Truly Simple CRM & Project Management
4.7/5 (389 avaliações)JobNimbus offers a way to simultaneously manage projects, tasks and contacts/leads using one application. The CRM and PM tool can be used to create, schedule and assign tasks. JobNimbus lets you create and define workflows, moving tasks across multiple stages before completion. You can use the app to access important client information and to update lead details on-the-go, from any device. All your documents are securely stored within JobNimbus, allowing you to send and share files to selected team members and clients.
With JobNimbus, you can also manage your sales documents. The app allows you to create estimates, invoices, proposals, work orders and contracts. You can automatically apply tax rates and quantities to estimates and covert these to invoices in a few steps. Documents can be auto-filled and templates saved for future use. Further project management features include scheduling and calendar organization, with notifications on task progress, JobNimbus also integrates with Google Maps and Google Calendar for further project organization.
Vantagens
This program organizes customers point of service from lead to paid and closed. Job Nimbus keeps track of payments and allows notes to be put on each customers profile. It also allows pictures and notes to be shared by email to the customer-providing a record for both the company and customer.
We work with a lot of realtors-Job Nimbus allows us to list different jobs under the same name to keep order to the many properties they service. I find Job Nimbus to be user friendly. It saves templates for estimates and allows changes to be made when needed for specifics per customer. It keeps track of accounts receivables, the age of opened account, it shows categories of work in progress, and work that needs scheduling . We have become more efficient as a company since we've started using Job Nimbus.
Desvantagens
After taking payment or clicking into anything in the financial section of the program, you always have to refresh the account. The program does not allow you to make multiple payments unless you refresh and go out of it.
Thanks for your review, Richie!
I wasn't aware of this refreshing issue on the financials area. Have you reached out to our support team on this? If not, please send the details of what you're experiencing to [email protected] and they'll investigate to see what can be done.
Very good..big learning curve for some people, but worth it in the end.
Vantagens
This software is great for day to day operations, quoting, and tracking of construction jobs. The software is very fungible meaning that you can make it into whatever you need it to be. Took a long time to implement and getting it to fit what we do perfectly but it is possible and it's possible for you too.
Desvantagens
Not a whole lot of cons here. However there were some issues with syncing with QuickBooks that we had to work through. Also there is a huge limitation in the products and services catalog if you want to build one. We run into issues with character limits when syncing with QuickBooks online. QuickBooks online allows a 100 character limit and jobnimbus only does 31. there's a very long work around to this to maximize the character limit in QuickBooks online, however it means in putting the same product or service 3 times into the system. This would be eliminated and or fixed if jobnimbus would remove there 31 character limit in their product and service name.
Vantagens
JobNimbus has been a tremendous boost to our company. We signed up early in the life of JN, back when I had no idea what a CRM was. I was pretty sure we didn't need to spend money on any extra software, either. Man, was I wrong. The mobile app alone revolutionized our business. Sales people had all of the information at their fingertips, they were able to upload pictures of the jobs while they were onsite and the calls to the office were immediately cut in half. JobNimbus has enabled us to double our volume several times because we are able to handle more work with fewer mistakes and fewer people.
The recent integration with Beacon has been incredible! We now build Material Orders in JobNimbus which pull from Beacon's online ordering portal. This eliminates both the time necessary for the supplier to enter our order into their system, and the opportunity to make mistakes during this re-entry. We instantly know if we are wanting materials that our supplier doesn't stock.
Maybe the best thing about JobNimbus is that we no longer have to keep paper files! We still have the boxes from 2013 and 2014, but no more! And it is SO much easier to find documents in JN than it was to dig through the boxes. We are huge, raving fans of JobNimbus! Sign up today.
Desvantagens
The system isn't as "pretty" as other systems
Thank you so much, Scott! We're so happy to be a part of your amazing success and hope to continue assisting you guys with completing your business goals with each new year!
As far as the "pretty" goes, it's definitely something we're going to be addressing, so stay tuned! :)
The best benefit is better oversight of everything going on in the entire company, and making sure that nothing falls through the cracks. It completely eliminates the communication mishaps that occur when you are handling lots of jobs.
Vantagens
The software is very comprehensive and flexible. You can make it do whatever you need or want it it. After learning the software, it is very easy to use. I would recommend to anyone considering the program to go ahead and get the training. That made a huge difference for me and my staff. We tried going without the training at first and I did not feel that we were using all the capabilities, and we struggled to implement the software fully. After the training, it was a complete difference. We had a excited staff who saw the value in all it could do and completely bought into keeping it current and updated, which is the key to its usefulness. The trainer was excellent at quickly teaching everyone and showing how easy and helpful the software actually is. He was terrific- very knowledgeable, professional, and experienced with both the software and teaching it.
Desvantagens
You can't zoom into the pictures that you take without a few extra steps that are a pain, and you can't view them easily when you want to show a customer a particular photo. I feel like the mobile app has glitches that can be frustrating but its nothing too crazy. I recommend using the desktop version on a tablet when your in the field and that resolves all of the problems I deal with using the mobile app.
I thought it was a little difficult to learn to use without the training. After the training it was a breeze. I cannot stress enough the importance of the training if you are inexperienced with a CRM.
Blaine, so glad to hear JobNimbus has been a net positive for you and your team. It's wonderful to know that your day-to-day hasn't been interrupted by the issues mentioned, and we do try to minimize those, but this feedback gives us even more insight into how the app and desktop versions have worked best for you. Thank you so much for the feedback. We are working toward these improvements and will notify customers when they are available. Also, on behalf of our Training Manager Ronnie Smith, thank you for the kind words about our training program. We aim to deliver world-class training, because we know you're busy! Thanks again for making our day.
JobNimbus has optimized my business and allowed me to bring in all my leads from various sources into ONE SINGLE PROGRAM that can report to the desktop version of Quickbooks or the online version of Quickbooks (our main accounting software). This is HUGE for my business and I intend on using this product for many years to come!
Vantagens
-Easy to use
-Friendly staff
-Ability to track all customers, products, services, etc.
-Able to add Spotio leads directly into program
-Open programming allows for flexibility and customization
-Customized documents for customers
-Calendar program that implements to Google Calendar, Outlook, etc.
-App available for mobile access
-Superior reporting features for managers
-Low cost to add additional team members
Desvantagens
-Every time I call them, it takes days for me to get a response (if ever). Granted, the online help videos are quite useful, but I expect a response when I have questions.
-Training tutorial is a bit steep for the product. Worth it, but expensive.
-Document designer is lacking customization... needs improvement and/or additional document design programs. (Side note: current document designer add-on is horrible.)
-No route planning/mapping software which would make this the ultimate program...
-Too attached to the roofing industry still. Works fine for other industries, but its obviously tailored to the roofing industry.
William, thank you for your considerate and honest feedback. We love serving customers like you, and we definitely regret that you have waited to hear back from us. This is very helpful feedback, we've notified Support, and we will study this to make sure our intended availability is true to customer experience. We know you have a lot going on, and we want to be available for your questions. Thank you for the feedback on pricing as well. We strive to keep everything affordable, from our low monthly user prices to our optional world-class training. Most of all, thank you for your time, and please know we love having you in the JobNimbus family!
Basic:
$25/user/month
Pro:
$35/user/month
Advanced:
$75/user/month
For plan details, visit https://www.jobnimbus.com/pricing
*Free 14 day trial, no credit card required
• Sales Documents: Create proposals, contracts, work orders, invoices and estimated that can be filled in automatically and saved as templates for future use.
- Add a digital signing option.
- Apply tax rates and quantities
• Time tracking: Set time estimates on tasks and log the time it takes to completion. Gauge the time to completion on tasks with progress bars on the dashboard.
• Google Calendar, Maps and Email integration: JobNimbus integrates with Outlook, Gmail, and Yahoo Mail to automatically attach emails to contact records. You can also plan your day using the Google Calendar and Google Maps integration.
• Workflow automation: Tasks can be automatically created in JobNimbus based on set actions and triggers. Mark multiple steps in your process and define how jobs progress.
• File sharing: JobNimbus lets you store a database of documents and photos. You can send documents to customers and partners from the system.
• Reports: Generate real-time reports on job status, profit margins, and other custom reports based on your defined KPIs.
Abaixo estão algumas perguntas frequentes sobre o JobNimbus.
O JobNimbus oferece os seguintes planos de pagamento:
A partir de: US$ 25,00/mês
Modelo de preços: Gratuito, Assinatura
Teste Grátis: Disponível
Basic:
$25/user/month
Pro:
$35/user/month
Advanced:
$75/user/month
For plan details, visit https://www.jobnimbus.com/pricing
*Free 14 day trial, no credit card required
O JobNimbus oferece os seguintes recursos:
Os clientes habituais do JobNimbus são:
Autônomos, Empresas de médio porte, Pequenas empresas
O JobNimbus está nos seguintes idiomas:
Inglês
O JobNimbus tem os seguintes planos de preços:
Gratuito, Assinatura
O JobNimbus é compatível com os seguintes dispositivos:
Android, iPhone, iPad
O JobNimbus se integra com os seguintes aplicativos:
BirdEye, CallTrackingMetrics, Cognito Forms, CompanyCam, Contractbook, FastField, FormKeep, Mailchimp, QuickBooks Online, SalesRabbit
O JobNimbus oferece as seguintes opções de suporte:
FAQs, Fórum, Base de conhecimento, Suporte online, Suporte por telefone, Tutoriais em vídeo
Organization. Knowing where we are with each customer. Example: Customer was sent an estimate through email from Job Nimbus. The program records the actual estimate, when it was sent and price. Customer calls looking for an estimate and we have an answer for the customer. Job Nimbus also provides a pop up list while typing partial information which is helpful at times. Example receiving a check in the mail from realtor which usually has no info from actual address or customer but invoice # is provided. Job Nimbus allows you to type in just the invoice number or just the address, or partial name to find the job. I am so thankful for this program and would highly recommend it to anyone with a high volume of customers to stay organized.