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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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1408 results found

  1. A better icon option (in the custom activities) for snail mail

    Our sales team mails a lot of direct mail marketing pieces. We'd love to see an icon option (in custom activities) that better represents "snail mail." Perhaps a mailbox, envelope, package, or snail icon.

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  2. Month Agenda View with tasks

    to plan my tasks in time I would need on my smartphone nimble agenda a month view with tasks assigned for each day of the month.

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  3. Add company contacts from new company page - have info pre-filled

    I have two things I do day in and day out. And I'm finding that Nimble doesn't do them particularly well.

    1. Show me a list of my companies AND all the contacts in a concise summary
    2. Allow me to EASILY add new contacts to the company I'm viewing with minimal clicks and data entry.

    The newish UI has an "add contacts" displayed when I'm looking at the company screen but when I click to add I have to fill everything in - it won't pre-fill that the contact works at the company that I am on.

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  4. Sync Google Reminders

    I would love the ability to sync the reminders I have set up in Google with Nimble. If not matching it to a conntact, at least visable in the "Today" tab.

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  5. User group for Nimble users

    Not sure if this is the proper place, but I wonder if there is a forum for Nimble Users to talk with one another? Maybe a place we could all help eachother use the system and take a bit of weight off the care team at Nimble. I would love to be a moderator of such a group or just a member. Is there one already? If not can we start one?

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  6. Fix formatting view for the emails that go out from WRIKE

    What a mess! I formatted an email with name and company on each line. There was about 15 names and companies. Looked fine in the WRIKE email editor. Once I got a copy of the email it was a complete mess:

    Here is the list of registrants:

    Name
    Company
    Ken
    Fischer Atigro
    Dana Stewart
    Atigro
    David Miller
    BEACON BUILDING CO LLC
    TBD
    BEACON BUILDING CO LLC
    TBD
    BEACON BUILDING CO LLC
    Rob
    Choisser Choisser Imports
    Sylvie Duverger
    CPR Multimedia Solutions
    Jeff Studley
    CPR Multimedia Solutions
    Elise Ambrose
    Elite Personnel
    Mitch Markowitz
    Family Nursing Care
    Jeff
    Zukerman Family Nursing Care
    Willie…

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  7. domain link

    The new domain link doesn't always work and does not allow a cut/paste quick entry from a site. You have to take off the https:// Also, it doesn't always link properly.

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  8. Need UI redesign

    The new UI is bad. Yes while much more colorful, you have to scroll twice as far and it is very difficult to find items. Another case of ... we made it pretty by giving up useability. Need to redesign.

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  9. 1 vote
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  10. Create a timeline of my own activities

    Always helps to see what I've accomplished for the day!
    So a timeline of things I have done will help keep me inspired and motivated.

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  11. Update Deal with Outlook Add-in

    From what I can tell there is no way to update a deal after it has been created using the Outlook add-in.

    It would be nice to be able to update information related to a deal in Outlook or at least have a quick link that will take me to the specific deal page on Nimble.com where I can quickly make updates.

    Right now it is tedious to update deals when working in Outlook - especially if I don't have Nimble openin on my browser.

    1 vote
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  12. 1 vote
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  13. Add triggers available in Zapier when a tag is added or removed

    There's not much automation available through zapier and piesync doesn't sync with the apps I need. I want to be able to set up automated sequences that relate to other services when we designate (or undesignate) leads or customers in certain ways and the only way to do this is zapier. Please work with them to make this possible!

    I can deal with this compromise now because of the unparalleled social media integration in the way I need. Though as business grows, the automation of online processes rather than having to do things manually between services is absolutely essential. Currently…

    1 vote
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  14. Link specific email to a deal, to allow others to see email details.

    With me, most of the deal communication is via email. Specific emails need to be linked to the deal. Currently all emails to the contact are listed, and other team members can't see these emails. Saving each email to PDF and then attaching or logging a note, not practical. Ideally this needs to be done in outlook. (perhaps via BCC to specific deal email code, but would be nice to link previous email as well, before deal created)

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  15. Pinnable Taskpane for Outlook Desktop Add-In

    I'd please suggest the ability to keep the Nimble Outlook Add-in 'permanently open' rather than having to click it for each email that is read or sent.

    Microsoft appeared to allow this capability with a Pinnable Taskpane feature release, though I'm not sure it's available for Office 365 and Outlook 365 Desktop
    https://docs.microsoft.com/en-us/archive/blogs/exchangedev/pinnable-taskpane-in-outlook-2016

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  16. Enable duplicating pipeline set ups.

    Facilitate process of setting up and multiplicating pipelines - enable to duplicate existing pipelines and editing them on the fly.

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  17. Add notification/alert when deals get stuck

    It would be great if we could get notifications whenever a deal gets stuck in any stage. This would prompt follow up with the prospect.

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  18. traduction français

    Il est vraiment dommage que cette solution soit limitée à l'anglais et pas dans les autres langues comme le français. Dans le navigateur cela ne pose pas trop de problème mais dans les applications Outlook c'est une vraie discrimination.

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  19. Show social media feed (i.e., Twitter and Linkedin Posts) of contacts in the Contact page

    It would be helpful to add contact's social media feeds under the Contact's page, so I could visualize that what they have been focusing on and topics into. This will help sales to engage. The current way of including only in the Signal page is not helpful as one need to draw correlation annually or add notes.

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  20. send and track button

    Add 'send and track' button at the top of the screen

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