
Compared to our last CRM, JobNimbus is much easier to navigate. Accessing projects and seeing where they are in production as well as moving them through production is much more fluid than our previous software. Review collected by and hosted on G2.com.
I would like to learn how to get our reports a little more dialed in. Currently captions on my photographs are not appearing on my proposals. Review collected by and hosted on G2.com.
Navigation is efficient, effective, and productive. The interface allows you to input information with ease and there is not redundancy in regards to the information entered. Contacts are easily accessed and able to be reviewed. Notes and communication for proposals are great with notifications between corporate and myself again very effective to ensure the proposal process is streamlined. Review collected by and hosted on G2.com.
Some errors in adding a contact can be difficult to identify if information is missing or incorrect. Review collected by and hosted on G2.com.
Automations, scheduling piece, the app is getting better Review collected by and hosted on G2.com.
Really want a sales leaderboard on dashboard that everyone can see. It was my favorite part of Acculynx. Review collected by and hosted on G2.com.
boards are visually appealing and easy to use. Review collected by and hosted on G2.com.
We have had JN for over 17 months. Product has many glitches but we've contacted them repeatedly and they have never fixed one or been able to give us an explanation. Specifically, their two way sync does not work in many areas and they repeatedly have asked us for print screens of the glitches which we provide but always say "they cannot replicate so they can’t help". If there is a problem the will use these technique over and over for the same glitch until you just are worn out and stop asking.
If we make a change to an existing estimate in QB it does not change the estimate in JN so the estimates in JN are never correct and useless for us. Recently, we realized we had sent 3 emails to a customer over the course of a month through JN that they never received and in JN they were marked as "sending" but never go anywhere. We have brought it to their attention and they admitted “there was a problem” that they would look into but we don't expect any results.
We made a suggestion online for a simple update to their customer record format (well over a year ago) as we were told by them that our feedback was important. Then I looked at the topic in the community area and over 300 customers had made the same suggestion over years and years and they have yet to do anything to help with the suggestion so obviously they are not responsive to customer input.
Last, it is obvious from conversations with tech support over the years that they are low level and don't understand the product or real life application. We continuously are told different answers to the same question by different tech support members and do not trust their responses. We were told incorrect instructions when we first started with them that corrupted our QB sync and one employee had to spend over 100 man hours fixing the records because of your incompetence. All they said was sorry and offered us a 3 month (approx $200 credit) for all the time we had paid this employee to fix their mistake in our QB. The two way sync is dangerous...JN went into our QB and made a large proportion of our customers inactive! It took us over a month of complaining before we could even get a manager to call us back and fix the problem. They block you from escalating complaints to anyone that can truly help or knows the product. They repeatedly say “we’ll need to talk to the developer” and who knows who/where they are but as customers we are never allowed to interface with anyone who can do anything about the many glitches we continue to come across with this product.
When/if we have time we would switch CRMs but our industry is so busy we are currently slammed. But we will eventually find the time and find a better product. It appears they are a smallish company that is trying to compete against bigger players but does not have the staff or expertise to compete well. Review collected by and hosted on G2.com.
Easy to attach photos and documents to files. Able to quickly and easily order Eagleviews and they are automatically attached to the corresponding file. Easy to search for files. Ties in nicely with CompanyCam Review collected by and hosted on G2.com.
How it "organizes" attachments. It would be nice if there was some type of rhyme or reason to the order the appear. Like it would be great if they would be in order of most recent attachment to oldest. Review collected by and hosted on G2.com.
Simplicity and customizable. Of course it takes some getting used to, but once you get in the habit, it is indispensible! Review collected by and hosted on G2.com.
My phone does not always load it quickly, so the mobile app isn't as useable as I'd like. Review collected by and hosted on G2.com.
This is my first time using JobNimbus and I am so relieved to find that it is extremely user friendly. Everyone in our company can see and work on everything together and that has helped with job communication tremendously. Review collected by and hosted on G2.com.
It’s hard to find much to dislike but it would be easier to see the paid and closed files listed like the other files. Review collected by and hosted on G2.com.
Being able to create estimate, work orders and invoices all with a click of the button. Review collected by and hosted on G2.com.
The Calendar could use some work. Also the app could use more features. i would like to be able to add a subject to an email when emailing an estimate. Review collected by and hosted on G2.com.