Nimbl Features for end-users

We offer you a standard building blocks to view case information and carry out the work. The platform provides multiple standard and user-friendly elements that come together in one specific dashboard. This ensures a clear focus and 360° view of all case data, progress, history, parties involved, related cases etc..

Nimbl offers a customer portal out of the box. WCAG compliant and ready for you to engage with your customers. After authentication, your customers can start and follow up cases; send and receive messages and documents, participate in the process by executing tasks and many more.

We provide a central location for managing contacts and their information. Each contact is stored and treated as a case, complete with its own lifecycle. You can fully customise the access, the tracked information, and the visualisation of a person, company, or organisation to your liking. 

Streamlining collaboration between employees with different roles, knowledge levels, and responsibilities is the key to success. Even across different departments and locations. Scheduling tasks for another employee is very easy, just like leaving a note on a case. 

Nimbl offers a SharePoint Online integration in many facets. Documents are stored in SharePoint, with all benefits of managing the document lifecycle and document collaboration. Furthermore Nimbl offers a view on folders and documents in a case, with metadata that is bidirectionally synced.

Document generation is supported out of the box using Word templates and merge fields that are filled with case data. The same is possible for e-mails in HTML, using case data to personalise the message per case instance. A second option is using the document generation of our partner Xential.

The communications module is designed to centrally manage multichannel communications. The module provides a streamlined way to record, track and manage all incoming and outgoing communications where efficiency and productivity are paramount.

Search through thousands of cases, documents, and data with our fully configurable search function. Filter, refine, and find the answer in seconds. Moreover, you can save specific searches as a filter, so you don’t have to enter the selection each time.

Knowledge work combines ad-hoc execution and planning of tasks, where the exact sequence is often unpredictable. The platform provides you with an overview of all possible actions in a case, at any time. In addition, the evolution of the work is displayed in a clear timeline, from beginning to end.