Every relationship starts with a connection. But as your network grows, keeping track of important people, conversations, and opportunities can become challenging. That's where Nimble comes in!
Nimble goes beyond simply storing contact information. It brings together the tools you need to organize your contacts, manage communication, and stay on top of opportunities.
Contact management isn't one-size-fits-all. So why should your approach be? Whether you're working independently or as part of a team, Nimble gives you the flexibility to work in a way that suits your goals.
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How Different Teams Manage Contacts
From finding new prospects to coordinating projects or maintaining professional networks, contact management can serve many different purposes.
Here are just a few examples of how different teams use contact management to support their work:
Sales Teams: Identify potential customers, nurture prospects, and follow up on business opportunities.
Marketing Teams: Build targeted audiences, engage leads, and coordinate communication around campaigns.
Customer Success & Support Teams: Guide customers through onboarding, understand their needs, and ensure timely follow-ups.
HR & Recruiting Teams: Build talent pools, track candidates throughout the hiring process, and maintain connections with potential hires.
Project Management Teams: Coordinate with stakeholders, keep collaborators informed, and ensure important tasks stay on track.
Event & Community Management Teams: Manage relationships with attendees, speakers, sponsors, and community members before, during, and after events.
Business Owners & Entrepreneurs: Maintain connections with customers, vendors, and partners while balancing different business priorities.
Whatever your role or industry, the people you work with are an important part of what you do. So, how can Nimble help you put all of this into practice? Let's take a closer look at the different ways you can work with your contacts in Nimble.
How to Manage Contacts in Nimble
Nimble makes it easy to work with both people and companies! Explore important details, enrich contact records with social media information, review messages and activities, and add notes to keep valuable insights within reach.
Learn more in our support guide: Nimble Contact Record Overview
But that's just the beginning! Let's explore Nimble's contact management features and how you can use them to organize your contacts, stay connected, and manage opportunities.
Organize and Manage Contacts in the Contacts Tab
Your Contacts tab is a great starting point for organizing and managing your network. Whether you're working with a handful of contacts or a large contact database, Nimble gives you the flexibility to find the right people, manage their information efficiently and use custom data fields to store unique details that matter to your business. Here's how you can manage your contacts effectively in the Contacts tab:
Create custom contact lists: Use tags and segments to group contacts based on your needs. You can also use AI-powered search to help build targeted segments.
Customize your contacts table view: Choose which contact fields appear in your list so you can see the information that's most relevant to your work.
Perform bulk actions: Select multiple contacts to update information, assign contact owners, change privacy settings, add tags, export contacts, send group messages, or add contacts to email sequences and workflows.
Stay Connected and Manage Follow-Ups
Keeping in touch with your contacts helps you build trust, strengthen relationships, and discover new opportunities. Whether you're following up with a potential customer, checking in with a partner, or reconnecting with someone in your network, timely communication can make all the difference.
Nimble offers several ways to help you stay connected and keep track of your next steps:
Stay in Touch: Set a regular contact frequency to remind yourself when it's time to reconnect. You can also keep an eye on upcoming follow-ups through the Stay in Touch widget on your Today Page.
Individual Messages: Send personalized emails to your contacts directly from Nimble.
Group Messages: Reach out to multiple contacts at once while keeping your communication personalized.
Email Sequences: Create automated, multi-step email campaigns to nurture relationships over time. You can also use Nimble AI to help generate your sequences.
Activities: Schedule tasks, events, calls and custom activities to manage follow-ups and keep track of your commitments. Activities linked to contacts also appear on their contact records, making it easy to see what's planned or already completed.
Manage Projects and Sales Opportunities
Building relationships often involves more than staying in touch. Having well-organized internal processes is just as important, whether you're managing projects, coordinating activities, or pursuing sales opportunities. Nimble helps you streamline these processes, track progress, and keep your work connected to your contacts.
Here's how you can manage projects and opportunities involving your contacts in Nimble:
Workflows: Create step-by-step processes for any project or activity involving your contacts, such as client onboarding, event planning, or outreach campaigns. Define your workflow stages, move contacts through each stage as they progress, and easily track where they stand and what needs to happen next. Workflow details are also available on related contact records, so you can see which processes each contact is involved in.
Workflow Automations: Reduce manual work by automatically creating activities, sending emails, adding contacts to email sequences, logging notes, and notifying team members when contacts reach specific workflow stages. This helps you maintain consistent communication and manage follow-ups more efficiently.
Deals: Manage sales opportunities from the initial conversation to closing. Associate deals with your contacts, track their progress through your sales pipeline, and keep deal information connected to the people and companies involved. With related deals visible on contact records, you can easily see which opportunities you're working on with each contact, understand where things stand, and plan your next steps.
Capture and Manage Inbound Interactions
Whether you're connecting with new people or engaging with existing contacts, making it easy for them to reach out and share information is an important part of managing relationships. With Nimble's Inbound features, you can manage contacts through:
Web Forms: Collect information from potential customers, event attendees, and existing contacts. Embed forms on your website or share them through social media, emails, and direct links. Use submissions to create contact records automatically, gather feedback, and organize follow-ups through workflows, email sequences, and other actions.
Web Chats: Engage with website visitors, answer their questions, and manage conversations directly in Nimble. Web chat conversations appear on related contact records, keeping important interactions connected.
Note: Web Forms and Web Chats are available as a paid add-on.
Stay Organized with the Nimble's Today Page
With so many ways to manage contacts and interactions in Nimble, it's helpful to have a central place to keep track of what matters most.
Nimble's Today Page gives you a convenient overview of your contacts, interactions, and activities through customizable widgets. Here's how you can make the most of it:
Contacts: Keep your key contacts easily accessible by adding them to the Contacts list widget, where you can quickly review them in the list.
Birthdays: Stay informed about upcoming birthdays with the Birthdays widget, so you don't miss an opportunity to send a personal greeting.
Stay in Touch: Keep track of contacts who are due for a follow-up and maintain regular communication with Nimble’s Stay in Touch widget.
Email Tracking: See how contacts interact with your emails, including opens and clicks, to help you identify engagement and potential follow-up opportunities.
Activities: Stay on top of your commitments with dedicated widgets for Tasks, Calls, Events, and Custom Activities. View upcoming, pending, and past activities involving your contacts, all from your Today Page.
Simplify Contact Management with Nimble AI
Looking for more ways to make the most of your contacts in Nimble? Nimble’s AI-powered features can help you find the right people, personalize your communication, and make everyday tasks easier.
Here's how you can put AI in Nimble to work:
AI Context: Give Nimble AI a better understanding of your business by adding relevant company information and context in your settings. This helps AI generate content that better reflects your business.
AI Search: Find contacts using natural-language searches. Simply describe who you're looking for, and let Nimble help you identify relevant contacts and create targeted segments without having to build them manually.
AI-Powered Messages and Templates: Save time creating personalized emails with AI-generated messages and templates, available in both plain-text and designed formats. Merge tags automatically populate your templates with contact-specific information, making every message feel personal without the extra effort.
AI Email Sequence: Let AI create multi-step email sequences based on your goals and instructions, reducing the need to build each step manually.
Meeting Note Import: Connect supported AI meeting note-taking tools to Nimble and automatically import meeting notes and summaries. Keep important conversation details within reach without having to transfer them manually.
Nimble MCP: Connect Nimble with compatible AI assistants to access CRM information and perform supported actions through natural-language requests.
Choose How You Manage Your Contacts
There's no single way to manage contacts in Nimble. Whether you're organizing your network, managing follow-ups, coordinating projects, or using AI to simplify everyday tasks, you can choose the features that best support your goals.
Tip: Start with your top contact management priority. Explore the features that help you accomplish it, and gradually incorporate more tools as your needs grow.
With Nimble, you can build a contact management approach that works for you and adapt it as your needs change.
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