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.
258 results found
-
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 votesNimble now features Open & Click tracking via our Group Messages feature.
www.nimble.com/blog/nimble-adds-group-messaging-templates-campaign-reports
-
have a visual, drag & drop, deals pipeline interface like Pipedrive
Pipedrive has an interface that shows deals in columns under each stage of the pipeline . They also allow you to drag & drop deals from one stage to another on this interface. The perfect CRM for me would be the nimble contact/social manager + the pipeline deal manager.
26 votesHi,
We have now finished work on bringing the pipeline view to Nimble’s Deals tab. Thank you for your feedback and support!
Best regards,
-The Nimble Team
-
<< Back to List
WHen I click on a Person in Deal view, it brings up the contact page with the most recently used contact tab open. LOVE THIS! So intuitive and useful.
The link at the top: << Back to List
works well when reaching the contact from List of contacts, but when reaching the contact from Deals, it takes you back to Contacts instead of Deals.
I'd like to see THIS at the top:
<< Back to Deals | << Back to Contacts
2 votes -
Deals are Failing Me
I am managing close to 100 ACTIVE deals and about ready to stop using the DEALS feature all together due to it's limitations. (My alternative would be to use contact tags to create my own system for viewing/reporting.)
The kinds of limitations I mean are the following:
- An inability to sort search result views
- No "last contacted" days count column (sortable by)
- No Advanced search (Deal name, person, company, days since contact, active/won/lost, etc)
- When I change deal "stage" or status and click Update, the deal list returns and the deal USUALLY still appears at the old stage and/or old…
14 votesHi,
Thank you for writing in, we apologize for the time it took us to respond to this request.
As of right now, we have added top-down sorting to deals.
We have also improved search in the Deals tab. We have also added the new pipeline view to deals.
We are currently finalizing our last contacted feature for Contacts and we will look into adding lost contacted details to Deals at a later point.
Lastly, if you are ever experiencing any bugs in Nimble, please write us at care@nimble.com and we will be able to escalate the process in a much quicker manner.
Best regards,
Joseph
-
improve the speed of nimble
some of my team have refrained from using the site because it can feel very slow. it is not an internet speed issue, it feels like your servers are taking a while to churn through things
3 votesHi,
If you are having issues with performance and Nimble, can you please email us at care@nimble.com with details about your account and your system so we can investigate further?
Best regards,
-The Nimble Team
-
For Tasks and Events, have a 'Complete and Create' option
Most tasks and events lead to another task or event, since the objective is to 'move the prospect to the next step'.
Therefore, as well as the 'Tick' to complete an activity, can there be a 'Tick and Plus' option, so that the current activity can be closed, and a new activity panel presented, pre-populated with contact details, so the new task/event can be created seamlessly.
8 votesHi,
We have added the functionality to complete and create tasks in Nimble.
Thank you for your feedback and support for Nimble!
Best regards,
Joseph
-
Sort search results matching a company with company first, contacts later
When searching for a company record, I get all the contacts returned as well. This is sometimes useful (if I'm looking for a contact, but can't remember the name),
But it can make it a real pain to find the company record if there are lots of contacts at the company.
By default, if search is matching the "company" field within a contact, this should be listed AFTER the actual company record
1 voteHi Tim,
If you go to Advanced Search and run a search for “Companies Only”, you will not see people belonging to those companies returned in the results.
If you are having any trouble achieving these search results, please send us a screenshot through care@nimble.com.
Best regards,
Joseph
-
1 vote
This issue is now resolved.
-
Sync with Outlook calendar
We'd really like to see syncing between nimble and Outlook calendar, rather than just Google calendar.
The options for SMEs seem to be to go the way of 1) Google or 2) Microsoft. With Microsoft's new Office 365 platform (which we use) it's very straightforward to have an Outlook Exchange email account and calendar etc. set up, all as an online service without the need for seriously technical people! Integration with Outlook for calendar and contacts (I believe the contact integration has already been included on another post) is an absolute essential.
Thanks!194 votes -
Enable search by NOT variables such as "No email"
Make a binary "Not" search in Advanced search. This would allow a user to clean up their database by looking for people / companies with missing information such as emails.
17 votesHi,
You may now search for “is not empty” for Email fields in Nimble.
Thank you for your feedback and support!
Best regards,
The Nimble Team
-
Advanced Search should allow you to search for any fields not just a few (ie: lead status)
Allow Advanced Search to search for any fields not just the current ones listed.
59 votesHi,
I hope that you are having a wonderful day today.
You may now search all fields in Advanced Search in Nimble, including “Lead Status”.
I understand that this was a pesky feature to not have in Nimble and myself and the team appreciate your patience while we worked this feature into Nimble.
If you have any questions, please email us at care@nimble.com and we’ll be happy to help.
Best regards,
Joseph
-
quoteroller integrations
Can you integrate with quoteroller ?
This is an awesome quote maker.4 votes -
Make the search bar more prominent
It'd be great if you made the search bar easier to get to. It's currently placed over to the right and not very prominent. What'd be great is if it was better placed, close to the main buttons people use, such as adding contacts.
3 votes -
Add ability to sort Deals by date of last interaction (primarily email)
Add ability to sort Deals by date of last interaction (primarily email)
13 votesHi,
Thank you for submitting this request. Nimble now features “Last Contacted Date” for all inbound and outbound interactions.
We are also adding sorting by last date of contact to Nimble’s contact lists to make it easier to keep in touch with important connections!
Thank you for your feedback and support for this feature.
If you have any questions, please write to us at care@nimble.com and we will be happy to help out.
Best regards,
Joseph
-
Public Api to allow adding contacts and adding custom field data.
Can we have a public api soon. I would love to integrate gravity forms on my wordpress site with nimble. To add new contacts but also to add extra details on to existing contacts.
22 votesHi,
Our public API is now available.
To sign up, please visit http://developers.nimble.com.
Thank you for your continued feedback and support!
Best regards,
Joseph
-
Please add a way to search by email in the advanced search.
Along with all the other contact info we can search by in the advanced search, please include email.
4 votesHi,
Thank you for writing in and submitting this feature request for search!
You may now search by emails in Nimble’s Advanced Search function.
If you have any questions, please reply to this thread or email us at care@nimble.com!
Best regards,
Joseph
-
increase search capabilities
I'd like to narrow down the contacts I'm searching for in similar to the way I search for a pair of shoes to buy on Zappos: black, size 9, 3.5" heel, etc., except I'd be able to narrow down my search by clicking on the tags I've created: google, people, portland, etc.
4 votesHi,
You should now be able to narrow down your searches by most of the criteria listed in this thread.
If you have any issues, please let me know and I’ll be happy to help!
Best regards,
Joseph
-
Create a contact directly from new email/social interaction
I'd like to have the ability to simply click on an email/social interaction that's not yet a contact and create a contact from it. When receiving emails from prospects or interacting with new contacts, this would allow not having to create the contact from scratch.
24 votes -
Please make the Facebook field on the contact info form an open URL field.
Whenever I try to save a Facebook address in the Facebook field, the system tells me that the Facebook address does not exist. I know this is not true since I am copying directly from the address bar and in some cases it even happens with the Facebook accounts that Nimble finds on its own. Please just make this a field that will accept any URL so I can save Facebook accounts.
4 votesHi,
Thank you for writing in.
To be able to add profiles from Facebook to Nimble, you must first have Facebook connected in Settings >> Networks & Imports.
Once this is verified, you will be able to add Facebook profiles to records in Nimble.
If you come across any issues, please email us at care@nimble.com and we will be happy to investigate.
Best regards,
Joseph
-
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 votesHi!
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
- Don't see your idea?