Getting started with Nimble has never been easier! Our new Nimble AI Assistant helps you quickly personalize your account to match your business needs, so you can spend less time setting up and more time exploring what Nimble can do for you. Prefer a hands-on approach? You can also customize your account manually.
Let's walk through the initial setup process and explore how to make the most of your Nimble experience.
Step 1: Sign Up for Your Free Trial
Start your Nimble journey by signing up for a 14-day free trial. Simply enter your email address here to create your account and begin exploring what Nimble has to offer.
Step 2: Start Your Onboarding Experience
Now that you’ve signed up, it's time to make Nimble your own! You'll be guided through the onboarding process, where you can personalize your account to match your business needs and preferences. Simply click ‘Set it up for me’ and answer a few quick questions to help Nimble better understand your needs and personalize your setup:
Tell Nimble AI Assistant what you'd like help with. Based on your responses, it will create a personalized onboarding plan with recommended steps to help you get started. Instead of following a one-size-fits-all setup process, you have the flexibility to review the plan, request adjustments, and tailor your onboarding experience to your specific business needs.
Best of all, you can complete the recommended actions directly within the Nimble AI Assistant, whether you're connecting your email account, importing contacts, or setting up workflows. This makes it easy to get your account up and running without having to navigate different sections of Nimble on your own.
*** If you prefer to set things up yourself, you can customize your account manually and explore Nimble AI Assistant whenever you're ready clicking the Nimble Assistant button from the top:
Step 3: Explore Nimble with Sample Data
Your account comes with automatically generated sample data to help you explore Nimble right away! You'll find sample Contacts, Workflows, Deal Pipelines, and Deals Reporting Dashboards, giving you a chance to see Nimble's features in action.
See how everything works together, get familiar with managing contacts and tracking deals, and discover how Nimble can support your daily workflow — all before adding your own data.
Once you're ready to start working with your own data, you can easily remove the sample data from your account. To do this, go to Settings > My Account, scroll to the bottom of the page, and click Remove Sample Data.
***Note: For team accounts, only the account owner can remove sample data.
Ready to explore more of what Nimble has to offer? Check out our support guide, Nimble Features and Plans Explained.
If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.