Managing Complicated Processes with Simple CRM

Every single company that wants to go anywhere needs to have a process.

Your process, or workflow, is what moves the business along on a steady road; and hopefully one that leads to increased growth and greater profitability.

But, depending on our industries, customer and lead base, verticals, and a number of other factors, these workflows can get pretty complicated.

If you’re in this situation, you’ve probably wished things could be easier, or thought that there must be some tool out there that could help make a complicated workflow more manageable.

Enter CRM.

And not just any CRM, mind you: Simple CRM

Because the only way to make something simple is by using a simpler tool to get the job done.

Let me illustrate.

You have to get to the other side of a wall. This can be a huge obstacle, depending on what the wall is made of, how thick it is, high it is, etc.

And, while there are plenty of ways to do it, sometimes the best way is to just use a simple sledge hammer to break through.

Of course, each case might be different, or fragile in its own right. You wouldn’t want to sledge through an electrified wall, after all.

But simple CRM software gives you that flexibility without increasing the complexity of your workflow.

Simple tools for compex tasks

A simple CRM solution provides tools that will do a lot of the work for you.

Where before you would have to micro manage each part of your operation using various different manual methods, CRM can offer you automated workflow tools to easily manage types and statuses from anywhere.

Set it and forget it

Once you set up your automated workflow, you never have to look at it again.

Instantly and automatically, every filler piece in your workflow is now taken care of and you don’t have to worry about who’s doing it and when. All you have to do is wait for the tasks to be assigned and the notifications to be sent out by the CRM itself on queue.

Like a well-oiled machine, simple CRM software takes your complicated process and builds a set of rules that will govern all the busy work you’re doing right now.

While the setup might not be your favorite part, you’ll definitely enjoy the lasting benefits.


Whether you have a clearly defined, but technical process, or you’re just fleshing out a weaving workflow, the investment in CRM software with an emphasis on simplicity will pay dividends to your business and the morale of your troops.

JobNimbus is a full-featured, simple CRM + project management software with automated workflow and financial document management. You can try JobNimbus for free for 14 days today.

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Tickets Include

  • Hotel room
  • Unlimited food and beverages (including alcoholic beverages)
  • Transportation to and from the airport in Cabo
  • The event itself
  • Swag bag
  • Workbook
  • One-on-one time with specialists

Room Stats

Room Size | 522 FT² Consider this your all-access pass to excess, dripping in both luxury and ocean views. Available in king-sized or two queens – all featuring 300-count Egyptian cotton sheets.

JNSS Agenda

4:00 PM - Hotel Registration & Check-in

Check into your room, get settled, and prepare for the Welcome Party!

6:00 PM - Rooftop Welcome Party @ Los Gallos Mexican Restaurant

Join us at Los Gallos and start this summit off right! Drinks and hors d'oeuvres will be served.

9:00 PM - After Party @ Moonlight Lounge

Celebrate a day well-traveled with drinks, dancing, and good company.

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - A Look into the Future of JobNimbus

Special announcement from our CEO, Ben Hodson, about new solutions coming to JobNimbus!

10:15 AM - Mastering Your Boards

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

11:30 AM - Automation Domination

Powerful automations build a better business. Let JobNimbus handle the details so you have more time on your hands.

12:00 PM - JobNimbus Best Practices - Customer Panel

JobNimbus Best Practices led by current JobNimbus Superusers.

3:00 PM - Breakout Session #1

  • Creative Hiring @ The Red Pool
  • 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • Product Feature TBD @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • Build Reports That Get Results @ The Red Pool
  • Coffee Talk @ The Eden Pooll
  • Get Connected With Our Integrations @ Moonlight Lounge

7:00 PM - Dinner Party on the Beach

It's a party on the beach in Cabo! Dinner will be served in our custom dug-out beach area. Enjoy this unique experience!

9:00 PM - After Party @ Moonlight Lounge

Put on your dancin' shoes! Leveling up is hard, come let loose at the after party. Grab a drink and chat with great company!

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - The Importance of Company Values

Create more than just a job—establish a culture that no one wants to leave. Discover how to build your business around a core set of values.

10:00 AM - Leverage the Partner in Your Pocket

Learn about our new key features of our mobile app and what it can do to increase your team communication and efficiency.

10:30 AM - Get the Most Out of JobNimbus Integrations

See all the ways integrations can speed up your processes and help you grow your business.

12:00 PM - JobNimbus Best Practices

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

3:00 PM - Breakout Session #1

  • - 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • - Getting Your Team On-Board @ The Red Pool
  • - Simplifying Payments @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • - JobNimbus on the Go @ The Red Pool
  • - Establishing Team Commitment with Workflows @ The Eden Pool
  • - Product Feature TBD @ Moonlight Lounge

6:00 PM  - Crew Party @ Serrenade Terrace (Crew-members only)

Calling all Crew members! We have an exclusive tequila-tasting experience for you, and you guessed it—a cornhole championship!

7:00 PM - Awards Dinner @ Muse Terrace

A thank you dinner to recognize what matters most to JobNimbus: our contractors!

9:00 PM - After Party @ Moonlight Lounge

Saying goodbye is never fun. One last after party to get everyone together with drinks and dancing, of course.

8:00 AM - Breakfast with Execs

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - Simplifying Payments

Payments shouldn't be something to stress about. Let's break 'em down to simpler terms.

9:30 AM - **Special Announcement**

We are so excited to share this special announcement with our attendees! This is something you'll want in on from the front lines.

10:30 AM - Keynote Speaker

Special speaker TBA—stay tuned!

12:00 PM - EVENT END

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