Using the mobile app, you can take a photo of a client’s business card. The other one is the Business Card Scanner. This is where the program’s Gmail and Outlook integrations come through. There’s the Email Signature Capture, which automatically parses data from email footers. Nimble has two lead management features that make it easy to deal with prospective clients. You have to wait for the file in your inbox, then you can download it from there. Just select the items and hit the Export button.īut heads up – exports are done via emails. Nimble CRM lets you export your records just as easily, too.
The beauty of it is that the program detects matches. Just make sure your spreadsheet is in CSV format. If you have an existing client database, you can use the Import Wizard for quick uploads. Nimble can also sync contacts from other platforms, but I’ll get to that later. You can add your contacts one by one or upload them at once through file imports. You can even add each one to a particular workflow by modifying the lead type, status, user access, etc. On the same dashboard, you can view and edit individual information. You’re free to reorganize the items to your liking. Here’s what it looks like:Īs you can see, your contacts can be properly categorized into various sections. With Nimble, the process is easy! The Contact List section is where you can add, view, and filter all your contacts. Storing contacts in a massive database is the backbone of every CRM software. In terms of relationship management, these are the things you can do with the program: Contact Management Is it that good?įrom sales and advertising teams to business consulting groups, the Nimble workspace is designed for a wide range of users. Many Nimble reviews are particularly praising the program for its rich feature suite and usability. With this capability, it’s easier to manage your leads, tasks, and workflows in one place! One of its greatest assets is that it integrates well with Google Workspace and Microsoft 365. enhancing customer service through a unified communication channel.sending trackable emails to targeted recipients.delegating tasks and setting follow-up reminders.creating an organized database of customers.It can perform a vast array of functions, including: ĭeveloped by Jon Ferrara, the father of GoldMine CRM, this cloud-based program is designed to go far beyond the realm of contact management. Nimble is a handy and affordable CRM tool that leans more towards social sales and team productivity. Best Electric Garage Heaters 120V for 2022.8 Best Bluetooth Speakers for Outdoor Party for 2022.
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