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.

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  1. 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…

    101 votes
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    9 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    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

  2. Integrate with ToutApp

    I use ToutApp and would love to see a Nimble to ToutApp integration.

    95 votes
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    6 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 votes
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    5 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    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

  4. 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 votes
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    3 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    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

  5. 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 votes
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    10 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. scheduled emails

    It would awesome to be able to schedule email messages! Whether to just one person or ideally several people.

    79 votes
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    16 comments  ·  Messages  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    79 votes
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    3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    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

  8. 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
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    under review  ·  7 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add more Advanced Search criteria

    This is a feature request to add the ability to search by multiple criteria in advanced search such as:

    • Begins With

    • Greater Than/Less Than/Equal To

    • Birthday

    If you have any additional ideas for queries to add to Advanced Search, please include them in the comments and we will update this feature request.

    72 votes
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    23 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    We plan on adding more criteria to Advanced Search.

    For now, we have added “Is Not” as advanced search criteria.

    We also have “Or” as criteria for search, if you search for "Find people or companies that match “any” of the following", it will function as an “Or” search.

    If you search for "Find people or companies that match “all” of the following", it will function as an “And” search.

    We will need to do more work to add search for numerical values such as “Greater/Less/Equal to” and the same goes for “Birthdays”. We will update this thread when we have more information on these fronts.

    Thank you for your feedback and support!

    Best regards,

    Joseph

  10. 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  ·  Flag idea as inappropriate…  ·  Admin →

    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

  11. 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
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    under review  ·  14 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 votes
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    13 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  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

  13. 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  ·  Flag idea as inappropriate…  ·  Admin →

    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

  14. 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
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    under review  ·  9 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  15. Freshbooks Integration

    Please integrate with Freshbooks. The ability to create estimates and invoices from already existing contacts in gmail and Nimble would be HUGE!

    Gmail Contacts + Nimble + MailChimp + Freshbooks = a complete sales-marketing-invoicing CRM

    63 votes
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    5 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    At this time, we are not building anymore integrations internally because we are focused on releasing our developer API.

    Once our developer API is released, more third party applications will be available for Nimble, which increases the likelihood of an integration with an invoicing tool like Freshbooks.

    We appreciate your support and look forward to having more third party integrations in the near future!

    Regards,

    The Nimble Team

  16. 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 votes
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    3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 votes
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    1 comment  ·  Signals  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    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…

  18. Add the ability to export Notes and Activities for Contacts, Companies and Deals

    It would be great to export notes for contacts, companies and deals to have backup documentation of the work.

    59 votes
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    under review  ·  13 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  19. add the ability to mail merge

    I find it very useful to use a mail merge to send lots of people customized messages using information from their record. It would be amazing if I could do this through Nimble!

    58 votes
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    5 comments  ·  Messages  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    The option of having mail merge in Nimble is definitely a great idea.

    But for now, this feature request does not have enough votes to warrant review by our Product team, so I must decline it for now.

    We will continue to monitor this feature request and we will place it under review if it reaches 70 votes.

    As of right now, there are some features that have more votes that we would like to address.

    I also recommend taking a look at some of our email marketing integrations on the Nimble Apps Marketplace

    Thank you for your feedback and support!

    Joseph

  20. Deal Stages, Probabilities and Weighted Forecasts

    It would be nice to have the option to link deal stages to probabilities without having to enter them both separately. For example, you can set the Proposal stage to 65% so whenever you move to that stage you dont have to input the probability percentage again..

    57 votes
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    4 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
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