Nimble

Nimble is a CRM for people who build their business on relationships, not cold outbound. If you’re a consultant, advisor, or small agency owner who spends most of your day on LinkedIn and email, Nimble will save you real time by automatically pulling contact details together and reminding you who to follow up with. If you need advanced pipeline reporting, marketing automation, or multi-team deal management, this isn’t your tool — look at HubSpot or Pipedrive instead.

What Nimble Does Well

The core value proposition is simple: Nimble knows who your contacts are without you having to type it in. When you add a contact, the system pulls their social profiles, job title, company name, location, and bio from publicly available data across LinkedIn, Twitter/X, and company websites. I’ve tested this against manual research, and it typically saves 5-10 minutes per contact. For someone adding 20-30 new contacts a week, that’s a couple hours reclaimed.

The Nimble Prospector browser extension is where this really shines. Hover over a name on LinkedIn, a company’s About page, or even inside your Gmail inbox, and Nimble pops up a sidebar showing everything it knows about that person — plus lets you add them to your CRM, tag them, and set a follow-up reminder. All without leaving the page you’re on. I’ve used a lot of browser extensions from CRM vendors, and Nimble’s is one of the more polished ones. It actually loads quickly and doesn’t break page layouts.

The Today Page is Nimble’s dashboard, and it’s designed around a relationship-management philosophy rather than a pipeline-obsession one. It shows you deals closing soon, contacts you haven’t reached out to in a while, upcoming calendar events, and social signals from your network. For professionals who manage dozens of ongoing relationships — think financial advisors, recruiters, or PR consultants — this daily overview is genuinely useful. It’s the CRM equivalent of a good executive assistant tapping you on the shoulder.

The Microsoft 365 integration deserves special mention. Most CRMs bolt on email sync as an afterthought. Nimble was built by Jon Ferrara, who also created GoldMine (one of the original contact managers), and the Microsoft integration feels like it had real engineering effort behind it. CRM contact data appears inside Outlook. You can log interactions from Teams. Calendar events sync bidirectionally. If your company runs on Microsoft’s ecosystem, Nimble fits in more naturally than most alternatives.

Where It Falls Short

Reporting is Nimble’s weakest area, full stop. You get basic deal pipeline reports, activity summaries, and some forecasting. But if you need custom report builders, multi-dimensional analytics, or the ability to track conversion rates across pipeline stages over time, you’ll hit the ceiling fast. I had a client — a 12-person consulting firm — who loved Nimble for contact management but had to export data to Google Sheets every week to build the reports their managing partners wanted. That’s a workaround, not a solution.

The social CRM positioning has become complicated. When Nimble launched, social APIs were open and generous. You could pull full Twitter feeds, Facebook interactions, and LinkedIn updates directly into the CRM. In 2026, most of those APIs are heavily restricted. LinkedIn doesn’t allow direct message syncing. Twitter/X’s API changes have degraded that integration significantly. Facebook business page connections are limited. Nimble still does social enrichment well — pulling profile data, bios, and company info — but the promise of a unified social inbox is a shadow of what it was in 2015. Be realistic about what “social CRM” means here: it’s social data enrichment, not social media management.

The pipeline management is functional but thin. You get a visual Kanban-style pipeline, which is fine for tracking 20-50 active deals. But there’s no multi-pipeline support for different product lines, limited automation triggers within the pipeline, and no weighted forecasting beyond basic probability percentages. Teams that are serious about sales process optimization will feel constrained. One pipeline with basic stages works for solopreneurs and tiny teams. A 15-person sales team with different products? They’ll outgrow this in months.

Pricing Breakdown

Nimble keeps pricing refreshingly straightforward: one plan at $29.90/user/month (billed annually) or $35/user/month month-to-month. Every feature is included. No “unlock this feature at the next tier” nonsense.

For that price, you get 25,000 contact records, 2GB of storage per user, and 25 contact enrichment credits per day (with the ability to purchase more). The enrichment credit limit is worth understanding — each time Nimble auto-researches a new contact, that’s one credit. 25 per day is fine for most relationship-focused professionals. If you’re doing high-volume prospecting and need to enrich 200 contacts a day, you’ll either need to buy additional credits or look at a dedicated enrichment tool like Apollo or ZoomInfo alongside your CRM.

There’s a 14-day free trial with no credit card required, which is enough time to connect your email, install the browser extension, and test the enrichment on your existing contacts. I’d recommend importing at least 100 contacts during the trial to see how accurate the enrichment is for your specific industry.

No setup fees. No implementation costs. No contracts beyond the annual billing discount. This is a self-serve product — you won’t get a dedicated onboarding specialist or custom implementation. If you need hand-holding, budget for a few hours with an independent CRM consultant.

The value calculation comes down to this: at $30/month, Nimble costs less than many contact enrichment tools alone. If the enrichment accuracy is good for your contact base (it’s typically strongest for US-based business professionals), the CRM functionality comes almost as a bonus.

Key Features Deep Dive

Contact Enrichment Engine

This is Nimble’s flagship capability. Add an email address or social profile URL, and Nimble searches across 100+ data sources to fill in job title, company, location, social profiles, education, and bio. In my testing, accuracy runs about 75-85% for US-based B2B contacts. It drops to 60-70% for international contacts and is notably weaker for people who don’t maintain active LinkedIn profiles.

The enrichment isn’t just a party trick. It eliminates the tedious research step that kills CRM adoption. Most CRM abandonment happens because reps hate manual data entry. Nimble reduces that friction meaningfully.

Nimble Prospector Browser Extension

Available for Chrome, Edge, and Firefox, this extension works across virtually any webpage. On LinkedIn, it overlays a widget next to profiles. On a company’s team page, it can identify and enrich contacts from email addresses or names it finds. Inside Gmail or Outlook Web, it provides CRM context for every email conversation.

The practical impact: you never have to copy-paste between your browser and your CRM. You’re researching a prospect on their company blog, you spot the VP of Marketing’s name in an author byline, one click and they’re in your CRM with enriched data. That workflow matters.

Unified Contact Record

Nimble creates a single record per contact that aggregates email history, social profile data, deal associations, tagged notes, and activity history. This sounds obvious, but many CRMs still silo email interactions from social data from deal activity. Nimble’s contact record gives you one scrollable timeline of every touchpoint.

The “Stay in Touch” feature lets you set reminders on specific contacts — daily, weekly, monthly, or custom intervals. For relationship-heavy businesses, this prevents the “I haven’t talked to my best client in 3 months” problem that erodes long-term revenue.

Group Messaging and Email Tracking

Nimble includes group email functionality (not a full marketing automation suite, but useful for small-batch outreach). You can send tracked messages to saved segments — say, all contacts tagged “Conference Lead November 2025” — and see who opened and clicked.

Limits matter here: group messages max out at 100 recipients per batch on the standard plan. This isn’t a Mailchimp replacement. It’s designed for personalized outreach to targeted groups, which fits Nimble’s relationship-first philosophy. For larger email campaigns, you’ll need a dedicated email marketing tool.

Workflows and Saved Segments

Nimble’s workflow feature allows you to create repeatable processes — like onboarding a new client or following up after an event — with templated task sequences. It’s basic compared to workflow automation in HubSpot or Salesforce, but it adds structure to relationship management tasks that would otherwise rely on memory.

Saved search segments are genuinely useful. You can build dynamic contact lists based on tags, locations, company size, last interaction date, or custom fields. A financial advisor could create a segment for “High Net Worth Clients → Last Contact > 30 Days” and use it as a daily call list. This is where Nimble’s CRM-meets-contact-manager identity actually works well.

Today Page Dashboard

The Today Page isn’t just a dashboard — it’s a daily action plan. It surfaces deals requiring attention, contacts who are overdue for follow-up, upcoming calendar events, and relevant social signals. For professionals who don’t want to spend 20 minutes each morning figuring out what to do first, this page earns its keep.

Who Should Use Nimble

Solo consultants and professional services providers who sell through personal relationships. If your revenue depends on maintaining 50-200 active relationships, Nimble was built for you. Financial advisors, executive coaches, PR professionals, and independent recruiters fit this profile perfectly.

Small teams (2-15 people) running on Microsoft 365 who need a CRM that lives inside their existing tools. The Outlook and Teams integration is a legitimate competitive advantage over many alternatives. If your team already resists adopting new tools, having CRM data show up inside the email client they already use reduces adoption friction.

LinkedIn-heavy networkers who meet most of their prospects through social channels. The Prospector extension turns LinkedIn browsing into CRM data entry without any extra steps. This is a real time-saver if you’re adding 10+ new contacts daily from social profiles.

Budget range: $30-50/user/month total CRM spend. Nimble fits teams that need more than a spreadsheet but don’t want to invest in a complex CRM implementation.

Technical skill level: Low. If you can use Outlook and install a browser extension, you can use Nimble. No admin certification needed.

Who Should Look Elsewhere

Sales teams with complex, multi-stage pipelines should look at Pipedrive or HubSpot. If you need multiple pipelines, weighted forecasting, automated deal rotation, or territory management, Nimble won’t cut it. See our Pipedrive vs HubSpot comparison for options in that space.

Marketing-driven businesses that need lead scoring, nurture sequences, and campaign analytics need a marketing CRM. HubSpot is the obvious choice here, especially on the free tier. Nimble’s email capabilities are too basic for demand generation.

Fast-scaling startups expecting to grow past 25 people within a year. You’ll outgrow Nimble’s reporting and pipeline management. Starting with a platform like HubSpot or Insightly saves a painful migration later.

Teams needing advanced customization and integrations. Nimble’s API is limited compared to platforms like Salesforce or HubSpot. If you need deep two-way integrations with ERP systems, custom objects, or complex automation workflows, Nimble isn’t the right foundation.

E-commerce or high-volume transactional businesses. Nimble is built for relationship-based selling, not tracking thousands of transactions. Look at Copper or a purpose-built e-commerce CRM instead.

The Bottom Line

Nimble does one thing exceptionally well: it turns your social network and email contacts into an organized, enriched CRM database with minimal manual effort. For relationship-driven professionals and small teams — especially those on Microsoft 365 — it’s a smart, affordable choice that people actually use instead of abandoning after two weeks. Just don’t expect it to be the pipeline management or marketing automation platform it was never designed to be.

---

Disclosure: Some links on this page are affiliate links. We may earn a commission if you make a purchase, at no extra cost to you. This helps us keep the site running and produce quality content.