Nimble CRM Assessment: Gross sales and Advertising and marketing Options for Higher Buyer Interplay and Elevated Gross sales

We ready this Nimble CRM assessment to indicate you its hottest capabilities, further advantages you’ll get should you select it, and the way a lot it prices that will help you decide whether or not or not it’s the very best CRM for what you are promoting wants. Be aware that each one charges and charges are present as of Could 31, 2024, and are topic to vary.

Nimble service plan overview

The Nimble CRM adopts a simple pricing mannequin. There’s just one plan accessible, and it combines gross sales and advertising options to assist solopreneurs and small companies discover and stroll prospects via gross sales processes. This plan is appropriate for the common small- to medium-sized enterprise (SMB) as a result of it has the options you want for contact administration, gross sales prospecting, gross sales forecasting, gross sales reporting, and managing your gross sales pipeline. Nimble CRM additionally packs work automation options and helps with social profile matching. 

Moreover its customizable consumer dashboard and widgets, you’ll see the place every contact is within the pipeline and entry e mail templates for particular person and group messaging. You’ll additionally get perception into e mail opens, dialog charges, revenues gained or misplaced, and extra.

Some Nimble Enterprise CRM options: 

• Job scheduling and reminders
• Workforce exercise monitoring
• Motion-based triggers 
• Lead qualification 
• Lead follow-up reminders
• Buyer segmentation 
• Name logging
• Internet kind capturing
• Occasion creation 

For as little as $29.90 per thirty days for each consumer and a reduced value of $24.90 once you go for an annual plan, you’ll get all of Nimble CRM options. This CRM permits customers to broaden their function limits to accommodate extra clients and enterprise wants.

Whereas Nimble doesn’t lock you into an annual contract, there’s no money-back assure or refund for unused providers. Nonetheless, your concern for its suitability is settled by a free trial. Nimble makes up for a lacking free model by providing you 14 days to check drive its options free of charge—with out coming into your bank card particulars.

Execs and Cons of Nimble CRM Enterprise Plan

Nimble clients proceed to make use of it for a number of causes. One frequent one is that you may customise a number of gross sales pipelines utilizing the Kanban Board view, listing view, and others so that everybody will get an perception into every buyer’s communication historical past and is aware of what to do subsequent. Whereas Nimble CRM was constructed with small companies in thoughts, it lets you improve storage, contacts, and different choices and combine with a number of third-party apps. In contrast to opponents, similar to HubSpot and Zendesk, which have separate instruments for gross sales and advertising, Nimble lets you full your processes in a single place, and its pricing plan is simple. 

Its downsides embody the absence of a free plan, which Nimble opponents, similar to HubSpot and Zoho, supply to small companies with restricted budgets. What’s extra—paying for further options can turn into expensive rapidly, and a few small companies would like a number of plan choices with exact CRM prices beforehand. Nimble’s lack of cellphone help can also be discouraging, particularly since its reside chat and e mail channels are generally unhelpful. 

Different providers Nimble presents 

Extra capabilities of Nimble, which allow seamless gross sales processes and buyer interplay, embody: 

• Workforce process administration: With Nimble, you possibly can create a number of customizable workflows to enhance effectivity amongst departments. For instance, triggers automate actions, tags point out the steps and staff members concerned in particular tasks, and workflow playing cards give an summary of buyer historical past and the place they’re within the gross sales pipeline.
• Gross sales prospecting:  Nimble Prospector culls prospects’ cellphone numbers, e mail addresses, areas, and different data routinely from web sites and functions visited to replace their information. You’ll see what number of workers an organization has alongside its management particulars, income, social profiles, and extra, which boosts your interplay with prospects. 
• Advertising and marketing performance: Nimble creates segments, shares personalised content material with teams, and units automated actions and responses to advertise an organization’s model and improve buyer relationships with people and segments that present curiosity in your services or products. 
• Third-party app integrations: Nimble integrates easily with Google Workspace, Microsoft 365, Outlook, and a number of other different apps to allow collaboration, communication, e mail advertising, invoicing, and different gross sales actions. Nimble CRM utility programming interface (API) entry and Zapier additional permit clients to connect with hundreds of apps and create customized apps. 
• Cell gadget compatibility: Nimble makes its options accessible on the go. You’ll see your contacts and their studies and work together with them in your Android or iOS units. 

The Nimble platform and buyer help 

The Nimble CRM platform stands out for its straightforward navigation. The consumer dashboard offers an summary of offers in progress, new messages and updates, upcoming occasions, and extra. The flexibility to customise the data you’ll see and prioritize particular offers, messages, or updates makes it extra interesting, particularly for many who are new to utilizing CRM instruments. 

Its buyer help additionally has a complete assist heart, together with a information base of articles and movies, day by day query and reply (Q&A) classes, biweekly coaching webinars, and periodic case research webinars with recordings accessible on YouTube. Nimble additionally makes reside demos accessible, however you possibly can solely contact the help staff through e mail or reside chat. There’s no cellphone help, and once we tried utilizing the reside chat choice on a Monday afternoon, we acquired a message that Nimble was on break. Whereas we acquired an e mail in lower than two hours, it referred us to Nimble pages. 

Is Nimble safe?

Nimble CRM employs encryption expertise, safe sockets layer (SSL) expertise, and the one sign-on (SSO) function to guard buyer (you and your clients) information. It additionally complies with the Basic Information Safety Regulation (GDPR) and Google API Providers Person Information Coverage, so relaxation assured your information is secure whether or not at relaxation or in transit. Then, moreover promising to not share your information with third events, Nimble grants admin customers management of the CRM device. That means, they will problem consumer permissions to particular staff members. 

Nimble consumer evaluations

Nimble CRM earned a number of optimistic evaluations, primarily due to its user-friendliness. Clients additionally applauded its synthetic intelligence (AI) functionality, which updates contact data routinely and the well-organized options that make it straightforward to customise CRM options and add gadgets to their dashboard. 

On the flip aspect, some Nimble clients discover the advertising and reporting capabilities of Nimble to be fairly substandard for a enterprise CRM. In addition they complained about how paying to broaden function limits is expensive for rising companies, saying they’d have most popular the choice of switching to different plans. A number of of them had been additionally sad that there’s nonetheless no desktop app accessible to Nimble clients. 

Examine Nimble alternate options

Nimble CRM	Agile CRM	Zoho
Base month-to-month value per consumer	Base month-to-month value per consumer	Base month-to-month value per consumer
$29.90 per thirty days	$14.99 per thirty days	$20 per thirty days
Most variety of customers	Most variety of customers	Most variety of customers
Limitless	Limitless	Limitless
Free trial size	Free trial size	Free trial size
14 days	0 days	15 days
	Learn our Agile CRM assessment

Is Nimble best for you?

Total, Nimble CRM fits companies seeking to enhance buyer relationships and enhance gross sales. It additionally works nicely for these new to CRM methods due to its straightforward setup course of, how the entire options you want for advertising and gross sales are in a single place, and the way seamlessly it integrates with different enterprise apps. Whereas it doesn’t present a free plan or make enterprise-level plans accessible for patrons, Nimble options are an important decide for small companies and even bigger enterprises since you possibly can pay for extra choices. 

Incessantly requested questions