Nimble CRM Tips & Updates – October 7, 2026

Articles, Nimble CRM Updates

This past Tuesday, I held a free one-hour webinar on Nimble and AI. For those of you who were unable to attend (you were missed!), here are the highlights …

We discussed AI generated email messages and email templates. These have been available for sometime now. AI generated sequences, while those have been available in a beta format for a bit, were reviewed in greater detail. I expect that the final release of this feature is imminent. 

The big news is MCP. I’m not even going to bother what those initials stand for. However, what this means is that you will be able to connect your paid ChatGPT or paid (verify) Claude accounts directly to Nimble. I have been beta testing this for several weeks now. As of today, although I believe you should still be able to activate it, I have not seen a formal release announcement. 

Here are a few, not all of the things, that I have been able to do with my ChatGPT connection …

  • Create contact records by copying and pasting email signatures (a native integration is coming).
  • Monitor my Nimble and Google Calendar for online meetings, create contact records, create pre-meeting briefs, and add those to contact records – this is an automation
  • Create post-meeting summaries from a Zoom transcript, add those to the contact record, and schedule follow-up tasks. This should work the same way with other meeting assistants.
  • Add tags and completed or scheduled tasks to records.
  • Update records individually and in bulk based on segment searches.
  • I took my webinar registrations, copy and pasted, and AI creates the contact record, tags that, and also creates the company record. 
  • I also had Hal (my Chatbot) run a mini-brief on all webinar attendees via a tag lookup in Nimble.
  • While I am not doing this, and please be aware of local and state laws, if you record a phone call or a visit … just upload the transcript and AI would add a summary of that as a note to the contact record.
  • Work from my desktop or iPad/iPhone. This is probably where I spend the bulk of my time.

Most of these revolve around my personal obsession with preparation. Before meeting with anyone, I want to know as much about them as is possible prior to that meeting. This includes what, if anything, we may have discussed previously. 

Let’s be honest, I’m sure that I’m not alone with the disappointment that I feel when the first words out of someone’s mouth are “So what do you do?”. Hello! I’m an open book if you will just take the time to look:( #duedilligence

MCP is a continuously evolving feature. In other words, new capabilities are being added. I have seen many enhanced features being introduced during my testing phase. I am super excited about this because it … is … awesome!

That will do it for today! Thank you again for placing your trust in my services!

If you would like to explore whether or not Nimble CRM, my sales training, or Sales Coach Pro  might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. 

To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. 

I would also be happy to connect you to a marketing professional who I know and trust or to an automated yet personalized and human-to-human LinkedIn prospecting system. Please reach out to me at craig@adaptive-business.com for an introduction!

Craig M. Jamieson

Craig M. Jamieson

Managing Member at Adaptive Business Services
Craig M. Jamieson is a lifelong B2B salesperson, manager, owner, and a networking enthusiast. Adaptive Business Services provides solutions related to the sales professional. We are a Nimble CRM Solution Partner. Craig also conducts training and workshops primarily in social selling and communication skills. Craig is also the author of "The Small Business' Guide to Social CRM", now available on Amazon!
Craig M. Jamieson

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