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.
Response from Nimble
Thank you for taking the time to review Nimble.
I want to address a few of the concerns you brought up in the Cons to help out.
For 1. We recommend using the Custom Data fields feature in Nimble to create uniform data instead of Tags because they can definitely get messy.
For 2. 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 chose to go with "person" by default because this is more often the case than not. 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.
For 3. 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 email@example.com. We are also addressing CSV upload issues this summer to make it easier to bring your data into Nimble.
For 4. 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. It's a different workflow, but it achieves the same result.
All in all, I really appreciate your feedback for Nimble. This is the kind of feedback we want so we can continue to stay at the top.