How a Custom CRM Can Be Affordable, Too

A custom CRM doesn’t have to feel out of reach. JobNimbus is both affordable and comes with tons of out-of-the-box customization features.

Your business is unique. After all, you’ve worked hard to differentiate and distinguish yourself in the market. The way we see it, it only makes sense that your customer relationship management software (CRM) should meet your needs—not the other way around!

4 Ways to Leverage the Custom CRM Tools in JobNimbus

Stay on schedule and on-budget while still getting a custom software experience. With JobNimbus, you can choose how much you want to customize without having to pay extra. JobNimbus comes customizable right out of the box, making it easy for anyone to get in and tweak it to their needs.

Here are three examples to help you see what we’re talking about here, followed by some deeper customization options.

1) Custom Workflows

Some productivity breakthroughs come down to personalizing your workflow. Your workflow is the list of steps & statuses that move a customer through your sales, production, and billing process.

It’s all about being able to make your custom CRM understand, track, and even automate your unique processes. That’s how you make things run like clockwork, even during your busiest times.

From sales workflows to project fulfillment, JobNimbus makes it easy to customize individual customer and job workflows.

Create custom workflows without a custom version of JobNimbus. Any user with administrative access can set up and customize a company workflow. In addition, users can customize field and data for each customer or job, as well. No special pricing tier necessary!

You’ll find many ways to customize details including milestones, workflow status, calendaring options, access permissions, and data to report, not to mention custom integrations, which we’ll go over in a bit.

2) Custom Fields

Throughout the JobNimbus interface, you can add your own custom fields.

This is definitely a turn-key customization feature that’s as easy as adjusting a few settings. As always, this is a permissions-based feature, so you don’t have to worry about every team member altering your process.

So, if you’d like to capture more customer information than our default settings permit, you can make those changes.

This is an essential part of a custom CRM solution because your customer relationships are built on trust and caring about the details. Custom fields (and tags) help you manage all that.

3) Custom Templates

We know you have tasks and paperwork that can be highly repetitive. This creates more than a time issue—it can be a consistency nightmare, as well.

That’s where templates can really smooth things out. In JobNimbus, you can save often-used work orders, invoices, estimates, and other documents. Then, just fill in specific information for each customer or job. Create line item Templates for products or services you sell often. All you need to do is fill in your customer’s order quantity and other unique details.

Plus, everything can be branded with your logo, which sends your customers the right message—that they are working with a responsible, polished contractor.

4) Custom Integrations

Finally, JobNimbus can be used as a light weight CRM or you can integrate a bunch of other tools you may already be using, like QuickBooks, Google Calendar, SalesRabbit, EagleView, and more.

In other words, JobNimbus can be customized to work with specialized tools more seamlessly. That means fewer hiccups and interruptions as your team blasts through those to-do lists.

Just another way JobNimbus feels and functions like a customized solution—not some sterile, one-size-fits-all nonsense that’s bound to frustrate you.

We Can Help You Customize Your JobNimbus Experience

Some customers decide to leverage our JobNimbus Services team as a way to get set up faster and to ensure they’re off in the right foot. This additional, but affordable investment that can pay huge dividends. Our training team can even work with you on any uniquely difficult solutions. It isn’t part of the price of admission, but it’s available to you should you need it.

What we’re trying to say by all of this is with JobNimbus as your custom CRM, you won’t be logging tons of hours to understand or learn how to use it. You also won’t be breaking the bank, because these features come standard, but also stay out of the way if you don’t need them, simplifying the interface for your team. It’s just a matter of learning what’s available and switching it on or making small changes.

Thats why we’ve put together a complete Knowledge Base to help guide you through the custom options and help train your team on how to use them.

As always, if you need additional help, feel free to reach out to us with questions. We’re here to help!

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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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