CRM for investment advisors built to simplify complex business processes of wealth management professionals

Immediate access. No credit card required.

Nimble CRM: adroit software to organize, market, analyze, scale

Nimble is a communication-based CRM software, that helps clients to organize their contacts, deals & working processes efficiently, have a helicopter view of all that matters in a customizable dashboard, and integrate an all-encompassing process of social-media-focused customer acquisition. This CRM software has proven to be an invaluable asset across many industries due to the embedded ease of use and intuitiveness of the interface, great value-for-money index, and a comprehensive customer segmentation & reporting modules.

Read more

Why is NIMBLE one of the best CRMs for financial advisors?

Even though this CRM solution was not purposely built for the wealth management companies, its customizable fields, tags, and segmentation functionality allow investment advisors to effortlessly create just the data set to match their needs. Is Nimble the right CRM for financial advisors? Absolutely! Even more so, it’s a perfect CRM for small financial services firms and companies thanks to affordability, facile interface, and abundance of customizable features to meet individual businesses' needs.

Read more

Track every process, client, deal

Keep the track of all the clients, partners, team members and deals in one comprehensive color-coded dashboard. Customize it to your preference & business needs.

Read more

Create 1-to-1 client relationships

Accumulate all of the email, social media & call communications in one interface, so you can pick up your conversations where you left them.

Read more

Increase productivity

Nimble CRM system for investment advisors makes time management and prioritizing an integral pillar of your business – with little effort and a minimal learning curve. Manage your calendar, mark important and urgent events and tasks.

Read more

Collaborate easily in this user-friendly CRM for financial advisors

Get access to your Team's communications, calendar, client lists, deals in one comprehensive interface. Assign tasks, mark deadlines, and responsible team members.

Read more

Powerful reporting module

Another vital reason why Nimble is a great investment advisors’ CRM software is its multi-functional reporting module. Create custom fields, tags so that you can get layered reporting for every business segment.

Read more