#1 most frequent
United States of America
95.7%177 installations of 185
What is JobNimbus?
JobNimbus is a mobile customer relationship management (CRM) solution.
Categories & Use Cases
Media
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Top Performing Features
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 7.3
Contract management
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
Category average: 7.8
Task management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 8.4
Areas for Improvement
Custom objects
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
Category average: 6.6
API for custom integration
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Category average: 7.6
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8
Who Buys & Uses JobNimbus
#2 most frequent
Australia
1.1%2 installations of 185
#3 most frequent
Canada
1.1%2 installations of 185
Solid choice for a smaller company
Use Cases and Deployment Scope
We've used JobNimbus over the past 2.5 years. We were a fairly new company and needed a way to manage our projects; something all our employees could access and utilize. We chose JobNimbus because 1. we'd heard great things, 2. we liked the price point, and 3. we liked that we could adjust everything to suit our needs and projects. JobNimbus worked with us to get our interface set up and did a training to help us figure out how to use it. It was a great app until we got too big for it. We started needing things that JobNimbus didn't offer or couldn't do. After 2.5 years of using JobNimbus, we decided to move to Monday.com. JobNimbus is a great CRM but we needed more.
Pros
- Training new customers on how to use
- Adjustable interface
- Easy to use
- Works with Quickbooks
- You can create work orders and invoices through JobNimbus
Cons
- We couldn't adjust what certain things were called (ie what we called "work order" internally were called "job estimates" on JobNimbus)
- The price went up from when we first started using
- It lacked in project management options as our company grew in size
- It wasn't simple to lower the user count; the subscription needed to be changed.
Return on Investment
- JobNimbus did a great job helping us stay organized
- It gave a great "big Picture" view of our projects
- It integrated well with other apps we used
Alternatives Considered
monday.com
Other Software Used
monday.com, Canva, Microsoft 365
