Nimble CRM vs 360 View
Last Updated:Our analysts compared Nimble CRM vs 360 View based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
Product Basics
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Product Assistance
Product Insights
- Auto Set-Up: Simplifies the task of getting the software up and running, as it automatically sets itself up based on user requirements.
- Unified Workspace: Gather all information and unify it for easy access through the Nimble dashboard.
- User-Friendly: Easy to work from wherever and through whichever app is needed. Access emails, social media, contacts and more on the go, all from one dashboard.
- Team Tracking: Stay updated on team activities with a segregated table for in-progress, scheduled and completed tasks.
- Increased Sales: The sales navigator enhances productivity by tagging sales reps in deals so they can meet sales targets.
- Cross-Selling: Users can send clear and constructive marketing messages with the ability to automatically track customer interests. They can make use of frontline interactions with effective cross-selling by using data-driven automation services. This helps identify what products or services are best to offer customers.
- Easy Lead Creation: 360 View helps streamline the lead management process, get efficient outcomes and grow the business by enabling users to mine customer data and create a list of leads based on that information.
- WealthEngine: This feature provides access to customer data such as demographic, wealth data, customer segmentation, prospect bifurcation and more. Leveraging it lets users focus on marketing and sales efforts with potential leads, as well as create strategic programs for customer retention.
- Goals and Incentives: Sales and marketing professionals can be tracked and rewarded for their performance. This makes it easy to attract, retain and empower motivated employees.
- Enhanced Team Performance: Teams are able to function in a more organized, productive manner by recording daily results, viewing payouts and customizing work schedules on employee scorecards.
- Smart Social Search: Automates the process of collecting contact information and details from social media pages, providing helpful business insights.
- Today Page: Provides organization by listing and arranging priority clients, reminders and updates on an intuitive board.
- Single Engagement Platform: Engage on multiple sites through one platform. Syncs and integrates data and activity from commonly used apps such as Gmail, Pipedrive, social media channels, Mailchimp and many others.
- Sales Intelligence: Simplifies the process of reaching out to prospects. Sorts by company size, industry, location, revenue and other key details to ensure sales and marketing efforts target the right types of businesses.
- Prospect Building: Understand customer relationship insights by quickly scanning the sales funnel, calendar, social signals and tasks at hand.
- Emailing and Tracking: Provides insight into customer activity by keeping track of opened emails and clicks. Shows the number of times a prospect has opened a particular message, directly from Gmail.
- Auto Sync: Removes data entry tasks via automatic syncing of data and insights that help engage customers.
- Contact Discoveries: Filters out old data and updates with the latest information using the Enrichment Credits feature in the Nimble Prospector App.
- Sales Forecasts and Analytics: Deal forecasting and pipeline analytics can predict the team’s historical and predictive revenue in greater detail to identify which deals need attention.
- App Integrations: Makes it easy to work anytime, anywhere with over 100 integrated apps along with additional add-ons that facilitate business collaboration.
- 360-Degree View: The system lets users see customer details and activities on mobile. This allows them to use various CRM functions for analyzing relationships, products, services and profitability, as well as for meeting sales goals.
- Customer Tracking: The platform helps users follow and cater to customer needs, ultimately stimulating. They can do this by tracking new touchpoints that mark the customer journey.
- Custom Dashboard and Workflow: Users can leverage personalized settings, making the system’s functionality easy for every team. A set workflow saves time and helps teams work more effectively. Dashboards can be customized to fit the needs of companies outside the finance sectors.
- Pipeline Tracking: The system allows users to create and track pipeline deals to convert hot leads immediately. Users can also add referrals based on organizational standards.
- Loan Dues: Financial services such as managing and resolving requests and tracking loans due can be taken care of from one dashboard.
- Robust Reporting: The solution’s reporting feature facilitates accountability and helps drive results. Team members can create, manage and send reports.
Product Ranking
#17
among all
CRM Software
#206
among all
CRM Software
Analyst Rating Summary
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User Sentiment Summary
2505 reviews
Nimble CRM has a 'great' User Satisfaction Rating of 89% when considering 2505 user reviews from 5 recognized software review sites.
Synopsis of User Ratings and Reviews
Nimble’s CRM solution is intuitive to use and automatically populates customer profiles, interaction histories, contact lists, email conversations and social media activity across various platforms. It offers efficient tracking and automates many tasks. However, reviews noted the mobile application lacks robust performance, and auto-sync feature along with basic integration adds complexity to using it. Its price point makes it best for small businesses that are looking for good value along with strong customer support.
360 View shines for its focus on unifying customer data and driving actionable insights. Users rave about the "360-degree view" it provides, making it easier to personalize interactions and build stronger relationships. "With 360 View, I can see every touchpoint a customer has had with our company, which is a game-changer for tailoring my sales approach," remarked one user. This strength often wins it praise over CRM giants like Salesforce, where users sometimes feel "drowning in data without clear direction." However, 360 View's reliance on data quality can be a double-edged sword. While reviewers applaud its data-driven insights, some caution about the initial effort required to clean and maintain accurate information. "Getting your data right can be an upfront investment, but once it's clean, the insights are invaluable," explained one reviewer. Additionally, 360 View's customization options, while praised for streamlining workflows, pale compared to the sheer flexibility offered by more established competitors. Integration complexity is another point of comparison. Users appreciate the pre-built connections with popular platforms, but some wish for deeper integrations with niche industry tools. "360 View integrates well with my marketing automation platform, but I still need another tool to bridge the gap with my accounting software," said one user. Thankfully, the open API helps bridge some of these gaps. Overall, 360 View emerges as a powerful tool for organizations prioritizing a unified customer view and data-driven decision-making. Its ease of use and focus on insights appeal to smaller teams and businesses seeking a clear CRM transition. While data accuracy and initial integration setup require attention, the potential for personalized interactions and improved performance make it a compelling choice for businesses looking to streamline customer relationships and gain a competitive edge.
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