JobNimbus - Avis

Hard to describe the pros of the product when you can no longer use it.

We did not come from another CRM to this platform. This was our first experience and the choice to team up with JobNimbus has been exactly what we were hoping and looking for to help manage and grow our business. The automation features are, by far, what we have enjoyed the most. Adding automation has helped us seal up the cracks that occur when taking a customer thru the construction process. Nimbosa, as we affectionately call it for no apparent reason, has been a major factor in leveling up our company with regards to communication and customer management.

This requires thought, which, I think, means that we would have to search to find a problem. We are anxiously anticipating the roll out of the tracking and measurement graphs that were dropped at the Orlando convention. So I guess, the fact that those are not fully rolled out yet would be one of the things that could be a negative.

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.

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.

Ease of Use. JN has most of the features that we need as a remodeling company. Good support if we run into something we need assistance with.

Phone app needs to be a little more robust. Need to be able to see contacts in board view in the phone app and be able to navigate from that view. This is a huge disadvantage when working on the go. With large number of products it would be much easier to find contact in the appropriate workflow- filtering is too cumbersome.

JobNimbus is easy to implement and it has integrations with much other software out there, I have been able to integrate with Leap, CompanyCam, Quickbooks, etc.

The pipeline management is not that fluid, it's still a work in progress. Another thing is that the Support is not that good sometimes.

JobNimbus strikes a good balance between user-friendliness and power. While initially, the software can be overwhelming, it is easy to learn after spending a few minutes to really get to know the program. Additionally, there are training resources available online which make the process even easier. This means that you are able to use the extremely powerful tools that JobNimbus offers after a few hours of training and working around in the software. It allows you to do everything that you would want a CRM software to do, and then some. Additionally, there is a sales pipeline functionality that I personally don't use, but our sales team does, and it allows them to stay on top of every incoming lead.

There are several areas that are still (to the best of my knowledge) in development, including integrations with other apps - specifically Zapier. Zapier is an essential integration, and as of the time of writing, JobNimbus does support it - just not with custom fields. I believe that this is a big missing feature, and the only significant issue I find with the program.

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.

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.

Using JobNimbus is a snap, and you'll be up and running in no time thanks to its flexibility and ease of customization. What I particularly like about JobNimbus is how simple it is to add tasks and contacts and how flexible the calendar is. You can see exactly what's going on with customers, and the timetable makes it easy to keep appointments and responsibilities on time.

My main concerns are that I would want to see greater customization options in some areas, as well as upgrades to the mobile app so that we can do more processes with it.

Integrated CRM was a big deal, it was hard to find anything else that was a combination of calendar, crm and project manager. This does fill the job of being all in one. The interface is clean and easy to navigate.

Customer service is actually pretty quick to respond and friendly to deal with BUT they can't do anything. Most of our issues have been limitations to the software and they tell you to fill out a feature request but then the development team completely ignores or doesn't update any of the feature requests. Some requests, that really are basic, have been sitting out there for YEARS with no response on if and when the development team will do them. I also am frustrated with the lack of ability to fine tune what fields and options are used/not used. It is time consuming to create a new project or customer contact because there are a lot of fields and no AI that will help autofill entries based on previous data. Example you might have a dozen customers that all work for the same firm/company but you have to enter EVERY field for that person and their location instead of it trying to suggest similar data for your entry as you start typing.

I like that this software is easy to use. The app is good for looking up information on the go and uploading job photos as the salesman is on the job. The invoices and forms are very professional looking.

There are lots of places to do the same thing which can get confusing from time to time especially new users. I know it is not accounting software, but it would be nice to be able to send an invoice off of the Nimbus with payment options that would integrate with QuickBooks. The invoices generated from Nimbus are much nicer than those from QB, but because the ability to do that is not integrated we are forced to send online invoices from QB.

The software puts your entire customer and job log in one place. The interface is intuitive and works very well once you get it tailored to your business. This is a product that you get out what you put in. I like that you can use the web interface or access Job Nimbus through an app, although the web based interface is faster and more detailed. While this is the first CRM software my business has used, I don't see any need to switch to another. Job Nimbus works!

There is a pretty significant learning curve to get the program up and running for your particular business. While all of the necessary pieces are there, you have to arrange them to suit your needs. This was quite time consuming at first and took many trial runs to get things dialed in. Well worth the effort in the end, but quite an effort it was.

I can change, re-order, rename and add details, options, and choices that allow me to make this CRM exactly what our company needs it to be. They also continue to strive to create new integrations, pushing the software's value forward all the time.

One the (rare) occasion there is an issue, it's really hard to get in touch with customer service, and receive a timely response.