Nimble
Nimble is a CRM solution for investment advisors and wealth management professionals. It focuses on time management, sales pipeline tracking, and collaboration, helping firms drive credibility and scale operations through organized client relationship management.
Contact Nimble
Email: [email protected]
Phone: +1 800-830-2440
Web: https://www.nimble.com/
Products
A cloud-based CRM that integrates social media profiles and provides tools for contact management, l... more...