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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Add a 'documents' tab in the contacts view
I several emails I attach (important) files. And with the large amount of emails that are send it sometimes hard to find back a certain file. Is it possible that Nimble find them for you. So next to the 'message','activities' and 'deals' tab a 'documents' tab. When you click on it you should see a complete list of all the files that were send to that specific contact or (in company view) to a contact belonging to a certain company.
23 votesHi,
At the current moment, we do not have the ability to search messages that contain file attachments from within Nimble. If you are currently using Gmail, you can use the advanced search function to search for emails sent with specific file attachments.
With regards to attaching documents to contacts, we are looking into integrations with various cloud document storage platforms to allow for better ease of access to documents that are related to your specific contacts.
If you have any questions, please email us at care@nimble.com, we are always happy to help out.
Best regards,
Joseph
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bring in open/activity from mailchimp to contact's record
I want to see whether a particular user opened our email newsletter or that they received one versus another (because multiple segments in our communications)
33 votesHi,
At the current moment, we are done with work on our MailChimp integration so it is unlikely that we will pull in open/activity information into Nimble when it is viewable in MailChimp.
We may circle back to this feature sometime in the future, but for now it is not on our list of projects.
We appreciate your feedback and support!
Regards,
The Nimble Team
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Automatically fetch company logo from company website
Can it be made possible to auto-fetch a company logo from a company website. In 9 out 10 instances the company logo can be found in the same place on a website. As a user I enter the company website, so it will be highly likely that Nimble can auto-detect the correct company logo. The gray company icons look really boring at the moment, but finding logo's by yourself takes ages.
3 votes -
Edit deal stage in deal 'dashboard'.
It would be nice to have the ability to change the deal stage in the main deal screen (or deal dashboard) via a drop-down menu.
18 votes -
1 vote
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Create a dynamic contact search tool for pulling information from available web content to create specific demographic prospecting contacts.
The idea is to create a template that can be customized similar to the Nimble "Custom Fields" creating a custom search engine based on specific contact and demographics which would be pulled from available web and social mediums.
3 votesHi,
Thank you for submitting this feature request for us. We have added an “External Web Pages” tab to Nimble to allow our users to set up iframes, which can run queries on contact information on websites and present them within Nimble.
For more information, please see our support article here: Enabling External Web Pages
We truly appreciate your feedback and support for Nimble!
Best regards,
Joseph
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have the function to declare an e-mail as SPAM.
It would be great to be able to declare an e-mail as Spam when received, to take advantage of Google´s Spam filter.
9 votes -
Allow changing of name of Company to Family for not for Profit Use
I'd love to use this for my not for profit group. I can use it as it with a few compromises, but would love for other users to be able to not have to. We work with families and members, rather than Companies and Contacts.
5 votesHi,
We do not have plans on adding the ability to change the name of “Company” to other names.
While we understand the need for customization and we see its importance, we have decided to decline this feature for the near future.
Thank you for your feedback and support!
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add an undo option after a contact merge
it seem that i have merged two contacts that were not duplicates of the same person. Having an undo option after a contact merge is completed would probably be helpful to many
9 votesHi,
Thank you for writing in.
We will review whether or not to allow for an undo option after merging, and we will update this ticket at a later time once we have more information to share.
Best regards,
Joseph
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Ecommerce integration
I want a CRM that can connect to my ecommerce store. Specifically:
- Customers become contacts
- Sales data should be displayed when viewing a contact (i.e. orders to date, total sales, date of last order)
- Orders should be displayed when viewing a contact
21 votesHi,
At the current moment, we do not have plans to internally develop an ecommerce integration with Nimble and specific solutions such as PayPal or Google Checkout.
We have recently released an integration with Zapier (www.zapier.com) which will allow you to create a “trigger” between your ecommerce application and Nimble.
For example, a new customer in your Ecommerce software can be set to “Zap” to Nimble to create a new contact record.
We appreciate your continuing feedback and support and we would love to hear more about how you use Nimble. Please feel free to email us at care@nimble.com to share your thoughts and questions with us.
Best regards,
Joseph
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Add ability to delete social posts of others from your stream once you have viewed them
put a delete option to the right of each social post that is aggregated in your stream. That way each time you check in you know you're viewing new social posts. The Gist app handles this task well.
1 vote -
Allow interactions in gmail to assign tasks and messages to deals
Allow interactions in gmail to assign tasks and messages to deals like Zoho Projects. Instead of having to be in Nimble to do everything, if I am in Gmail and I get an email with a prospect, I'd like to be able to add the message directly to the deal like Zoho projects allows for Project management.
36 votesHello,
You may use our Nimble Smart Contacts App to create tasks in Nimble for deals and contacts, therefore, this request is no longer needed.
Best,
Joseph
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Allow for other Task services in Nimble - like Toodledo
Obviously the integration with Google should allow for Google Tasks...but other Task service providers might just as well be integrated
9 votes -
batch email everyone in a company
When looking at a company profile, it's great to see a list of the people in that company on the right side. It's even cooler that there is a drop-down when I click on each of these people and I can work directly from that small side-tab in messaging, creating tasks/events.
It would be great if I'm able to email everyone within a company all at once. At the moment, I have to go in to cut/paste each person's email address to message them all at once.
4 votes -
Assistly Integration
Provide an integration with Assistly, so that sales & marketing related items can be easily pushed to Nimble. It would be nice if Nimble could push support related cases back to Assistly.
4 votes -
Deal Stages, Probabilities and Weighted Forecasts
It would be nice to have the option to link deal stages to probabilities without having to enter them both separately. For example, you can set the Proposal stage to 65% so whenever you move to that stage you dont have to input the probability percentage again..
57 votesHi,
We are placing this suggestion under review for our next phase of the Deals page.
We appreciate your continued feedback and support, thank you for voting!
Regards,
-The Nimble Team
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incorporate gmail's 'priority inbox' feature
incorporate gmail's 'priority inbox' feature
17 votes -
776 votes
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I would love the ability to map my contacts to a google map for scheduling purposes. This would allow me to cover more accounts in less time
One of the features from our current CRM is the ability to create a map with all the accounts and contacts in a certain city, zip code or state. This allows our reps to maximize their day by seeing as many people as possible.
38 votesHi,
We will review the possibilities of integrating a maps application with Nimble, it definitely sounds like a great idea!
We will update this thread in the future when we have more information to share!
Regards,
-The Nimble Team
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leave calendar events on "Activities" until cleared or note added
If I have a meeting, I want/need to enter notes about the meeting. Hoewever the current settings clear the event from the overview view.
1 vote
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