クイックスタート
このガイドでは、Nimble CRMのすべての機能について説明します。
- はじめる — Create your account and connect your email
- 連絡先管理の使い方 — Pull contacts, emails, and calendar events from Microsoft 365 or Google Workspace into one record
- エージェントとアクティビティの使い方 — Create tasks, log calls, and set follow-up reminders against any individual contact record
- セールを利用する方法 — Track the sales cycle of every deal across multiple pipelines with stages you define
- ワークフローテンプレートの使い方 — Run repeatable processes like onboarding or hiring on kanban boards outside the sales pipeline
- 統合機能の使い方 — Connect Nimble with over 200 apps so your contact data is always up to date
- Nimble Prospectorsの使い方 — Create or update a lead profile from LinkedIn or any company website without manual data entry
- 自動化機能の使い方 — Trigger a sequence of messages and tasks whenever a contact meets a condition you set
- ウェブフォームの使い方 — Embed a lead capture form on your website that files new signups straight into the CRM
- AIを活用したメールマーケティングの方法 — Send personalized group messages to a segment, then track opens and clicks per campaign
所要時間： 各作品につき5分
このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案
このガイドを信頼する理由
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 中小企業 所有者。
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.
スクリーンショットとプロのアドバイスを交えながら、手順を一つずつ解説します。
Nimble CRM チュートリアル
This How to Use Nimble CRM tutorial walks through each feature in order, from account setup to power user habits.
ニンブルCRM
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.
Nimble CRM の利用開始
Finish this one-time setup before you touch any feature.
約3分かかります。
Here is what the first week on my own account looked like:
それでは、各ステップを順を追って見ていきましょう。
ステップ1：アカウントを作成する
Go to nimble.com and click Sign Up.
勤務先のメールアドレスを入力し、パスワードを作成してください。
The free trial runs 14 days and unlocks every Business Plan feature.
✓ チェックポイント: チェックしてください 受信トレイ 確認メールについて。
ステップ2：アプリにアクセスする
Nimble runs in any browser, so there is no software to install.
Add the Chrome extension and the mobile app for iOS or アンドロイド.
新しいアカウントでログインしてください。
Here’s the dashboard and the benefits you notice first:
✓ チェックポイント: You should land on the Today page.
ステップ3：初期設定を完了する
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.
✅ 完了: 以下の機能はすべてご利用いただけます。
How to Use Nimble CRM Contact Manager
連絡先管理 lets you pull contacts, emails, and calendar events from Microsoft 365 or Google Workspace into one record.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Your contact list is now a live database, not a stale spreadsheet.
💡 プロのヒント: Add custom fields on day one so your data stays consistent as the company grows.
How to Create Nimble CRM Agent & Activities
エージェントと活動 lets you create tasks, log calls, and set follow-up reminders against any individual contact record.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: No follow-up slips past you again.
💡 プロのヒント: Assign activities to team members so workload stays visible across the whole sales team.
Nimble CRM Dealsの使い方
お得な情報 lets you track the sales cycle of every deal across multiple pipelines with stages you define.
以下に、その使用方法をステップごとに説明します。
ステップ1：パイプラインを作成する
Go to Deals and click New Pipeline.
Step 2: Name Your Stages
Match each stage to how your sales process actually runs.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: You can determine which stage leaks the most revenue.
💡 プロのヒント: Keep stages under six; long pipelines slow down every sales management review.
Nimble CRMワークフローテンプレートの使い方
ワークフローテンプレート lets you run repeatable processes like onboarding or hiring on kanban boards outside the sales pipeline.
以下に、その使用方法をステップごとに説明します。
ステップ1：ワークフローを開く
Click Workflows, then pick a starting template.
Step 2: Customize the Board
Rename stages and add fields that match your business needs.
これがその様子です。
✓ チェックポイント: Your board shows lists and cards ready to hold records.
Step 3: Move Records Forward
Drag each card along as the work completes.
✅ 結果: Non-sales workflows now live inside the same CRM system.
💡 プロのヒント: Duplicate a working template instead of building each new board from scratch.
Nimble CRM連携機能の使い方
統合 lets you connect Nimble with over 200 apps so your contact data is always up to date.
以下に、その使用方法をステップごとに説明します。
ステップ1：統合ページを開く
Find it under Settings in the left sidebar.
Step 2: Choose Your Apps
Connect Microsoft 365, Outlook, Google Drive, or your billing service.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Your CRM data matches every other tool your company runs.
💡 プロのヒント: Zapierを使用する for any service missing from the native integrations list.
How to Use Nimble CRM Prospectors
俊敏な探鉱者たち lets you create or update a lead profile from LinkedIn or any company website without manual data entry.
以下に、その使用方法をステップごとに説明します。
ステップ1：ブラウザ拡張機能をインストールする
Add Nimble Prospector from the Chrome Web Store.
Step 2: Open a Profile
Visit a LinkedIn page and click the Nimble icon.
これがその様子です。
✓ チェックポイント: The side panel shows work email, phone number, and social media links.
ステップ3：レコードを保存する
Click Save, then apply a tag before you close the panel.
Every record created this way still needs one owner assigned.
✅ 結果: Research and data entry time drop by up to 95%.
💡 プロのヒント: Prospect in short bursts; twenty saved contacts per session keeps data quality high.
Nimble CRMオートメーションの使い方
自動化 lets you trigger a sequence of messages and tasks whenever a contact meets a condition you set.
以下に、その使用方法をステップごとに説明します。
ステップ1：オートメーションを開く
Click Automations from the main menu.
ステップ2：トリガーを選択する
Choose a tag, a stage change, or a form submission.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Routine follow-up now runs without anyone touching it.
💡 プロのヒント: Test each オートメーション on your own account before pointing it at real clients.
Nimble CRM Webフォームの使い方
ウェブフォーム lets you embed a lead capture form on your website that files new signups straight into the CRM.
以下に、その使用方法をステップごとに説明します。
ステップ1：フォームを作成する
Go to Web Forms and click Create.
Step 2: Choose Your Fields
Add name, email, phone, and any custom fields you need.
これがその様子です。
✓ チェックポイント: The preview shows a lead capture form styled for your site.
Step 3: Embed the Snippet
Paste the generated code into your website page.
✅ 結果: New signups land in Nimble already tagged for follow-up.
💡 プロのヒント: Keep forms to four fields; every extra field cuts completion rates.
How to Use Nimble CRM AI Email Marketer
AIメールマーケティング lets you send personalized group messages to a segment, then track opens and clicks per campaign.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: The preview shows merge fields filled with real contact data.
ステップ3：送信と確認
Check open and click rates in the campaign report.
✅ 結果: You can see which clients engage before you pick up the phone.
💡 プロのヒント: Send in batches under 100 so your email client keeps a clean sending reputation.
Nimble CRMのプロ向けヒントとショートカット
After months of daily use, these habits saved me the most time.
To work effectively, block ten minutes each Friday to clean your pipeline.
キーボードショートカット
| アクション | ショートカット |
|---|---|
| グローバル検索を開く | / |
| 新しい連絡先を作成する | C |
| 新しいタスクを作成する | T |
| Save the open record | Ctrl + S |
ほとんどの人が見逃す隠れた機能
- 保存されたセグメント: 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.
Nimble CRMでよくある間違いを避ける方法
Mistake #1: Importing Contacts Before Connecting Email
❌ 間違い: Uploading a CSV first, which creates duplicate records later.
✅ 右: Connect your email and calendar first, then import the rest.
Mistake #2: Skipping Custom Fields
❌ 間違い: Dumping unique details into the notes box where nothing is searchable.
✅ 右: Create custom fields that match the specific needs of your business.
Mistake #3: Building One Giant Pipeline
❌ 間違い: Forcing renewals, new sales, and partnerships onto a single board.
✅ 右: Run separate pipelines so each sales cycle stays readable.
Nimble CRMのトラブルシューティング
Problem: Email Is Not Syncing
原因： The connection token expired, or two-factor authentication blocked access.
修理： Open Settings, remove the email account, and connect it again.
Problem: Prospector Returns No Data
原因： The extension cannot read the page, or the person has no public profile.
修理： Refresh the tab, sign in again, and confirm the extension has site access.
Problem: Contacts Look Duplicated
原因： The same person was imported under two email addresses.
修理： Open the contact list, select both records, and use Merge.
📌 注記： Nimble’s Customer Success Team answers support requests Monday through Friday.
Nimble CRM とは何ですか?
ニンブルCRM 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.
こちらの簡単な概要をご覧ください。
主な機能は以下のとおりです。
- 連絡先管理: Unifies contacts, email history, and social media profiles on a single enriched record
- エージェントとアクティビティ: Tasks, call logs, and follow-up reminders tied to each individual contact
- お得な情報: Visual sales pipelines with custom stages, deal values, and revenue forecasting
- ワークフローテンプレート： Customizable kanban boards and lists for processes that sit outside sales
- 統合: Over 200 app connections, including Microsoft 365, Google Workspace, and Outlook
- 俊敏な探鉱者たち： A browser extension that builds contact records from LinkedIn and company sites
- 自動化: Rule-based sequences that fire on tags, stage changes, or form submissions
- ウェブフォーム： Embeddable lead capture forms that write directly into your contact list
- AIを活用したメールマーケティング： Personalized bulk email with AI drafting plus open and click tracking
詳細なレビューについては、こちらをご覧ください。 Nimble CRMのレビュー.
Nimble CRM の価格
Nimble CRMの2026年の費用は以下のとおりです。
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 有料プラン | ユーザーあたり月額24.90ドル | 中小企業 and salespeople who want one plan with everything |
Nimble keeps one paid tier, so nothing sits behind a higher plan.
無料トライアル: Yes — 14 days with access to all Business Plan features.
返金保証: Not advertised; cancel before the trial ends instead.
💰 最もお得な価格: Paid Plan — annual billing lowers the per user cost further.
Nimble CRMと代替製品の比較
How does Nimble CRM compare against other CRM software? Here’s the landscape:
この比較をご覧ください。
| 道具 | 最適な用途 | 価格 | 評価 |
|---|---|---|---|
| ニンブルCRM | Relationship-led selling | 月額24.90ドル | ⭐ 3.3 |
| ハブスポット | Marketing plus sales | 月額20ドル | ⭐ 4.5 |
| セールスフォース | 大規模な営業チーム | 月額25ドル | ⭐ 4.4 |
| アクティブキャンペーン | メール自動化 | 月額19ドル | ⭐ 4.5 |
| フレッシュセールス CRM | Budget pipelines | 月額9ドル | ⭐ 4.4 |
| カプセルCRM | シンプルな接触追跡 | 月額18ドル | ⭐ 4.4 |
| 月曜日のCRM | ビジュアルワークフロー | 月額12ドル | ⭐ 4.6 |
| キープ | サービス業 | 月額249ドル | ⭐ 4.1 |
おすすめ商品：
- 総合ベスト： HubSpot — deepest feature set once your company scales past ten users.
- ベスト予算： Freshsales CRM — full pipelines at the lowest entry price.
- 初心者におすすめ： Nimble CRM — the shortest path from signup to a working pipeline.
- 代理店に最適： GoHighLevel — client sub-accounts and white labelling built in.
🎯 Nimble CRMの代替案
Looking for Nimble CRM alternatives? Here are the options worth understanding:
- 🚀 ゴーハイレベル: All-in-one platform for agencies that resell marketing services to client companies.
- 💼 キープ： Built for service businesses that need invoicing and follow-up in one place.
- 📊 アクティブキャンペーン: Strongest email automation if campaigns matter more than contact management.
- 🌟 ハブスポット： Free tier plus a full marketing suite as your business grows.
- 🎨 クリックファネル: Landing pages and checkout flows rather than a true CRM system.
- 👶 フォーク： Lightweight, modern contact management for founders and small teams.
- ⚡ 即座に: Cold email at volume with deliverability tooling Nimble does not match.
- 🔧 クリックアップ: Project work and sales tracking on the same customizable boards.
- 🔥 月曜日のCRM: Colourful visual pipelines that non-technical users pick up in one session.
- ⭐ カプセルCRM: Simple, affordable contact tracking with clean deal pipelines.
- 🧠 洞察力： Adds project delivery after the deal closes.
- 💰 フレッシュセールス CRM: Built-in phone, chat, and AI scoring at a low entry price.
- 🏢 セールスフォース: Every feature imaginable, with the complexity and price tag to match.
- 🔒 ゼンデスク: Support-first platform for teams that live in a ticket queue.
全リストについては、こちらをご覧ください。 Nimble CRMの代替 ガイド。
⚔️ Nimble CRMの比較
Nimble CRMが各競合他社と比べてどのような点が優れているかを以下に示します。
- Nimble CRM と GoHighLevel の比較: 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とActiveCampaignの比較: 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 vs ClickFunnels: Different jobs — ClickFunnels sells, Nimble tracks the relationship afterwards.
- Nimble CRM vs 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 と Monday CRM の比較: Monday looks slicker; Nimble enriches contact data automatically.
- Nimble CRM と Capsule CRM の比較: Close on price and simplicity, but Nimble adds social media enrichment.
- Nimble CRM と Insightly の比較: Insightly covers delivery; Nimble covers prospecting and follow-up.
- Nimble CRMとFreshsales CRMの比較: Freshsales is cheaper; Nimble needs less configuration to start.
- Nimble CRM と Salesforce: Salesforce fits large companies; Nimble fits small businesses and solopreneurs.
- Nimble CRMとZendeskの比較: Zendesk is for support tickets; Nimble is for sales relationships.
今すぐNimble CRMを使い始めましょう
Quick conclusion: you now know how to use every major Nimble CRM feature.
- ✅ 連絡先管理
- ✅ エージェントとアクティビティ
- ✅ お得な情報
- ✅ ワークフローテンプレート
- ✅ 連携機能
- ✅ 機敏な探鉱者
- ✅ 自動化
- ✅ ウェブフォーム
- ✅ AIメールマーケティング
次のステップ： Pick one feature and try it today.
ほとんどの人はまず顧客管理から始めます。
5分もかかりません。
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.
よくある質問
Nimbleとは何ですか？また、どのように機能しますか？
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.
CRMの使い方をステップバイステップで解説します。
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はCRMソフトウェアですか？
Yes. Nimble is relationship management software for small businesses, with contact management, pipelines, workflows, group email, and over 200 integrations.
Nimble CRMは何をするものですか？
It stores contacts, tracks communication on individual and company records, manages multiple pipelines, sends personalized group messages, and captures leads through web forms.
Nimbleアカウントの作成方法を教えてください。
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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