CRM is now the biggest single software market in the world. By 2025, yearly revenues are projected to reach $80 billion. The industry has created massive names like Salesforce, HubSpot, Zoho, and Nimble.
All these CRM options are fantastic, but they’re not always the easiest to use. On the other hand, Nimble excels at being both extraordinarily user-friendly and feature-rich. While it may not be quite as popular as some of the other big names out there, it does have over 140,000 users across a wide variety of sectors, including several major enterprise partners.
Nimble primarily focuses on communication enabling you to easily keep in touch with leads and existing clients. It’s also affordable, with plans starting at $19/month per user when billed annually.
Discover everything you need to know about Nimble and whether it’s the best CRM option for you in this ultimate review.
What Is Nimble?
Nimble is the product of Jon Ferrara, who is well known as the co-founder of another popular CRM, Goldmine.
Ferrara’s goal with Nimble, however, was to scale beyond contact management by integrating new information about clients directly via social media. With it, you can quickly and intelligently monitor and engage business contacts.
Nimble is also your one-stop-shop for most forms of communication, including syncing your contacts, collaborations, and communications while also pulling information from social channels.
This is especially helpful for small businesses. Instead of moving between a bunch of different apps, Nimble works as a single solution that any staff member can get the hang of in an hour or less.
For these reasons and more, Nimble has rapidly grown in popularity and is now the CRM of choice for huge names like Upwork, GoDaddy, Coldwell Banker, and CrossFit.
- Contact management
- Email template
- Email marketing
- Lead management
- Reporting & Analytics
- Mobile support
- Social network integration
Getting Started With Nimble
Nimble offers a no credit card required 14-day free trial. Just provide your email address and set an account password, and you’ll be taken to your account dashboard.
The first thing you’ll want to do is connect your MS 365 or Drive account, so you can start managing your contacts and using Nimble’s other features.
Nimble tells you everything you need to get up and running in no time. It not only shows a progress bar but also has tours of each section so you can see how to start using its great features. Take a few minutes to do all this.
What’s really cool is Nimble will actually give you an extra seven days for free on your trial once you finish the onboarding process.
With so many SaaS tools out there, that include basically no intro materials, this is a really great surprise and one of the countless things about Nimble that you’ll love.
Nimble has a simple pricing structure. They offer a single plan for $19 per user per month when billed annual or $25/month when paid monthly. This includes access to all Nimble features along with 2GB of storage, 25,000 contacts, and 1,000 custom fields with upgrades available for more storage or contacts.
Cost-wise, it’s in between entry or mid-level plans of its competitors. For example, the Salesforce starter plan is $25/month per user whiles Zoho’s professional is $20/month per user.
It’s also much cheaper than HubSpot though the latter does offer a pretty robust fee plan. Overall, it’s one of the most affordable CRM options out there.
Nimble Main Features
Nimble offers a variety of excellent contact management, lead prospecting, communication, and social media management. Here are a few of the main things you’ll do with it:
1. Communication Management
Nimble offers you a unified inbox. You’ll be able to get messages from email, MS Teams, Twitter, and other platforms here. The only downside is that there’s no Facebook though this a common issue since FB discontinued support for most CRM tools in 2015.
All communications with your contacts are archived so you can always revisit conversations. You also have their social media details of contracts saved with their latest post popping up so you can see what they’ve been up to recently.
The stay-in-touch feature is really cool, too. With it, you can set periodic reminders to check back in with people to avoiding losing contact.
2. Lead Prospecting
Nimble gives you a variety of ways to prospect. For example, you can use the email signature parsing feature to capture contract data in email footers.
Or you can use Smart Contacts, which is Nimble’s browser plugin. When you click on a company or person’s name, it will pull up whatever social and contact information it can find. You can save the data directly into the app and reach out immediately.
Then there’s the actual Prospector tool. Once you visit a company’s webpage, it will automatically extract any contact information it can find—including sites not on public navigation. Unfortunately, you only get 10 uses of this amazing feature per month.
3. MS 365 And Google App Integration
Nimble can also add anything it finds within Google app history into your contract tabs. This also includes emails and file attachment, making Nimble a great choice for companies that use Google Enterprise tools.
Likewise, the Office 365 integration is excellent as well. You can pull in data from all Office apps, including a comprehensive history of Outlook interaction with contacts. In addition, you can attach files from OneNote as well.
Finally, integrating with MS Teams makes project management a breeze. Overall, if you use either/both Drive and MS 365, Nimble will make your life much easier.
With any project, sales, or outreach, there are a lot of different components and stages. Even similar projects never lineup exactly the same, which makes organization a serious challenge. That’s why Nimble offers pipelines to let you stay on top of multiple projects, campaigns, etc. and all their stages at the same time.
Enter the name of the Pipeline, set your stages (Nimble suggests a few different for you), and then the amount of time for each. Then you can add to your calendar, share it, or manage accordingly.
5. Customizable Dashboard
Your dashboard is where everything comes together. You can check the latest communications, see what’s up on your schedule, stay in touch, and more.
Be sure to manage widgets so you can focus exactly on what’s necessary to size up or down your dashboard accordingly.
6. Mobile App
The mobile app takes everything you love about Nimble and puts it into a user-friendly smartphone app. It includes all features, including pipelines, contact research and management, history, email templates, and more.
This flexibility is yet another of the great Nimble features that you’ll quickly grow to love.
Who Should Use Nimble?
There are many CRMs on the market that span across different price spectrums and uses. Why should you go with Nimble?
Nimble is a top choice for SMEs looking to grow into larger firms. Interestingly enough, it’s the tool of choice of Mark Cuban and Shark Tank for the companies they decide to work with.
So many CRM tools are bogged down with too many features that never get used or built around highlight non-essential data. On the other hand, Nimble focuses on what SMEs must do above all, relationship building.
With it, you can organize contacts, unify interaction history, manage the sales process, and collaborate with team members.
Best of all, Nimble comes together in an affordable, intuitive, and user-friendly package. That’s why it’s the perfect choice from SMEs.
However, it may not have quite enough for larger enterprises or dedicated eCommerce platforms looking for built-in inventory, advanced social, or other tools. But, check the integrations because you’ll be surprised how versatile Nimble is.
Is Nimble Worth It?
CRMs are essential business tools. Nimble claims it saves its users 90 minutes per day on average. That’s a huge amount of time, especially for SMEs with limited resources. If you’re a 1-5-person company where each staff member wears multiple hats, then Nimble could be a serious game-changer.
Nimble is super affordable. You can get up to three weeks after you complete your profile and then have plans that start from $25/month billed monthly. So, there’s really not much to lose by trying it out for a few months.
But you’ll quickly see how much time it saves you and frustration from having to switch apps. And don’t forget about setting easy reminders to follow up. You can see each day on your dashboard along with who you need to get back in touch with. This ensures that projects and communications are always headed in the right direction.
- Integrated and customizable dashboard improve efficiency
- Free trial
- Easy to use
- Integrates well with Drive and MS 365
- Easy contact import
- Connects with Twitter
- 50+ integrations via PieSync, including QuickBooks and MailChimp
- Manage contacts and team members easily
- Excellent UI
- Variety of lead prospecting tools
- Great sales pipeline feature
- Solid mobile app and browser extension
- No FB messenger support, but that’s a common problem for CRM tools
- Email tools could be better. Not easy to access folders
- Data segmentation can run into issues during export
- No autoresponder functionality
- Support could be a little better
There are a lot of alternatives to Nimble out there. It depends on your budget and needs. On the cheaper side of the spectrum, there’s Zoho and Capsule CRM. While on the pricier end, you can check out Salesforce and Infusionsoft.
If you’re new to CRM and want to see what one can do for you before making a commitment, then it’s worth it to check out HubSpot.
What Is HubSpot?
HubSpot does a little bit of everything. It includes CRM but also SEO, email marketing, and social tools. It is an invaluable resource of great information on how to successfully take advantage of digital advantages.
While HubSpot’s paid plans are a little pricey—they start at $50/month—the free option gives you a nice selection of tools including:
- Contact management
- Basic integrations
- Ad management
- Email marketing
- List segmentation
- Team email
- Messenger integration
This last feature is particularly advantageous as Nimble no longer supports Messenger. What’s the catch? You can do everything Nimble can do, but for a free option, it’s definitely worth checking out.
Nimble: The Verdict
Nimble is an intuitive, affordable, and excellent CRM tool. It helps you better organize communications, take advantage of leads, and manage projects better. Overall, it’s particularly suited for SMEs looking to save time while better managing communications. Check it the free trial and see if it’s the right fit for you.
Nimble CRM Review
- Ease of Use
Nimble CRM is a software that can help you in growing and organizing your business administration. Nimble is all about communication. It allows you to create tasks, assign them to other users, or associate them with particular contacts and deals. Nimble also gives the ability to log customer inquiries or view previous inquiries. Read our review of Nimble CRM to learn more now.