Nimbus Note - Personal CRM template

Products
Transform information chaos from multiple sources into an organized workplace. Empower yourself or your team to get things done faster with fewer iterations and meetings.

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Show your team, customers, or friends exactly what you're seeing with recorded videos and screenshots that can be annotated and shared instantly.

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Organize your clutter. Grab all kinds of content from web pages. Delete any ads, images, or links from the web page

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Use Cases
- Customer support
  Customer success and efficient onboarding is essential to driving your business forward and ensure high rates of retention. Use Nimbus Note to better coordinate customer support and increase collaboration among your teams.
  - Capture customer feedback
  - Why type? Send videos or screenshots
  - Client document portal
  - Share information with outside clients
  - All-in-one text editor for creating lessons
- Development / Engineering
  Nimbus Note is a flexible yet comprehensive information repository that helps you simplify your work and bring your team together.
  - Manage tech docs and requirements
  - Maintain roadmap and sprint plans
  - Track bugs, requests, specs, etc...
  - Syntax highlighting and Markdown
  - No need to type. Send videos or screenshots
  - Onboarding new teammates
  - Efficient Bug Tracking with Nimbus Capture
  - Retro meetings
- Education Students
  Easily organize all your student information in one place
  - Organize & structure
  - Document scanner & Recorder
  - Manage assigments
  - Refine Search
  - File management
  - Personal CRM
  - Web Clipper
- Education Teaching
  Teaching is not just teaching. It's also a lot of organization and administration
  - Organize your classes or courses
  - Public Sharing
  - Cultivate Collaboration
  - All-in-one text editor
  - Knowledge base and asset storage
  - Student Tracking
  - Video at the service of Education
  - A Web Clipper that works!
- HR & Recruiting
  Easily manage all of your recruiting, onboarding, and employee administration in a single, highly organized workplace.
  - Onboarding Guides and Resources
  - Interviews / Candidate Tracking
  - Job Descriptions
  - Employee Directory
  - Performance measurement
  - Policies and procedures
  - Refine search
- Knowledge Repository / Wiki
  Easily maintain an easily-accessible team wiki to keep your knowledge repository in a single, searchable, organized workplace.
  - Manage all team knowledge
  - Share information with customers
  - Digital Asset Management
  - All-in-one text editor for creating lessons
  - Nimbus Capture for knowledge creation
- Marketing
  Easily manage all your marketing assets and campaigns, from planning to execution. Stay on top of your tasks, collaborate with your team, synchronize with your clients, and never miss a deadline again.
  - Campaign Management
  - Brand Asset Management
  - Campaign & budget tracking / Marketing Plan
  - Content Marketing Management / Content Drafts
  - Competitive Analysis
  - Customer Testimonials
  - Send a Video, Not a Thousand Words
- Sales
  Organize all of your sales team assets into a single place to let your teams be more focused, collaborative, and consistent.
  - Manage sales team
  - Database & robust text-editor
  - Record Videos
  - Onboarding guides
  - Script templates
- Organized team space
  Create dedicated workspaces—one for each project, team and client. This guide provides best practices and some examples which can help you create a single, organized place to store and manage the files for your team.
  - Structure your information
  - Structure by department
  - Structure by client
  - Structure by project
  - Use workspaces to control access
  - Full organization example
- Project Management & Operations
  Accomplish tasks more quickly, while avoiding the complexity of an additional project management tools. Add meeting notes, tasks, documents, images, and code snippets. Easily track any item that you need for your projects.
  - Organize all projects
  - Standard Operating Procedures
  - Powerful all-in-one editor
  - Security
- Personal use
  A single place to manage all of your information. Declutter your life and get more done.
  - Organize all information
  - Personal CRM & to-do lists
  - Find information fast
  - Scan documents snap photos
  - High Security
  - Web Clipper
  - Personal Digital Asset Management
- Product Development
  Enable your product teams to get more done, from concept to launch. Create products that your customers love. Brainstorm ideas, define requirements, and track projects through to completion. All in a single workplace.
  - Organize work & manage assets
  - Brainstorm ideas
  - Why type? Use videos and screenshots
  - Product road map and requirements
  - Manage production process
  - Capture user feedback
- Research and Brainstorm
  Organize your research efforts more effectively and collaborate better with your team.
  - Organize your classes or courses into individual workspaces and folders
  - Structure and organize research
  - Brainstorming sessions
  - Powerful all-in-one editor
  - Web Clipper
  - Nimbus Capture
- Business
  Nimbus Note is a flexible yet comprehensive information repository that helps you simplify your work and bring your team together.
  - Organize business
  - Business roadmap
  - Business asset management
  - Standard Operating Procedures
  - Scan documents
  - Nimbus Capture for team management
  - Easy IT administration and high security
  - Refine search
- Team management / Remote Teams
  Nimbus Note enables teams to maintain stronger connections, align more closely, and collaborate better. Give your team members excellent tools to that they can focus on what they each do best.
  - Organize work in one place
  - Maintain roadmaps, goals & plans
  - Weekly Meetings
  - Performance Reports
  - Onboarding new teammates
  - Nimbus Capture for team management
  - Culture and Values
Pricing
- Nimbus Note
- Nimbus Capture
Security
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Resources
- Templates
- Guides
- Our Blog
- Media Kit
- Press
- Contact Us
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Personal CRM

This personal CRM template makes it easier for you to communicate with your family, friends, colleagues, or clients. Never forget important phone numbers, emails, or social media accounts.

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Personal CRM template

This personal CRM template makes it easier for you to communicate with your family, friends, colleagues, or clients. Never forget important phone numbers, emails, or social media accounts. Use one document to retrieve essential information. Keep track of dates and times for calls and emails, so you don’t fret over losing track of your correspondances. Use this template to stay connected to those who matter most.

How to use:

List your contacts’ names
Use checkboxes to indicate overdue correspondences
Include dates of last contact
Add their current location
Add phone numbers, emails, and social media accounts