Opiniones de JobNimbus

Hard to describe the pros of the product when you can no longer use it.

We did not come from another CRM to this platform. This was our first experience and the choice to team up with JobNimbus has been exactly what we were hoping and looking for to help manage and grow our business. The automation features are, by far, what we have enjoyed the most. Adding automation has helped us seal up the cracks that occur when taking a customer thru the construction process. Nimbosa, as we affectionately call it for no apparent reason, has been a major factor in leveling up our company with regards to communication and customer management.

This requires thought, which, I think, means that we would have to search to find a problem. We are anxiously anticipating the roll out of the tracking and measurement graphs that were dropped at the Orlando convention. So I guess, the fact that those are not fully rolled out yet would be one of the things that could be a negative.

This software is great for day to day operations, quoting, and tracking of construction jobs. The software is very fungible meaning that you can make it into whatever you need it to be. Took a long time to implement and getting it to fit what we do perfectly but it is possible and it's possible for you too.

Not a whole lot of cons here. However there were some issues with syncing with QuickBooks that we had to work through. Also there is a huge limitation in the products and services catalog if you want to build one. We run into issues with character limits when syncing with QuickBooks online. QuickBooks online allows a 100 character limit and jobnimbus only does 31. there's a very long work around to this to maximize the character limit in QuickBooks online, however it means in putting the same product or service 3 times into the system. This would be eliminated and or fixed if jobnimbus would remove there 31 character limit in their product and service name.

Ease of Use. JN has most of the features that we need as a remodeling company. Good support if we run into something we need assistance with.

Phone app needs to be a little more robust. Need to be able to see contacts in board view in the phone app and be able to navigate from that view. This is a huge disadvantage when working on the go. With large number of products it would be much easier to find contact in the appropriate workflow- filtering is too cumbersome.

JobNimbus is easy to implement and it has integrations with much other software out there, I have been able to integrate with Leap, CompanyCam, Quickbooks, etc.

The pipeline management is not that fluid, it's still a work in progress. Another thing is that the Support is not that good sometimes.

- Designed specifically for Construction and Roofing companies
- End-to-end solution, from Lead Acquisition to Invoicing (not advanced financials though, it won't replace your accounting software)
- Highly customizable (although not as much as we'd like or need)
- reasonably priced when compared to alternatives, no setup fees
- Great customer support

- Confusing workflows (more on that below)
- Not the easiest program for people who are not tech-savvy, steep learning curve
- TERRIBLE mobile apps (IOS & Android). It's so bad our field guys have resorted to opening the desktop version on their browsers
- Custom template building somehow limited: no math formulas allowed, inserting tables and making them fit the page is a pain
- The main dashboard and the constant notifications and task reminders are overwhelming instead of being useful

Being a consistent storehouse of information for all aspects of a project from prospecting through estimating, through production through installation and closeout, JN does a great and easy job of collecting and organizing all. As with any software platform - the more you put in the more you get out. The most effective people in the organization utilize as much of the functionality of JN as possible - and it shows!

While I LOVE the fact that it translates from your laptop to your phone - sometimes when tracking an email in Outlook it makes me sign back in to JN often - a quirk I'm sure and ultimately better for security. Other than that I think the package is top notch.

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.

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.

Integrated CRM was a big deal, it was hard to find anything else that was a combination of calendar, crm and project manager. This does fill the job of being all in one. The interface is clean and easy to navigate.

Customer service is actually pretty quick to respond and friendly to deal with BUT they can't do anything. Most of our issues have been limitations to the software and they tell you to fill out a feature request but then the development team completely ignores or doesn't update any of the feature requests. Some requests, that really are basic, have been sitting out there for YEARS with no response on if and when the development team will do them. I also am frustrated with the lack of ability to fine tune what fields and options are used/not used. It is time consuming to create a new project or customer contact because there are a lot of fields and no AI that will help autofill entries based on previous data. Example you might have a dozen customers that all work for the same firm/company but you have to enter EVERY field for that person and their location instead of it trying to suggest similar data for your entry as you start typing.

I like that this software is easy to use. The app is good for looking up information on the go and uploading job photos as the salesman is on the job. The invoices and forms are very professional looking.

There are lots of places to do the same thing which can get confusing from time to time especially new users. I know it is not accounting software, but it would be nice to be able to send an invoice off of the Nimbus with payment options that would integrate with QuickBooks. The invoices generated from Nimbus are much nicer than those from QB, but because the ability to do that is not integrated we are forced to send online invoices from QB.

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!

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.

It keep everything centrally located and easily accessible. It's syncing capabilities with QuickBooks and Gmail as well as the other programs that are pivotal to our company. It easily converts the information entered into different forms i.e. estimates, invoices, and it's design is user friendly.

My biggest concern and complaint about this program is the glitching. For example, it often has long load times whether it be looking up a contact, saving anything, converting estimates into invoices, etc. It will reuse invoice and estimate numbers and not tell you that it's a duplicate number until it's complete and you're trying to save it. It also won't allow you to enter multiple people with the same name, i.e. James Smith. These are a couple examples of things that I feel if addressed and corrected will enhance the program as well as strengthen the efficiency, and support the effectiveness of an already very useful and easily used system.

It is simple to use and team others to use. The people in customer service and very friendly. Their software is very friendly to our users too.

I can't use forms that could help me with lead follow up... that I am aware of.

This platform is easy to learn, use, and incorporate into everyday functions of business. Helps keep an ever lasting digital file for customers and assists in communication amongst team members. Admins are able to edit features to fit our needs as a company and this helps us to optimize how we do business. All around I think Job Nimbus has a great over all design that has helped get away from paper files and has helped to increase communication between team members.

While Job Nimbus has taken steps recently in this direction, I don't like how jumbled the notes become in a log format its easy for things to get lost in the mix. Job Nimbus has categorized notes which can help to sift through to find the information you need.