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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Add Activity Sets
If you often repeat the same set of tasks for a given process within your business, you may find it faster to create an activity set for these tasks, which can then be added to the item, resulting in all the tasks in the set being created automatically - rather than manually creating each task individually every time. It's a great way to automate processes within your Organization
229 votesHi,
Thank you for submitting this idea to our forum. This request is currently under review!
Please continue to submit your votes and we will definitely consider bringing this request to Nimble.
Best,
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Add support for Google Apps Domain Aliases
By: Dan
We use google apps and we have a lot of domain aliases. To make it easier to our users, we send emails from the alias which concerns him. The problem is that I can't use my other aliases to send emails. Can you add this feature in for Nimble.
225 votesHi,
We are placing this idea under review, we will provide more information at a future date.
Thank you for your continued feedback and support!
-The Nimble Team
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Add The Ability to Link / Relate Two Contacts
I would like to relate contacts with customized fields like People A is Father of People B, People B then automatically would be son of People A... then customized like... People C is lawyer for People D, E, F, G... etc.
194 votesThis feature is in consideration for our 2016 roadmap.
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Add Multiple Email Signatures
As I use my email for work and play, it would be nice to have the option of multiple email signatures as found in Outlook or Gmail help separate lifestyles
192 votesHi,
Thank you for writing in.
We have placed this feature request “Under Review” and we will update the status at a later date when we have made a decision whether to move forward or not.
Thank you for your continuing feedback and support for Nimble!
Best regards,
Joseph
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Recurring task
You already have the option to have recurring events but would like the option to have recurring tasks.
158 votes -
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 -
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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Person and Company contacts should inherit work related information to reduce duplicate entry
1) A company already exists with work related information saved in the company record. When ‘Adding a Person’ the company name is in the entry form, but the person should inherit the work related information from the company record.
2) Second scenario, If I create a new person and company in one step, and fill in Main work phone# and Work Address, this information is shown in that person’s record only. Users that search by company should be able to reference this information in the company record, rather than opening an employee’s record. If multiple employees are shown, one record…
104 votesHi,
Thank you for writing in with this suggestion.
We have placed this feature request under review for a later time, as it would be interesting to automatically map all “work” information to a contact when they are added to a company.
Thank you for your feedback and support!
Best regards,
Joseph
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Two data flow from Mailchimp would be a nice touch
Would be tight to complete the circle. Thanks j
102 votesHi,
We will review the option of having two way data flow from MailChimp to Nimble but we do not have a timeframe for if or when we’ll improve this integration.
We look forward to sharing more information in the future.
Warm regards,
-The Nimble Team
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Integrate with ToutApp
I use ToutApp and would love to see a Nimble to ToutApp integration.
95 votesHi,
Nimble added an integration for Zapier in January 2013. I have edited this thread to be only for Toutapp support.
If you want to get started with Zapier and Nimble, please go to www.zapier.com/zapbook/nimble
Best,
Joseph
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Task related to emails
Please add an option for creating task from message with linking to the message.
Like this:
1. customer drops me an e-mail with some request
2. i'm converting the email to task assigned to the customer and to this particular email
3. i'm doing the job
4. when completing task, I can send email confirmation to the customer that the case is closed.92 votesHi,
Thank you for your feedback.
As of right now, you can create a task from an email and the contact will be directly linked to the task. We will review better ways of linking emails to tasks.
Thank you for your input and votes!
-The Nimble Team
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Add last date contacted (automatically loaded) to deals overview page
This way you can scan down the deals list at a glance and see which have not been contacted recently.
89 votesHi,
Thank you for submitting this feature request. We are currently working on finalizing our “Last contacted date” feature for Contacts and once this is rolled out, we will review whether or not we will add this to Deals.
It definitely seems to be a useful feature so we have placed this “Under Review”. To show our Product team that this is essential for Nimble, please share this idea and have other vote for it!
Best regards,
Joseph
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Allow to show tasks assigned to all.
When viewing tasks, add the possibility to view task assigned to all the members of the organization.
88 votesHi,
We are currently reviewing ways to show tasks in Nimble in the most effective manner possible.
For now, you may view tasks assigned to yourself or by team member.
Thank you for your feedback and support!
Joseph
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toolbar to add contacts from any site
I would like the ability to add contacts from any site on the web. Highlight the info, click button, add as contact. I have seen this in other CRM's with chrome/firefox toolbars and also with a list building tool egrabber.
80 votesHi,
Thank you for submitting this feature request.
We will review whether or not a toolbar add on for Nimble is feasible for adding new contacts and we will post an update to this forum once our Product team has given a full assessment.
In the meantime, please try out our Nimble raplet for Rapportive, which can be found in Settings >> Integrations in Nimble. This is a great tool that allows you to create new contacts directly from email interactions.
Best regards,
Joseph
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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 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 keyboard shortcuts to Nimble
I'm a poweruser on gmail and I move really quickly through my messages and organize them, read, delete, archive. And going back to using a mouse for this is terrible. Many apps are adding these so I think it would be a huge plus to have them available in Nimble.
68 votesHi,
We will review adding keyboard shortcuts at a later point in the future.
For now, we are focusing on improvement in other areas of the app, and then we will add keyboard shortcuts.
Please continue to vote for this feature to show its importance to our Product team.
Best regards,
Joseph
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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 -
Sync to Outlook contacts
need a clean sync back to outlook contacts. We have software that is business-critical that uses outlook, as do a lot of firms we do business with.
It is not practicable to update both nimble and outlook with changed data / new contacts.
We need a two-way sync that will allow new/updated details to sync both ways, which works where updates have taken place in both etc.
61 votesHi,
We are going to review whether or not we will add the function of syncing to Outlook contacts from Nimble.
We truly appreciate your feedback and support,
-The Nimble Team
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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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