JobNimbus

Keeping track of multiple offices, being able to talk to each user. Track conversations of with customers.

Would like to integrate excel with the program. I would like to separate different office managers from seeing each other's area.

Job Nimbus is probably the most customizable CRM for roofing companies. It's also very affordable at that. If you have the resources and time to invest in the program, I'm positive this is an industry-leading CRM. There are a lot of integrations that are available as well.

That being said, those integrations are often finicky at best. Nothing flows easily if you don't have the team to properly onboard the software and manually enter information into each subset. I would compare JobNimbus and its competition to Apple vs. Android. One is very open source while sacrificing its ease of use. In contrast, its competitor is less customizable but easier to roll out (IMO, as a smaller company without a full team handling the integrations, etc.)For our size, we felt as if it was lacking in the integrations.

Credit card integration, ease of creating a contact, easy tabs and feature navigation, lots of great report options, color organizing boards, many category options for job status. Accounting integrations are nice.

1st is we are not utilizing it right. We should be creating a single contact for each address. Customers could have paired or sister accounts, if say they own more than one property, but we definitely, should be creating a "Job" under a contact. Instead of creating a "new contact" for every lead/new job. Now we have multiple contacts for the same address, and each time it requires a unique identified since it can' be duplicated. This will become an issue long termCustomer Service - We do get fairly quick responses, however it seems the communication about the issue and getting to a resolution is sometimes tasking. The reps seem to repeat information you have already provided them as a resolution, not ask the right questions, get confused about the issue, close out tickets before the issue is resolved fully. I feel I have to get our head rep involved on tickets /conversations with specialists because the issue is going round and round. Sometimes I feel they complicate things, almost as if they aren't taking the time to read and understand the issue, or jump to what they find will resolve it before asking questions to clarify confusion they may have. The other thing that is somewhat a nuisance is just how new JN is, and that so many things are in beta, or testing. Also that some things are buggy, and getting attention to ideas or improvements may take a long time, and you do not get updates on the status of things you have requested a need for or improvement on.

The ability to track everything and pull reports on everything. Tracking clients, AR, job source and where we are at with the job we are currently working on.

It was a little confusing to get set up but other than that I like the functionality of it. App needs a little work but that is expected with updates etc and nothing is perfect.