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.
1422 results found
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include email field in deal export csv
if we want to send follow up email to 40 people who buy the same deal, we can't search by deal and export so we have to export all deals and sort, but the CSV file doesn't contain the email addresses.
4 votes -
Need to seperate Contacts and Leads
I think I need to seperate Contacts with leads, so that we aim to convert leads to contacts.
2 votes -
Add a contact using Nimble mobile app
The ideal situation would be for me to add new contacts as I visit/see customers, rather than doing so on my desktop when returning to the office. I can do this in a minute on my phone in between things I'm doing throughout the day. Actually, I'm surprised this very basic functionality doesn't exist. I'd want to make sure that I can add 'tags' to it too, as this is how I upload new contacts to my Mailchimp email prospective list.
7 votes -
Notes on contacts are available in central search
There is a central search for contacts and companies, but I would like to see this on the contact notes and activity notes.
Additionally, the ability to record campaigns in the tool, or to add tags to activities to record a particular campaign would be good.
7 votes -
Put the lead ranking or another field at the top of the contact in the "Status" box.
In the "Status" box, or directly under the contact summary (i.e. under photo) I would like to see a ranking system where I can identify the A,B,C rating of the contact. The rating could refer to the importance, influence, or quality, for example.
1 vote -
It seems the new format info page deletes SPECIFIC Date and Time for a Follow up. That a GREAT TOOL
Bring back the TIME & Date for Activities !!!
1 vote -
it would be nice to have a show detail button at contact/account level to give a detailed view off the completed tasks, notes, email
When i look at a contact to call, i want all detail info fast. I mean the content and not only the header off a note or mail or completed task
1 vote -
It would be nice to have more information about a contact directly from the tasklist. like splitscreen at google mail
When i work on my task list I want a complete overview from the connected contact/account. Because i like to know what is going on.
3 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 -
Over an API, be able to match an inputted email address and output the account's associated social ID's, handles, and associated accounts
Say if I put down abc@gmail.com, the API output would tell me that this email is associated with @abc on twitter and his facebook account is http://facebook.com/123abc
That would be fantastic! Thanks!
1 vote -
remove scroll bar from bottom of "Deals" category
I'm coming to Nimble after having used Pipedrive for deal flow management. Putting a scroll bar at the bottom is asinine considering that the full width of the screen isn't utilized. Allow users to see the full picture, even if at the expense of shrinking the information. I only have 4 columns + "close deal" and not getting the full view adds unnecessary complication to an otherwise smooth application.
4 votes -
Allow CUSTOM time periods for "stay in touch"
Really, really need the ability to select "Custom" and enter own time period (right from same screen) for which I wish to "Stay in Touch." Often I'm finding that neither weekly, monthly, quarterly, nor annually are appropriate.
Thanks for an incredible tool!
71 votes -
Better and preferably Superior search Functionality
Search functionality stinks. The search in the top right window would be better as a catch all. If I type in a name that has a middle initial it will not show up: IE type in John Smith and if the individual has a middle initial IE John K. Smith, he will not propagate; this is a must fix/must get it right in my opinion. Not locating contacts is a non-starter. You should also not have to go to an advanced search function in this situation. This seems to be market standard on every other contact list I have ever…
9 votes -
Add the option to log a phone call (instead of using the "Log Activity" option for this)
How can a CRM not have the option to log a phone call? Using the "Log Activity" option instead doesn´t seem to make much sense - as activities are basically tasks in Nimble (and are not treated as contacts with a client in regard to the "stay in touch" functionality).
This seems very basic and obvious to me. Am I missing something?
75 votes -
Clearslide Integration
Clearslide is a fantastic sales tool. Would be perfect to have an integration with Nimble.
12 votes -
1 vote
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Please make the signature box resizeable or at least bigger and add an editing menu for those unacquainted working with html. Thank you
Please make the signature box resizeable or at least bigger. Thank you
1 voteHi Marco,
Thank you for writing in.
We do not have plans on changing our email signature function at this time.
If you need help converting a signature to HTML, I suggest using this free online tool:
http://knopok.net/text-to-html.html
In this tool, create your signature, then export the source code to HTML and paste the code in Nimble’s settings.
If you have any questions, please email care@nimble.com, and we will be happy to help.
Best regards,
Joseph
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1 vote
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Me time
I would like to be able to book space in my own calendar for me to keep free that is not necessarily related to a particular task
1 vote -
Set start and finish times of day
I would like the ability to set the start and end times of my day.
While I like how the default calendar view shows when my next closest appoint for the day is I don't like so much when I am looking to enter a new appointment. If say it is 3:00 pm and I want to see at a glance what times I have free over the next morning or three I have to scroll up or down to see.
If I had a default view that at a glance showed the hours of my working day (say 8:00…
6 votes
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