Skip to content

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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

254 results found

  1. Would like activity types for Log Activity

    Would like activity types such as: Incoming Call, Outgoing Call, etc.

    Would be nice to add custom as well.

    18 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. 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 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Please update the mobile app to include more useful information about a client

    Please update the mobile app to include more useful information about a client

    17 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    completed  ·  1 comment  ·  Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. A-Z Alphabetical Sort Bar on top of contacts list

    Need a quick way to get to the contact without guessing which page they are on. You could use an A B C...Z list or a search box on top of the contacts.

    17 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    7 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. add email composition features like draft, bold, underline, bullets, etc.

    I frequently create business messages that involve estimates, proposals, etc. Enhanced email features would be very helpful in making key points standout.

    17 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Messages  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi,

    Thank you for voting and contributing to this feature request.

    We currently feature email composition features that can be seen here(http://screencast.com/t/abRTSgXC).

    We have rich text editing for emails in Nimble now, including bolding, underlining, indenting, bullet points, and italicizing.

    We are unsure if we will include a draft email option at this time and it will be best to vote for it on a separate email thread.

    With regards to adding images, you may add images through the HTML signature editor for your email signature or as a file attachment to emails.

    Thank you for your feedback and support for Nimble!

    Best regards,

    Joseph

  6. Show Klout Scores (and ability to sort by Klout)

    As a social CRM, we need to be able to see how influential a contact is.
    Adding Klout would be a very easy way to lookup how influential a person is when doing outreach or sales.

    16 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    completed  ·  2 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Would be nice to have the option of creating a new contact record from an email, if it doesn't exist already.

    Many times we get inquires that come in via email directly from a new client (instead of from a website contact form or call) it would be nice to click a button and create a new contact record from the new client's email.

    16 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    completed  ·  charlene responded

    We have this functionality in Nimble :) In the email view, there is a side widget that allows you to import contacts if they are not in Nimble already.

  8. Ability to sort by Klout score

    It would be great if Nimble allowed me to find my most influential contacts by having the ability to sort by Klout score.

    16 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    completed  ·  0 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Need to preserve formatting, spacing in notes

    I take long notes on my calls with different prospects. These notes cannot be saved in Nimble. They lose their formatting, bold, etc. Right now I use Evernote to store the notes, but that's difficult because everyone on the team has to open Evernote to see my call notes.

    You really need better note taking abilities. Bold, formatting, numbered/bulleted lists, really just basic HTML formatting, the same as any email program. And the should not pop up in a tiny window with all the text running together.

    16 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    completed  ·  4 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Let us manually reset or overide the stay in touch / past due reporting.

    I do stay in touch with contacts but often through an offline process. However I can see a growing list of people I'm being warned are past due for a 'stay in touch' effort and there seems to be no way of logging an offline initiative that the system recognises and causing it to reset the clock. Or am I missing something?

    15 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    completed  ·  1 comment  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 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 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi,

    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

  12. Set a contact's primary email address

    Each contact really needs to have a means to suggest a "primary" email. At the moment it appears to be random what is at the top of a list (where you have multiple emails for a contact).

    This is important as this is the email that is displayed on the contact summary page, attached to the user's name in tasks/activities and elsewhere.

    It is also important to establish what is the best way to reach someone

    13 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Nimble E-Mail Spellcheck & WYSIWIG Editor

    Suggested by Justin Lindberg,

    Nimble definitely needs spellcheck and a WYSIWIG editor (for bolding, etc) when composing e-mails through the system.

    Thanks.

    13 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Messages  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. 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 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Deals  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi,

    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

  15. Completed Deal

    By: Stephen Feldman

    When entering new deals you should be able to change the won date to a date in the past. I am entering investments that we have made over the last year and including the anticipated close date as the date it actually closed. When you save it, the date defaults to the day the deal was created.

    13 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    completed  ·  1 comment  ·  Deals  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. help me to select contacts/ companies then, as a bulk action, code the relationship type

    It would be good to select contacts/ companies and, as a bulk action (to save masses of time), code the relationship type (client, prospect, network, etc.). I would then like to view my contacts/ companies by relationship type. Many thanks.

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi,

    Thank you for submitting this feature request.

    We are marking this feature as complete because we have features in Nimble that fit your needs.

    At the current moment, all users may select contacts and companies and as a bulk action, apply a tag to these contacts. The tag label can be coded in any way that specifically helps out your work flow.

    Then, you will be able to select that tagged group from the Contacts tab in Nimble to quickly access these important contacts.

    We appreciate your feedback and support for Nimble!

    Best regards,

    Joseph

  17. Email Templates

    We need a way to have templates or commonly used mail merge documents to help with common recurring corespondence

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  Messages  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Add twitter reply and direct messages that I send to a contact become a part of that contact's record

    When a contact sends me a twitter reply or DM, that message becomes a part of their contact record. However, if I send them a twitter reply or DM, it is not added to their record. What we have is a one-sided conversation only. I have not tested this with FaceBook or LinkedIn but suspect same might be true. Thx!

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. enable a feature where you can schedule tweets and facebook status updates.

    Since CoTweet, owned by ExactTarget, is shutting down CoTweet, it would be advantageous to include this feature in Nimble. Having the ability to track it which of those contacts in our account have viewed and/or clicked would be a nice too.

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Signals  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. tagging of contacts

    Let me tag contact and let the tag be a search criteria (like in highrise). Let me find for instance "all hobby photographers that I know in NY", by search for every contact in NY which I tagged with "photographer".

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Nimble

Categories

Feedback and Knowledge Base