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Average Ratings 2 Ratings
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Description
The options on the market were not only expensive but also featured complexities that did not align with the organization's actual needs. Additionally, the implementation of the CRM typically required the assistance of an external consultant, making it even more challenging for users to navigate effectively. Essential features include the ability to highlight critical messages from both potential and existing clients, alongside a robust search function that allows for swift retrieval of previous communications. Calendar integration is crucial for providing a comprehensive overview of upcoming appointments and sales engagements. It is vital to access the most relevant data and insights necessary for performing your duties efficiently. Reporting should enhance understanding and not add confusion, as we strive to make sales metrics not only clear but also actionable and conducive to generating new ideas. With a quick glance, users can identify their last interactions with clients and ensure follow-ups are scheduled to maintain strong relationships. Furthermore, when a new team member comes on board to assume responsibility for an account, transferring all past communications and activities becomes a straightforward and smooth process, ensuring continuity and client satisfaction. Ensuring ease of use and clarity in communication tools is essential for fostering a productive work environment.
Description
JobNimbus, the #1 all-in one roofing app (4.8 on app stores), has been making contractors heroes since 2013. JobNimbus is used by thousands of contractors to manage their entire business, including marketing, sales and production.
"This is f$&%ing amazing!" "This is f$&%ing awesome!"
** MARKETING
• SEO
• Paid Ads
Google Business Profile
Website
** SALES **
• Scheduling
Lead tracking
• Boards
• Customized sales workflows
• Sales automation
** PRODUCTION **
• Production boards
Customized job workflows
• Production automation
• Notes
• Tasks
• Ordering directly from Beacon Pro+ and Roof Hub SRS.
Work Orders
Subcontractors
Reports
BILLING **
• Invoicing
• JN Payments
• Text-to-Pay
• Financing
• QuickBooks 2-way synchronization
** COMMUNICATION**
Engage texting
Email
• Caller ID
• @mentions
Job sharing
• Notification center
All of this will equip your entire team with the best all-in one roofing app.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Birdeye
No
Bodhi
No
Boostpoint
No
Enerflo
No
Get The Referral
No
Google Calendar
No
Integry
No
Mailchimp
No
PHOTO iD by U Scope
No
Payrix
No
Integrations
Birdeye
Yes
Bodhi
Yes
Boostpoint
Yes
Enerflo
Yes
Get The Referral
Yes
Google Calendar
Yes
Integry
Yes
Mailchimp
Yes
PHOTO iD by U Scope
Yes
Payrix
Yes
Pricing Details
$25 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
Contact us
We offer customized packages for each account based on their size and growth goals.
Let’s have a conversation about your needs and how we can help.
Let’s have a conversation about your needs and how we can help.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Evolved Metrics
Founded
2015
Country
Canada
Website
evolvedmetrics.com/crm/
Vendor Details
Company Name
JobNimbus
Founded
2011
Country
United States
Website
www.jobnimbus.com/try/
Product Features
Construction CRM
Client Tracking
No
Contract Management
No
Forecasting
No
Project Management
No
Quote Management
No
Sales Management
No
Scheduling
No
Time Management
No
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Home Builder
Accounting Management
No
Bid Management
No
CRM
No
Contract Management
No
Job Costing
No
Job Scheduling
No
Permit Management
No
Quotes / Estimates
No
Subcontractor Management
No
Supplier Management
No
Warranty / Service Management
No
Product Features
Construction Bid Management
Bidder Management
No
Building Product Database
No
Cost Database
Yes
File Sharing
Yes
Proposal Management
Yes
Quotes / Estimates
Yes
RFP Management
No
Subcontractor Management
Yes
Takeoff
No
Version Control
No
Construction CRM
Client Tracking
Yes
Contract Management
Yes
Forecasting
No
Project Management
Yes
Quote Management
Yes
Sales Management
Yes
Scheduling
Yes
Time Management
Yes
Construction Estimating
Accounting Integration
Yes
Audit Trail
Yes
Bid Management
Yes
Billing & Invoicing
Yes
Building Product Database
Yes
Calculators
No
Change Orders
Yes
Contract Management
Yes
Cost Database
Yes
Customer Management
Yes
Customizable Templates
Yes
Electrical Estimating
No
HVAC Estimating
No
Historical Database
No
Job Costing
Yes
Plumbing Estimating
No
Price Data / Price Books
No
Project Management
Yes
Quote Management
No
Reporting/Analytics
Yes
Scheduling
Yes
Subcontractor Management
Yes
Takeoff
No
What-if Analysis
No
Contractor Management
Contractor Database
Yes
Insurance Tracking
Yes
License Tracking
No
Permit Tracking
No
Skills & Competencies
No
Task Management
Yes
Work Hour Tracking
Yes
Remodeling Estimating
Cost Database
Yes
Quote Management
Yes
Residential Construction Estimating
Bid Management
Yes
Billing & Invoicing
Yes
Building Product Database
Yes
Change Orders
Yes
Customer Management
Yes
Project Management
Yes
Quote Management
Yes
Scheduling
Yes
Takeoff
Yes
Restoration Management
Bid Management
No
CRM
Yes
Document Management
Yes
Fire Restoration
No
Job Tracking
Yes
Mold Remediation
No
Project Management
No
Scheduling
Yes
Task Management
Yes
Water Restoration
No
Roofing
Aerial Measurement
Yes
Billing & Invoicing
Yes
Checklists & Inspections
Yes
Commercial / Industrial
No
Dispatch Management
No
Lead Management
Yes
Photo Capture
Yes
Quotes / Estimates
Yes
Scheduling
Yes
Work Order Management
Yes
Sales Tracking
Activity Dashboard
Yes
Alerts / Notifications
Yes
Appointment Scheduling
Yes
Call Logging
Yes
Comments / Notes
Yes
Custom Reports
Yes
Document Management
Yes
Email Templates
Yes
Interaction Tracking
Yes
Lead Management
Yes
Lead Scoring
No
Pipeline Management
Yes
Reporting / Analytics
Yes
Task Management
Yes
