CRM & Pipeline
Nymble’s CRM helps you manage your entire sales pipeline from lead to closed deal.
Clients
Section titled “Clients”Clients are the core of your CRM. Each client record includes:
- Company information and contacts
- Activity history and notes
- Associated contracts, projects, and invoices
- Opportunity pipeline
Contacts
Section titled “Contacts”Manage all stakeholders and decision makers:
- Link contacts to companies and clients
- Track communication history
- Map organizational relationships
Opportunities
Section titled “Opportunities”Track your sales pipeline with weighted probability scoring:
- Create opportunities linked to clients
- Set weighted probability for revenue forecasting
- Track competitors on each opportunity
- Move deals through the pipeline stages
Companies
Section titled “Companies”Maintain a database of all companies you interact with:
- Client companies
- Prospect companies
- Vendor companies
- Technology and domain discovery via BuiltWith integration
HubSpot integration
Section titled “HubSpot integration”Nymble imports contacts, companies, and deals from HubSpot:
- HubSpot contacts become Nymble contacts
- HubSpot companies become Nymble companies
- HubSpot deals become Nymble opportunities
- The import is one-way and runs when you click Sync HubSpot
See HubSpot Integration Guide for setup details.