VIDEO: Nimble CRM Review: Key Features, Pros And Cons, And Alternatives

This video offers a review of Nimble CRM, a customer relationship management (CRM) software system. Read our full Nimble CRM Product Review and check out our full list of the best CRM Software.

Dec 2, 2023
1 minute read

Transcription

nimble crm is a customer relationship management or crm software system that can help you manage a number of different sales functions from one platform if you're in the market for a crm you'll want to consider nimble but if you're just starting your search we can help use our product selection tool at technologyadvice.com to get a free list of crm software recommendations click the link in the description below to get started nimble crm is a customer relationship management system for google workspace and office 365 that supports integrations for multiple third-party applications and lets you create contact records and organize them into segments nimble includes features for marketing automation lead and pipeline management task management and analytics and dashboards nimblecrm comes in one paid plan priced per user per month with a choice between monthly or annual billing you can try nimble out through a 14-day free trial this is a cloud-based solution so you can access it via a web browser or through the mobile application for ios and android devices nimble comes with a number of features to help you manage sales functions nimble provides a prospecting tool that appears in the sidebar of your internet browser when you're not working in the nimble web application this lets you perform prospecting tasks like gathering contact information and social media details when you're on sites like linkedin twitter and facebook or when you're working in your email inbox this lets you work in one browser window letting you view and update contact information review interaction history and see tasks associated with contacts you can create and update records for all of your contacts in nimble contact cards show a person's contact information social media presence interaction history notes tasks and deals you can message contacts directly from the contact card and nimble automatically tracks how contacts engage with your emails and messages to give you a better idea of who your most engaged contacts are when there's a business opportunity on the table you can create a deal for a contact and manage it in the pipeline management tool this shows a kanban style board for all of your deals organized by deal stage nimble comes with out of the box deal stages but you can customize these to suit your sales cycle nimble crm offers an email marketing tool through the group messaging tab using this feature you can create customer segments and send group emails personalized to each contact nimble comes with pre-built email templates but you can also create and save your own templates for future use once you send an email nimble will track engagement metrics like open rate clicks and unread this feature is good for simple marketing campaigns but if you're looking for a fully featured marketing automation tool it's best to use one of the third-party email automation products that nimble supports nimble crm is a top-rated product but it still comes with its pros and cons nimble supports a wide variety of integrations with third-party software applications from accounting to marketing automation to e-commerce to payment processing the prospecting tool lets you prospect new clients without having to switch back and forth between browser tabs and the mobile application offers a good amount of functionality however nimble loses some points for its email marketing feature which isn't as robust as comparable crm platforms for example you'll need to use a third party tool if you want a true marketing automation experience some users have also noted that the reporting feature could allow for more customization it's a good idea to get multiple quotes before choosing a crm solution if you're interested in nimble crm you might also want to consider hubspot crm zoho crm pipedrive and salesforce still not sure if nimblecrm is right for you use our product selection tool at technologyadvice.com to get a free list of crm software recommendations click the button on the left to get started

This transcript was generated automatically from the video's captions and may contain errors.

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This video offers a review of Nimble CRM, a customer relationship management (CRM) software system.

Read our full Nimble CRM Product Review and check out our full list of the best CRM Software.

TS

At TechnologyAdvice, we pride ourselves on helping B2B tech buyers manage the complexity and risk of the buying process. We are a trusted source of information for tech buyers, delivering advice and facilitating connections between our buyers and the world’s leading sellers of business technology.