Manage and Automate
Workflows
Increase efficiency and save time by enabling teams across departments to manage processes in graphical boards and list views.
Manage and Automate
Increase efficiency and save time by enabling teams across departments to manage processes in graphical boards and list views.
Workflows combine the contact management power of Nimble with project management enabling teams across departments to manage repeatable business processes in one place. Workflow cards in Nimble are tied to contact records, allowing quick access to a customer’s interaction history, notes, and bio information.
Increase your team's efficiency by managing all people-related processes within Nimble. Think hiring, onboarding, fundraising, business development, PR and influencer outreach, and much more.
Utilize templates with pre-defined stages and fields or modify them to fit your needs. Ensure that your workflows exactly match your processes by creating your own templates.
Visualize the progress you are making with all your leads and other contacts on a Kanban board. Simply drag and drop contact cards through the board as they move
Manage your processes in a list view instead of a spreadsheet. Save time on data entry and become more efficient by utilizing our in-line editing capabilities.
Easily create triggers to automate routine processes and tasks. Automate contact entering and exiting a stage, sending emails, creating activities and notes, and more.
Use the Nimble Prospector browser extension, as well as our various add-ins, to add to workflows from your email inbox, social media, and anywhere on the web!
Use Nimble directly where you work, like on LinkedIn or in your Gmail & Outlook inbox.
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Integrate Nimble with Microsoft 365 and use it directly in your Outlook inbox.
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