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18 results found

  1. Attach specific emails to deals rather all correspondence with a contact.

    This is a dialogue with Garick. See below:

    Hi Reece,

     I apologize that it's taken a few days to get back to you and I

    had wanted to see if I might get a better idea as to when we might be
    able to offer such a feature upgrade. It seems that our development
    team is quite slammed at the moment and I believe we're focused on
    releasing a public API as well as mobile solutions.

     I can definitely see your point of needing to have the messages

    to be a bit more filtered and refined within the deals tab…

    72 votes
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    4 comments  ·  Deals  ·  Admin →
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    declined  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    We do not plan to change how we sync messages to Deals in Nimble at this time.

    We are currently focused on other areas of the application, and if this feature receives enough votes, we will reconsider it.

    Thank you for your feedback and support.

    Best regards,

    Joseph

  2. Add Deals from Email Message

    Suggest by: Graham Robson

    It does not seem possible to create a deal from the Email message screen, only a task. It would be more efficient to be able to do this from the perspective of an email context.

    67 votes
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    6 comments  ·  Deals  ·  Admin →
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    declined  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    At the current moment, we do not have plans to include the feature to create a deal from an email message.

    Instead, you can go to a contact record and select “Assign Deal” to create a deal from this view.

    Please see our screenshot here for an example: http://screencast.com/t/Y9sTDWNuJDQe

    If you would really like to have this feature reviewed again by our team, please ask anyone you know to vote for this feature and we will put it back under review.

    Best regards,

    Joseph

  3. Allow interactions in gmail to assign tasks and messages to deals

    Allow interactions in gmail to assign tasks and messages to deals like Zoho Projects. Instead of having to be in Nimble to do everything, if I am in Gmail and I get an email with a prospect, I'd like to be able to add the message directly to the deal like Zoho projects allows for Project management.

    36 votes
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    2 comments  ·  Deals  ·  Admin →
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  4. Wave Accounting Integration

    Wave Accounting Integration - Wave is a micro/small business, cloud based accounting package. Ability to flow deals to invoices and contacts to customers.

    20 votes
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    declined  ·  1 comment  ·  Deals  ·  Admin →
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  5. Add Next Action Date field to the Deals List.

    This would allow me to see that indeed there ARE next actions for every deal, and I could sort by next action to put these in chronological order. Right now I have no easy way to ensure that each of my deals has a next action, and can't get a feel for how my pipeline is progressing over time.

    14 votes
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    0 comments  ·  Deals  ·  Admin →
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  6. Allow entry of monthly payments in deals

    A lot of the deals we add to nimble include some form of regular payment, such as hosting. It would be nice to be able to record these elements on deals.
    Currently I just leave them out of the deal and just add in the capital cost to the client.

    12 votes
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    1 comment  ·  Deals  ·  Admin →
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    declined  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    As of right now, we envision the deal tool in Nimble to be for deals that occur once so I am declining this feature request for now.

    If we receive enough votes on this feature, we will open it back up for review, but for now, we must decline it.

    Best regards,

    Joseph

  7. Deal Print Button

    I'd love a simple print button for both deals view option that organizes it all nicely on a PDF ready for distribution or print.

    Every week we meet internally to get everybody up to speed on our deals but we'd live to have it nicely printed so we can hand it out or put it on the wall.

    This should be a simple request :)

    Thank you!

    9 votes
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    0 comments  ·  Deals  ·  Admin →
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  8. 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 votes
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    1 comment  ·  Deals  ·  Admin →
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  9. 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
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    declined  ·  1 comment  ·  Deals  ·  Admin →
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  10. 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
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    declined  ·  0 comments  ·  Deals  ·  Admin →
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  11. Set up Deals pipeline like it is in Pipedrive...

    Make the DEALS pipelines fit within one page and provide folders where one can just view pipeline for specific products (like in Pipedrive)

    3 votes
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    declined  ·  0 comments  ·  Deals  ·  Admin →
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  12. 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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    declined  ·  0 comments  ·  Deals  ·  Admin →
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  13. When there is no avatar available on the pipeline page for a given deal, fall back to a generic icon

    Right now, when viewing the pipeline for the whole team, I see a broken image icon in the upper right of each deal box (pipeline view). Presumably this is because no avatar is available. Instead, show a generic avatar and perhaps a way to upload an image?

    1 vote
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  14. Integration of Insightly

    One thing this is missing is the automation of pipelines from deals like Insightly. In Insightly I can move from stage to stage and the CRM automates the tasks needed for each stage of the pipeline. This would make this app a must have on all fronts!

    1 vote
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    declined  ·  0 comments  ·  Deals  ·  Admin →
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  15. elance integration

    We are a software company and bid on many projects in elance.com. It would be nice if we can import the elance bid into nimble deals so we have a dashboard view of our pipeline. Thanks.

    1 vote
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    declined  ·  0 comments  ·  Deals  ·  Admin →
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  16. be able to see separate deals in pipeline mode

    In Deals, when I search for a type of deal, it shows up in List View... it would be extraordinarily useful if it could show in Pipeline view.

    1 vote
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    declined  ·  1 comment  ·  Deals  ·  Admin →
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  17. change stages in deals by every user

    Hello, would it be possible for an user to change stages in pipeline of a deal create by another user (each user has different tasks in the pipeline to get to close the deal)

    1 vote
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    declined  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    Thank you for writing in and suggesting this feature request.

    For now, we do not plan on allowing non-owners of deals to edit stages of deals. We may change this feature in the future, but we do not have it in our list of feature enhancements for 2013.

    If you have any questions, please email us at care@nimble.com and we will be happy to help.

    Best regards,

    Joseph

  18. Customized Deal amount

    By: Stephen Feldman

    It would be nice to have a customized deal amount category such as $500k for 25% as opposed to just a dollar figure.

    1 vote
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