This is the kind of feedback we want so we can continue to stay at the top.Ĭomments: Nimble has had a very positive impact on my work and has helped me manage my client relationships more efficiently. It's a different workflow, but it achieves the same result.Īll in all, I really appreciate your feedback for Nimble.
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LinkedIn has limited their API from allowing CRM systems to sync job changes, therefore, you may update contacts with the Nimble Smart Contacts App while on LinkedIn if a contact changes their job. We are also addressing CSV upload issues this summer to make it easier to bring your data into Nimble.įor 4.
We offer customer support via email M-F from 9-5 PM Pacific and you will always hear back from us if you write to. We're planning to add the option to convert a contact record from a person to a company in the future to help with this pain from Twitter.įor 3. We chose to go with "person" by default because this is more often the case than not. Twitter doesn't differentiate between people or company accounts over their API, therefore, we can only import all contacts as a person or a company. We recommend using the Custom Data fields feature in Nimble to create uniform data instead of Tags because they can definitely get messy.įor 2. I want to address a few of the concerns you brought up in the Cons to help out.įor 1. Thank you for taking the time to review Nimble. 4) For some reason we thought that connecting people's linkedin would tell us if they changed their job but so far it hasn't. It was a nightmare when we couldn't get an excel of contacts to upload properly, I think my associate had to tweet at Nimble to get any response. We had to delete them and remake them.ģ) No customer service. There was no way to just flip them into companies. As well as the ability to check multiple boxes 2) A couple of smaller things, When we connected our twitter account in uploaded all of the companies as people which was a disaster. In summary, our perfect system would allow for broad macro categories that we could customize and subcategories. For now we rely on tags although its prone to human error and I don't feel comfortable making mail lists off of them. It would be an easy thing for them to be both. The disappointment is in that the system doesn't appreciate that more often than not, a Broker is often also a Buyer, an Attorney often dabbles as a Developer. We changed those to be subcategories of the lead type which we also customized.
We have no use for "Hot Lead" we're not sales people, we're a capital source for the real estate world. its engaging but we don't use a lot of the features.ġ) Like I said we do appreciate the simplicity but the biggest disappointment / the thing that would make the system a slam dunk for us if improved is simply the dropdown customization for contact categorizations. We like the simplicity, browser plug in is really interesting. Whatever its shortcomings, its much easier to use than our old system which was designed by a company called blue robin. Also, it took me a while to get familiar with all its features and functionality.Ĭomments: We spent a good amount of time investigating our options and so with whatever drawbacks, we are still happy with our investment in nimble. In this sense, I think there could be more customization options available to users.
#Scout and nimble reviews software
Nimble offers a wide range of features, sometimes I find myself needing to customize certain aspects of the software to fully tailor it to specific needs. This has made it much easier to keep track of my client relationships and has improved my ability to provide personalized service. I can quickly access contact details, interaction history, pending activities, and relevant notes. It allows me to centralize all the information related to my clients in one place. Nimble is exceptional at managing contacts.
#Scout and nimble reviews full
Its intuitive and friendly interface allows anyone, even without advanced technical knowledge, to take full advantage of all its features. This functionality has improved internal communication and increased the effectiveness of our joint commercial actions.įrom the first moment I started using Nimble, I was amazed at how easy it was to use. In addition, it facilitates team collaboration by allowing all members to access the same contact database and share information transparently.
This has allowed me to dedicate more time to strategic and growth activities. Thanks to its ability to centralize information and automate repetitive tasks, I can keep track of my contacts and pending tasks more efficiently. Comments: Nimble has been a real godsend in terms of saving time.
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