Ross Keating, CRM Consultant,

I’m Ross Keating, Business and CRM Consultant, and This Is How I Use Nimble CRM

We got inspired by Lifehacker’s How I Work series and decided to ask some of our favorite customers why and how they have been using Nimble. Please meet Ross Keating, a business and CRM consultant who assists and supports companies to achieve their business, revenue, and profit goals.

He’s been using Nimble for his company for more than six years and has also been a Nimble Solution Partner and Ambassador.


Ross Keating

Company Name:

The Client Orchardist


Founder & CRM Strategist


Gold Coast, Queensland, Australia

Email Provider:



Business Management Consulting

Company Size:


What do you mainly use Nimble for? 

Nimble is my central source of contact information for prospecting, communication, relationship management, and deal management.

How long have you been using Nimble?

More than six years

What are your favorite features?

Contact Management, Contact Segmentation, Group Messaging, Email Tracking, Today Page Dashboard, Mobile App

Your favorite Nimble hack/tip you’d like to share:

Use custom tags and Nimble standard fields in combination to create a “custom segment” of your Nimble database which includes only those who meet the conditions (filters) you set. Then, select those records to whom you want to send a personalized group message with links to a landing page or website.

You can see the numbers and rates for opens, clicks, not opened, and unsubscribed.  From there, you can then create sub-segments for phone calls or further emails.

This means you are able to send more relevant emails using a template and then initiate other communication to specific sub-segments of your database. The result is you will build a stronger relationship with prospects and customers, ultimately leading to increased sales and revenue.

How to Get Started

If you do not have a Nimble account yet, we invite you to try it for free for 14 days.

Stay tuned for more product announcements as we evolve Nimble into the best CRM for Office 365 and G Suite teams.