The extension can enrich profiles with dozens of data points available on the net. It works not only inside the CRM itself but also outside: in email, on the web, on social media.
Send Mass Emails
Sending congrats on New Year and updates on Bulk SMS Austria the bullish markets may get pretty tedious. This is why mass emails are loved and obsessively used by our clients.
Email marketing services may get expensive and will get costlier with more sent emails. Not the case with Nimble, you only get your fixed per-user rate.
Schedule Your Days Full Of Action
The calendar is available in 2 views: list view and calendar one.
Users can schedule repeat actions, send meeting invites, and set automated reminders.
A bit of a control freak? Managing your team’s day is easy with Nimble’s task, deal, and pipeline management modules. Create, assign, and monitor tasks according to your access levels.
Segment To Drill Into Big Data
Segmentation and tagging features allow users to assign any contact, task, or deal to any category.
Create a custom field and tag your contacts/deals as registrar, custodian, broker, attorney, LP, GP; prospect or active investor; event-driven, merger arbitrage, long-short equity, and so on, you get the gist.
Once you have a tag attached to a contact/task/deal, you can apply mass actions to it: send an invite or a mass email, for example.
Create Reports
Big Data provides actionable insight into how to make your business better, faster, cheaper, more revenue-driven.
Analytics at Nimble is graphical, so they are easy to read and the answer pop out with the right questions asked.
Nimble: Investor Relations CRM That Completes Your Hedge Fund Software
Ray Dalio of Bridgewater Associates once said:
“He who lives by the crystal ball will eat shattered glass.”
We couldn’t agree more. Moreover, the wisdom of this quote applies to every business, not only an alternative investment. This is why Nimble believes in technology, experience, and expertise. This is why many hedge fund managers favor our product.
Nimble CRM is one of the best Customer Relations systems according to independent review sites like Capterra. Read over 1500 genuine reviews to see why our users like organizing their working days with Nimble CRM.
