Nimble, a CRM focused on small and medium-sized enterprises (SMEs), announced the launch of “workflows”, a new feature in its CRM platform for SMBs to automate contact-related management processes.
The new feature includes tools to 1) add contacts to workflows from a variety of sources including emails, web forms, social media, Zappier, or via Nimble’s API integrations 2) associate workflows with contact records to provide a 360-degree customer view 3) graphical boards and list views for contact tracking and management across all departments in a company 4) customizable workflow templates covering a variety of use cases including customer support, order management, accounts receivable, hiring, and fundraising.
Analyst quicktake: The ability to associate clients' contacts with specific workflows and projects has been highlighted by product reviewers and customers as a key differentiator of its solution compared to other project management tools which lack this ability.
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