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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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254 results found

  1. Allow people to attach directly from their mac or pc not just dropbox or google drive

    Allow people to attach directly from their mac or pc not just dropbox or google drive

    6 votes
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    1 comment  ·  Contacts  ·  Admin →
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  2. Edit Contact info(Lead Type, Status, etc) in Grid view without having to open each contact

    I see you can edit important, reminders and tags, but I would also love to be able to edit Lead type, lead status, email, etc by clicking in the list.

    3 votes
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  3. Add Ability to Manually Update "Last Contacted'

    Currently, "Last Contacted" is only updated through communications via email or social network. Not all conversations happen through these mediums, therefore, users should be able to manually update "Recently Contacted" and leave a note for the method of contact (call, in-person, etc).

    446 votes
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    73 comments  ·  Other  ·  Admin →
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  4. Add support for OneDrive for attaching files

    Currently you can attach files from Google Drive or Dropbox, but our company uses Sharepoint online and OneDrive. Has support for OneDrive been considered?

    23 votes
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    completed  ·  6 comments  ·  Integrations  ·  Admin →
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  5. 6 votes
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    1 comment  ·  Admin →
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  6. Let us manually reset or overide the stay in touch / past due reporting.

    I do stay in touch with contacts but often through an offline process. However I can see a growing list of people I'm being warned are past due for a 'stay in touch' effort and there seems to be no way of logging an offline initiative that the system recognises and causing it to reset the clock. Or am I missing something?

    15 votes
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    completed  ·  1 comment  ·  Contacts  ·  Admin →
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  7. Add the ability to set specific contacts as private

    Sales staff should be able to "protect" their contacts from other sales people from getting deleted, used, shared, etc.

    Admins should be able to create a contact then share with particular people of their choice (creating a custom territory for their sales team).

    Admin needs more control and 'management' features over team.

    ALSO... contacts need to backed up incase they get deleted, in general.... having to update an exported CSV routinely and run the risk of all public contacts among my team will cause me to choose another CRM as we grow.

    701 votes
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    78 comments  ·  Contacts  ·  Admin →
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  8. Open and Click Tracking

    Opening and clicking of emails greatly signify engagement with your company and brand.

    Companies like Marketo understand this. The more emails a person opens or clicks, the more of a hot lead they are, the higher they are scored. Knowing which leads are the hottest allows you to focus your marketing efforts on those people. It allows you to know which 20% to focus 80% of your effort on. Lead scoring allows your sales team to be as effective as possible; it saves them time and makes them much more productive. And open/click tracking is an easy-to-implement feature that gives…

    285 votes
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    24 comments  ·  Contacts  ·  Admin →
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  9. Expanded functionality for Emails in the Messages Tab

    Please add more features to email functionality in Nimble.

    For example:

    • Save draft emails
    • Rich text composition
    • Saved email templates
    138 votes
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    19 comments  ·  Messages  ·  Admin →
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    Hi!

    I have exciting news to share.

    We are about to launch a group message feature with templates and merge tags in the next few days and we would love your feedback.

    Reply to this email with “Yes” and we will add you to our list of testers.

    Best,

    Joseph
    Product Marketing Manager | Nimble

  10. Integrate with Quickbooks Online

    Quickbooks Online is one of the more popular online accounting platforms and an integration would be fantastic. When I add an account in either Nimble or Quickbooks Online, I would love to see that account automatically entered into the other platform.

    10 votes
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    1 comment  ·  Integrations  ·  Admin →
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    Hi Everyone,

    We now feature 2-way sync with Quickbooks, including syncing accounting fields, tagging contacts based on rules (open balance, past due), and syncing custom fields from Quickbooks to Nimble via our all-new PieSync integration.

    Our PieSync integration allows you to set up a trial with unlimited contact syncs for 14 days and then you may keep up to 2,000 contacts in sync for free if you do not upgrade.

    Learn more about the integration here – https://support.nimble.com/third-party-integrations/getting-started-with-piesync-and-nimble

    Learn how to set up special rules with PieSync here – https://help.piesync.com/want-to-learn-more/nimble-pie-sync-better-together#nimble_and_quickbooks

    Best,

    Joseph

  11. fix the "ask a question" button. It does not work

    fix the "ask a question" button in top menu. It does not work

    1 vote
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    0 comments  ·  Other  ·  Admin →
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  12. enable update or delete addresses records that automatically synced to our contacts records from social profiles that linked to the contacts

    We are facing a problem when we would like update or delete addresses records of our contacts that have several addresses in their records (Especially these addresses are being automatically synced to our contact records from social profiles that have been mapped to our contacts)

    When we delete or update one of the address records and click on update contact to save the new records, then we return back to the same contact page it doesn't update and show the same olds records that it was before the update or delete process!!!

    This a system bug and it is doesn't…

    3 votes
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    1 comment  ·  Contacts  ·  Admin →
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  13. Convert person to company

    Allow me to change a record from a person to a company. When I import records, especially from Twitter, it brings them in as people, but many of them are companies or organizations, some of whom are listed in Nimble.

    212 votes
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    completed  ·  41 comments  ·  Contacts  ·  Admin →
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  14. Please please please, add some way to unsubscribe contacts besides tags! I get burned every time...

    You should be able to unsubscribe contacts easier than tagging...when you have thousands of contacts and can only send 100 emails a day, you are bound to make mistakes with the tagging! And I have...Or have the ability to make a contact visible but inactive or something...

    1 vote
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    0 comments  ·  Messages  ·  Admin →
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  15. Email from Nimble

    Within the email function allow the user to pick from multiple email accounts including personal email, i.e. not just default to the work email

    1 vote
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  16. Allow a contact to be associated with multiple companies

    I deal with contacts that are associated with multiple companies. It would be helpful to be able to represent that reality in Nimble.

    685 votes
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    66 comments  ·  Contacts  ·  Admin →
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  17. offer ability to sync with iCloud.

    Would love a two-way sync with iCloud, if that's possible. Or some way to sync with iPhone contacts.

    190 votes
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    20 comments  ·  Contacts  ·  Admin →
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  18. Control Privacy on Deals

    We use the app for salesforce and is great! We now are looking into using the app on other departments for delegating TASK, Calendar and contacts. We need to block "non sales" users from having access to the DEALS.

    2 votes
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    0 comments  ·  Deals  ·  Admin →
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    Hello,

    We recently added privacy for deals for our Business plan and we are working to upgrade our security modules to improve Nimble for teams.

    Learn about all of our current privacy features for messages, deals, API, and more at https://support.nimble.com/frequently-asked-questions/nimble-account-privacy-overview

    If you have any questions or would like to see our privacy features in action, I invite you to start another trial of nimble at nimble.com/register or to visit our Customer Care team on a Nimble Q&A at www.nimble.com/webinars.

    Best,

    Joseph

  19. Google Voice Integration

    Sync google voice data with nimble. For example, if I call a contact that is in Nimble with google voice I would like that call to be logged in the contacts activity along with the google voice call transcription and audio playback. This would be a huge defining feature for Nimble that no one else is doing right now. No more logging calls when they log themselves. The amount of time this would save me is just ridiculous.

    265 votes
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    25 comments  ·  Contacts  ·  Admin →
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  20. Maybe I missed it, but there doesn't seem to be a link from a Deal page to the people associated with a deal

    Maybe I missed it, but there doesn't seem to be a link from a Deal page to the people associated with a deal- this is a no-brainer; DO IT

    1 vote
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    completed  ·  0 comments  ·  Deals  ·  Admin →
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