Manage and Automate
Workflows

Increase efficiency and save time by enabling teams across departments to manage processes in graphical boards and list views.

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Manage Workflows Across Departments

What Are Workflows?

Workflows are customizable Kanban boards designed to help you manage and automate your business processes. Easily visualize every stage of your relationship with prospects and customers to ensure nothing slips through the cracks. Maximize productivity by integrating Workflows with Web Forms and Email Sequences.

WORKFLOWS

Manage Business Workflows Across Departments

Increase your team's efficiency by managing all people-related processes within Nimble. Think hiring, onboarding, fundraising, business development, PR and influencer outreach, and much more.

WORKFLOWS

WORKFLOWS TEMPLATES

Save Time with Templates & Create Your Own

Utilize templates with pre-defined stages and fields or modify them to fit your needs. Ensure that your workflows exactly match your processes by creating your own templates.

WORKFLOWS TEMPLATES

WORKFLOWS BOARD VIEW

Manage Workflows on Kanban Boards

Visualize the progress you are making with all your leads and other contacts on a Kanban board. Simply drag and drop contact cards through the board as they move

WORKFLOWS BOARD VIEW

workflows list view

Ditch Spreadsheets & Manage Workflows in List Views

Manage your processes in a list view instead of a spreadsheet. Save time on data entry and become more efficient by utilizing our in-line editing capabilities.

workflows list view

WORKFLOWS AUTOMATIONS

Save Time by Automating Processes & Tasks

Use automation when you move contacts from one stage to the next. Set up triggers to automatically enroll contacts into an email sequence, create follow-up activities, send messages, add notes, assign tags, or send notifications straight to your mobile or browser.

workflows automations

MANAGE WORKFLOWS EVERYWHERE

Manage Workflows from Anywhere You Work

Use the Nimble Prospector browser extension, as well as our various add-ins, to add to workflows from your email inbox, social media, and anywhere on the web!

MANAGE WORKFLOWS EVERYWHERE

Popular Nimble Features

Nimble Prospector

Nimble Prospector

Use Nimble directly where you work, like on LinkedIn or in your Gmail & Outlook inbox.

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Workflows Team Collaboration

Web Forms

Generate leads from your website using a powerful online form builder.

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Actionable, Accessible Contact Record

Microsoft 365 Integration

Integrate Nimble with Microsoft 365 and use it directly in your Outlook inbox.

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