Contact Enrichment

Nimble keeps contact records that draw together details from where you already work. A Beam agent reads those contacts, watches for new or thin records, and applies your rule for filling gaps from sources your team approves. When a contact lands with missing fields, the agent adds the details it can confirm, tags the record, and notifies the owner. Conflicting information, a possible duplicate, or a merge across two records are routed to a rep, since deciding which version of a contact is right is a judgment call.

Deal Pipeline

Nimble follows deals as they move through your sales stages. A Beam agent reads deal records, watches stage, value, and last-activity fields, and applies your rule for keeping the pipeline honest. When a deal sits too long or an activity closes, the agent updates the stage, adds a note, and nudges the owner about a next step. Deals with unusual discounts, values above a threshold you set, or ones going quiet near closing are surfaced to a rep or manager, who decides how to handle a deal the agent should not move on its own.

Follow-Up Tasks

Nimble ties tasks and reminders to the contacts and deals they belong to. A Beam agent reads open tasks, watches due dates and linked activity, and applies your rule for prompting and scheduling. When a call or email is due, the agent reminds the owner, sets the next follow-up, and updates the record once done. Tasks tied to sensitive accounts, or a stretch of missed follow-ups on an important contact, are escalated to a manager, since a slipping relationship is something a person should step in on rather than the agent alone.