Case Study: Nerd Enterprises, Inc. achieves streamlined contact management and improved client engagement with Nimble

Nerd Enterprises, Inc. - Customer Case Study

Seth David is the president of Nerd Enterprises, a small accounting education and virtual CFO practice in Burbank, CA, who also trains QuickBooks Online. As a one-to-ten person business working with G Suite, he needed a simple, reliable way to manage contacts, review client conversations, segment audiences, and coordinate outreach without adding complexity to his workflow.

He uses Nimble CRM—especially contact management, segmentation, group messaging, email tracking, and the Nimble Prospector Chrome extension—to centralize client data and streamline communication. The result is a more organized, efficient approach to client relationships and outreach that he’s relied on for more than six years, making Nimble a core tool in his day-to-day operations.

Nerd Enterprises, Inc.

Seth David

President