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. Allow entry of monthly payments in deals

    A lot of the deals we add to nimble include some form of regular payment, such as hosting. It would be nice to be able to record these elements on deals.
    Currently I just leave them out of the deal and just add in the capital cost to the client.

    12 votes
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    1 comment  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi,

    As of right now, we envision the deal tool in Nimble to be for deals that occur once so I am declining this feature request for now.

    If we receive enough votes on this feature, we will open it back up for review, but for now, we must decline it.

    Best regards,

    Joseph

  2. Add a 'documents' tab in the contacts view

    I several emails I attach (important) files. And with the large amount of emails that are send it sometimes hard to find back a certain file. Is it possible that Nimble find them for you. So next to the 'message','activities' and 'deals' tab a 'documents' tab. When you click on it you should see a complete list of all the files that were send to that specific contact or (in company view) to a contact belonging to a certain company.

    23 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi,

    At the current moment, we do not have the ability to search messages that contain file attachments from within Nimble. If you are currently using Gmail, you can use the advanced search function to search for emails sent with specific file attachments.

    With regards to attaching documents to contacts, we are looking into integrations with various cloud document storage platforms to allow for better ease of access to documents that are related to your specific contacts.

    If you have any questions, please email us at care@nimble.com, we are always happy to help out.

    Best regards,

    Joseph

  3. Customized Deal amount

    By: Stephen Feldman

    It would be nice to have a customized deal amount category such as $500k for 25% as opposed to just a dollar figure.

    1 vote
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Post updates from Nimble Daily email within the Nimble app.

    ..you should have a section in Nimble where I can access a quick list of the updates you send in the "Nimble Daily" email

    3 votes
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    started  ·  0 comments  ·  Signals  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Will you have an invoicing section that supports Paypal

    This is a great program, I really need an invoice section that supports Paypal.

    4 votes
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  6. Edit deal stage in deal 'dashboard'.

    It would be nice to have the ability to change the deal stage in the main deal screen (or deal dashboard) via a drop-down menu.

    18 votes
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    planned  ·  1 comment  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →

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  7. docusign

    this would be a great add on, having contracts done, with the deals sections.

    3 votes
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  8. Allow changing of name of Company to Family for not for Profit Use

    I'd love to use this for my not for profit group. I can use it as it with a few compromises, but would love for other users to be able to not have to. We work with families and members, rather than Companies and Contacts.

    5 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi,

    We do not have plans on adding the ability to change the name of “Company” to other names.

    While we understand the need for customization and we see its importance, we have decided to decline this feature for the near future.

    Thank you for your feedback and support!

  9. Enable "delete, view next message" functionality while in inbox

    While in the inbox, hitting delete should take you to the next message rather than back to the inbox list.

    6 votes
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    0 comments  ·  Messages  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi,

    We do not plan on making any further modifications to the messages tab right now.

    If this feature receives enough votes, we will open it for consideration again.

    Thank you for your feedback and support.

    Best regards,

    Joseph

  10. have the function to declare an e-mail as SPAM.

    It would be great to be able to declare an e-mail as Spam when received, to take advantage of Google´s Spam filter.

    9 votes
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    declined  ·  0 comments  ·  Messages  ·  Flag idea as inappropriate…  ·  Admin →

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  11. add an undo option after a contact merge

    it seem that i have merged two contacts that were not duplicates of the same person. Having an undo option after a contact merge is completed would probably be helpful to many

    9 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Deal Stages, Probabilities and Weighted Forecasts

    It would be nice to have the option to link deal stages to probabilities without having to enter them both separately. For example, you can set the Proposal stage to 65% so whenever you move to that stage you dont have to input the probability percentage again..

    57 votes
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    4 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Ecommerce integration

    I want a CRM that can connect to my ecommerce store. Specifically:

    1. Customers become contacts
    2. Sales data should be displayed when viewing a contact (i.e. orders to date, total sales, date of last order)
    3. Orders should be displayed when viewing a contact
    21 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi,

    At the current moment, we do not have plans to internally develop an ecommerce integration with Nimble and specific solutions such as PayPal or Google Checkout.

    We have recently released an integration with Zapier (www.zapier.com) which will allow you to create a “trigger” between your ecommerce application and Nimble.

    For example, a new customer in your Ecommerce software can be set to “Zap” to Nimble to create a new contact record.

    We appreciate your continuing feedback and support and we would love to hear more about how you use Nimble. Please feel free to email us at care@nimble.com to share your thoughts and questions with us.

    Best regards,

    Joseph

  14. Allow interactions in gmail to assign tasks and messages to deals

    Allow interactions in gmail to assign tasks and messages to deals like Zoho Projects. Instead of having to be in Nimble to do everything, if I am in Gmail and I get an email with a prospect, I'd like to be able to add the message directly to the deal like Zoho projects allows for Project management.

    36 votes
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    2 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Automatically fetch company logo from company website

    Can it be made possible to auto-fetch a company logo from a company website. In 9 out 10 instances the company logo can be found in the same place on a website. As a user I enter the company website, so it will be highly likely that Nimble can auto-detect the correct company logo. The gray company icons look really boring at the moment, but finding logo's by yourself takes ages.

    3 votes
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    declined  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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  16. 1 vote
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    declined  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Create a dynamic contact search tool for pulling information from available web content to create specific demographic prospecting contacts.

    The idea is to create a template that can be customized similar to the Nimble "Custom Fields" creating a custom search engine based on specific contact and demographics which would be pulled from available web and social mediums.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi,

    Thank you for submitting this feature request for us. We have added an “External Web Pages” tab to Nimble to allow our users to set up iframes, which can run queries on contact information on websites and present them within Nimble.

    For more information, please see our support article here: Enabling External Web Pages

    We truly appreciate your feedback and support for Nimble!

    Best regards,

    Joseph

  18. I would love the ability to map my contacts to a google map for scheduling purposes. This would allow me to cover more accounts in less time

    One of the features from our current CRM is the ability to create a map with all the accounts and contacts in a certain city, zip code or state. This allows our reps to maximize their day by seeing as many people as possible.

    38 votes
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    5 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi,

    We will review the possibilities of integrating a maps application with Nimble, it definitely sounds like a great idea!

    We will update this thread in the future when we have more information to share!

    Regards,

    -The Nimble Team

  19. Allow for other Task services in Nimble - like Toodledo

    Obviously the integration with Google should allow for Google Tasks...but other Task service providers might just as well be integrated

    9 votes
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    under review  ·  2 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  20. incorporate gmail's 'priority inbox' feature

    incorporate gmail's 'priority inbox' feature

    17 votes
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