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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  1. Add the ability to set specific contacts as private

    Sales staff should be able to "protect" their contacts from other sales people from getting deleted, used, shared, etc.

    Admins should be able to create a contact then share with particular people of their choice (creating a custom territory for their sales team).

    Admin needs more control and 'management' features over team.

    ALSO... contacts need to backed up incase they get deleted, in general.... having to update an exported CSV routinely and run the risk of all public contacts among my team will cause me to choose another CRM as we grow.

    697 votes
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      76 comments  ·  Contacts  ·  Admin →
    • Develop a soft phone integration for Nimble.

      Would love to have soft phone integration, ie, ringcentral. When a contact calls, contact profile is displayed. There is a tool like this for Outlook.

      43 votes
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        5 comments  ·  Messages  ·  Admin →

        Hi,

        Thank you for writing in to submit this feature request to the team at Nimble!

        We will review whether or not to develop a phone system integration internally with Nimble, and we will update this thread when our team is ready to share further comments. Please continue to vote for this thread to show our Product team that you would like a phone integration with Nimble.

        We may not specifically integrate with Ring Central, so I have changed the title of this thread to be broader to cover any phone system integration.

        Thank you for your feedback and support!

        Best regards,

        Joseph

      • 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.

        39 votes
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          5 comments  ·  Contacts  ·  Admin →
        • 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.

          58 votes
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            3 comments  ·  Contacts  ·  Admin →
          • Sync with Google Tasks

            Sync "task" activities with Google Tasks...

            431 votes
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              31 comments  ·  Activities  ·  Admin →

              Hi,

              I’m sorry about the lack of updates on this front.

              We are still reviewing whether or not we will add Google Tasks as an integration to Nimble. We will update this thread as soon as we have more information.

              There are a few features that are above this on our “top voted” requests and we are trying to tackle the list from the top-down. Please continue to vote for this feature to show its importance to you as a user!

              Thank you for your feedback and support.

              Joseph

            • Allow a contact to be associated with multiple companies

              I deal with contacts that are associated with multiple companies. It would be helpful to be able to represent that reality in Nimble.

              647 votes
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                63 comments  ·  Contacts  ·  Admin →

                Hi,

                At the current moment, we do not have plans to implement the ability to associate contacts with multiple companies in Nimble in 2013.

                While we do not have this on our horizon, things can change and we encourage you to continue to vote and comment on this feature to capture the attention of our team.

                We will circle back in a few months with another update on this feature request.

                We truly appreciate your feedback and support for Nimble.

                Best regards,

                Joseph

              • Convert person to company

                Allow me to change a record from a person to a company. When I import records, especially from Twitter, it brings them in as people, but many of them are companies or organizations, some of whom are listed in Nimble.

                187 votes
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                  41 comments  ·  Contacts  ·  Admin →
                • Integrate with Outlook and Exchange

                  This is a thread to vote for added support for Nimble and MS Exchange or MS Outlook.

                  Items such as:

                  - Outlook Calendar Sync
                  - Outlook Contacts Sync
                  - MS Exchange Sync

                  437 votes
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                    Hi,

                    We are still working towards a solution for MS Exchange but it will likely apply to new servers only (not Exchange 2007).

                    If you are an Office365 subscriber, you can connect to Nimble via their newly released REST API.

                    You may also connect to Office365 over IMAP by using the following details:

                    IMAP: outlook.office365.com
                    IMAP Port: 993
                    SMTP: smtp.office365.com
                    SMTP Port: 587
                    SSL (On)

                    If you have any issues, please send us details and a screenshot at care@nimble.com.

                    Thank you,

                    Joseph

                  • 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.

                    49 votes
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                    • Add project management

                      I love what Nimble does, but I would love to see some sort of project management tool. The opportunities module is similar, but I need a way to track tasks and activities based on a project level. Even better would be a way to link multiple contacts to a single project.

                      114 votes
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                        under review  ·  17 comments  ·  Other  ·  Admin →
                      • Add tags or categories to deals

                        Right now deals are pretty basic. For a proper usage I would recommend to add categories or tags to deal to sort them properly. Tags could be products or events or whatever :)

                        256 votes
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                          19 comments  ·  Deals  ·  Admin →
                        • Add Ability to Manually Update "Last Contacted'

                          Currently, "Last Contacted" is only updated through communications via email or social network. Not all conversations happen through these mediums, therefore, users should be able to manually update "Recently Contacted" and leave a note for the method of contact (call, in-person, etc).

                          420 votes
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                            73 comments  ·  Other  ·  Admin →

                            Hi Stefan,

                            Thank you for submitting this feature request.

                            You may log an activity as a “Stay in Touch” update to manually update “Stay in Touch” activities for now. We do not have a manual option for “Last Contacted” yet.

                            We will give consideration to manually updating “Last Contacted” in 2014.

                            Best regards,

                            Joseph

                          • 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.

                            174 votes
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                              33 comments  ·  Contacts  ·  Admin →
                            • Add a Find & Merge Duplicates

                              Reviewing contacts and merging one by one takes too long. I'd like a feature similar to gmail where you can find and merge duplicates.

                              373 votes
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                                16 comments  ·  Contacts  ·  Admin →
                              • Multiple Deal Pipelines

                                Allow the feature to add multiple pipelines in the Deals tab in Nimble. Not all Sales processes move down the same pathway, and this will help us manage multiple deal-types.

                                424 votes
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                                  58 comments  ·  Deals  ·  Admin →

                                  Hi,
                                  Thank you for your feedback and support!

                                  The ability to have Multiple Deal Pipelines is currently “Under Review.”

                                  We will let you know if/when this feature will be implemented. We are looking to release a solution in 2016

                                  Best,

                                  Joseph

                                • 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.

                                  64 votes
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                                    12 comments  ·  Activities  ·  Admin →

                                    Hi,

                                    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

                                  • 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!

                                    184 votes
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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

                                      178 votes
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                                        34 comments  ·  Contacts  ·  Admin →

                                        Hi,

                                        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

                                      • add multiple users to a task or activity

                                        For Nimble to be useful to a team there have to be ways to assign tasks to multiple users, or at least allow all users to see all tasks.

                                        If a team member creates a task, and invites me as a guest (currently linked to my contact information) then I do not see this unless I check my activity tab. I need to be notified, and be able to manage the task.

                                        I see there have been discussions of this dating back over a year, but can't find a suggestion to support, so adding this new one.

                                        28 votes
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                                          5 comments  ·  Activities  ·  Admin →

                                          Hi Everyone,

                                          Thanks for voting and sharing your feedback!

                                          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.

                                          Please continue to vote for this feature.

                                          Thank you,

                                        • 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 votes
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                                            19 comments  ·  Messages  ·  Admin →
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