Nimble
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This forum is for feature requests for Nimble to help us gauge what would help you be happier with Nimble.
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114 results found
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Allow Links in Deal Information
Nimble is currently at a slight disadvantage to competitors in that it does not allow documents to be attached to either contacts or deals. I've seen the suggestion that we could add a document url to the contact info, which is fine for contacts, because you have URL fields in contacts. But for deals this does not work, because a) there are no url fields and b) inserting a link into the notes does not automatically identify it as a url and make it clickable. It's a copy/paste affair which is not a good look.
As a quick fix, if…
7 votesHi,
Thank you for writing in and suggesting we add URLs for documents to deals in Nimble.
As of right now, we plan to add both custom fields and document URLs to Nimble.
Because of our planned custom fields for the Deals tab, we will likely allow users to add links in the deal information.
Best regards,
Joseph
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7 votes
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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 -
Workflow with email automation
Are you able to implement a workflow aspect to Nimble with email automation.
ie: lets say a deal has 5 stages, within each stage there is 5 activities required to complete the stage and at the change of one stage to the next you have the ability to have predefined email templates with mail merge for the client name sent acknowledging their deal to the next stage. The stage names and activities would vary in number and need to be fully customisable.
I would imagine that a rule based approach would probably work well, ie: when deal = 'application received'…
6 votes -
add new/reccuring field to a new deal
We really need to differentiate new cleints vs upsales.
I suggest you add this filed (new/exicting client) to new deal interface.
Also some filters in Deals would help too.6 votes -
Color coding Contacts by Status in the Deal view might be useful.
At the very least being able to quickly and easily see (and edit) Lead Status would be helpful.
You want to make it quick and simple for users to identify where their next "close" is coming from. Good practice is to focus on the next "closable" deal before others, so anything you can do to help identify these is good. Avoid sifting through the "longer term" contacts and prioritize the "hot" (final stage) ones.
Color coding is a fairly easy way to do it: light blue, amber, red?
5 votes -
Update the Deal "Export" function to generate a .csv that can be used to directly print mailing labels
Currently, Exporting from a Deal gives you everything BUT the addresses for the contact. I suggest enhancing the Export feature to allow the option to export "Names and Addresses only", such that the resulting .CSV could be consumed directly by mail merge software (Word, Open Office, etc)
4 votes -
Include "Last Contacted Date" in Deals View, to see stale deal activity
Include "Last Contacted Date" in Deals View, to see stale deal activity
4 votes -
show emails related to the deal
Have filter so we can see communications just related to the deal and not all communications.
4 votes -
Add a third category for deal status - Won/Lost and "Hold"
Many clients may be interested in a product or service, but not yet ready to buy. Since they do not have a defined purchase time frame, I would prefer to separate them from my active funnel but keep them categorized for contacting on an occasional basis.
4 votes -
Quotes and Estimates
I know the concept behind Nimble is to be a full CRM solution so I hope this idea comes to reality. We need the ability to quote customers directly from Nimble. Import a price list, products and shoot out a estimate or quote right from within Nimble.
4 votesHi,
At this time, we do not intend to build price quoting into Nimble.
Please utilize the integration we have with an app called Quote Roller at www.quoteroller.com.
Best,
Joseph
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4 votes
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Create a new pipeline by copying an existing one with all its stages.
We run open educational classes that we market to companies and individuals. Each class is an individual pipeline and each potential client is a deal.So we have multiple pipelines with the same deal stages. We need to be able to create a new pipeline by copying an existing one with all its stages. Currently, we have to enter each stage manually with every new pipeline.
4 votes -
include email field in deal export csv
if we want to send follow up email to 40 people who buy the same deal, we can't search by deal and export so we have to export all deals and sort, but the CSV file doesn't contain the email addresses.
4 votes -
I suggest Nimble add a new 'Withdraw' status for deals beside 'Won' and 'Lost'
I've seen that you added the Reports tab, which is just great at showing stats of the lost and won deals.
However, I do have a suggestion. for every deal, there are just two options: Win and Lose. While I often found myself in a situation where my company decided to withdraw from a deal out of our own will. What do we do then?
Deleting a deal is not exactly the solution in such case because we like to keep records of each transaction.
It's definitely not a Won, so I mark such deals as Lost. Can you imagine…
4 votes -
remove scroll bar from bottom of "Deals" category
I'm coming to Nimble after having used Pipedrive for deal flow management. Putting a scroll bar at the bottom is asinine considering that the full width of the screen isn't utilized. Allow users to see the full picture, even if at the expense of shrinking the information. I only have 4 columns + "close deal" and not getting the full view adds unnecessary complication to an otherwise smooth application.
4 votes -
Nimble look and feel
The pipeline view of the deals is cut off after several stages, it looks as if Nimble does not support the whole length of the screen. So after 4-5 stages there is no view anymore...I would prefer that Nimble has a flexible screen view.
4 votes -
Choose currency for every deal, not for a pipeline
Now the currency is set in Deal Pipeline settings and is the same for every deal in the pipeline.
Our deals are in different currencies, EUR, USD, etc. depending on the customer's location and I need to have a possibility to set a custom currency for every single deal separately; otherwise, it's not usable - I either need to create a separate pipeline for each currency, which is not ok, or make currency conversions when I add a deal if a currency different from the default one.
3 votes -
Deal amount breakdown to show total deal worth vs amount owed
I would like to see a total deal amount vs. amount owed with a deadline on payment.
I could easily see an overview of how many deals in my que for a total amount in a specific time AND also see the outstanding amount if any for current deals with deadlines.
I could greatly forecast budget and staffing concerns with this information.
3 votes -
Ability to sync Nimble deals with Podio
Ability to access Deal data to integrate deal data with Podio deals app.
3 votes
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