going on in LinkedIn messages. What I currently do is copy from the message box and log it as a "touch" . I put "LinkedIn Message -- " and then paste the content of the message. Nimble could make this easier IF the browser plugin would accommodate adding "touches" in the side panel. Currently the only activity that can be logged is "task". If I could log a touch there, my copy and paste process would be twice as fast because I wouldn't be leaving the current tab. :)

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. A connection in the Nimble contact with their Xero or Quickbooks details

    Your system is so great but I am frustrated that within a customer we cannot see sales orders, invoices and quotes that other CRM systems offer. It means having to toggle between different applications.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. No vertical scroll bar or page up/page down in Listings Beta

    (Bug ?)

    No vertical scroll bar or page up/page down in Listings Beta. Forced to use the mouse scroll in PC

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. jive.com voip cloud with sms

    jive.com voip business cloud phone system is now with logmein. they also have sms. I have mentioned to both Nimble support and jive.com support that having Nimble as an option for Integration would be great. Right now their our two choices, redtail and sforce. which, i would rather use Nimble.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. White lettering is hard to read in the calendar feature. White on any background is harder to read...*especially* on top of pastel colors..

    White lettering is hard to read in the calendar feature. White on any background is harder to read...especially on top of pastel colors... It's like trying to real beige letters on a tan background... Please allow the colors for activities/sources to be editable.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Nimble

Categories

Feedback and Knowledge Base