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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1413 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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Love the pipeline view, would like more interactivity for scheduling and seeing activities
like http://pipedrive.com
7 votesHi,
Thank you for submitting this request.
We currently have plans to make changes to our Activities tab to make it much more user-friendly. These changes should be released in the near future.
We are not sure if we will have an interface similar to our Deals “pipeline” view, so we are declining this feature request for the time being.
Once we release an update to our Activities, please feel free to share your feedback with us at care@nimble.com or on our User Voice forum.
Best regards,
Joseph
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Twitter contact import as company or person option
Currently contact import only imports as person. As a temporary work arround (convert person to company, etc), insert option on twitter import to import as company or person
7 votes -
Create a backup/restore feature for the administrator
backup and restore for the admin to some kind of xml/zip file structure that can be taken offline - a basic feature when your teams work becomes really valuable - currently this is really hard to do. Of course it will never be relevant since all Nimble is in the cloud, but for those sceptics like me - who have seen even the most reliable providers loose data....;-)
7 votes -
Browser plugin which detect and interact with names
Create a browser plugin / extension (chrome, firefox, etc) that detects person / social names. Put some design (dotted underline?) around every detected name on a page, when clicking, give a menu with some actions as : Add as contact, or if an existing contact, things that are in the current 'take action' menu.
7 votes -
Make it possible search/export 'people' by 'company' fields
I want to set up custom fields within a company record so that I can group them by a number of parameters such as 'Type' (e.g. School, Retailer, etc), or 'Revenue Band' ($1-5m, $5-10m, etc).
Then, I want to search for and potentially export all the contacts (people) from within that group of companies (e.g. I may want to target contacts from 'Retailers' earning revenues of between '$1-5m' for a sales campaign).
This feels like it should be a fundamental feature of the advanced search, but I can't seem to figure it out without the use of tags on companies…
7 votes -
Notes on contacts are available in central search
There is a central search for contacts and companies, but I would like to see this on the contact notes and activity notes.
Additionally, the ability to record campaigns in the tool, or to add tags to activities to record a particular campaign would be good.
7 votes -
Add a contact using Nimble mobile app
The ideal situation would be for me to add new contacts as I visit/see customers, rather than doing so on my desktop when returning to the office. I can do this in a minute on my phone in between things I'm doing throughout the day. Actually, I'm surprised this very basic functionality doesn't exist. I'd want to make sure that I can add 'tags' to it too, as this is how I upload new contacts to my Mailchimp email prospective list.
7 votes -
Include a card scan feature in the iPhone app!
It would make nimble so much more effective if we were able to scan and save business cards right in the iPhone app. It should be able to capture a pic of BOTH the front and back of the card, and import the data into nimble. It is VERY IMPORTANT for nimble to have a place to save the card images in case the user needs them for future reference (in case the data import misreads a number, etc). Thanks.
7 votes -
InsideView integration
I'd like to consider purchasing Nimble. We presently use SugarCRM and there are a few SugarCRM third-party plugins that we rely on that are not available in Nimble.
The most import is InsideView. InsideView allows us to directly import companies and contact into SugarCRM, saving a ton of time and effort.
You might want to consider having your bizdev person connect with InsideView. It might be worth it for you.
~eric
7 votes -
Add option to manually edit Stay In Touch for occasions when contact has been made via a service not included here-SMS,Instagram,etc
There are occasions when I have used a reminder to Stay in Touch, but my method might be a phone call, a text, an Instagram/Pinterest action, etc. These do not update the Stay in Touch feature and the "Overdue" feature cannot be overridden. I tried creating a Task and then completing it, but the Stay In Touch still shows overdue for this person. It's very frustrating and makes the service only mildly helpful.
7 votes -
I really need a Nimble android app for task management
Things I need to do come to mind often when I'm away from my computer, and it'd help me a lot to get them locked in. Otherwise I tend to forget them immediately.
7 votes -
Ability to set events to repeat Quarterly
I know you can set follow-ups for individual contacts on a quarterly basis... but what I REALLY need is the ability to set EVENTS to repeat quarterly. The repeat options you have now are... a bit odd... to say the least. Every weekday... every Mon, Wed, Fri.... every Tues and Thurs.... But no Quarterly option...? Why not just keep it simple and let us choose specific days, and/or the option to repeat daily, weekly, monthly, quarterly, semi-annually, annually...? Easy as cheese. Love Nimble - but this is an area I definitely think could use some work.
7 votes -
allow tasks to be exported and/or synced with other apps
I use a task management app to manage all my tasks
whether they are related to a specific person or organisation or not therefore having tasks in Nimble alone means I cannot see the whole picture of what needs to be done.Please open the tasks up so they can be pulled through perhaps by Zapier?
7 votes -
Allow Nimble "Tasks Due" & "Stay in Touch" reminders to trigger IFTTT, Zapier, ItDuzzit actions
Allow Nimble "Tasks Due" & "Stay in Touch" reminders to trigger IFTTT, Zapier, ItDuzzit actions
7 votes -
Provide backup functionality
It's very important, particularly when you have a large number of users, that you are able to roll back your database to a previous version. All it takes is one user to accidentally delete an important tag, or delete some contacts and you have a serious business problem on your hands.
Yes, I know that you can export a CSV version of the database but that is not really adequate for me; if there was a problem similar to the one above, you would essentially have to reimport all your data and set up Nimble all over again - a…
7 votes -
Team up with evercontact, its a great way to harvest contact details
Harvest contact details from the signatures of incoming emails
7 votes -
Provide map of Contacts
being able to visit a page that shows a maps of your contacts by the address details would be great when working on campaigns or issues in specific areas, i.e. could contact them to make them aware and also ask for ideas perhaps relating to the location?
7 votes -
Disable link when editing tags
Numerous times, I have missed the "x" when deleting a tag from a contact, and instead performed a search for that tag. I suggest that you either make the delete button larger or disable the link when editing tags. I prefer the latter option, since I am actively editing and there's a "done" button visible
7 votes -
Add a salutation field for group messages
It is great that Nimble now has a group messaging funktion. Unfortunately it is practically useless because there is no possibilty to add individualized salutations (e.g. Dear Maggie vs. Dear Ms. Newclient) to an email template.
There is a workaround by using the Title field to store individual salutations but then there is no place to store the title.
So please add a standard field to the standard contact info and make it possible to use this field as a merge tag in group messages. This would be especially usefull when using Nimble in any other language than English.
7 votes
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