JobNimbus

JobNimbus

Truly Simple CRM & Project Management

4.7/5 (269 Bewertungen)

JobNimbus Übersicht

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.

Preis

Beginnt ab
25,00 $/Monat
Preisoptionen
Kostenlose Testversion
Kostenlos
Abonnement
Preis-Leistungs-Verhältnis

Geräte

Unternehmensgröße

K
M
G

Märkte

Kanada, Vereinigte Staaten von Amerika

Unterstützte Sprachen

Englisch

JobNimbus Bewertungen

Gesamtbewertung
4.7/5
94% Positive Bewertungen
210
Ausgezeichnet
44
Sehr gut
12
Durchschnitt
1
Gering
2
Schlecht
Scott F.
Mit Google übersetzen

Best Roofing CRM!

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 2.8.2019
Quelle der Bewertung: Capterra

Vorteile

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.

Nachteile

The system isn't as "pretty" as other systems

Antwort von JobNimbus

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! :)

Verteilung der Bewertung

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Weiterempfehlungsquote

10.0/10
Blaine A.
Mit Google übersetzen

I am very happy with my decision to use and implement JobNimbus into my company

Täglich für 6-12 Monate genutzt
Bewertet am 18.1.2018
Quelle der Bewertung: Capterra

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.

Vorteile

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.

Nachteile

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.

Antwort von JobNimbus



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.

Verteilung der Bewertung

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Weiterempfehlungsquote

10.0/10
William K.
Mit Google übersetzen

I like JobNimbus so much that I depend on it for my entire business! Great easy-to-use program.

Täglich für 6-12 Monate genutzt
Bewertet am 3.1.2018
Quelle der Bewertung: Capterra

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!

Vorteile

-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

Nachteile

-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.

Antwort von JobNimbus

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!

Verteilung der Bewertung

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Weiterempfehlungsquote

9.0/10
Brandon A.
Mit Google übersetzen

Great program, easy to use, awesome support team, and constantly improving!

Täglich für 1-5 Monate genutzt
Bewertet am 11.1.2017
Quelle der Bewertung: SoftwareAdvice

We are one of those companies that started with pen and paper alone. As our business grew, we started falling behind because we spent so much time doing what is now accomplished with JobNimbus. This program is absolutely a game changer for us. It brings almost every aspect of our company into one place. Everything in a customer file (or any other "contact type") becomes searchable by nearly any piece of information pertaining to that contact. Any number of contacts can be made "related", making all correspondence between related parties available in one spot. That includes contact information, emails (yes, emails!), attachments, estimates, invoices, budgets, material orders, etc. The way that the estimate/invoice/material order system is set up allows you to create separate templates for quick, easy, and all inclusive documents. You can even create different price lists for different suppliers and/or locations. They eliminate the need to write multiples of the same information (i.e. you can turn an estimate into an invoice, material order, or work order). Work orders can be assigned to any sub-contractor and placed onto a board that is categorized into a workflow that you can completely customize by whatever steps of the job your company has. It's extremely versatile in that regard, and once you determine how you want your workflow to operate it is very functional. You can use the budget feature to track costs on a job and calculate commissions. I could spend all day ranting about all the features that JobNimbus offers, but it boils down to this: JobNimbus offers tremendous value to your company. One more note about their support and development team. I had a TON of questions during the implementing of JobNimbus into our company and was on the phone with support a LOT. They were always very accommodating and patient with me, providing me with answers and resources at every turn. Over the course of the past few months alone, there have been MANY updates, both web version, and mobile app. They have a great feedback section on their website and they DO listen to user input. I am excited to see how far they will go from here and have enjoyed watching them grow into an industry leader.

Vorteile

Several integrations with major programs (EagleView, Quickbooks, Sales Rabbit, naturalForms, Accurence)
Mobile App
E-mail integration
Low cost
Ability to create custom reports to help your business monitor

Nachteile

There are no cons.

Verteilung der Bewertung

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Weiterempfehlungsquote

10.0/10
Matt J.
Mit Google übersetzen

Best CRM on the market

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 9.5.2019
Quelle der Bewertung: Capterra

scheduling and communication have been greatly improved. It's helped us to track files more accurately therefore get paid faster and have happier customers.

Vorteile

Ease of use is incredible. Although it does take some time to set up initially, once customized it's a breeze. The communication with our team has been streamlined and everything is documented automatically (when used properly).

Nachteile

There are a few things I'd love to be able to do that are not currently an option. For instance auto tasks would be awesome. If I could set it up to when I move a file to a particular board it would set a task automatically for a particular person (or group of people) that would be amazing.

Antwort von JobNimbus

Thanks Matt! You'll be pleased to know you can already create auto-tasks at certain points in your process. You can go to the Automation tab in Settings and create a rule that triggers on Status to Create a Task and assign it to whomever you'd like. Here's a tutorial on how to do that: https://www.jobnimbus.com/blog/2014/01/14/how-to-set-up-workflow-automation/

We actually just launched Time-Based Automation, too, so you can do even more crazy cool stuff without lifting a finger. Check more out here (https://support.jobnimbus.com/hc/en-us/articles/360024907171-Time-Based-Automations) and please reach out to our support team with questions on getting this stuff set up, they'd be glad to help!

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

10.0/10

JobNimbus Preis

Beginnt ab
25,00 $/Monat
Preisoptionen
Kostenlose Testversion
Kostenlos
Abonnement
Preis-Leistungs-Verhältnis

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

JobNimbus Funktionen

  • API
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Anpassbare Berichterstellung
  • Anpassbare Vorlagen
  • Automatische Benachrichtigungen
  • Benutzerdefinierte Felder
  • Daten-Import / -Export
  • E-Mail-Integration
  • Elektronische Zahlungen
  • Kalenderverwaltung
  • Kontakt-Datenbank
  • Kundendatenbank
  • Kundenspezifisches Branding
  • Mobile Integration

  • Automatische Erinnerungen
  • Berichterstattung und Statistik
  • CRM-Integration
  • Integration von Dritten
  • Social-Media-Integration

Zusätzliche Informationen für JobNimbus

Schlüssel-Features von JobNimbus

  • Accounting Integration
  • Activity Management
  • Activity Tracking
  • Automatic Notifications
  • Bid Management
  • Calendar Management
  • Calendar Sync with Google
  • Client Management
  • Client Portal
  • Client Website Integration
  • Communication Management
  • Contact notes
  • Contact search
  • Contractor Management
  • Create schedules
  • Custom Fields
  • Customer Database
  • Customer project sharing
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Digital signing/ e-signature
  • Document Storage
  • Document sharing and sending
  • Electronic Payments
  • Electronic Signature Capture
  • Email Tracking
  • Email integration
  • Email notifications
  • Estimate creation
  • Expense Tracking
  • Google Maps integration
  • Invoice Management
  • Invoice creation
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Job calendar
  • Lead Management
  • Messaging
  • Mobile Alerts
  • Mobile Integration
  • Mobile Signature Capture
  • Multiple Projects
  • Multiple User Accounts
  • Photo Albums
  • Progress Tracking
  • Project Budgeting
  • Project Estimating
  • Project Management
  • Project Notes
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Proposal Generation
  • Proposal, contract and work order creation
  • Purchase Order Management
  • QuickBooks Integration
  • Quote Management
  • Real Time Updates
  • Real-time reporting
  • Secure Login
  • Status Tracking
  • Store documents and photos
  • Subcontractor Management
  • Task Scheduling
  • Task Tracking
  • Task assignment
  • Task tracking
  • Time tracking
  • To-Do List
  • Workflow Management
  • Workflow automation

Vorteile

• 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.

JobNimbus Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über JobNimbus.

F. Welche Preispläne bietet JobNimbus an?

JobNimbus bietet folgende Kostenpläne an:

Beginnt ab: 25,00 $/Monat

Preismodell: Kostenlos, Abonnement

Kostenlose Testversion: Verfügbar

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

F. Was sind die Hauptfunktionen von JobNimbus?

JobNimbus bietet die folgenden Funktionen:

  • Accounting Integration
  • Activity Management
  • Activity Tracking
  • Automatic Notifications
  • Bid Management
  • Calendar Management
  • Calendar Sync with Google
  • Client Management
  • Client Portal
  • Client Website Integration
  • Communication Management
  • Contact notes
  • Contact search
  • Contractor Management
  • Create schedules
  • Custom Fields
  • Customer Database
  • Customer project sharing
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Digital signing/ e-signature
  • Document Storage
  • Document sharing and sending
  • Electronic Payments
  • Electronic Signature Capture
  • Email Tracking
  • Email integration
  • Email notifications
  • Estimate creation
  • Expense Tracking
  • Google Maps integration
  • Invoice Management
  • Invoice creation
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Job calendar
  • Lead Management
  • Messaging
  • Mobile Alerts
  • Mobile Integration
  • Mobile Signature Capture
  • Multiple Projects
  • Multiple User Accounts
  • Photo Albums
  • Progress Tracking
  • Project Budgeting
  • Project Estimating
  • Project Management
  • Project Notes
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Proposal Generation
  • Proposal, contract and work order creation
  • Purchase Order Management
  • QuickBooks Integration
  • Quote Management
  • Real Time Updates
  • Real-time reporting
  • Secure Login
  • Status Tracking
  • Store documents and photos
  • Subcontractor Management
  • Task Scheduling
  • Task Tracking
  • Task assignment
  • Task tracking
  • Time tracking
  • To-Do List
  • Workflow Management
  • Workflow automation

F. Wer sind die typischen Nutzer von JobNimbus?

JobNimbus hat die folgenden typischen Kunden:

Freie Mitarbeiter, Mittlere Unternehmen, Kleine Unternehmen

F: Welche Sprachen werden von JobNimbus unterstützt?

JobNimbus unterstützt die folgenden Sprachen:

Englisch

F. Welche Preispläne bietet JobNimbus an?

JobNimbus hat folgende Preismodelle:

Kostenlos, Abonnement

F. Unterstützt JobNimbus mobile Geräte?

JobNimbus unterstützt die folgenden Geräte:

Android, iPhone, iPad

F. Mit welchen anderen Applikationen integriert JobNimbus?

JobNimbus kann in folgende Anwendungen integriert werden:

BirdEye, Cognito Forms, Contractbook, FastField, Google Calendar, Mailchimp, QuickBooks, QuickBooks Online, SalesRabbit, Zapier

F. Welche Varianten der Kundenbetreuung bietet JobNimbus an?

JobNimbus bietet folgende Optionen für Kundensupport:

Häufig gestellte Fragen, Forum, Wissensdatenbank, Online-Support, Telefon-Support, Video-Anleitungen