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Introducing Nimble 5.0

The Simple Smart CRM for Office 365 & G Suite Teams

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Introducing Nimble 5.0

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.

Built for Office 365 and G Suite Teams

Nimble is the #1 rated simple, smart CRM that works for you everywhere you engage. It automatically unifies contacts, calendar appointments, email inboxes, and social connections into a single companywide relationship manager.

What’s New in Nimble CRM 5.0

Two-Way Sync with Hundreds of Business Apps

Nimble’s built-in, two-way contact synchronization with hundreds of business apps works 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.

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.

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.

Email Tracking Everywhere You Work

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

Detailed Activity Reporting*

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.

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.

** Indicates Nimble 5.0 features coming soon

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 Unifies Office 365 and G Suite For Your Whole Team

Nimble for Office 365 and G Suite

Nimble delivers simple CRM to G Suite and Office 365 users by unifying contacts, inboxes, calendars, and social history into a powerful contact manager; enabling teams to work better together.

Nimble Unifies Office 365 and G Suite For Your Whole Team

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 integrated Nimble with the business applications and tools Microsoft users use everyday: 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.

Microsoft Partners Help Nimble Scale Globally

To scale Nimble as The Simple CRM for Microsoft’s world-wide 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.