Getting Started in Nimble

Spend less time shuffling through spreadsheets, social sites and 3rd party apps for your contacts and more time engaging with them w/ Nimble

Ionia avatar
Written by Ionia
Updated over a week ago

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.

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: 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 Google Workspace 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, Google Workspace, and personal Gmail Inboxes. Download the app here: 

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:

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

  • Track sales and other business opportunities and then report on those sales 

Got questions? If so, write us at, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT. 

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