Customer Relationship Management

Custom CRM Solution

Overview

Customer Relationship Management (CRM) allows a company to manage and analyse its own interactions with its past, current and potential customers.

Adapts to Your Organisation's Size

We understand that not all companies need a large-scale CRM system, but that many are looking for a solution that adapts to their needs and organisation's size. And hence, to empower our clients and new customers with budget-friendly CRM, we have developed a configurable CRM module in Nimblex.

Flexibility

To allow you to picture your ideal solution, here are examples within the CRM system that can be tailored to fit your needs.

Some of the CRM features you can benefit from.

Live Dashbaord

The Nimblex CRM comes with a live dashboard that gives you instance snapshots of Deals in the market based on account managers and the status of customers with active and new customer data.

Filterable Tables and Reports

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.

Easy to Manage and Track Customer Data

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 CUSTOM or CORE solution. These modules interlink seamlessly to share data, user rules, reporting, etc.

Includes all the Nimblex Platform features

Your customised Nimblex solution will include all these innovative features which are native to the Nimblex Platform.

Integration

Data Capturing and Processing

Plugins

Web API

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.

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.

Electronic Signatures

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.

Email Notifications

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.

DocuSign

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.

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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).

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.

Mobile Capability

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.

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.

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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.

Document Creation

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.

Document Attachment

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'.

Business Rules

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.

eProcure

Nimblex integrates seamlessly with eProcure, Australia's best eprocure platform to promote and process all your 'go-to-market' activities, incuding RFTs, RFQs and RFIs.

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Active Directory Integration

Active Directory (AD) provides a single point from which administrators can manage network resources and their associated security objects.

Audit Trail

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.

Dynamic Workflows

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).

Job Scheduling

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.

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.

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