at Financial Technnology Year
Please contact them if you have any questions.
Nimble CRM from Nimble
A CRM that integrates social media and provides tools for relationship management, lead and contact management, with features for email outreach and tracking.
Product analysis by function
Lead Management Software for Business Development and Marketing
Tools for capturing, qualifying, tracking, and converting prospective client leads through the sales pipeline, with integration to CRM systems and marketing platforms.
More Lead Management Software
More Business Development and Marketing ...
Contact & Lead Management
(13 Yes /13 Known /14 Possible features)
|
Lead Capture Automation Automatically imports leads from multiple sources (website forms, email, social media, etc.). |
Nimble CRM automatically imports leads from website forms, emails, social media, and other sources as described on its integration pages. | |
|
Contact Database Capacity Maximum number of contacts or leads the system can manage. |
No information available | |
|
Duplicate Detection Ability to detect and merge duplicate leads or contacts. |
Nimble has duplicate detection as part of its contact management functionality. | |
|
Custom Fields Allows creation and editing of custom data fields for contacts/leads. |
Nimble allows the creation and management of custom fields for contacts and leads according to the product FAQ. | |
|
Lead Assignment Rules Rules to automatically assign leads to specific users, teams, or workflows. |
Lead assignment rules can be built using Nimble workflows and tags for auto-assigning leads. | |
|
Bulk Import/Export Enables bulk uploading or exporting of contacts/leads via CSV or other formats. |
Nimble supports bulk importing and exporting of contacts in CSV and similar formats. | |
|
Lead Segmentation Ability to categorize leads by region, value, source, or other attributes. |
Lead segmentation is supported with tags and custom fields, as referenced in the documentation. | |
|
Activity Timeline Comprehensive timeline of all lead-related activities and interactions. |
Activity timeline is available for every contact, showing communications and updates. | |
|
Contact History Tracking Tracks history and status changes for each contact. |
Contact history tracking is provided in Nimble, recording all changes and interactions. | |
|
Relationship Mapping Visualizes and tracks relationships between contacts/organizations. |
Relationship mapping is a key marketing point for Nimble, visualizing connections between contacts. | |
|
Lead Notes & Comments Log notes and comments on individual leads or contacts. |
Lead notes and comments can be entered and reviewed on each contact record. | |
|
Merge & Deduplicate Leads Supports merging and cleaning up duplicate leads. |
Merge & deduplicate is built into Nimble’s contact management. | |
|
Tagging & Labeling Ability to tag or label contacts for easy organization and retrieval. |
Nimble supports tagging and labeling contacts. | |
|
Smart Search Provides intelligent search functionality within contact and lead records. |
Smart search is possible across all contact and lead fields in Nimble. |
Pipeline & Opportunity Management
(11 Yes /11 Known /12 Possible features)
|
Customizable Pipelines Allows creation and configuration of sales/pipeline stages. |
Customizable pipelines are available via the deals and workflow modules. | |
|
Multiple Pipelines Support Enables managing multiple sales processes or pipelines simultaneously. |
Multiple pipelines can be created to support different sales processes. | |
|
Opportunity Tracking Tracks individual deals or opportunities, with value and forecast probability. |
Nimble tracks deals/opportunities, their forecasted value and probability. | |
|
Pipeline Visualization Provides visual tools (e.g., Kanban) for viewing pipeline status and progress. |
Pipeline visualization is supported via Kanban boards and list views. | |
|
Stage Automation Automates movement between pipeline stages based on criteria. |
. | No information available |
|
Deal Value Forecasting Calculates expected value and win probability of pipeline opportunities. |
Deal value forecasting is part of Nimble's pipeline management. | |
|
Historical Pipeline Analytics Provides insights and analytics over past pipeline activity. |
Historical pipeline analytics are available in Nimble's reporting. | |
|
Deal Age Tracking Tracks how long each opportunity spends at each stage. |
Deal age tracking available—each deal tracks its age and stage changes. | |
|
Lost/Won Deal Analysis Allows analysis of reasons for won or lost deals. |
Won/lost deal analysis is offered through deal reporting. | |
|
Customizable Opportunity Fields Supports additional data fields for opportunities in the pipeline. |
Custom fields can be added to opportunities in Nimble. | |
|
Linked Contacts & Accounts Connects pipeline opportunities to relevant contacts and organizations. |
Deals are linked to contacts and organizations in Nimble. | |
|
Activity Reminders Automated reminders for follow-ups and tasks within the pipeline. |
Activity reminders can be set for follow-up and deal tasks. |
Integration Capabilities
(8 Yes /8 Known /11 Possible features)
|
CRM Integration Ability to integrate natively or via API with CRM platforms (e.g., Salesforce). |
Nimble integrates with Salesforce and other CRMs directly or through Zapier. | |
|
Email Integration Syncs with email platforms (Gmail, Outlook) for communication tracking. |
Email integration is a core product feature (Gmail, Outlook). | |
|
Calendar Integration Connects with calendar apps for meeting scheduling and reminders. |
Calendar integrations with Google and Outlook are available. | |
|
Marketing Automation Integration Connects with marketing automation platforms (e.g., HubSpot, Marketo). |
No information available | |
|
Social Media Integration Imports leads from and tracks interactions on social media platforms. |
Nimble imports social contact data and monitors social interactions. | |
|
Financial Platform Integration Connects with financial planning, portfolio management, or advisory systems. |
No information available | |
|
API Accessibility Provides open API for custom integrations. |
Nimble provides open API for integrations, per developer site. | |
|
Webhooks Support Able to send real-time data to external applications via webhooks. |
Webhooks are supported for automatic data pushes. | |
|
Data Import/Export Tools Supports data transfer between systems via standard files (CSV, XLSX, etc.). |
Standard CSV/XLSX import/export available. | |
|
Mobile Application Integration Synchronizes data and workflow with mobile apps. |
Nimble has official mobile apps and can sync with some mobile productivity tools. | |
|
Phone/VoIP Integration Logs and tracks calls through VoIP or telephony integration. |
No information available |
Automation & Workflow Management
(6 Yes /6 Known /10 Possible features)
|
Workflow Automation Builder Visual tool for creating automated workflows and triggers. |
Nimble uses workflow automation builder with triggers and logic. | |
|
Scheduled Reminders Automated reminders for follow-ups, renewals, or scheduled activities. |
Scheduled activity reminders are offered. | |
|
Drip Marketing Campaigns Automates nurturing campaigns with sequences of communications. |
No information available | |
|
Task Automation Automatically creates tasks based on lead actions or criteria. |
Task automation is available for follow-up actions. | |
|
Conditional Logic Automation Processes actions based on IF/THEN logic set by users. |
Conditional logic can be created for automations in workflows. | |
|
Notifications Automated notifications for team or individual activities. |
Notifications for activities and system events are supported. | |
|
Lead Scoring Automation Automatically scores leads based on behavior and engagement. |
No information available | |
|
Approval Workflows Routes deals, tasks, or leads for managerial approval based on rules. |
No information available | |
|
SLA Management Tracks and enforces service-level agreements with automated escalations. |
No information available | |
|
Automated Data Entry Uses AI or templates to suggest or auto-fill records. |
Nimble supports automated data entry via enrichment features and templates. |
Communication & Engagement Tools
(7 Yes /7 Known /9 Possible features)
|
Bulk Email Sending Allows sending personalized emails to large groups of leads. |
No information available | |
|
Email Templates Provides customizable templates for recurrent communications. |
Nimble provides email templates for outreach and campaigns. | |
|
Email Tracking Tracks opens, clicks, and replies on sent emails. |
Email tracking of opens, clicks, and replies is included. | |
|
SMS/Text Messaging Allows sending and tracking text/SMS messages to/from leads. |
Basic SMS/text functionality supported via integrations (e.g., with PieSync/Zapier). | |
|
Click-to-Call Enables direct calling from within the platform. |
Click-to-call available using VoIP integration or browser plugins. | |
|
Meeting Scheduling Allows leads to self-schedule meetings with advisors or staff. |
Nimble provides calendar-based self-scheduling for meetings via integrations. | |
|
Video Meeting Integration Integrates with video conferencing tools (e.g., Zoom, Teams). |
No information available | |
|
Personalization Tokens Insert dynamic data (name, company, etc.) into communications. |
Personalization tokens are available within Nimble templates and messaging. | |
|
Conversation History Maintains a record of all communications per lead. |
Conversation history is recorded, including emails, notes, and other activities. |
Analytics & Reporting
(9 Yes /9 Known /10 Possible features)
|
Dashboard Customization Users can customize reporting dashboards by metrics and KPIs. |
Dashboard widgets can be rearranged and customized to show user KPIs. | |
|
Lead Source Attribution Tracks which channels generate the most leads and conversions. |
Lead source attribution analytics available on the dashboard. | |
|
Conversion Funnel Analysis Analyzes drop-off and conversion rates through pipeline stages. |
Conversion funnel analysis is part of deal/pipeline analytics. | |
|
Activity Reporting Tracks call, email, meeting, and task activity per user or team. |
Activity reporting is provided on users, teams, and communications. | |
|
Performance Benchmarking Benchmarks team and individual performance. |
Performance benchmarking is possible through reporting features. | |
|
Real-Time Reporting Generates up-to-date reports from live data. |
Reports can be generated real-time from live CRM data. | |
|
Custom Report Builder Users can build custom reports and analytics. |
Custom report builder is part of Nimble's reporting suite. | |
|
Scheduled Report Delivery Automatically sends reports to stakeholders on a schedule. |
No information available | |
|
Export Reports Exports reports in various formats like PDF, Excel, or CSV. |
Exporting reports in multiple formats is available. | |
|
Goal Tracking Allows setting and monitoring of sales or meeting goals. |
Goal tracking and monitoring is available for deals and activity. |
Data Security & Compliance
(10 Yes /10 Known /11 Possible features)
|
Encryption at Rest Data is encrypted when stored on servers. |
Nimble provides encryption at rest per security documentation. | |
|
Encryption in Transit Data is encrypted during transmission (e.g., SSL/TLS). |
All data in transit is encrypted (TLS/SSL) according to their privacy policy. | |
|
Role-Based Access Control Restricts access based on user roles and permissions. |
Role-based access and admin controls available. | |
|
Audit Trails Records all user activity for compliance and security monitoring. |
Audit trails are maintained for major activities. | |
|
Data Backup & Recovery Automated data backup with restoration capability. |
Automated data backup and restore processes are referenced in security features. | |
|
GDPR/CCPA Compliance Tools Features to help meet regulatory privacy requirements. |
Nimble provides GDPR support features, including data control mechanisms. | |
|
Two-Factor Authentication Additional security layer requiring secondary login verification. |
Two-factor authentication is provided as an option. | |
|
Data Residency Options Choice of where customer data is physically stored. |
No information available | |
|
Single Sign-On (SSO) Supports secure authentication via SSO providers. |
Single sign-on is supported via various providers (see integrations). | |
|
PII Masking & Redaction Can mask or redact personally identifiable information in records. |
PII masking options are provided for fields viewed by users with limited permissions. | |
|
User Session Timeout Automatic logout after period of inactivity. |
Session timeout controls exist for security. |
Mobile & Remote Accessibility
(5 Yes /5 Known /7 Possible features)
|
Mobile App Availability Has a dedicated native mobile application (iOS, Android). |
Nimble’s iOS and Android apps have native support. | |
|
Mobile Web Responsiveness Core functions accessible and usable via mobile web browser. |
Mobile web browser version is responsive and fully functional. | |
|
Offline Functionality Use core features without an active internet connection. |
No information available | |
|
Push Notifications Receive real-time notifications on mobile devices. |
Push notifications are available via mobile apps. | |
|
Geo-tagging Records locations of client meetings or activities. |
No information available | |
|
Voice-to-Text Notes Allows verbal input for contact notes or follow-ups. |
Voice-to-text supported via mobile device input. | |
|
Photo Uploads Attach photos or business cards from a mobile device. |
Photo upload from mobile device for business cards and documents is supported. |
Customization & Usability
(6 Yes /6 Known /7 Possible features)
|
UI/UX Customization Customizable layout, color schemes, and display settings. |
UI/UX customization options are available (layout and display controls). | |
|
Custom Dashboards Build specific dashboards for different user roles or teams. |
Custom dashboards possible with widgets and user-based layouts. | |
|
Custom Workflows Tailor workflows to match business processes. |
Workflow customization through automation builder. | |
|
Language Localization Offers multiple language options for the interface. |
Multiple interface languages are available per the settings page. | |
|
Accessibility Features Supports users with disabilities (e.g., screen readers, keyboard nav). |
No information available | |
|
Bulk Edit Tools Allows batch editing of multiple leads/contacts at once. |
Batch edit of leads and contacts is included. | |
|
Contextual Help In-app user guides, tooltips, and onboarding tips. |
Contextual help and tooltips are present in the UI. |
Onboarding, Support & Training
(7 Yes /7 Known /8 Possible features)
|
Guided Onboarding Automated or assisted onboarding for new users. |
Guided onboarding is provided via step-by-step setup and resource center. | |
|
Knowledge Base Comprehensive online documentation and FAQs. |
In-app knowledge base and help documentation available. | |
|
Live Chat Support Live support chat available within the platform. |
Live chat support is offered on the website and within the app. | |
|
Phone Support Telephone support for urgent issues. |
Phone support included for paying accounts. | |
|
Ticketing System Submit and track support tickets. |
Ticketing system available in user support portal. | |
|
Video Tutorials Access to training and explainer videos. |
Training and video tutorials are available through the support portal. | |
|
User Community Forum Active online user forum for peer support. |
User community forum available at https://community.nimble.com/ | |
|
Dedicated Account Manager Assigned support contact for business accounts. |
No information available |
Pricing & Scalability
(4 Yes /4 Known /8 Possible features)
|
Free Trial Availability Offers a free trial for a certain period or user limit. |
Free 14-day trial available with no credit card required. | |
|
Flexible Pricing Plans Provides multiple subscription or licensing options. |
Multiple subscription levels available (monthly, annually, per user seat). | |
|
User Scalability Maximum number of user seats supported per account. |
No information available | |
|
Storage Scalability Maximum data storage supported per account. |
No information available | |
|
Usage-Based Pricing Option to pay based on usage (contacts, emails, storage, etc.). |
No information available | |
|
No Long-Term Contract Subscription can be canceled at any time without penalty. |
Annual/monthly plans can be canceled anytime per pricing FAQ. | |
|
Volume Discounts Reduced pricing for higher usage or user counts. |
No information available | |
|
Third-Party Add-On Pricing Transparent pricing for integrations and add-ons. |
Third-party add-on pricing is listed transparently on Nimble's add-ons/integrations page. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.