Project Management & CRM Software: How it Works
Something for everyone and everything.
One place for all your contacts
- Make notes so you don’t have to remember
- Track email and phone communication
- See everything happening with your contacts in one view
Track leads and proposals
- Move leads through your sales process
- Focus on your best potentials
- Make sure no one slips through the cracks
Estimate your projects
- Manage a list of your products & services
- Build an estimate in seconds
- Share estimates with clients or insurance agents with one click
Turn a lead into a job
- Store documents and photos
- Get notified at each stage of a job
- Move your jobs towards completion
Create tasks to get things done
- Link tasks to jobs or contacts
- Get email reminders when tasks are coming due
- Assign tasks to team members, sub-contractors, and more
Collaborate with everyone.
- Share job info with customers, insurance agents, and sub-contractors
- Decide what to share and for how long
- Allow anyone to add notes on your jobs
Invoicing and payments.
- Convert an estimate to an invoice in one click.
- Create multiple invoices and make adjustments on the fly.
- Log full or partial payments, track paid and open invoices.
Build effective reports
- View your complete sales pipeline.
- Make sure jobs are moving toward completion.
- Build your own custom reports, add them to your dashboard.
Easy to learn. Simple to use.
After years of experience, we’ve built JobNimbus to be as simple as riding a bike. All of the features in the world aren’t going to do you any good unless they are easy to use. We’ve worked hard to make JobNimbus as easy to learn as it is to use daily. We hide more advanced functionality by default so you can learn at your own pace while still allowing expert users to move even faster and more conveniently in JobNimbus.
With features, we have you covered. But where the rubber meets the road for JobNimbus is in how easy it is to learn and use. Unlike a lot of complex CRM and Project Management software, JobNimbus is simple enough that people actually use it and enjoy the experience!
See it in action.
Call us for a free demo. Let us show you how JobNimbus can save you time, help you get organized, and grow your business.