Customer Relationship Management (CRM) allows a company to manage and analyse its own interactions with its past, current and potential customers.
Configurable CRM Module in Nimblex
To empower our clients and new customers with budget-friendly CRM, we have developed a configurable CRM module in Nimblex.
- Live Dashbaord
- Filterable Tables and Reports
- Easy to Manage and Track Customer Data
On top of that, you get a quick filterable table for all Customer, Deals and Contacts, which enables the account managers to easily find the information they are looking for. The Deals report will show you any deal where follow-up is past due or approaching in the same week with highlighted options to make it easy to focus.
With our list of All Contacts, finding your contacts and their details is no longer a tedious task and you do not have to fiddle with a spreadsheet to find what you are looking for. When it comes to customer data – Status, Contacts, Deals, Communications and Tasks – you can manage it all under one screen with its intuitive design.
Link with other Nimblex Solutions.
Nimblex allows you to link modules with any other Nimblex solution. These modules interlink seamlessly to share data, user rules, reporting, etc.
Data Capturing and Processing.
Let’s talk to your other systems using our JSON API, to manage and maintain user and department structures, to eliminate the need for redundant maintenance in multiple different systems.
Data Import and Export tools
Nimblex makes it easy to onboard or exit with your data by using the Nimblex import and export capability. This tool supports CSV files and MS Excel files (also our XML format).
File based integration
Nimblex offers the ability to use standard file formats, common to the applications you need to integrate with e.g. CSV and Excel. The Nimblex data scheduler can be set to import data to Nimblex or export from Nimblex to a designated file directory.
Active Directory Integration
Active Directory (AD) provides a single point from which administrators can manage network resources and their associated security objects.
Flexible Data Capture Forms
Complex database schemas can be created within Nimblex. The highly flexible data capturing forms (called eForms) offers all the standard database input capabilities and more. All this can be shaped to best fit your exact process story, through the use of Nimblex drag and drop tools.
The Nimblex Platform works with electronic data stamp signatures. The capability to press an approval button is subject to the user’s security and workflow settings. It can also be configured to show an approval or rejection log with the same form.
Use Nimblex to send automated reminders, notifications or escalation messages. Emails can be triggered by predetermined business rules and the content can be articulated as needed. Nimblex sends email notifications directly to internal or external users’ Gmail, Outlook or Lotus Notes inboxes.
Support and learning Portal
Our Nimblex Support services include lodging a support request, calling our dedicated support line and our online nimblex.help directory and learning portal. Clients rave about our support performances and rapid turnaround.
Business intelligence and Analytics
Nimblex offers a wide variety of charting and graphical views for reports and dashboards. Users can view real-time data and see the source data behind a unique value section. Report views can be configured with various filters to interrogate data as needed.
Every Nimblex eForm can be activated as a desktop or mobile view. Compatible with all internet browsers, e.g. Google, Internet Explorer, Firefox, Yahoo, Safari, etc.
images and video
Nimblex can be your ‘single source of truth’ by loading videos and images against data, to support a certain context or serve as evidence.
Single Sign On (SSO)
Users will find it super easy to log into Nimblex using SSO using SML. It elimiates the time spend re-entering passwords by the same user, for multiple software including Nimblex.
Nimblex can automatically pre-populate the designed MS Word template with the approved information. This is great for contracts, letters, reports, etc. Once created, it can be exported as a PDF or MS Word doc. This will save you time, reduce admin errors and ensure greater standardisation of documentation.
Nimblex allows users to upload documents to a particular record or a particular section of a record. This enables you to use Nimblex as your ‘single source of truth’.
Nimblex’s automated business rules can be set to activate, based on certain conditional triggers. It brings a type of robotic capability, by allowing the set up of simple (and complex) if-then scenarios, which is much easier to maintain compared to hard coded rules.
Public forms and Visitor Portals
Nimblex offers eForms and Portals with public or guest user permissions. Public forms allows random people to complete a Nimblex data form as published, for example on your website.
Nimblex gives you the ability to follow records back to their origin. Helping you achieve greater transparency, assist with compliance, record integrity and accuracy, system protection from misuse or harm, and the security of sensitive or vital information.
Nimblex drives sequential actions via the use of buttons (i.e. manual workflow) or the automated transitioning of a record via specified process steps. These steps are triggered by business rules as defined by various conditions (i.e. automated workflow).
The scheduling of assets (e.g. vehicles, equipment etc) or events (e.g. jobs, deliveries, inspections etc) can easily be planned, managed and tracked using Nimblex’s job scheduling calendar view. This will make tracking jobs easier, save resources, increase productivity and ensure greater transparency for improved reliability.
QR Codes and Barcodes
Nimblex now supports generating barcodes (EAN-13 and EAN-8). Use this capability for tracking and managing real world objects, such as assets, product items or samples. Control the data that needs to be published via a QR code.
Plug & Play
Send out pre-approved documents in a secure way from Nimblex to be digitally signed by the correct person, in the correct sequence using DocuSign. No more postage, stacks of paper or misunderstandings regarding signatures.
QIN Offline App
QIN is an online or offline mobile App which synchronises seamlessly with Nimblex. Allowing workers in the field or on-site to complete and submit forms (e.g. job completion reports, time sheets, etc), or watch instructional, induction or refresher training videos, online or offline.
VendorPanel is an award-winning procurement platform used by corporates, SMEs, government and public agencies to identify and engage with suppliers, run better organisation-wide procurement processes, and drive positive social outcomes.
Xero and MYOB
Nimblex is not an accounting system, but we can automate any operational process relating to job or task management, that may lead to generating an invoice or raising a purchase order. At the desired process step, it will push data to Xero or MYOB.
The ideal technology to partner for the following type of solutions:
Improve efficiencies with Nimblex’s flexibility and ability to quickly adjust to change requests and future needs.
It’s so easy to configure and simple to use. Nimblex has allowed us to customise the system according to the way WE want to work – it’s so effortless for us as an organisation.Annette Stenhouse,
Training & Development Consultant,
Local support, local expertise
We are fully Australian made and owned with no technical expertise outsourced overseas, e.g. support centres, R&D, solution configuration or development.
Lower risk of fraud and corruption
Nimblex helps to lower the risk of fraud and corruption, and keeps your organisation free from a bad reputation.
Outstanding support and customer service
The feedback is that our support and customer service are outstanding.
Flexible and nimble
The value of continuous business improvement and the flexibility of Nimblex allows for the easy implementation of improvement ideas.
The agility and adaptability of Nimblex ensure that each solution is future-proof.
Increased productivity to focus on strategic projects
You can now focus on your strategic projects rather than spending hours updating spreadsheets.
Client Success Stories.
The Academy of Technological Sciences and Engineering (ATSE) is an independent body of more than 870 scientists and engineers seeking to enhance Australia’s prosperity through technological innovation.
Direct Appliance Rentals (DAR) was founded in 2008, with the vision to enable customers who would otherwise have difficulties accessing consumer finance
Nimblex has successfully integrated with many systems, from large ERPs to smaller applications.