The Basics

There are so many Client Relationship Management (CRM) or Sales Management solutions on the market. So what makes this one different? The key answer to this questions is that if you have a unique process for identifying sales opportunities, nurturing these leads and then turning them into proposals but have not found a CRM solution which can shape to the way you wish to work, then Nimblex is the right solution for you. The diagram to the right explains the logic and process story of this application.

Customise our model to suit your business. True to the flexibility offered by Nimblex, this solution can be changed and configured to fit your exact requirements whatever your industry or workplace complexities. The workflow rules, reporting, entry fields, automated communication, etc can all be changed to fit your requirements.

Opportunity Diagram

Click to enlarge.

Find Out More

Get more information about Nimblex.

Take a Closer Look

You've heard the basics, now let's look a bit deeper at our standard Sales Opportunity Management solution. Remember that no two Nimblex systems are the same and that any part of this system can be changed to suit you.

Your Opportunity Dashboard

You can see in one view how your opportunities are tracking. The solution can be configured to ensure you receive the correct notifications, alerts, record escalations and reports. The various features of Nimblex Platform will be used to configured an opportunity management solution that will fit your unique way of prospecting and lead nurturing.

Opportunity Management Portal

All Your Customer Information in One Central Place

The following is an example of how we can bring all the information you wish to manage in one central place about your clients. All of this can be configured to fit your requirements.

You can also manage your proposals and various contracts relating to specific clients.  Nimblex makes this all easy and at the same time offer you the capability to flex the application so that it fits your unique process story from identifying an opportunity, right to the end on how you manage the sales contract.

You can also

Integrate with your other Nimblex systems:

Integrate with other systems:

  • Standard integration plugins
  • Standard file-based synchronisation
  • Custom synchronisation plugins
  • See: Integration to learn more

Change whatever you want:

  • Forms
  • Workflow
  • Approval process
  • Reports
  • See: Custom to learn more