Nimble

Easy to assign tags and group the ones you want to use to target specific groups for marketing purposes.

New UI for data entry is not as efficient as it used to be. Still simple but simple data priorities such as which phone number is primary is no longer available. You actually need to open the whole contact window to see all the data while before the summary gave the most important info.

For the greater part I am impressed by the dashboard presentation of Nimble; it gives all the needed information at a sign glance, you can keep track of new connections and keep them in the loop. It is well integrated into other productivity applications like G-Suite, LinkedIn and Office 365 among others

Email limitations may be annoying but then that makes it a business as options are available if you would subscribe to premium priced packages

We like the simplicity, browser plug in is really interesting. its engaging but we don't use a lot of the features.

1) 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 have no use for "Hot Lead" we're not sales people, we're a capital source for the real estate world. We changed those to be subcategories of the lead type which we also customized. 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. It would be an easy thing for them to be both. For now we rely on tags although its prone to human error and I don't feel comfortable making mail lists off of them. In summary, our perfect system would allow for broad macro categories that we could customize and subcategories. 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. There was no way to just flip them into companies. We had to delete them and remake them.
3) No customer service. 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. Eventually it was resolved. 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.

The Customer service for this application was amazing. This is hard to find in a lot of CRMs. For Nimble it did not require a lot of time getting used too. It was easy to navigate and easy to help other people learn the system. For the computer system, the application is light and moves faster. I don't believe I have ever had the app crash on me while in the process of using it. For a small business owner, it has a fair and reasonable price. This system is really good for tracking time sheets and scheduling. There was never any confusion about which person was taking which job with this section of the application.

The menus are difficult to find as some of them are hidden, you often have to take a moment to search for them. The limits on the email are quite frustrating. It also does not come with much storage and that can also be frustrating when trying to save and keep things organized.