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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92 results found
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report on data fields
I really need the ability to pull reports weekly/monthly/annually on data fields. For example, I have different custom lead sources set up in my lead fields. I would like to easily be able to report on revenue, deal stage, revenue, etc by lead source.
1 voteWe’re working on newer reports that will include capabilities to report on contact fields.
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Add the concept of Products to deals
Pipedrive lets you pre-define a set of products, and even product variations with different price points, so you can then quickly add these to a new deal. If you deal in a fixed range of products (as opposite to customised deal sizes), then this makes the deal workflow a lot slicker. Please consider adding this to Nimble
7 votes -
Add a salutation field for group messages
It is great that Nimble now has a group messaging funktion. Unfortunately it is practically useless because there is no possibilty to add individualized salutations (e.g. Dear Maggie vs. Dear Ms. Newclient) to an email template.
There is a workaround by using the Title field to store individual salutations but then there is no place to store the title.
So please add a standard field to the standard contact info and make it possible to use this field as a merge tag in group messages. This would be especially usefull when using Nimble in any other language than English.
7 votes -
integrate SMS and telephone calls
I would use your product a lot more if you included integration with capturing SMS messages and integrating into the calendars in your system. I get a lot of text messages from clients and they all go to my google calendar but they are not associated with individual clients. Also, phone calls are reported on my google calendar but they are not associated with the individual clients. This would be a real quality service and I would almost relay on Nimble as my only CRM system.
65 votes -
Automatically handle Twitter shortened URLs
Creating contacts from Twitter Followers brings in the Twitter shortened URL (e.g. http://t.co/whatever ) for their web addresses.
The import process should auto-map the shortened URLs to their real equivalents, and you should provide a button to do this on the contacts Edit Form.
We have thousands of followers, so doing it manually is going to be a right pain!
3 votes -
Update "last contacted" of company when contacting one of their employees
When contacting a user who works in a company, the "last contacted" section updates only for him and not for the company. I think it should update automatically, or at least give the option to do so.
17 votes -
Contacts need middle initial, suffix and prefix
Need to add fields for middle initials, suffix's and prefix's, when you work with people with multiple given names and certain titles, it's important to address them appropriately. combining these names into fields reserved for first or last name just doesn't cut it when every other contact management software we use breaks those out. thanks.
16 votes -
Add sort feature to all contact columns
It would be fantastic to have the option to sort contacts by lead type, lead status, and phone number.
11 votes -
Daily summary including all open tasks.
Please let us edit the daily summary mail, like including open tasks for the next four weeks instead of one or even all open tasks.
Thank you
19 votes -
Search Results: Add "View More" option (or add Next/Prev to top of page)
In the contacts search results, it's difficult to move quickly through contacts. Few results means I have to scroll to the bottom to see Next/Previous. Please either allow me to see more results per page (50, 100) or at least add Next/Previous to the top.
3 votesHi Jasmine,
We will review the feature to cycle through pages of contacts from the top of the list.
Thank you for your feedback and support!
Best,
Joseph
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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 -
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 -
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 -
Allow any email to be attached to any contact
I often receive emails through other email addresses that I want to associate with my contacts. I definitely do not want to associated/link all of those email accounts with nimble as that would cause a flood of messages in my nimble account. I would, however, like to be able to forward those messages to the email address I am bringing into nimble and then associate that email with a contact. Currently, this isn't possible since the email (a forward) technically comes from me. The other workaround is to copy and paste the email into messages, but that's tedious. I just…
2 votes -
View Social Stream by Tag
Often it makes sense to ask "What are these group of people thinking about today?
I'm wondering if there's a way to view the social stream for contacts with a particular tag, avoiding the needlessly tedious task of going into the social stream for each contact individually.
!104 votesHi,
We are placing this request under review.
For now, you can save searches and view your Signals by saved searches.
This means that you can create a saved search based on a specific tag you want to monitor and we will surface that information for you based on your engagements.
We will review ways we can improve this feature and update this thread when we have more information to share.
Thank you for your feedback and support!
Joseph
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Allow for importing of Deals into Nimble from other CRMs
Allow users to import information into the Deals tab.
Often, users will come from different CRMs and they want to bring their current opportunities and deals into Nimble for tracking.
117 votes -
Filter Contacts' TAGS like a multiple choice for instantaneous results
I know that a specific search can be done in Advanced but it's more cumbersome and I'm always looking for different combinations of tags so to do an advanced search and save the specific tag combinations isn't feasible nor is it "nimble". Whereas give us the ability to just click on the tags like a multiple choice a la carte list would be outstanding and a great time saver. All of the tags are already listed on the right hand side of the screen. Just give us the ability to click on multiple ones to create our "AND" search. Please?…
9 votesHi,
Thank you for your feedback regarding tag selection in Nimble. We are placing this feature under review for now.
For the time being, you can run an advanced search on multiple tagged groups to bring them into view.
We will update this thread as soon as we have an update on what our Product team decides to do with tag selection in Nimble.
Best regards,
Joseph
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Give the ability to sync more than 90 days of email messages for contacts
I have emails related to contacts that are older than 90 days that I'd like to have for easy reference from Nimble. I suggest giving the users the option of syncing further back than 90 days.
18 votesUnder review for 2017
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Social stream brand recognition or mentioning
Have nimble alert me when my name or company name is mentioned online. Have the ability then to import the contact info of the mentioner(s) so I can reach out to them for recognition or for putting out a fire.
60 votesHi,
Thank you for writing in.
At the current moment, we will not be able to include this feature in Nimble because it is already available through saved Twitter searches.
If you create and save a Twitter search, it will appear in the Social tab in Nimble under Twitter. From here, you will be able to view those that are mentioning you and you can import them into Nimble right away.
In order to display saved searches in Nimble, they must first be created on Twitter.
To create a saved search on Twitter, type a search into Twitter such as “#nimble” or “@nimble” (replace “nimble” with your company name or conversation of choice).
Next, run the search and select the cog to save your search. (http://screencast.com/t/7PhtgR2t).
Once this search is saved, it will appear on the left-hand side of the Social tab in Nimble. (http://screencast.com/t/bBRNWwduFdhg).
The…
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24 hour clock
Hi guys,
I would love to have a 24 hour clock instead of a AM:PM clock.
Hopefully there are more people who love to have this funciton implemented also?45 votes
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