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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
API Access
Has API
Integrations
Birdeye
Boostpoint
Canvass
CompanyCam
ContractorHUB
Enerflo
Get The Referral
Google Calendar
HOVER
InsulationScope
Integrations
Birdeye
Boostpoint
Canvass
CompanyCam
ContractorHUB
Enerflo
Get The Referral
Google Calendar
HOVER
InsulationScope
Pricing Details
$25 per user per month
Free Trial
Free Version
Pricing Details
Contact us
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Home Builder
Accounting Management
Bid Management
CRM
Contract Management
Job Costing
Job Scheduling
Permit Management
Quotes / Estimates
Subcontractor Management
Supplier Management
Warranty / Service Management
Product Features
Construction Bid Management
Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control
Construction CRM
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Construction Estimating
Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis
Contractor Management
Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking
Remodeling Estimating
Cost Database
Quote Management
Residential Construction Estimating
Bid Management
Billing & Invoicing
Building Product Database
Change Orders
Customer Management
Project Management
Quote Management
Scheduling
Takeoff
Restoration Management
Bid Management
CRM
Document Management
Fire Restoration
Job Tracking
Mold Remediation
Project Management
Scheduling
Task Management
Water Restoration
Roofing
Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management
