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
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.
Workflow tab - Track all of your most important processes on multiple kanban boards and lists
Messages tab - Store records of past communication and engage directly with your customers from within Nimble
Outreach tab - Send personalized, trackable outreach using templates via group messages or email sequences to engage targeted lists and build stronger relationships with prospects and existing customers
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
Webforms - capture leads directly from your website and automatically add them to your Nimble contacts. This powerful feature helps streamline lead generation and nurturing (*web forms are accessible during the trial period and require a paid add-on afterward)
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.
Getting Started:
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: Create and Customize Deal Pipelines
Setting up Pipelines allows your company to track the sales cycle of a Deal on multiple pipelines.
Get started by following the steps in this article: Create and Customize Deal Pipelines
STEP 3: Explore Contact Record
Learn how to add contacts and start organizing your connections. In Nimble, your contacts keep all your data, notes, and interactions in one place - making it easier for you and your team to build stronger relationships and grow your business with confidence and efficiency.
Get started by following the steps in this article: Explore contact record.
STEP 4: Connect Your Emails and Calendars
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 Account To Nimble
STEP 5: Get Started with Nimble Activities
Want to tailor your workflow even further? Activities in Nimble help you stay organized and track all your key interactions. You can create tasks, calls, and events - all of which can be logged directly in Nimble, with events also syncing seamlessly to your Microsoft 365 or Google calendars.
Get started by following the steps in this article: Get Started with Activities
Ready to Learn More? Become a Nimble Pro – Take the Next Steps!
Now that you’ve mastered the essentials, take advantage of more advanced features by completing the following steps:
STEP 6: Continue Building Your Database
Get organized by importing more of your contacts and organizing them into groups. These articles will walk you through the steps:
STEP 7: 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 8: Install Nimble Prospector Browser Extension and Mobile App
Take Nimble with you wherever you work - whether on the web, inside your Microsoft 365 or Google Workspace inboxes using the Nimble Prospector browser extension, or on the go with our Nimble mobile apps. The browser extension is available for Chrome, Safari, Firefox, and Edge, and can be added directly to your Microsoft 365, Google Workspace, or personal Gmail inboxes.
For a complete walkthrough, check out this article: Get Started: Adding Widgets and Mobile Apps
STEP 9: 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 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 - care@nimble.com
1:1 Guided Screenshare with a Success Expert - https://calendly.com/nimblecare
Go ahead and contact us - we’re here to 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 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 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.