Snelstart
Deze handleiding behandelt alle functies van Nimble CRM:
- Aan de slag — Create your account and connect your email
- Hoe u contactbeheer kunt gebruiken — Pull contacts, emails, and calendar events from Microsoft 365 or Google Workspace into one record
- Hoe Agent & Activiteiten te gebruiken — Create tasks, log calls, and set follow-up reminders against any individual contact record
- Hoe je aanbiedingen kunt gebruiken — Track the sales cycle of every deal across multiple pipelines with stages you define
- Hoe workflowtemplates te gebruiken — Run repeatable processes like onboarding or hiring on kanban boards outside the sales pipeline
- Hoe integraties te gebruiken — Connect Nimble with over 200 apps so your contact data is always up to date
- Hoe gebruik je Nimble Prospectors? — Create or update a lead profile from LinkedIn or any company website without manual data entry
- Hoe automatiseringen te gebruiken — Trigger a sequence of messages and tasks whenever a contact meets a condition you set
- Hoe webformulieren te gebruiken — Embed a lead capture form on your website that files new signups straight into the CRM
- Hoe AI-e-mailmarketing te gebruiken — Send personalized group messages to a segment, then track opens and clicks per campaign
Benodigde tijd: 5 minuten per film
Ook in deze handleiding: Professionele tips | Veelgemaakte fouten | Probleemoplossing | Prijzen | Alternatieven
Waarom zou je deze gids vertrouwen?
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 kleine onderneming eigenaren.
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.
Stap voor stap, met screenshots en professionele tips.
Nimble CRM-handleiding
This How to Use Nimble CRM tutorial walks through each feature in order, from account setup to power user habits.
Nimble 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.
Aan de slag met Nimble CRM
Finish this one-time setup before you touch any feature.
Het duurt ongeveer drie minuten.
Here is what the first week on my own account looked like:
Laten we nu elke stap eens doornemen.
Stap 1: Maak uw account aan
Go to nimble.com and click Sign Up.
Voer uw zakelijke e-mailadres in en maak een wachtwoord aan.
The free trial runs 14 days and unlocks every Business Plan feature.
✓ Controlepunt: Controleer uw inbox for the confirmation email.
Stap 2: Open de app
Nimble runs in any browser, so there is no software to install.
Add the Chrome extension and the mobile app for iOS or Android.
Log in met je nieuwe account.
Here’s the dashboard and the benefits you notice first:
✓ Controlepunt: You should land on the Today page.
Stap 3: Voltooi de eerste installatie
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.
✅ Klaar: Je bent klaar om een van de onderstaande functies te gebruiken.
How to Use Nimble CRM Contact Manager
Contactbeheer lets you pull contacts, emails, and calendar events from Microsoft 365 or Google Workspace into one record.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Your contact list is now a live database, not a stale spreadsheet.
💡 Pro-tip: Add custom fields on day one so your data stays consistent as the company grows.
How to Create Nimble CRM Agent & Activities
Agent & Activiteiten lets you create tasks, log calls, and set follow-up reminders against any individual contact record.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: No follow-up slips past you again.
💡 Pro-tip: Assign activities to team members so workload stays visible across the whole sales team.
Hoe Nimble CRM Deals te gebruiken
Aanbiedingen lets you track the sales cycle of every deal across multiple pipelines with stages you define.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Een pijplijn creëren
Go to Deals and click New Pipeline.
Step 2: Name Your Stages
Match each stage to how your sales process actually runs.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: You can determine which stage leaks the most revenue.
💡 Pro-tip: Keep stages under six; long pipelines slow down every sales management review.
Hoe gebruik je Nimble CRM-workflowtemplates?
Werkstroomsjablonen lets you run repeatable processes like onboarding or hiring on kanban boards outside the sales pipeline.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Werkstromen openen
Click Workflows, then pick a starting template.
Step 2: Customize the Board
Rename stages and add fields that match your business needs.
Zo ziet het eruit:
✓ Controlepunt: Your board shows lists and cards ready to hold records.
Step 3: Move Records Forward
Drag each card along as the work completes.
✅ Resultaat: Non-sales workflows now live inside the same CRM system.
💡 Pro-tip: Duplicate a working template instead of building each new board from scratch.
Hoe Nimble CRM-integraties te gebruiken
Integraties lets you connect Nimble with over 200 apps so your contact data is always up to date.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Open de pagina Integraties
Find it under Settings in the left sidebar.
Step 2: Choose Your Apps
Connect Microsoft 365, Outlook, Google Drive, or your billing service.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Your CRM data matches every other tool your company runs.
💡 Pro-tip: Gebruik Zapier for any service missing from the native integrations list.
How to Use Nimble CRM Prospectors
Behendige goudzoekers lets you create or update a lead profile from LinkedIn or any company website without manual data entry.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Installeer de browserextensie
Add Nimble Prospector from the Chrome Web Store.
Step 2: Open a Profile
Visit a LinkedIn page and click the Nimble icon.
Zo ziet het eruit:
✓ Controlepunt: The side panel shows work email, phone number, and social media links.
Stap 3: Sla de opname op
Click Save, then apply a tag before you close the panel.
Every record created this way still needs one owner assigned.
✅ Resultaat: Research and data entry time drop by up to 95%.
💡 Pro-tip: Prospect in short bursts; twenty saved contacts per session keeps data quality high.
Hoe Nimble CRM-automatiseringen te gebruiken
Automatiseringen lets you trigger a sequence of messages and tasks whenever a contact meets a condition you set.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Automatiseringen openen
Click Automations from the main menu.
Stap 2: Kies een trigger
Choose a tag, a stage change, or a form submission.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Routine follow-up now runs without anyone touching it.
💡 Pro-tip: Test each automatisering on your own account before pointing it at real clients.
Hoe gebruik je Nimble CRM-webformulieren?
Webformulieren lets you embed a lead capture form on your website that files new signups straight into the CRM.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Een formulier maken
Go to Web Forms and click Create.
Step 2: Choose Your Fields
Add name, email, phone, and any custom fields you need.
Zo ziet het eruit:
✓ Controlepunt: The preview shows a lead capture form styled for your site.
Step 3: Embed the Snippet
Paste the generated code into your website page.
✅ Resultaat: New signups land in Nimble already tagged for follow-up.
💡 Pro-tip: Keep forms to four fields; every extra field cuts completion rates.
How to Use Nimble CRM AI Email Marketer
AI-e-mailmarketing lets you send personalized group messages to a segment, then track opens and clicks per campaign.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: The preview shows merge fields filled with real contact data.
Stap 3: Verzenden en beoordelen
Check open and click rates in the campaign report.
✅ Resultaat: You can see which clients engage before you pick up the phone.
💡 Pro-tip: Send in batches under 100 so your email client keeps a clean sending reputation.
Nimble CRM Pro-tips en sneltoetsen
After months of daily use, these habits saved me the most time.
To work effectively, block ten minutes each Friday to clean your pipeline.
Toetsenbord sneltoetsen
| Actie | Snelkoppeling |
|---|---|
| Wereldwijd zoeken openen | / |
| Een nieuw contact aanmaken | C |
| Een nieuwe taak aanmaken | T |
| Save the open record | Ctrl + S |
Verborgen functies die de meeste mensen over het hoofd zien
- Opgeslagen segmenten: 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.
Veelvoorkomende fouten in Nimble CRM die u moet vermijden
Mistake #1: Importing Contacts Before Connecting Email
❌ Fout: Uploading a CSV first, which creates duplicate records later.
✅ Rechts: Connect your email and calendar first, then import the rest.
Mistake #2: Skipping Custom Fields
❌ Fout: Dumping unique details into the notes box where nothing is searchable.
✅ Rechts: Create custom fields that match the specific needs of your business.
Mistake #3: Building One Giant Pipeline
❌ Fout: Forcing renewals, new sales, and partnerships onto a single board.
✅ Rechts: Run separate pipelines so each sales cycle stays readable.
Nimble CRM-probleemoplossing
Problem: Email Is Not Syncing
Oorzaak: The connection token expired, or two-factor authentication blocked access.
Repareren: Open Settings, remove the email account, and connect it again.
Problem: Prospector Returns No Data
Oorzaak: The extension cannot read the page, or the person has no public profile.
Repareren: Refresh the tab, sign in again, and confirm the extension has site access.
Problem: Contacts Look Duplicated
Oorzaak: The same person was imported under two email addresses.
Repareren: Open the contact list, select both records, and use Merge.
📌 Opmerking: Nimble’s Customer Success Team answers support requests Monday through Friday.
Wat is Nimble CRM?
Nimble 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.
Bekijk dit korte overzicht:
Het omvat de volgende belangrijke kenmerken:
- Contactbeheer: Unifies contacts, email history, and social media profiles on a single enriched record
- Agent & Activiteiten: Tasks, call logs, and follow-up reminders tied to each individual contact
- Aanbiedingen: Visual sales pipelines with custom stages, deal values, and revenue forecasting
- Werkstroomsjablonen: Customizable kanban boards and lists for processes that sit outside sales
- Integraties: Over 200 app connections, including Microsoft 365, Google Workspace, and Outlook
- Behendige goudzoekers: A browser extension that builds contact records from LinkedIn and company sites
- Automatiseringen: Rule-based sequences that fire on tags, stage changes, or form submissions
- Webformulieren: Embeddable lead capture forms that write directly into your contact list
- AI-e-mailmarketing: Personalized bulk email with AI drafting plus open and click tracking
Voor een volledige recensie, zie onze Nimble CRM-review.
Nimble CRM-prijzen
Dit zijn de kosten van Nimble CRM in 2026:
| Plan | Prijs | Het beste voor |
|---|---|---|
| Betaald abonnement | $24,90 per gebruiker/maand | Kleine bedrijven and salespeople who want one plan with everything |
Nimble keeps one paid tier, so nothing sits behind a higher plan.
Gratis proefperiode: Yes — 14 days with access to all Business Plan features.
Geld-terug-garantie: Not advertised; cancel before the trial ends instead.
💰 Beste prijs-kwaliteitverhouding: Paid Plan — annual billing lowers the per user cost further.
Nimble CRM versus alternatieven
How does Nimble CRM compare against other CRM software? Here’s the landscape:
Bekijk deze vergelijking:
| Hulpmiddel | Het beste voor | Prijs | Beoordeling |
|---|---|---|---|
| Nimble CRM | Relationship-led selling | $24,90/maand | ⭐ 3.3 |
| HubSpot | Marketing plus sales | $20/maand | ⭐ 4,5 |
| Salesforce | Grote verkoopteams | $25/maand | ⭐ 4.4 |
| ActiveCampaign | E-mailautomatisering | $19/maand | ⭐ 4,5 |
| Freshsales CRM | Budget pipelines | $9/maand | ⭐ 4.4 |
| Capsule CRM | Eenvoudige contacttracering | $18/maand | ⭐ 4.4 |
| Maandag CRM | Visuele workflows | $12/maand | ⭐ 4.6 |
| Keap | Dienstverlenende bedrijven | $249/maand | ⭐ 4.1 |
Snelle keuzes:
- Beste overall: HubSpot — deepest feature set once your company scales past ten users.
- Beste budget: Freshsales CRM — full pipelines at the lowest entry price.
- Het meest geschikt voor beginners: Nimble CRM — the shortest path from signup to a working pipeline.
- Het meest geschikt voor bureaus: GoHighLevel — client sub-accounts and white labelling built in.
🎯 Alternatieven voor 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.
- 💼 Keap: Built for service businesses that need invoicing and follow-up in one place.
- 📊 ActiveCampaign: 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.
- 👶 Volk: Lightweight, modern contact management for founders and small teams.
- ⚡ Meteen: Cold email at volume with deliverability tooling Nimble does not match.
- 🔧 Klik omhoog: Project work and sales tracking on the same customizable boards.
- 🔥 Maandag CRM: Colourful visual pipelines that non-technical users pick up in one session.
- ⭐ Capsule CRM: Simple, affordable contact tracking with clean deal pipelines.
- 🧠 Inzichtelijk: Adds project delivery after the deal closes.
- 💰 Freshsales CRM: 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.
Voor de volledige lijst, zie onze Nimble CRM-alternatieven gids.
⚔️ Vergelijking van Nimble CRM
Hieronder een vergelijking van Nimble CRM met de concurrenten:
- Nimble CRM versus GoHighLevel: GoHighLevel wins for agencies; Nimble wins for anyone selling on relationships.
- Nimble CRM versus Keap: Keap bundles billing, but Nimble costs far less per user each month.
- Nimble CRM versus ActiveCampaign: ActiveCampaign automates better; Nimble organizes people better.
- Nimble CRM versus HubSpot: HubSpot scales further; Nimble is faster to set up and cheaper to run.
- Nimble CRM versus ClickFunnels: Different jobs — ClickFunnels sells, Nimble tracks the relationship afterwards.
- Flexibele CRM versus volkscultuur: Folk feels lighter; Nimble adds pipelines, automations, and group email.
- Nimble CRM versus Instantly: Instantly sends cold outreach; Nimble manages the replies you actually get.
- Nimble CRM versus ClickUp: ClickUp handles projects; Nimble handles contacts and deals properly.
- Flexibele CRM versus CRM op maandag: Monday looks slicker; Nimble enriches contact data automatically.
- Nimble CRM versus Capsule CRM: Close on price and simplicity, but Nimble adds social media enrichment.
- Nimble CRM versus Insightly: Insightly covers delivery; Nimble covers prospecting and follow-up.
- Nimble CRM versus Freshsales CRM: Freshsales is cheaper; Nimble needs less configuration to start.
- Nimble CRM versus Salesforce: Salesforce fits large companies; Nimble fits small businesses and solopreneurs.
- Nimble CRM versus Zendesk: Zendesk is for support tickets; Nimble is for sales relationships.
Begin nu met het gebruik van Nimble CRM.
Quick conclusion: you now know how to use every major Nimble CRM feature.
- ✅ Contactbeheer
- ✅ Agent & Activiteiten
- ✅ Aanbiedingen
- ✅ Werkstroomsjablonen
- ✅ Integraties
- ✅ Behendige goudzoekers
- ✅ Automatiseringen
- ✅ Webformulieren
- ✅ AI-e-mailmarketing
Volgende stap: Pick one feature and try it today.
De meeste mensen beginnen met contactbeheer.
Het duurt minder dan vijf minuten.
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.
Veelgestelde vragen
Wat is Nimble en hoe werkt het?
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.
Hoe gebruik je CRM stap voor stap?
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.
Is Nimble CRM-software?
Yes. Nimble is relationship management software for small businesses, with contact management, pipelines, workflows, group email, and over 200 integrations.
Wat doet 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.
Hoe maak ik een Nimble-account aan?
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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