The Smart CRM for Small Business
Grade: B — Score: 80/100
Nimble leverages advanced technology to integrate social media, email, and other communication channels into a single platform, allowing users to manage their contacts and interactions seamlessly.
The platform streamlines workflow by automating tasks such as follow-ups and reminders, ensuring that users can focus on building relationships rather than managing data.
However, businesses must consider potential risks such as data privacy concerns and the reliance on third-party integrations, which may affect the overall user experience.
Nimble Business: $29.90/seat/month billed monthly, or $24.90/seat/month billed annually ($298.80/seat/year)
Email Marketing add-on: $15/company/month, in addition to the CRM subscription
Data Enrichment upgrade: $10/month, with conflicting published quantities: 100 additional credits on pricing; 1,000 in the billing guide
Web Chat & Web Forms upgrade: $12/team/month for 10 combined Web Forms and Web Chats after evaluation
Contacts upgrade: $10/month per additional 10,000 contacts
Storage upgrade: $10/month per additional 10 GB
Consider switching to HubSpot: HubSpot offers a more comprehensive suite of marketing tools alongside CRM functionalities.
The documented contact-sync capabilities differ. Nimble supports configurable two-way contact sync with Microsoft 365, but its Google support guidance says there is no direct two-way Google Contacts sync and describes contact imports instead. Both ecosystems have email and calendar connections. If writing CRM changes back to Google Contacts is essential, confirm that requirement before migrating.
Yes, Nimble's CSV Import Wizard lets you upload contact data and map columns to CRM fields. You can also import contacts through connected Google or Microsoft 365 accounts, or capture individual contacts with Prospector. Contact migration does not establish that a previous CRM's complete email history, notes or automations will transfer.
Nimble supports importing LinkedIn connections from a CSV export and using Prospector to capture or view contact information while browsing LinkedIn. Its support documentation says LinkedIn conversations cannot sync through the LinkedIn API. Contact capture therefore does not create a synchronized LinkedIn message inbox inside Nimble.
Nimble's support guide documents contact-visibility controls and connected emails that are private by default with user-controlled sharing. It says team members can view each other's tasks but cannot edit or delete them. The linked terms retain broad team-account visibility language without explaining how it relates to these restrictions. Confirm the contractual boundary if confidential records are a purchasing requirement, since this review did not test actual access or determine the legal effect.
Yes, through the separately purchased Email Marketing engine and an authenticated custom domain rather than connected-email sending. Group messages and sequences sent through your email provider remain subject to its daily limits and their shared monthly allowance. The marketing engine documents 1,000 messages per month on its base plan and additional sending packages, but the reviewed guides do not establish whether that allowance scales per seat or company. Unlimited sending therefore does not mean unlimited volume included in the subscription, and sender-reputation restrictions still apply.
Yes, Nimble's AI Sequences builds email steps, timing, conditions and prompts for human follow-up from your instructions. You set up AI Context and review or edit the sequence before publishing. Calls, texts and social interactions represented as human tasks remain work for your team to complete. Nimble says sequence generation is included in paid seats, while email-sending limits still apply.
This review did not locate an explicit public AI-training opt-out for Nimble's AI workflows. Its DPA restricts processing of covered Personal Data to customer instructions and subprocessor service purposes, and its subprocessor list identifies OpenAI for data transmission. These general provisions do not explicitly establish the model-training rules or available training controls for your intended workflow. Obtain applicable AI data-use terms if a no-training commitment is required.
Export your data before deleting the account: Nimble documents CSV exports for contacts, deals and activities, but its standard export guide excludes notes and email correspondence. Its terms direct you to Settings, My Account and Delete Account to cancel, and say an email or telephone request alone is insufficient. Cancellation does not produce a refund for the unused billing period. Account deletion is subject to the DPA's legal-retention and backup exceptions, so it does not establish immediate erasure of every copy.
Nimble's paid CRM includes 25,000 contacts per account, inbox connections, Prospector and AI Sequences, with separate upgrades for marketing and website capture. HubSpot Smart CRM offers a continuing free starting point for up to two users and 1,000 contacts, including contact, deal and task management. HubSpot's advanced CRM features and wider Hub products require checking paid entitlements. A team needing permanent free access has a documented option in HubSpot, while a team considering Nimble should evaluate its contact workflows and required upgrades during the trial.
Nimble emphasizes contact context, prospect enrichment and configurable workflows alongside deal pipelines, with AI Sequences that combine automated emails and human follow-up tasks. Pipedrive documents an activity-based sales approach, forecasting and AI recommendations about which deals to focus on. Buyers prioritizing deal progression can evaluate Pipedrive against Nimble's relationship workflow, while budgeting separately for email marketing because Nimble's marketing engine and Pipedrive's Campaigns are optional purchases.