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.
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1414 results found
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Make it possible to do a universal change on lead details
i.e., on a specific field for a group of records, such as changing a selected group of people to a specific lead type all at once, similar to tagging a group at once.
1 vote -
Sort the Tags column in the Contacts list alphabetically
It would be much easier to visually scan for missing or obsolete tags in the Contacts list if they were sorted alphabetically within the Tags column. Currently they appear to be sorted by the order they were added to each contact record.
1 vote -
Deals displays Profit margin
Add a column to Deals to enter the profit margin, adding this feature to Deals would universally help all Nimble customer that use deals. good to see revenue but even better to see the profit on deals
1 vote -
Make it possible to rearrange the order of Email Templates (probably using drag and drop)
I want to be able to put the most used message/email templates at the top of the dropdown list
So want Nimble to have the functionality where can rearrange the order of Email Templates, probably using drag and drop or similar.
3 votes -
1 vote
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1 vote
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copy contact information to share
I often want to share contact information in an email with other people to make a referral or introduction. Goldmine had the ability to click a single button to copy the Name, Company, phone numbers and email address into the text buffer to paste into an email or document.
1 vote -
1 vote
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fix the contact details issue of multiple equivalent entries
I have often several times the same email in contacts (from merges?) -
they can easily and without risk always be handled. Example:
Work belit@bdli.de Other Belit@bdli.de Other belit@bdli.de .
Clearly, all these emails are the same. Merge them. In such situations, easy: always delete those with the "Other" tag.1 vote -
More configuration options for IMAP mail
Due to the different corporate policies it is not possible to use IMAP integration as it is now. Introducing more configuration options (that normally exist in e-mail clients) would allow tailoring mail integration to comply with policies, or just make it more usable for mobile use when data traffic is limited.
Two options that would be essential in my case are:
1. IMAP checking interval in minutes - to adjust how frequently Nimble checks IMAP account
2. Option not to download attachments - in our case policy is that attachments cannot be held on servers outside our security perimeter3 votes -
LinkedIn Messages Auto Send Into NOTES
People are starting to talk more on LI Messages now. I'm losing track of all those correspondence data points. I'd love it if this system auto imported them into Nimble records.
4 votes -
1 vote
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Hyperlink Images in Emails
Can we please add the ability to hyperlink images in emails (especially group emails)?
This would be really helpful with click throughs and email engagement.
Thanks.
3 votes -
Add Custom Fields to Email Merge Tags
It would be VERY helpful from a Sales and personalization perspective to be able to use Custom Field data in the email Merge Tags.
ex. I have a Custom Field such as "Product of Interest" or "AKA" or "Service Level" and I want to do a group personalized message to Leads about their different products of interest.
Please strongly consider this. It would be awesome and I know other CRMs have it.
Thank you.
10 votes -
Ability to Archive a Segment
I use Segment for projects to group people on the fly - might create several unique to a client or project - then the project ends. Would be awesome to "archive" segments to just remove them from the main "Contacts Interface" such that it shows only current segments of value.
3 votes -
Scheduling a Task from a Contact record, automatically populate the Company record along with the Contact record in the Related To field.
Scheduling a Task from a Contact record, automatically populate the Company record along with the Contact record in the Related To field.
1 vote -
indicate the frequency of contact with the stay in touch icon so it's possible to see that at a glance
It would be helpful to be able to scan this in the contact list.
1 vote -
Make possible to create a New Deal from Zapier
I need to create a new deal from QBO New Customer is created
1 vote -
Use the client email address to populate the business website
It would be great if Nimble could guess the business domain based on the email address of the client.
e.g joe.bloggs@samplecompany.com -> the business domain is highly likely to be "samplecompany.com"
You would need to filter out the obvious gmail/outlook email addresses but having a tick icon like you do for the social channels that we can quickly tick if correct would be great.
1 vote -
Use a time-specific dropdown to set day/time alerts for Tasks and Events
Make it much quicker and easier to set alerts/alarms for tasks/events by using a time-specific dropdown for Tasks/Events.
This will result in the To Do list being more useful, saves time (less clicks), preserves calendar for meetings and improves sales automation.
Suggestions for dropdown (this is how Hubspot do it):
Today
Tomorrow
2 business days (Thursday)
3 business days (Friday)
4 business days (Monday)
5 business days (Tuesday)
In 2 weeks (4 July)
In 1 month (18 July)1 vote
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