Nimble is a social sales and marketing CRM that enables you to store and organize your contacts, create tasks for follow-up reminders, send trackable templated outreach to targeted lists, track to-do's, manage multiple pipelines at once, and much more.
As soon as you sign up for a free 14-day free trial, you will have access to all the features on the Business Plan. Add your team to start tracking communication, contacts, deals, and more.
What's included in Nimble
Workflow tab - Track all of your most important processes on multiple kanban boards and lists
Today page - View all of your activities for the day
Contacts tab - View all of your contacts in one list and organized groups
Contact Record - Enrich your contact database with social intelligence to see who they are, what their interests are, their interactions and more.
Messages tab - Store records of past communication and engage directly with your customers from within Nimble
Group Messaging - Send trackable templated outreach to targeted lists to nurture your relationships with potential buyers and existing customers
Signals tab - Consolidates your social streams from your business Facebook Page and Twitter into a central place to find important contacts to engage.
Activities tab - Schedule follow-up reminders and events for your contacts
Deals and Reports - Track your sales and other business opportunities and report on those opportunities
Nimble Prospector browser extension - Take Nimble anywhere you work on the web to gather insights on potential and existing leads
Mobile - Download Nimble to your Android or iOS device
Third-party integrations and API - Integrate Nimble into your most loved apps
Customization - Customize data fields for your contacts and companies
Working as your team - Work smarter by adding your team to share contacts, activities, messages, deals, and more.
STEP 1: Customize Workflow Templates
Customize workflow templates to track your most important processes on multiple kanban boards and lists. Templates are specific to your business and can be set up to nurture relationships with your leads and contacts.
Get started by following the steps in this article: What is Nimble's Templated Workflow Feature
STEP 2: Connect your emails, calendars, and social accounts
Connecting your email accounts will enable you to send individual and group messages from within Nimble. You will also be able to track communication on an individual and company record.
Get started by following the steps in this article: Get Started: Connecting Your Email and Social Accounts To Nimble
Step 3: Migrate your data
Get organized by importing your contacts and organizing them into groups. This article will walk you through the steps: Get Started: Importing Your Contacts To Nimble
STEP 4: Add your team members
Start collaborating with your team in one location. Take a look at this article to learn how to set up your account for your team: Getting Started With Nimble (For Teams)
STEP 5: Install Nimble Prospector browser extension
Take Nimble anywhere you work on the web including your Microsoft 365 and G Suite Inboxes with our Nimble Prospector browser extension. Check out this article for a complete walkthrough: Get Started: Adding Widgets and Mobile Apps
The app is available for Chrome, Safari, Firefox, and Edge browsers and can also be downloaded to your Microsoft 365, G Suite, and personal Gmail Inboxes. Download the app here: https://www.nimble.com/widget/
STEP 6: Configure Custom Fields
Configuring Custom Fields is a key way to support specific data capture requirements that are unique to your company. To create Custom Tabs and Fields, visit Settings >> Data Fields and take a look at this support article: Custom Data Fields
STEP 7: Configure your Deals Pipelines
Setting up Pipelines allows your company to track the sales cycle of a Deal on multiple pipelines. Head over to your Settings >> Pipelines to start crafting your pipelines and stages. Full steps here:
Create and Manage Multiple Custom Pipelines in Nimble
STEP 8 - Get in touch with our Success Team
Our Customer Success Team is available Monday - Friday from 9 AM to 5 PM PT and we're here to make sure you have a successful start with Nimble. We offer so many ways to get in touch with our team including the following:
Email support - email@example.com
Solo screenshare w/ a Success Ninja - https://calendly.com/nimblecare
So reach out to us. Go ahead. We support you! :)
Or if you're self-taught, we recommend starting with these helpful resources:
What comes next?
Now that you're all set up, you can start organizing your contacts by creating Saved Segments and Tags
Setup some tasks reminders and set time intervals for how often you'd like to stay in touch with your contacts
Start engaging with your important leads and customers by sending a trackable, templated group message
Start tracking interactions with your customers from their contact record
Got questions? If so, write us at firstname.lastname@example.org, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.