CRM Software: The Ultimate Diet For Your Workflow

There comes a time when you know that you’ve gone too far.

You’ve overdone it, you’ve put on too much, and you’ve recklessly added more and more without stopping.

You’ve been getting bigger, and your load just keeps getting heavier.

You can’t move as quickly as you used to. You often find yourself trapped, with your hands tied.

The work that once got you so excited now just becomes a burden that sucks the life out of you.

You start noticing how other people look at you, and your family members start telling you that they’re worried about how long you’ve let it go on.

You feel hopeless and confused, but determined to find a way out.

“I know, I know. It’s time for me to go on a workflow diet.”

Good. The first step is to recognize you have a problem.

My bet is you’ve already recognized that there’s a serious problem in the way your business manages you.

Yes, you read that right. When your workflow is bloated and causes you more paperwork than it’s worth (lost files, lost clients, and lost minds), then your business is managing you and it’s doing a terrible job of it.

With all the paperwork you’ve accumulated over the years, and continue to accumulate daily, it’s time to get organized and throw away all the fat and fluff from what you’re doing right now.

This is where CRM and Project Management software can come in and work miracles on improving everything you’ve worked to build over the years, and a good tool will do it quickly and effectively.

“Is this one of those ‘get lean quick’ schemes?”

No. This isn’t another one of those deals that promises unreal results for the absolute minimum effort. I promise you that this is no spam email from Dr. Oz, bless his heart.

This isn’t an empty promise or a flat out lie. Nor is this a dangerous recommendation that will leave you debilitated and anxiously clawing to try to get back to good, healthy productivity.

This is the path that will lead you to true productivity. The only side effects you’ll face are less headaches; a happier demeanor; and more, quality sleep. That much I can guarantee you.

What more could you want, right?

“What do I need to do? Should I throw out my process?”

Of course not! Your workflow has been perfected over years of hard work and experience that only you have. Throwing all that away would be a waste of your time and hard-fought wisdom.

What we propose is a simple shift in where you’re putting your efforts and your data. We’re taking your same process and making it more efficient, less prone to accidents and error, and more equipped to lean you up and take your business to the top.

With JobNimbus, you can customize the sales and production side of things to adapt to your existing process. If you take 10 steps along the way from getting the phone call from a new lead to collecting final payment, then you add those 10 steps to your process in JobNimbus and follow the steps accordingly.

It’s as easy as a one-time setup and then you’re ready to work it, day in and day out, to get everything done.

“If it’s my same process, how is this helping me lose the extra weight?”

Because JobNimbus helps you keep track of all the steps of that process. Like your own personal trainer, JobNimbus is there to follow you each step of the way and to let you know exactly what step your customer, or his or her job, is at.

Boards in JobNimbus show your production and sales

Using Boards, you’re able to get a full view of everything with your sales and production cycles and you can easily move items through your process by just dragging and dropping. Custom reports give you a birds-eye-view of everything you’ve done so far, what status everything is in, and who’s assigned to get it done. Automation helps to create tasks and send notifications for you automatically, so you never forget a follow up and everyone is notified at the exact time that something is ready to move forward.

And besides helping you to see and move with your process, JobNimbus keeps everything in one place for you. All your tools for tasks, assignments, and meetings are brought together and distributed via email. All your financial tools like creating estimates and invoices, or emailing those to the customer, or creating work orders and material orders to send out. All of your attachments like your documents, contracts, photos, and more are attached right to the job so you don’t have to go searching for them.

Just open up the app and everything is there. And, best of all, the same is true for the mobile app. No more calling into the office or driving half-way across town to get back to the office just to look at a customer file. Just open up the JobNimbus mobile app and the file is there and ready for you.

No more lost files, no more angry or lost customers, no more headaches, and no more fat.

Just lean, fast, reliable productivity that takes you to the next level.

“I’m ready to take the next step. What do I do?”

While this isn’t one of those “get lean quick” schemes, I will make a very similar promise:

Try JobNimbus for 14 days. If you don’t see a leaner, meaner, fitter you by the end of those 14 days, you can go right back to the file cabinet and white board and you’ll never hear from us again.

But I know you won’t go back, because JobNimbus has been proven to work for thousands of business owners who, like you, were tired of carrying around all the dead weight on their shoulders.

Really, the only thing left is to click the button below and give it a shot. You’ll never know until you try.

Try JobNimbus Pro

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