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Upgrade your account to access CRM features including historical context on your key prospects, The Nimble add-in for Outlook mobile enables you to segment your contacts using tags, log notes based on your conversations, create tasks with follow-up reminders, manage : You meet someone new at a business event and start engaging with them over email.

Once this becomes a potential business opportunity, you may even create a from within the app and track the opportunity as it goes through the different selling stages. Your inbox doesn’t have to be a collection of social disruptions; here’s how Nimble can help. Nimble automatically builds your CRM by syncing your teams’ Office 365 contacts, emails, calendars, and social history into one unified relationship manager. Once your contact has been added to Nimble, you can continue working with them right from within the Smart Contacts add-in. With your Nimble freemium subscription, you can view up to ten enriched contact profiles per day. It combines your team’s contacts, communication history, sales opportunities, activities, and events into one unified relationship manager; enriches records automatically with the social and business insights you need to take action; and keeps itself up-to-date so you can focus on building better relationships. Click to discover what your contact is all about; where they work, where they’re from, their interests, and their complete social profiles — all in real-time with no additional research required. Nimble transforms your Outlook into a powerful CRM by delivering business insights, contact. If you do not have a Nimble account yet, As always, if you have any questions, feel free to reach out to Nimble automates the research, data entry, and task reporting so you can focus on fostering human-to-human connections by working with your most important contacts from within the Smart Contacts add-in.Aside from delivering enriched contact and company details, the Nimble Smart Contacts add-in enables you to continue working with your contacts without needing to flip between your Outlook inbox on desktop, your Nimble account, and your mobile device. How to Install The Nimble Smart Contacts Add-In for Outlook Desktop Adding this app to your Outlook inbox for desktop is easy; you can do so by visiting this page and locating the app for Outlook. post, we introduced you to the power of using Nimble within Office 365. Zapier's automation tools make it easy to connect Nimble and Xero. For more information about installing this app, click To use Nimble within Outlook, simply open an email thread in your inbox and select the Nimble add-in.The insights Nimble delivers about your contacts is remarkably rich and instantly accessible; it equips you with everything you need to connect with your prospects and customers on a genuine level. history, and task management, all without leaving your inbox. All of which can be achieved without leaving your Outlook inbox on desktop.Now that you have the power of Nimble at your fingertips, how will you use it? You open up the Nimble Smart Contacts add-in to gather insights on who they are, their interest, likes and dislikes, as well as shared influential topics.

Our Nimble Smart Contacts add-in for Outlook desktop is one of many features available for all Office 365 users.

Nimble is the simple, smart CRM built for Office 365 that works for you everywhere you engage: inside Nimble automatically builds itself to help you stay organized and to keep your contacts up-to-date.

You can then added this person to your team’s contact database, including the social and business data that Nimble generates for you. Set up the Nimble trigger, and make magic happen automatically in Xero.

To continuously deliver a positive customer experience after the sale is complete, you set a reminder to check in every week, month, or year using the “” feature to make certain the customer is getting the service they deserve. for Outlook desktop, you can learn more about your customers’ areas of interest, work history, influential topics, recent social interactions, and much more right from your Outlook desktop.Adding this app to your Outlook inbox for desktop is easy; you can do so by visiting and locating the app for Outlook. This is a great way to work with Nimble without disrupting your workflow with an additional window on your desktop.

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