JobNimbus

JobNimbus

Truly Simple CRM & Project Management

4.7/5 (240 reviews)

JobNimbus Overview

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.

Pricing

Starting from
US$25,00
Pricing options
Free Trial
Free
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, United States

Supported Languages

English

JobNimbus Reviews

Overall rating
4.7/5
95% positive reviews
188
Excellent
39
Very good
10
Average
1
Poor
2
Terrible
Blaine A.

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

Used Daily for 6-12 months
Reviewed on 2018/01/18
Review Source: 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.

Pros

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.

Cons

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.

Response from 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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
William K.

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

Used Daily for 6-12 months
Reviewed on 2018/01/03
Review Source: 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!

Pros

-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

Cons

-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.

Response from 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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Brandon A.

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

Used Daily for 1-5 months
Reviewed on 2017/01/11
Review Source: 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.

Pros

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

Cons

There are no cons.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Matt J.

Best CRM on the market

Used Daily for 2+ years
Reviewed on 2019/05/09
Review Source: 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.

Pros

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).

Cons

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.

Response from 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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Jason V.

How did I get by without Job Nimbus?

Used Daily for 1+ year
Reviewed on 2019/04/22
Review Source: Capterra

Being able to track the progress of a project from the first phone call to the end of the project in one place has been a boon to our business. I honestly don't know how our company managed to operate for 8 years without this software.

Pros

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!

Cons

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.

Response from JobNimbus

Thanks, Jason!

We're so glad you've found a home with JobNimbus, and I hope you know we'll keep building value into your business as time goes by with new features, updates, improvements, and best practices.

We're also working on improving that learning curve, so hopefully in the future you'll have a easier time making changes to your workflows and customizations!

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend

10.0/10
User Recommendation
9.4/10
Based on 240 reviews
Compare user recommendation rating with alternatives

JobNimbus Pricing

Starting from
US$25,00
Pricing options
Free Trial
Free
Subscription
Value for money

Personal Plan:
Free - 1 User, Unlimited Jobs

Pro Plan:
$25/user/month

*Free 14 day trial, no credit card required

Value for Money
4.8/5
Based on 240 reviews
Compare value for money rating with alternatives

JobNimbus Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Calendar Management
  • Contact Database
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration

  • Automatic Reminders
  • CRM Integration
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration
Features
4.5/5
Based on 240 reviews
Compare features rating with alternatives

Additional information for JobNimbus

Key features of 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

Benefits

  • 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 FAQs

    Below are some frequently asked questions for JobNimbus.

    Q. What type of pricing plans does JobNimbus offer?

    JobNimbus offers the following pricing plans:

    Starting from: US$25,00

    Pricing model: Free, Subscription

    Free Trial: Available

    Personal Plan:
    Free - 1 User, Unlimited Jobs

    Pro Plan:
    $25/user/month

    *Free 14 day trial, no credit card required

    Q. What are the main features of JobNimbus?

    JobNimbus offers the following features:

    • 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

    Q. Who are the typical users of JobNimbus?

    JobNimbus has the following typical customers:

    Freelancers, Mid Size Business, Small Business

    Q. What languages does JobNimbus support?

    JobNimbus supports the following languages:

    English

    Q. What type of pricing plans does JobNimbus offer?

    JobNimbus has the following pricing plans:

    Free, Subscription

    Q. Does JobNimbus support mobile devices?

    JobNimbus supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does JobNimbus integrate with?

    JobNimbus integrates with the following applications:

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

    Q. What level of support does JobNimbus offer?

    JobNimbus offers the following support options:

    FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials