JobNimbus vs. Pipeliner CRM

It was a great fit while we were a smaller company with simple tasks and jobs. As we grew we realized we needed more from our CRM.

Incentivized

Pipeliner CRM is amazingly flexible to your business model. For example, in addition to tracking movement of leads through your sales pipeline, Pipeliner CRM can be used to track internal processes, like RFQ and RFPs through your organization. It's highly adaptable across your organization.

• Training new customers on how to use
• Adjustable interface
• Easy to use
• Works with Quickbooks
• You can create work orders and invoices through JobNimbus

Incentivized

• Clear and easy visualisation of Sales Process
• Great capability in reporting both in-app with 'filter' and reporting module built-in is easy to use
• Reporting into pivot table is also easy and very useful
• Mobile app has always been very good and easy to use since 2015

• 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.

Incentivized

• Pipeliner CRM needs to create a video chat room where you can see exactly where your employee is working in the field.
• Pipeliner CRM needs to integrate a command where a user can use his voice to command what he wants.

We enjoyed JobNimbus while we were a smaller company and our projects didn't have many needs. We've moved on to a larger CRM that can assist and support our team fully.

Incentivized

Currently the company is using the Pipeliner CRM because we believe it is a tool that puts the customer as the main focus of business processes in order to understand and anticipate their needs, and then serve them in the best way.

It was simple to use and learn for a semi-tech savvy user

Incentivized

I gave that rating level because it reflects both my satisfaction and expectations about PipelinerCRM.Plus, the adoption rate of this software. I mean the usability rate is very low. It just takes, for learning, a couple of hours less than three days roughly. Return on time investment is low also.

Everyone was very helpful when we contacted support

Incentivized

The support from Pipeliner CRM is superb; they have instant customer support and they are on time. They also give enough knowledge of sales and other material for the knowledge. They also have AI in the support by talking with customer support directly from the web or app and so on.

We had two people, myself included, learn everything we could during the setup of our initial interface setup. We became the "masters" of the software so other employees had someone to go to internally with any issues or questions.

Incentivized

We spent 2.5 years with JobNimbus until we got too big for the app. Though it is very customizable, our growing company needed more and decided to move to monday.com.

Incentivized

I will always select Pipeliner CRM because it is very flexible, easy to work with, data capturing is at its best, its integration to other major software’s and it aids in the monitoring of the core work process. One distinctive feature is it is very easy to learn without extensive training.

• 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

Incentivized

• As a VisualCRM tool, our clients sales teams seem to accelerate their deal closes.
• The visual tools allow those "no good deals" to be spotted and resource usage limited.
• A great tool to manage those "pipelines" within the company. A pipe is really a series of actions that constitute a planned result.