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JobNimbus

Score8.8 out of 10

12 Reviews and Ratings

What is JobNimbus?

JobNimbus is a mobile customer relationship management (CRM) solution.

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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

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

Usability