# Nimble — CRM

Nimble by Nimble, Inc. holds a panel rating of 2/5 from 6 AI judges (category median 2/5), as of 2026-10-15. Provenance: provenance unknown; sovereignty: not determined.

- Vendor: Nimble, Inc. (https://nimble.com)
- Category: [CRM](https://whats-best.ai/software/crm.md)
- Provenance (editorial classification): provenance unknown
- Canonical page: https://whats-best.ai/software/crm/nimble
- Alternatives: https://whats-best.ai/software/crm/nimble/alternatives ([markdown](https://whats-best.ai/software/crm/nimble/alternatives.md))
- Data as of: 2026-10-21 · evaluated 2026-10-15 · oldest source captured 2026-10-13

**AI-generated.** Every score, rationale and verdict here is written by a panel of AI judges from public evidence — an analysis, not a hands-on test. Every fact quotes the vendor page it was read from. No score can be bought. How scores are made: https://whats-best.ai/methodology

## At a glance

- Vendor: Nimble, Inc.
- Headquarters: Not stated on the vendor’s pages as of 13 Oct 2026
- Data hosting: Not stated on the vendor’s pages as of 13 Oct 2026
- Free plan: Not stated on the vendor’s pages as of 13 Oct 2026

## The panel's verdict

Nimble is a CRM whose bench scores are strongest on contact management and weakest on pricing transparency and sovereignty. Contact records carry custom fields on contacts and deals, import merge rules keyed on email then name, a Find/Merge Duplicates option and full interaction history, though we found no public information on field validation, required fields or field-level permissions. Sales pipeline, automation, integrations (4) and data portability sit mid-table: workflow stage-change triggers create activities, notes, tags, messages and sequence enrollment, the REST API writes contacts, notes, activities, deals, pipelines and custom fields, and exports are self-serve CSV delivered by email — but we found no public information on two-way email and calendar sync, webhooks, rate limits, or exporting files and attachments, and the CSV follows a template designed for re-import into Nimble. No sovereignty attributes are on record — nothing on hosting region, a data-processing agreement or subprocessors, with Intercom the only third party named anywhere. Judges' scores clustered tightly, with no substantial splits.

**Speaks for it:**
- Contact management scores at 5-6, backed by custom fields on contacts and deals, import merge rules and a Find/Merge Duplicates option on the record
- Self-serve CSV export covers contacts, deals and activities — tasks, logged calls, events and custom activity types — delivered by email
- The documented REST API writes contacts, notes, activities, deals, pipelines and custom fields
- Workflow stage-change triggers create activities, notes, tags, messages and email-sequence enrollments, with completed runs kept under History
- Multiple customizable pipelines offer default probability by stage, stuck-deal tracking and a filterable Revenue Forecast widget

**Held against it:**
- Pricing transparency sits at 0-1, with no public information on tiers, per-seat prices, billing periods or renewal terms on any captured page
- Sovereignty scores sit at 0-1, with no public information on hosting region, a data-processing agreement or a subprocessor list, and Intercom the only third party named
- Automation is scoped to workflows, with deal automation labelled coming soon and no public information on branching or webhooks as steps
- Exports follow Nimble's own CSV template built for re-import, with no public information on exporting files or attachments
- The data protection reviewer found no consent provenance shown for enrichment of contacts pulled from the open web — the social footprint tab, auto-written summaries and a button that fills in missing contact details

**Best for:**
- You run a small or solo operation and want contact records with custom fields, dedupe and interaction history rather than a flat address book
- Your follow-up process fits workflow stages and email sequences, so stage-change triggers cover the automation you need
- You need to move data yourself — self-serve CSV export plus a write-capable API lets you rebuild your records elsewhere with effort

**Avoid if:**
- You must compute a real invoice before committing — ask the vendor: the public pages we read do not show it
- You hold European personal data and need hosting region, a data-processing agreement or a subprocessor list on record — unanswerable from the public material, per the bench
- Your finance team needs quota tracking, commit categories or a custom report builder — the reporting on record is a forecast widget plus canned reports
- Your compliance review must trace consent behind enrichment features such as the social footprint tab, auto-written summaries and the Search for Contact Info action

## Scores by judge and criterion

Scores out of 5, each judge scoring independently against the published rubric (v1). "n/r" = not rated: the vendor publishes no price.

| Criterion | The Solo Seller | The Data Protection Officer | The Sales Ops Lead | The RevOps Integrator | The Migrator | The Skeptic |
| --- | --- | --- | --- | --- | --- | --- |
| Contact & data model | 3/5 | 2.5/5 | 2.5/5 | 2.5/5 | 3/5 | 2.5/5 |
| Pipeline & forecasting | 2/5 | 2/5 | 2/5 | 2/5 | 2/5 | 2.5/5 |
| Automation & workflows | 2/5 | 2/5 | 2/5 | 2.5/5 | 2/5 | 2/5 |
| Integrations & API | 2/5 | 2/5 | 2/5 | 2/5 | 2/5 | 2/5 |
| European sovereignty | 0.5/5 | 0.5/5 | 0/5 | 0.5/5 | 0.5/5 | 0/5 |
| Import, export & exit | 2.5/5 | 2/5 | 2/5 | 2/5 | 2.5/5 | 2.5/5 |
| Pricing transparency | 0.5/5 | 0/5 | 0/5 | 0/5 | 0/5 | 0/5 |
| **Weighted verdict** | **2/5** | **1.5/5** | **2/5** | **2/5** | **2/5** | **1.5/5** |

### The judges

- **The Solo Seller** (v1.2): Runs their pipeline between customer calls and pays with their own card. Optimizes for a CRM that is set up in an afternoon, priced honestly at 1-5 seats, and never asks them to configure an object model. Rejects seat minimums and features held hostage in enterprise tiers.
- **The Data Protection Officer** (v1.0): Knows a CRM is a database of other people's personal data before it is a sales tool. Optimizes for GDPR posture: EU hosting, DPA, subprocessor hygiene, consent fields, retention and deletion that actually delete. Rejects US-default hosting and enrichment features that scrape contacts from the open web.
- **The Sales Ops Lead** (v1.0): Owns the forecast a 40-seat team lives by. Optimizes for pipeline discipline: stage hygiene, required fields, routing, quota and forecast reporting the CFO will accept. Rejects freeform pipelines that cannot enforce a process and reporting that stops at a dashboard screenshot.
- **The RevOps Integrator** (v1.0): Treats the CRM as one system in a revenue stack. Optimizes for two-way email and calendar sync, a real API with webhooks, and native connections to the tools money already flows through. Rejects closed ecosystems and integrations that are one-way imports in disguise.
- **The Migrator** (v1.1): Has moved a company off a CRM twice and remembers every scar. Optimizes for clean import with dedupe, full export of every object including notes and activity history, and contract terms that permit leaving. Rejects export behind support tickets and per-record API metering that makes exit a project.
- **The Skeptic** (v1.2): Assumes the pricing page is the nicest thing the vendor will ever say. Hunts per-seat maths that explode at renewal, "unlimited" with footnotes, AI features priced by credits, dead changelogs and acquisition rumours. Exists to keep the rest of the bench honest.

## European sovereignty — proven facts

No sovereignty finding yet.

## Key facts

Each fact is the vendor's own statement, cited to the source page it was read from ([S*n*] → Sources).

**Data**
- Deals CSV export: CSV · yes [S3]
- Export activities included: Tasks · Logged Calls · Events · Custom Activity Types [S9]
- Export activities method: Activities tab List, Export button with date range, delivered by email [S9]
- Export contacts method: select contacts then Export CSV, delivered by email [S9]
- Export deals method: Deals tab List view, Export Deals, delivered by email [S9]
- Export format: all contacts' information · CSV · emailed [S10]
- Export formats: CSV · email [S9]
- Export template: Export CSV uses Nimble's CSV template and is re-importable into Nimble [S10]

**Integrations**
- API access grant admin: Settings >> Users [S7]
- API auth header: HTTP Authorization Bearer header [S7]
- API auth method: Bearer token in Authorization header only [S8]
- API base URL: https://app.nimble.com [S7]
- API base URL: https://app.nimble.com [S8]
- API docs URL: https://nimble.readthedocs.io [S7]
- API docs URL: http://nimble.readthedocs.io/en/latest/ [S8]
- API endpoint example: https://app.nimble.com/api/v1/myself [S7]
- API key admin only: yes [S7]
- API key generation: account-generated API key · yes [S8]
- API key vs oauth: full access to public API, own account only · API key [S7]
- API sync entities: Contacts · Tasks · Deals [S8]
- API token generation path: Settings >> API Token [S7]
- API token scopes: Token Name · Scopes [S7]
- API use cases: widgets/extensions · web clients · mobile clients · 2-way data integrations [S8]
- Deals API capabilities: list deals · create/delete deals · add/update tags · list deal standard and pipeline fields · create/update/delete deal pipelines · list pipeline deals by stage/owners · add/update/delete custom deal fields [S8]
- Oauth redirect uri mismatch: redirect URI in authorization request must match exactly in token request [S8]
- Rest API available endpoints: contact list and detail with simple search · contact create/update/delete · contact list with advanced search · custom fields and groups via metadata API · notes create/update/delete · create related activities [S8]
- Rest API scope: older accounts and third-party developers only; end-users use admin-generated token [S8]

**Pricing**
- Automation included: 25 · 25 · 10 [S5]
- Automation plans: Business · Trial · Microsoft [S5]

**Product**
- Action add to sequence: add_contact_to_sequence · yes [S5]
- Action assign tag: assign_tag · yes [S5]
- Action browser notifications: browser_notifications · yes [S5]
- Action create activity: create_activity · yes [S5]
- Action create note: create_contact_note · yes [S5]
- Action mobile notifications: mobile_notifications · yes [S5]
- Action send message: send_message · yes [S5]
- Activity types: Task · Call · Event · Custom Activity [S5]
- Automation history: Automation results tracked under History [S5]
- Automation permissions: Automation permissions tied to workflow-management permission, set in Privacy Settings by admin [S5]
- Automation roadmap: Future automation planned for Deals, Contacts, and Messaging [S5]
- Automation setup location: Automations are managed from the Workflows tab via Manage Automations [S5]
- Automation trigger action: Workflow automations trigger actions when a contact moves between stages [S5]
- Automation trigger filters: Triggers configurable for any stage change or specific stage transitions [S5]
- CSV company merge rule: name if no match by domain URL or email [S2]
- CSV contact merge rule: email if available, else first and last name [S2]
- Deal add from anywhere: yes [S3]
- Deal changelog: yes [S3]
- Deal currency options: yes [S3]
- Deal custom fields: yes [S3]
- Deal default probability: by pipeline and stage · yes [S3]
- Deal detailed records: yes · send and track messages · schedule activities · add notes · attach files [S3]
- Deal list view inline editing: yes [S3]
- Deal privacy: yes [S3]
- Deal reporting: past and future revenue · conversion rate · rep performance · yes [S3]
- Deal stuck tracking: yes [S3]
- Deal tags: yes [S3]
- Deal upcoming features: Advanced Search · Saved Segments · Filtering Messages · Deal Automation · Activities [S3]
- Deal workflow conversion: yes [S3]
- Deals kanban multiple pipelines: kanban · list · yes [S3]
- Find merge duplicates: Find/Merge Duplicates feature on contact record [S2]
- Forecast report scope: open · won · user · pipeline · close date period [S4]
- Forecast widget customization: Manage Widgets menu · yes · yes [S4]
- Forecast widget filters: date range · time period · time grouping · pipeline · yes · yes [S4]
- Inline editing: yes [S1]
- Mobile apps platforms: iPhone · Android [S5]
- Mobile import merge rule: phone number and name [S2]
- Primary data field: yes [S1]
- Prospector merge: yes [S2]
- Quick action buttons: Schedule and log notes, events, tasks, calls, messages, custom activity types [S1]
- Quick widgets reorderable: yes [S1]
- Revenue forecast widget: Revenue Forecast widget · Today Page dashboard · yes [S4]
- Search for contact info: yes [S1]
- Sequence contact tracking: Nimble tracks how many contacts have been moved to the workflow stage [S6]
- Sequence placement: The Add to/Move in Workflow action can be placed anywhere in the email sequence [S6]
- Sequence to workflow: Email sequences can automatically add or move contacts to a specified workflow stage via an 'Add to/Move In Workflow' action [S6]
- Smart summary: yes [S1]
- Stay in touch: yes [S1]
- Tabs company info: Company insights: employees, founding, revenue, company type, industry [S1]
- Tabs data fields: Contact details plus custom data fields [S1]
- Tabs files: OneDrive · Google Drive · Dropbox · computer uploads [S1]
- Tabs integrations quick lookups: yes [S1]
- Tabs interactions: Track past and ongoing interactions, activities, notes, and sales opportunities [S1]
- Tabs social: yes [S1]
- Tabs workflows: yes [S1]
- Trigger fields: Trigger fields populate messages/activities with workflow, contact, user info [S5]
- Watched email: yes [S1]
- Workflow to sequence: Workflow automations with triggers can send contacts to an email sequence when a contact card moves to a stage [S6]

**Support**
- Intercom: Intercom [S4]
- Onboarding sessions: every weekday at 9 AM PT [S2]
- Onboarding sessions: every weekday at 9 AM PT [S1]
- Onboarding sessions: email · chat · onboarding sessions · every weekday at 9 AM PT [S4]
- Onboarding sessions: every weekday at 9 AM PT · yes [S3]
- Onboarding sessions: Nimble Onboarding and Best Practices sessions [S6]
- Onboarding sessions: Onboarding and Best Practices sessions held every weekday at 9 AM PT [S5]
- Onboarding sessions: every weekday at 9 AM PT [S7]

## Questions

### Is Nimble European?

Not determined: the vendor’s pages as captured do not say where Nimble is based.

### Where does Nimble store data?

Not stated on the vendor’s pages as of 13 Oct 2026.

### Does Nimble have a free plan?

Not stated on the vendor’s pages as of 13 Oct 2026.

### What are the best alternatives to Nimble?

As of 21 Oct 2026, the panel rates [Pipedrive (3/5)](https://whats-best.ai/software/crm/pipedrive), [Bitrix24 (3/5)](https://whats-best.ai/software/crm/bitrix24) and [HubSpot Sales Hub (3/5)](https://whats-best.ai/software/crm/hubspot) highest among the other 49 CRM products evaluated. Ratings that look equal are rounded to half stars; the order uses the unrounded rating, then the name. The highest-rated European alternative is [Pipedrive](https://whats-best.ai/software/crm/pipedrive) (EU origin, foreign-owned). Ratings are the AI panel’s opinion, formed from public evidence: [how scores are made](https://whats-best.ai/methodology#ordering). The full list, with European products first: [Nimble alternatives](https://whats-best.ai/software/crm/nimble/alternatives).

## What this page leaves out

- We found no public information on compliance on the pages we read (support.nimble.com/en/articles/3020685-nimble-contact-record-overview, support.nimble.com/en/articles/502827-how-to-merge-duplicate-contacts, support.nimble.com/en/articles/6695934-nimble-s-deal-feature-overview, support.nimble.com/en/articles/6929289-nimble-today-page-revenue-forecast-widget, support.nimble.com/en/articles/6232610-automation-for-workflow, support.nimble.com/en/articles/9682157-using-email-sequences-with-workflows and 4 more). If the vendor publishes it somewhere else, send us the page.
- 4 support facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 3 integrations facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 2 product facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 1 data fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material.
- 6 of the readings below were written against an earlier fact sheet — a fact has been corrected, added or pulled since. Until the panel next runs on this product you are reading the older judgement.

## Sources

- [S1] Contact & data model — found from sitemap: https://support.nimble.com/en/articles/3020685-nimble-contact-record-overview (checked 2026-10-13)
- [S2] Contact & data model — found from sitemap: https://support.nimble.com/en/articles/502827-how-to-merge-duplicate-contacts (checked 2026-10-13)
- [S3] Pipeline & forecasting — found from sitemap: https://support.nimble.com/en/articles/6695934-nimble-s-deal-feature-overview (checked 2026-10-13)
- [S4] Pipeline & forecasting — found from sitemap: https://support.nimble.com/en/articles/6929289-nimble-today-page-revenue-forecast-widget (checked 2026-10-13)
- [S5] Automation & workflows — found from sitemap: https://support.nimble.com/en/articles/6232610-automation-for-workflow (checked 2026-10-13)
- [S6] Automation & workflows — found from sitemap: https://support.nimble.com/en/articles/9682157-using-email-sequences-with-workflows (checked 2026-10-13)
- [S7] Integrations & API — found from sitemap: https://support.nimble.com/en/articles/822159-generate-an-api-key-to-access-the-nimble-api (checked 2026-10-13)
- [S8] Integrations & API — found from sitemap: https://support.nimble.com/en/articles/502755-nimble-api-access (checked 2026-10-13)
- [S9] Import, export & exit — found from sitemap: https://support.nimble.com/en/articles/502850-how-to-export-data-out-of-nimble (checked 2026-10-13)
- [S10] Import, export & exit — found from sitemap: https://support.nimble.com/en/articles/502845-what-format-does-nimble-export-my-data-in (checked 2026-10-13)

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Cite as: whats-best.ai, "Nimble — CRM", AI panel analysis, as of 2026-10-21. https://whats-best.ai/software/crm/nimble

Corrections: https://whats-best.ai/correct/773?target=page