Introducing Nimble 5.0 – Simple, Smart CRM for Office 365 and G Suite Teams

Nimble has built a global brand as the #1 rated simple, smart CRM for individuals and small groups of customers seeking a team relationship manager that unifies contacts, calendar appointments, email inboxes, and social connections into a single company-wide contact manager.  

Nimble 5.0 delivers a set of powerful enhancements centered on the CRM basics that dramatically improve team relationship management across the organization, including an updated contact record, granular activity tracking, contact privacy, and integrations with Office 365, Power BI, and Azure.

What’s New in Nimble 5.0

Two-Way Sync with Hundreds of Business Apps

Nimble’s built-in, two-way contact synchronization with hundreds of business apps creates a company-wide team relationship manager that then works back inside wherever they work, in their email inbox, social and SaaS business applications, delivering contact and company insights within their favorite business apps and wherever teams prospect on the web.

unified relationship manager

Redesigned Contact Record

We know that the heart of Nimble is the contact record. This is why our newly redesigned contact record is complete with inline editing and granular custom activity tracking, making it easier to see, update, and search all your important relationship information at once.  

nimble contact record

Activities Listing Tab and Custom Activities Types

Teams will be able to organize, prioritize, and track activities (including calls, tasks, and events) easier than ever. The Listing tab is complete with a dynamic view of the screen, providing teams with more room to measure their tasks against their related opportunities. Additionally, custom activity types and inline editing will enable teams to log tasks on a more granular level in order to organize activities based on their individual business needs.

nimble activity tracking

Email Tracking Everywhere You Work

Identify follow-up opportunities from anywhere within Nimble workflows by adding the ability to send tracked email templates from contact records, the Messages tab, the Today Page dashboard, while mobile, and within the Nimble Smart Contacts App.

email tracking

Detailed Activity Reporting and Activity Automation

Integrations with Azure common data services and Microsoft Power BI helps Nimble 5.0 deliver detailed dashboards of CRM reports and visualization. Easily create visualizations, workflow automation, and reporting for mission-critical initiatives.

activity reporting

Coming Soon
  • Redesigned Smart Contacts App.* The enhanced widget will support calendar, tasks, deals, and custom views. Important contact fields will be at the top of the record, allowing teams to take quick, effective action on what matters most to them.
  • Contact privacy with user group controls.* Managers will be able to assign lead ownership, appoint contacts to specific users, user groups for privacy that can be edited in bulk through segmentation and set privacy at import, new contact types (lead and account).
  • New Database field types (text, date, numeric, float).* New field types make it easier than ever to centralize critical data from disparate systems, such as sales data from the accounting system or customer interaction details from marketing and customer service systems.

Additional updates include: Account/lead contact types with record owner*; the ability to associate contacts to multiple companies and related contacts*; new Today Page widgets including Pipeline Management and Email Tracking; an integration with OneDrive that will allow teams to link documents related to a contact or deal; and push notifications for optimized email tracking and meeting notifications.

Nimble Evolves into The Simple CRM for Office 365

As our customers have begun to widely adopt Microsoft Office 365, team sizes have grown and their needs have become more complex. We recognized the need to evolve Nimble into a scalable team-management solution built around the way people work.

We decided to integrate Nimble with the business applications and tools Microsoft users use every day: Office 365, Teams, Edge, Power BI, Dynamics 365, and mission-critical systems built using Azure. We also realized that if we ported Nimble to Azure, we could leverage the entire Azure platform including; Common Data Services, AI, embed PowerBI, PowerApps, and Flow; and integrate with Dynamics 365 apps more effectively.

chris kiersch“The most important business trip you will make in 2019 is selecting the right CRM. Relationship and engagement is the core of any successful company culture. Take the time to do a detailed discovery, confirm clarity with a documented plan that will engage your team, clients, and prospects. Then watch your organization transform.

-Chris Kiersch, CEO, My Business Integrated

eamon moore“Nimble’s 5.0 release further enhances the notion of a single version of the truth. Nimble’s 5.0 release makes it far easier to access enhanced, auto-enriched views of every customer and contact; as well as take next steps such as schedule meetings, assign follow-up tasks and send messages — all within the same Contact Profile view.”

– Eamon Moore, CEO, Hikari Data Solutions

brad banyasNimble minimizes the amount of research our sales reps have to do so they can focus on making productive connections. We estimated saving about ten hours a week by using Nimble 5.0.”

-Brad Banyas, CEO, OMI

Microsoft Partners Help Nimble Scale Globally

Finally, to scale Nimble as The Simple CRM for Microsoft’s worldwide customers we decided to partner with Microsoft’s global resellers to serve our growing community. These are the reasons we built Nimble 5.0 and partnered with Microsoft.

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.

You can also learn more about our 2019 Roadmap here.