Nimble CRM Review 2023: Is It Worth it for SMBs?

When it comes to finding the right CRM for your SMB, deal management is a key factor to examine.

With Nimble, deal management is quick and easy across all of your teams.

We got started testing this feature by adding in approximately 50 of our affiliate marketing and PPC campaign deals (over three months) that were either active, lost, or won.

We found the interface extremely easy to navigate and customize at every step in the process.

Here's how it looked when we had finished.

As you can see, everything is clear and easy to read while still providing a ton of (completely customizable) information for each deal.

We especially loved how easily Nimble allows you to assign deals to specific team members for additional follow-ups or assignments.

All in all, when it comes to deal management, Nimble delivers the goods.

Nimble CRM provides workflow automation that automatically reacts and adjusts based on customer data.

We found this feature to be especially useful in helping us streamline certain processes and automate repetitive tasks, such as:

• Sending follow-up emails to customers after they've made a purchase
• Creating personalized emails for customers based on their previous purchases
• Sending out welcome emails to new subscribers

Overall, the automation features provided by Nimble CRM are easy to use and effective at improving efficiency throughout your business.

Think of it like your own personal assistant that can be set up to remember your regular tasks and take care of them for you. Sounds too good to be true, right?

Well, not with Nimble—they make it easy to streamline your business processes (and save a lot of time and money).

Nimble CRM offers powerful lead prospecting with their Nimble Prospector app for Google Chrome (shown below).

Nimble Prospector streamlines the process of sourcing and reaching out to prospects.

It saves you time that could be spent elsewhere in your business by automating some of the lead prospecting processes for you.

Essentially, how it works is that when you navigate to a website, the Prospector app builds a smart summary of every contact on the site.

When you move your cursor over a contact, their entire profile is displayed. This works for companies as well as individuals, providing an extremely powerful prospecting tool for sales reps.

In order to fully test out the platform, we downloaded it and gave it a try for ourselves.

The process of getting it set up took just a few clicks, making it extremely beginner friendly. We navigated to LinkedIn to see how it worked, and we were blown away by the capabilities!

For starters, every contact we hovered over gave us a wealth of information with the most minimal effort possible.

To make it even better, Nimble CRM offers the ability to add leads to your workflows, send a message, create a deal, log activity, and add notes—all from the browser extension.

Throughout testing dozens of CRMs over the years, we've encountered quite a few lead prospecting add-ons. After testing Nimble for three months, we can safely say it's got the best and easiest-to-use lead prospecting tool in the biz.

Nimble provides a powerful and easy-to-use activity management tool to make staying organized a breeze.

With Nimble's activity management, you can easily view the following:

• Agenda
• Calendar
• Tasks
• List of activities

What's great about this feature is that it provides a bird's eye view of the entire business.

We got started by inputting some typical activities in the day-to-day at Small Business Bonfire.

Here's the "create activity" screen to give you a better idea.

Our takeaway from Nimble's activity management is that they provide a streamlined way for all teams to stay organized and on the same page.

Nimble CRM provides the ability to create workflows to manage contacts in a way that fits the specific needs of your business.

They make this process extremely easy by providing pre-made templates or letting you create and customize your own.

For the purposes of our testing, we went with the networking template (shown below).

We found it extremely easy to set up and fit the template to our affiliate marketing deals and PPC campaign partnerships.

We named our workflow "Partnerships" and customized the fields with a few clicks. That way, the whole SBB team could see which stage of the partnership we were in with each client.

What's especially great about Nimble's workflows feature is that you can easily modify stages and further customize each field as you go.

With the handy Group Messaging feature, you can instantly reach out to all of your contacts at once, right from the convenience of the CRM platform. And just between us, creating custom templates for follow-up emails has never been easier.

We recently put this feature to the test with our affiliate marketing clients.

We created a template (shown below) to follow up with our affiliate marketing clients, and within minutes we were able to send the email to all of our contacts. Talk about a huge time saver!

And the best part? We didn't stop there! With Nimble CRM's Group Messaging, we were able to easily personalize each email with specific details, making our messages feel tailored for each recipient.

This feature allows you to connect your social media accounts (specifically, your business's Twitter or Facebook account) to your Nimble CRM account, so you can engage with your clients more easily and efficiently.

We decided to put this feature to the test and connected our Small Business Bonfire Twitter account to Nimble CRM. And boy, were we impressed!

With the Signals feature, we no longer needed to navigate to Twitter to engage with clients or followers.

Everything was right there in our Nimble CRM dashboard. From retweets to replies, we could see what was happening on Twitter and respond to our audience from one centralized platform.

One thing we really like about this feature is how easy it is to set up. All you need is your Twitter or Facebook account credentials, and in just a few clicks, you can connect them to your Nimble CRM account.

And once you've connected them, you'll start seeing all of your social interactions happening right alongside your other customer data.

This makes it easy to keep track of interactions with your brand—both on social media platforms and via other channels—so you can provide them with the best possible service.

In today's digital landscape, the importance of a reliable mobile app for managing customer relationships cannot be overstated.

That's why we're excited to highlight Nimble CRM's impressive mobile app (available on IOS and Android).

For our testing purposes, we downloaded the app on IOS in order to fully check out the CRMs capabilities on mobile.

First and foremost, the app is user-friendly and easy to navigate.

You'll be able to easily access all the essential features, such as the following:

• Contacts
• Deals
• Tasks
• Calendar
• Social accounts

One feature that really sets Nimble apart from the competition is the app's synchronization with your social media accounts.

Yes, you heard that right. Nimble lets you view and interact directly with your social media followers from the app.

You can like, comment, and message followers across multiple platforms, all without ever leaving the app. This feature is a game-changer for SMBs looking to build relationships and engage with their audience on a deeper level.

With all of that power, you'd think it would be difficult to navigate—but the functionality of the app doesn't compromise on design. The interface is sleek and visually appealing, making it enjoyable to use.

Here's our view from mobile to give you a better idea.

Overall, if you're looking for a CRM that has a mobile app worth raving about, Nimble is the solution for you.

Their app sets the bar high for other CRMs, providing an unbeatable combination of functionality, design, and social media integration.

When it comes to tracking business and customer data, reliable reporting and analytics capabilities are crucial. That's why Nimble CRM's robust features in this area make life easier for SMBs.

With Nimble CRM, we were able to create customized dashboards for our affiliate marketing deals and PPC campaigns. This allowed us to compile and display all the essential data points that matter to our business in one helpful location.

Here's an example of one that we created specifically for affiliate marketing.

The ability to create these personalized dashboards allowed us to quickly identify trends and insights as they emerged, making it easier to make informed business decisions.

By pulling in data from various sources, we could easily accomplish the following:

• Monitor our campaign performance
• Track customer engagement levels
• Measure ROI

Additionally, Nimble CRM's reporting capabilities extend far beyond just basic charts and graphs. We found that the software enabled us to create highly detailed reports that were tailored to our specific business needs.

Whether we needed to analyze trends over time or get an overview of our sales performance, Nimble CRM delivered the data in an easily accessible and digestible format.