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.
92 results found
-
report on data fields
I really need the ability to pull reports weekly/monthly/annually on data fields. For example, I have different custom lead sources set up in my lead fields. I would like to easily be able to report on revenue, deal stage, revenue, etc by lead source.
1 voteWe’re working on newer reports that will include capabilities to report on contact fields.
-
integrate SMS and telephone calls
I would use your product a lot more if you included integration with capturing SMS messages and integrating into the calendars in your system. I get a lot of text messages from clients and they all go to my google calendar but they are not associated with individual clients. Also, phone calls are reported on my google calendar but they are not associated with the individual clients. This would be a real quality service and I would almost relay on Nimble as my only CRM system.
65 votes -
Update "last contacted" of company when contacting one of their employees
When contacting a user who works in a company, the "last contacted" section updates only for him and not for the company. I think it should update automatically, or at least give the option to do so.
17 votes -
Add the ability to export Notes and Activities for Contacts, Companies and Deals
It would be great to export notes for contacts, companies and deals to have backup documentation of the work.
60 votes -
Allow for importing of Deals into Nimble from other CRMs
Allow users to import information into the Deals tab.
Often, users will come from different CRMs and they want to bring their current opportunities and deals into Nimble for tracking.
117 votes -
Add last date contacted (automatically loaded) to deals overview page
This way you can scan down the deals list at a glance and see which have not been contacted recently.
89 votesHi,
Thank you for submitting this feature request. We are currently working on finalizing our “Last contacted date” feature for Contacts and once this is rolled out, we will review whether or not we will add this to Deals.
It definitely seems to be a useful feature so we have placed this “Under Review”. To show our Product team that this is essential for Nimble, please share this idea and have other vote for it!
Best regards,
Joseph
-
CampaignMonitor integration
I work a lot with CampaignMonitor for email marketing and would love to have Nimble integrate to easily export and sync contacts information with the campaignMonitor mailing lists and view reports of open and clicks of emails within Nimble.
23 votesHi,
You can now integrate CampaignMonitor with Nimble through Zapier.
Please see the following link for examples: https://zapier.com/app/explore?services=nimble,campaign-monitor
At the current moment, we do not plan on building an internal app with CampaignMonitor. If this feature gets enough votes, we will consider building a native integration.
Best regards,
Joseph
-
Add Activity Sets
If you often repeat the same set of tasks for a given process within your business, you may find it faster to create an activity set for these tasks, which can then be added to the item, resulting in all the tasks in the set being created automatically - rather than manually creating each task individually every time. It's a great way to automate processes within your Organization
229 votesHi,
Thank you for submitting this idea to our forum. This request is currently under review!
Please continue to submit your votes and we will definitely consider bringing this request to Nimble.
Best,
-
Recurring task
You already have the option to have recurring events but would like the option to have recurring tasks.
158 votes -
Enable mass adding of activities to contacts
Users should be able to search for a group of contacts using advanced search, and then mass add an activity to that contact group.
This is somewhat of an offshoot of this post: http://nimble.uservoice.com/forums/126687-nimble/suggestions/2152783-allowing-querying-by-contact-activity
For example, in search:
"show me all contacts tagged X and X", or "show me all contacts I haven't talked to in 2 months"
and then using the select feature, you should be able to add an activity for all people at once, for example "send an update email".
23 votesHi,
We are placing this feature under review and we hope to share more information in the future.
Thank you for taking the time to submit and vote for this issue, we truly appreciate your support for Nimble!
Best regards,
-The Nimble Team
-
Add The Ability to Link / Relate Two Contacts
I would like to relate contacts with customized fields like People A is Father of People B, People B then automatically would be son of People A... then customized like... People C is lawyer for People D, E, F, G... etc.
194 votesThis feature is in consideration for our 2016 roadmap.
-
Add support for Google Apps Domain Aliases
By: Dan
We use google apps and we have a lot of domain aliases. To make it easier to our users, we send emails from the alias which concerns him. The problem is that I can't use my other aliases to send emails. Can you add this feature in for Nimble.
225 votesHi,
We are placing this idea under review, we will provide more information at a future date.
Thank you for your continued feedback and support!
-The Nimble Team
-
Add Multiple Email Signatures
As I use my email for work and play, it would be nice to have the option of multiple email signatures as found in Outlook or Gmail help separate lifestyles
192 votesHi,
Thank you for writing in.
We have placed this feature request “Under Review” and we will update the status at a later date when we have made a decision whether to move forward or not.
Thank you for your continuing feedback and support for Nimble!
Best regards,
Joseph
-
Track referrals!
I would love to be able to link contacts in a referee <-> referrer relationship!
11 votes -
Person and Company contacts should inherit work related information to reduce duplicate entry
1) A company already exists with work related information saved in the company record. When ‘Adding a Person’ the company name is in the entry form, but the person should inherit the work related information from the company record.
2) Second scenario, If I create a new person and company in one step, and fill in Main work phone# and Work Address, this information is shown in that person’s record only. Users that search by company should be able to reference this information in the company record, rather than opening an employee’s record. If multiple employees are shown, one record…
104 votesHi,
Thank you for writing in with this suggestion.
We have placed this feature request under review for a later time, as it would be interesting to automatically map all “work” information to a contact when they are added to a company.
Thank you for your feedback and support!
Best regards,
Joseph
-
Would like to lookup - then export - only specific data fields. Currently we have to edit extraneous data that is exported.
Custom lookup and export
12 votesHi Tom,
That is a great suggestion, I have put this suggestion under review.
-Joseph
-
Develop a soft phone integration for Nimble.
Would love to have soft phone integration, ie, ringcentral. When a contact calls, contact profile is displayed. There is a tool like this for Outlook.
43 votesHi,
Thank you for writing in to submit this feature request to the team at Nimble!
We will review whether or not to develop a phone system integration internally with Nimble, and we will update this thread when our team is ready to share further comments. Please continue to vote for this thread to show our Product team that you would like a phone integration with Nimble.
We may not specifically integrate with Ring Central, so I have changed the title of this thread to be broader to cover any phone system integration.
Thank you for your feedback and support!
Best regards,
Joseph
-
Task related to emails
Please add an option for creating task from message with linking to the message.
Like this:
1. customer drops me an e-mail with some request
2. i'm converting the email to task assigned to the customer and to this particular email
3. i'm doing the job
4. when completing task, I can send email confirmation to the customer that the case is closed.92 votesHi,
Thank you for your feedback.
As of right now, you can create a task from an email and the contact will be directly linked to the task. We will review better ways of linking emails to tasks.
Thank you for your input and votes!
-The Nimble Team
-
Sync to Outlook contacts
need a clean sync back to outlook contacts. We have software that is business-critical that uses outlook, as do a lot of firms we do business with.
It is not practicable to update both nimble and outlook with changed data / new contacts.
We need a two-way sync that will allow new/updated details to sync both ways, which works where updates have taken place in both etc.
61 votesHi,
We are going to review whether or not we will add the function of syncing to Outlook contacts from Nimble.
We truly appreciate your feedback and support,
-The Nimble Team
-
Enable the ability to set the beginning of the week from Monday in the calendar
nothing else... only what I've written in the title.
Really I think there is lots of work to do on the Calendar but I know that many other people have given so many suggestions...
Good work! ;-)52 votes
- Don't see your idea?