Nimble crm8/18/2023 ![]() Frequently I select or hover contact name or info, but the plug-in doesn't detect it and I end up having to enter the contact manually anyway. 4) The Chrome plug-in to help you enter contact info from Gmail or from a web page is inconsistent. Right now, I think it hasn't worked in a couple of months. Workflow Templates - Visualize the progress of your leads and contacts on multiple. Contacts - Organize and group your contacts into lists to engage effectively. I have to use a 3rd-party tool to sync them, and it's fiddly to keep working right. Today Page dashboard - Quickly scan your sales pipeline, calendar appointments, tasks, and sales signals to track your daily, weekly, and monthly priorities. 3) Nimble has its own separate contacts database from my Gmail contacts and no tool built in to synchronize them automatically. Unless I want to lose the work I've entered, my only option is to keep all possible leads visible in case they come back eventually. See above, I frequently have leads disappear for a year and then come back to hire us. You can only close the deal as "won" or "lost". 2.3) There's no way to hide or "put on ice" a deal that is suspended temporarily. In my industry, initial contacts often turn into paying work 8-12 months later after companies complete fundraising. Page width: fixed 1200 pixels, even if your browser is 2000 pixels wide.) 2.2) The "stages" of a deal have an arbitrary maximum limit of 99 days in stage. Easily manage all your documents and sales processes with Nimble and PandaDoc. 2) The Deals tracking tool has several deficiences: 2.1) The Deals view is wider than the page, which requires annoying scrolling with an embedded horizontal scrollbar, and you can't see it all at once. I interact with business contacts via both and can only track one. Right now it means I need to decide between my business Twitter account (the official face of the company), and my individual Twitter account (which has 20 times as much traffic). Fixing this has been "coming soon" for about eight months. Its like a combination of a traditional CRM and social CRM to help companies build relationships, find opportunities, and reach their goals. They are: 1) Can only integrate one social media account of each type. Nimble is a top-rated customer relationship management software geared toward small businesses. ![]() I have a number of frustrations with ranging from small to moderate. Things we like: * Price point is reasonable * Automatic integration with gmail - communications over email with a contact show up with no extra work from us * Automatic integration with social media * Shared information with several people on our team * Reminders to stay in touch with people can be easily created at the same time the contact is created CONS ![]() We have some frustrations with Nimble, but at least as of the last round of reviews it was the best match for our business. We researched ~10 CRM solutions for our small software contracting company (9 people), to help keep track of leads and communications. ![]()
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