Avvio rapido
— Crea profili arricchiti a partire da dati di posta elettronica e social media
- Iniziare — Create your account and connect your email
- Come utilizzare la gestione dei contatti — Pull contacts, emails, and calendar events from Microsoft 365 or Google Workspace into one record
- — Tieni traccia di attività, chiamate e follow-up in un unico posto — Create tasks, log calls, and set follow-up reminders against any individual contact record
- — Gestisci visivamente la tua pipeline di vendita — Track the sales cycle of every deal across multiple pipelines with stages you define
- — Automatizzare i processi aziendali ripetitivi — Run repeatable processes like onboarding or hiring on kanban boards outside the sales pipeline
- Come utilizzare le integrazioni — Connect Nimble with over 200 apps so your contact data is always up to date
- — Trova e arricchisci i lead da qualsiasi pagina web — Create or update a lead profile from LinkedIn or any company website without manual data entry
- Come utilizzare le automazioni — Trigger a sequence of messages and tasks whenever a contact meets a condition you set
- — Acquisisci i lead direttamente nel tuo CRM — Embed a lead capture form on your website that files new signups straight into the CRM
- — Invia email di gruppo personalizzate su larga scala — Send personalized group messages to a segment, then track opens and clicks per campaign
Tempo necessario: 5 minuti per ogni servizio
In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative
Perché fidarsi di questa guida
I have run my own client pipeline inside Nimble CRM since November.
Every feature below was tested on a live account, not a demo.
I also worked through Nimble’s own training videos before writing this guide.
Nimble CRM is a relationship management tool built for piccola impresa proprietari.
It pulls contacts, email, and calendar data into one dashboard.
Most users only ever touch contact records and stop there.
This introduction shows you how to use every major feature instead.
Passo dopo passo, con schermate e consigli da professionisti.
Questo tutorial completo su Nimble CRM ti guida passo passo attraverso ogni funzionalità, dalla configurazione iniziale ai suggerimenti avanzati che ti trasformeranno in un utente esperto.
This How to Use Nimble CRM tutorial walks through each feature in order, from account setup to power user habits.
CRM agile
Stop rebuilding contact records by hand. Nimble CRM unifies email, calendar, and social media data into one profile per person, and the Prospector extension cuts research time by up to 95%. Start with the 14-day free trial — all Business Plan features included.
Guida introduttiva a Nimble CRM
Finish this one-time setup before you touch any feature.
Ci vogliono circa tre minuti.
Here is what the first week on my own account looked like:
Ora analizziamo passo passo ciascuna fase.
Passaggio 1: crea il tuo account
Go to nimble.com and click Sign Up.
Inserisci il tuo indirizzo email aziendale e crea una password.
The free trial runs 14 days and unlocks every Business Plan feature.
✓ Punto di controllo: Controlla il tuo posta in arrivo per l'email di conferma.
Sì, Beautiful AI consente di esportare le presentazioni in formato PPTX. La conversione è semplice, ma potrebbe comportare alcune differenze di formattazione.
Nimble runs in any browser, so there is no software to install.
Add the Chrome extension and the mobile app for iOS or Android.
Accedi con il tuo nuovo account.
Here’s the dashboard and the benefits you notice first:
✓ Punto di controllo: You should land on the Today page.
Passaggio 3: Completare la configurazione iniziale
Connect Microsoft 365 or Google Workspace during onboarding.
Nimble imports your contacts, email history, and calendar events.
Then add team members so everyone works from one shared record.
✅ Fatto: Multistream
How to Use Nimble CRM Contact Manager
Gestione dei contatti lets you pull contacts, emails, and calendar events from Microsoft 365 or Google Workspace into one record.
Ecco come usarlo passo dopo passo.
Step 1: Connect Your Email and Calendar
Open Settings, then choose Networks and Imports.
Connect your email accounts so every message syncs automatically.
Step 2: Import or Add Contacts
Upload a CSV file or add each person by hand.
Ecco come si presenta:
✓ Punto di controllo: Each contact shows a unified profile with social media details attached.
Step 3: Tag and Segment Everyone
Apply tags so clients, leads, and partners stay organized.
✅ Risultato: Your contact list is now a live database, not a stale spreadsheet.
💡 Consiglio da professionista: Add custom fields on day one so your data stays consistent as the company grows.
How to Create Nimble CRM Agent & Activities
Agente e attività lets you create tasks, log calls, and set follow-up reminders against any individual contact record.
Ecco come usarlo passo dopo passo.
Step 1: Open the Activities Tab
Click Activities in the top navigation bar.
Step 2: Create a Task
Name the task, set a due date, and assign an owner.
Ecco come si presenta:
✓ Punto di controllo: The task appears on your Today page and inside your calendar feed.
Step 3: Log Every Call or Meeting
Record the outcome right after the phone call ends.
✅ Risultato: No follow-up slips past you again.
💡 Consiglio da professionista: Assign activities to team members so workload stays visible across the whole sales team.
Gestisci la tua pipeline di vendita con le lavagne Kanban visive.
Offerte lets you track the sales cycle of every deal across multiple pipelines with stages you define.
Ecco come usarlo passo dopo passo.
Passaggio 1: Creare una pipeline
Go to Deals and click New Pipeline.
Step 2: Name Your Stages
Match each stage to how your sales process actually runs.
Ecco come si presenta:
✓ Punto di controllo: Deals appear as cards you can drag between stages.
Step 3: Add Value and Close Date
Nimble uses both to forecast revenue on the reporting dashboard.
✅ Risultato: You can determine which stage leaks the most revenue.
💡 Consiglio da professionista: Keep stages under six; long pipelines slow down every sales management review.
Automatizza i processi aziendali ripetitivi sulle lavagne Kanban.
Modelli di flusso di lavoro lets you run repeatable processes like onboarding or hiring on kanban boards outside the sales pipeline.
Ecco come usarlo passo dopo passo.
Passaggio 1: Aprire i flussi di lavoro
Click Workflows, then pick a starting template.
Step 2: Customize the Board
Rename stages and add fields that match your business needs.
Ecco come si presenta:
✓ Punto di controllo: Your board shows lists and cards ready to hold records.
Step 3: Move Records Forward
Drag each card along as the work completes.
✅ Risultato: Non-sales workflows now live inside the same CRM system.
💡 Consiglio da professionista: Duplicate a working template instead of building each new board from scratch.
Collega Nimble a oltre 200 app di terze parti
Integrazioni lets you connect Nimble with over 200 apps so your contact data is always up to date.
Ecco come usarlo passo dopo passo.
Passaggio 1: Apri la Guida di stile
Find it under Settings in the left sidebar.
Step 2: Choose Your Apps
Connect Microsoft 365, Outlook, Google Drive, or your billing service.
Ecco come si presenta:
✓ Punto di controllo: Every connected app shows a green status label.
Step 3: Set the Sync Rules
Decide which fields sync and how often they refresh.
Good rules ensure your contact data never drifts out of date.
✅ Risultato: Your CRM data matches every other tool your company runs.
💡 Consiglio da professionista: Utilizza Zapier for any service missing from the native integrations list.
How to Use Nimble CRM Prospectors
Consente di trovare e arricchire i profili dei lead direttamente da qualsiasi pagina web o piattaforma social. lets you create or update a lead profile from LinkedIn or any company website without manual data entry.
Ecco come usarlo passo dopo passo.
Passaggio 1: Installa l'estensione del browser
Add Nimble Prospector from the Chrome Web Store.
Step 2: Open a Profile
Visit a LinkedIn page and click the Nimble icon.
Ecco come si presenta:
✓ Punto di controllo: The side panel shows work email, phone number, and social media links.
Passaggio 3: Salvare il record
Click Save, then apply a tag before you close the panel.
Every record created this way still needs one owner assigned.
✅ Risultato: Research and data entry time drop by up to 95%.
💡 Consiglio da professionista: Prospect in short bursts; twenty saved contacts per session keeps data quality high.
Come utilizzare le automazioni di Nimble CRM
Automazioni lets you trigger a sequence of messages and tasks whenever a contact meets a condition you set.
Ecco come usarlo passo dopo passo.
Passaggio 1: Aprire le automazioni
Click Automations from the main menu.
Passaggio 2: Scegli un elemento scatenante
Choose a tag, a stage change, or a form submission.
Ecco come si presenta:
✓ Punto di controllo: The builder shows your trigger followed by empty action slots.
Step 3: Add Your Actions
Send an email, create a task, or advance the deal.
✅ Risultato: Routine follow-up now runs without anyone touching it.
💡 Consiglio da professionista: Test each automazione on your own account before pointing it at real clients.
Acquisisci i lead direttamente dal tuo sito web in Nimble
ti permette di acquisire lead direttamente dal tuo sito web in Nimble. lets you embed a lead capture form on your website that files new signups straight into the CRM.
Ecco come usarlo passo dopo passo.
Passaggio 1: Creare un modulo
Go to Web Forms and click Create.
Step 2: Choose Your Fields
Add name, email, phone, and any custom fields you need.
Ecco come si presenta:
✓ Punto di controllo: The preview shows a lead capture form styled for your site.
Step 3: Embed the Snippet
Paste the generated code into your website page.
✅ Risultato: New signups land in Nimble already tagged for follow-up.
💡 Consiglio da professionista: Keep forms to four fields; every extra field cuts completion rates.
How to Use Nimble CRM AI Email Marketer
Consente di inviare email di gruppo personalizzate e di monitorare l'interazione su larga scala. lets you send personalized group messages to a segment, then track opens and clicks per campaign.
Ecco come usarlo passo dopo passo.
Step 1: Open Group Messages
Select the segment of contacts you want to engage.
Step 2: Draft With AI Assist
Ask Nimble to write the draft, then fix the tone yourself.
Ecco come si presenta:
✓ Punto di controllo: The preview shows merge fields filled with real contact data.
Visualizza l'anteprima del video, quindi premi il pulsante Invia.
Check open and click rates in the campaign report.
✅ Risultato: You can see which clients engage before you pick up the phone.
💡 Consiglio da professionista: Send in batches under 100 so your email client keeps a clean sending reputation.
Dopo aver testato Nimble CRM per oltre un anno, ecco i miei migliori consigli.
After months of daily use, these habits saved me the most time.
To work effectively, block ten minutes each Friday to clean your pipeline.
Scorciatoie da tastiera
| Azione | Scorciatoia |
|---|---|
| Apri la ricerca globale | / |
| Crea un nuovo contatto | C |
| Crea una nuova attività | T |
| Save the open record | Ctrl + S |
Funzionalità nascoste che la maggior parte delle persone non nota
- Segmenti salvati: Filter by tag, then save the search for one-click access later.
- Signals feed: Shows who opened your last email so salespeople know who to call first.
- Today page: Your agenda, deals, and tasks on one screen every morning.
Errore n. 1: Non collegare subito l'email
Mistake #1: Importing Contacts Before Connecting Email
❌ Sbagliato: Uploading a CSV first, which creates duplicate records later.
✅ A destra: Connect your email and calendar first, then import the rest.
Mistake #2: Skipping Custom Fields
❌ Sbagliato: Dumping unique details into the notes box where nothing is searchable.
✅ A destra: Create custom fields that match the specific needs of your business.
Mistake #3: Building One Giant Pipeline
❌ Sbagliato: Forcing renewals, new sales, and partnerships onto a single board.
✅ A destra: Run separate pipelines so each sales cycle stays readable.
Problema: i contatti non si sincronizzano con le email.
Problem: Email Is Not Syncing
Causa: The connection token expired, or two-factor authentication blocked access.
Aggiustare: Open Settings, remove the email account, and connect it again.
Problem: Prospector Returns No Data
Causa: The extension cannot read the page, or the person has no public profile.
Aggiustare: Refresh the tab, sign in again, and confirm the extension has site access.
Problem: Contacts Look Duplicated
Causa: The same person was imported under two email addresses.
Aggiustare: Open the contact list, select both records, and use Merge.
📌 Nota: Nimble’s Customer Success Team answers support requests Monday through Friday.
Che cos'è Nimble CRM?
CRM agile is a social-selling CRM built for small teams and solopreneurs.
Think of it as a shared address book that remembers every conversation.
It unifies contacts, email, and calendar data from Microsoft 365 and Google Workspace.
Guarda questa breve panoramica:
Include le seguenti caratteristiche principali:
- Gestione dei contatti: Unifies contacts, email history, and social media profiles on a single enriched record
- Tieni traccia di ogni attività, chiamata e follow-up in una cronologia unificata. Tasks, call logs, and follow-up reminders tied to each individual contact
- Offerte: Visual sales pipelines with custom stages, deal values, and revenue forecasting
- Automatizza i processi ripetitivi con modelli di lavagna personalizzabili. Customizable kanban boards and lists for processes that sit outside sales
- Integrazioni: Over 200 app connections, including Microsoft 365, Google Workspace, and Outlook
- Trova e arricchisci i lead da qualsiasi pagina web utilizzando l'estensione per browser. A browser extension that builds contact records from LinkedIn and company sites
- Automazioni: Rule-based sequences that fire on tags, stage changes, or form submissions
- Moduli web: Embeddable lead capture forms that write directly into your contact list
- Invia email di gruppo personalizzate e monitora aperture e clic. Personalized bulk email with AI drafting plus open and click tracking
Per una recensione completa, consulta la nostra Ecco quanto costerà Nimble CRM nel 2026:.
Prezzi di Nimble CRM
e i liberi professionisti che desiderano tutte le funzionalità CRM a un prezzo scontato
| Piano | Prezzo | Ideale per |
|---|---|---|
| Piano a pagamento | $ 24,90 per utente/mese | Piccole imprese and salespeople who want one plan with everything |
Nimble keeps one paid tier, so nothing sits behind a higher plan.
Prova gratuita: Yes — 14 days with access to all Business Plan features.
Garanzia di rimborso: Not advertised; cancel before the trial ends instead.
💰 Miglior rapporto qualità-prezzo: Paid Plan — annual billing lowers the per user cost further.
Nimble CRM a confronto con le alternative
How does Nimble CRM compare against other CRM software? Here’s the landscape:
Guarda questo confronto:
| Attrezzo | Ideale per | Prezzo | Valutazione |
|---|---|---|---|
| CRM agile | Relationship-led selling | 24,90 $/mese | ⭐ 3.3 |
| HubSpot | Marketing plus sales | $20/mese | ⭐ 4,5 |
| Forza vendita | Grandi team di vendita | 25 dollari al mese | ⭐ 4.4 |
| Campagna attiva | Automazione delle e-mail | $ 19/mese | ⭐ 4,5 |
| CRM Freshsales | Budget pipelines | $9/mese | ⭐ 4.4 |
| CRM a capsule | Tracciamento semplice dei contatti | $ 18/mese | ⭐ 4.4 |
| CRM del lunedì | Flussi di lavoro visivi | $ 12/mese | ⭐ 4.6 |
| Mantenere | imprese di servizi | 249 dollari al mese | ⭐ 4.1 |
Scelte rapide:
- Il migliore in assoluto: HubSpot — deepest feature set once your company scales past ten users.
- Miglior budget: Freshsales CRM — full pipelines at the lowest entry price.
- Ideale per principianti: Nimble CRM — the shortest path from signup to a working pipeline.
- Ideale per le agenzie: GoHighLevel — client sub-accounts and white labelling built in.
🎯 Alternative a Nimble CRM
Looking for Nimble CRM alternatives? Here are the options worth understanding:
- 🚀 GoHighLevel: All-in-one platform for agencies that resell marketing services to client companies.
- 💼 Mantenere: Built for service businesses that need invoicing and follow-up in one place.
- 📊 Campagna attiva: Strongest email automation if campaigns matter more than contact management.
- 🌟 HubSpot: Free tier plus a full marketing suite as your business grows.
- 🎨 ClickFunnels: Landing pages and checkout flows rather than a true CRM system.
- 👶 Gente: Lightweight, modern contact management for founders and small teams.
- ⚡ Immediatamente: Cold email at volume with deliverability tooling Nimble does not match.
- 🔧 ClickUp: Project work and sales tracking on the same customizable boards.
- 🔥 CRM del lunedì: Colourful visual pipelines that non-technical users pick up in one session.
- ⭐ CRM in capsule: Simple, affordable contact tracking with clean deal pipelines.
- 🧠 Approfondito: Adds project delivery after the deal closes.
- 💰 CRM Freshsales: Built-in phone, chat, and AI scoring at a low entry price.
- 🏢 Salesforce: Every feature imaginable, with the complexity and price tag to match.
- 🔒 Zendesk: Support-first platform for teams that live in a ticket queue.
Per l'elenco completo, consultare il nostro Alternative a Nimble CRM guida.
⚔️ Confronto tra Nimble CRM
GoHighLevel è più adatto alle agenzie che necessitano di funnel e SMS. Nimble è invece la scelta migliore per l'arricchimento dei contatti e il social selling.
- Nimble CRM vs GoHighLevel: GoHighLevel wins for agencies; Nimble wins for anyone selling on relationships.
- Nimble CRM vs Keap: Keap bundles billing, but Nimble costs far less per user each month.
- Nimble CRM vs ActiveCampaign: ActiveCampaign automates better; Nimble organizes people better.
- Nimble CRM vs HubSpot: HubSpot scales further; Nimble is faster to set up and cheaper to run.
- Nimble CRM contro ClickFunnels: Different jobs — ClickFunnels sells, Nimble tracks the relationship afterwards.
- CRM agile contro Folk: Folk feels lighter; Nimble adds pipelines, automations, and group email.
- Nimble CRM vs Instantly: Instantly sends cold outreach; Nimble manages the replies you actually get.
- Nimble CRM vs ClickUp: ClickUp handles projects; Nimble handles contacts and deals properly.
- Nimble CRM vs Monday CRM: Monday looks slicker; Nimble enriches contact data automatically.
- Nimble CRM vs Capsule CRM: Close on price and simplicity, but Nimble adds social media enrichment.
- Nimble CRM vs Insightly: Insightly covers delivery; Nimble covers prospecting and follow-up.
- Nimble CRM vs Freshsales CRM: Freshsales is cheaper; Nimble needs less configuration to start.
- CRM agile contro Salesforce: Salesforce fits large companies; Nimble fits small businesses and solopreneurs.
- Nimble CRM contro Zendesk: Zendesk is for support tickets; Nimble is for sales relationships.
Hai imparato a utilizzare tutte le principali funzionalità di Nimble CRM:
Quick conclusion: you now know how to use every major Nimble CRM feature.
- ✅ Contatta la direzione
- ✅ Offerte
- ✅ Modelli di flusso di lavoro
- ✅ Cercatori d'oro agili
- ✅ Integrazioni
- ✅ Moduli Web
- ✅ Automazioni
- ✅ Email marketing basato sull'intelligenza artificiale
- Vai su nimble.com e clicca su "Prova Nimble gratis". Inserisci nome, email e password. Non è richiesta alcuna carta di credito. Avrai accesso completo a tutte le funzionalità per 14 giorni. Al termine del periodo di prova, potrai scegliere se abbonarti o il tuo account verrà declassato.
Passo successivo: Pick one feature and try it today.
La maggior parte delle persone inizia con la gestione dei contatti.
Ci vogliono meno di cinque minuti.
If you want deeper guidance, Nimble’s help centre and its free onboarding sessions cover the rest.
Writers like Craig Jamieson also discuss Nimble in small business sales training.
Domande frequenti
Cos'è Nimble e come funziona?
Nimble is a CRM that unifies contacts, email, and calendar data from Microsoft 365 or Google Workspace into one enriched record, then tracks tasks and deals against it.
Come utilizzare un CRM passo dopo passo?
Connect your email, import contacts, add custom fields, build a deal pipeline, then log every activity. Review the pipeline weekly to determine which stage needs work.
Nimble è un software CRM?
Yes. Nimble is relationship management software for small businesses, with contact management, pipelines, workflows, group email, and over 200 integrations.
Che cosa fa Nimble CRM?
It stores contacts, tracks communication on individual and company records, manages multiple pipelines, sends personalized group messages, and captures leads through web forms.
Visita nimble.com e clicca su "Prova Nimble gratis". Inserisci nome, email e password. Non è richiesta alcuna carta di credito. Avrai accesso completo a tutte le funzionalità per 14 giorni.
Visit nimble.com, click Sign Up, enter your email, and start the 14-day free trial. Then connect Outlook or Gmail to import your contacts.
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