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.

Custom CRM Solution JobNimbus

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

How To Set Up Custom Fields Step 4

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

Announcing EagleView Integration - Aerial Roof Measurements in JobNimbus

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 Training 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 Learning/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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