Modern communication tends to be scattered across various platforms. You might tweet, text, and email one person all in the same week. When that person happens to be a client or customer, it's essential that you keep track of what you said, when you said it, and how they responded. Customer relationship management (CRM
) software like Nimble (starting at $15 per user per month) helps you keep track of all your communications, and consolidates all the information relating to each contact. The functionality is very similar to that of Contactually
, at about half the price. Users looking for more-robust project management capabilities would be happier with our Editors' Choice award winners, Apptivo$10.00 at Apptivo
, Zoho CRM, and Salesforce.com Sales Cloud.
Nimble offers a 14-day trial, which does not require a credit card. After the trial, you can upgrade to a paid subscription, Nimble's Business plan, for $15 per month per user, which includes 5GB of storage, unlimited deals and communication history, multiple email accounts, and unlimited third-party integrations. For an extra $10 per month you can add an additional 10,000 contacts, and for $25 per month more, you get an additional 25GB of file storage.
To sign up, you simply head over to Nimble's website and either click the Try Free button in the middle of the page, or the Sign Up button in the upper right-hand corner.
Users, Contacts, and Lead Management
The first time you use Nimble, your Today page, which displays information about your contacts, business opportunities, and upcoming events, will feel a little barren. Every day, you'll have a few more contacts at the top of the page that you'll designate as important or not, and over time Nimble will understand which contacts to follow closely.
At the top of the screen, you'll see links to the Contacts, Signals, Messages, Activities, Deals, and Reports pages. Your Contacts page is a filterable list of all your imported contacts from your email and social media accounts. In all likelihood, this will be a lengthy list, but you can tell Nimble which ones are the most important. Here, you can also see how long it's been since you interacted with anyone in the list. Click the Signals tab and you find a list of social media interactions that involve you. If someone mentions you in a tweet, it will populate as a Signal.
The Messages tab is home to your unified inbox, and also allows you to schedule messages and social updates for the most opportune times. Unfortunately, as of April 2015, Facebook shut down its API for all CRM services and most platforms. So Nimble is no longer able to directly import contacts or sync messages from Facebook. Nimble subsequently released a widget for Chrome, which enables users to automatically populate live profiles from any company or person from any webpage, including Facebook. With one click, that profile can be imported into Nimble. Your Facebook messages still won't sync to Nimble's unified inbox, but it's a useful widget nonetheless.
Your Activities page keeps track of your events and tasks, which can sync with Google Calendar. When you create a task from this page, you can assign it to yourself or a team member, add tags, link it to deals, and relate it to a particular contact so that the task will show on the contact's information page.
New deals can be created by clicking the Deals tab. Nimble offers customizable stages, pipelines, and the ability to drag and drop deals from one stage to the next. Each deal can be related to a specific contact or company, and you can even enter the probability of win or loss. You can also generate reports from the deals in the system. There are links for deal history, deal forecasts, and a deal dashboard that tells you exactly where all of your current deals stand.
Nimble is more about the communication that happens around the leads than the leads themselves. When you have a lead and you need to follow up regularly, you can have Nimble remind you to get in touch with them weekly, monthly, quarterly, or annually. When you view a contact, you can see when you last communicated with them, through what channel, and recent social media updates. If you need to contact them, you can do so through any social media or email address you have for them right from the contact page.
Reporting and Third-Party Integration
Nimble is all about helping your business make the most of the connections you have through social media and email. This software keeps all your communications with one person in one place regardless of the platform on which you've communicated. For example, I can see my communications from Twitter, Gmail, and Google+ all in one place. As mentioned above, Facebook currently does not allow messages and contacts to sync. There is nothing in Nimble to match the reporting tools available with Salesforce.com Sales Cloud$25.00 at Salesforce.com
Nimble boasts its own app marketplace, where you'll find over 40 options for software integration, including Zoho CRM$20.00 at Zoho
, Zendesk, email marketing serviceConstant Contact$15.00 at Constant Contact
, FreshBooks, Evernote, and HubSpot, to name a few.
The Nimble mobile app, available for both Android and iPhone, lets you manage your contacts on the go. You can quickly see contacts you've marked Important, Recently Added, Recently Updated, and more. Links within the contact card allow you to easily email, call, update, and add notes to anyone in the database.
Nimble offers a support community, email support, and phone support. You can call Nimble between 9 a.m. and 5 p.m. (PST), Monday through Friday. I sent a support email after 5 p.m. on a Wednesday and received a response (and resolution) within an hour. I also received immediate responses when I tweeted @NimbleCare with other questions.
Nimble makes it possible to see your communication history, current interactions, and scheduled emails and updates in the context of your business goals. It's a solid choice for any company that wants to up its social media game. Nimble's project management capabilities are similar to other software, such as Insightly$15.00 at Insightly
, but clearly the focus here is on when and how to communicate most effectively with clientele. While it doesn't quite boast the flexibility and capability of our Editors' Choices Apptivo, Salesforce.com Sales Cloud, and Zoho CRM, Nimble can absolutely help you keep track of your team's interactions with customers and prospects, and boasts more social integrations than most other CRM services.