Compare JobNimbus vs Capsule vs bpm'online CRM

Capsule

CRM
 (45)
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Crozscore:

83%
what is this?
98%
33%
interest rising

Crozscore:

89%
what is this?
91%
50%
interest rising

Crozscore:

85%
what is this?
100%
42%
interest rising
JobNimbus screenshot view 2 more Capsule screenshot view 5 more bpm'online CRM screenshot view 1 more

Software Description:

JobNimbus offers a fully mobile sales and production management software with features including interactive boards, customizable workflows, and photo uploads. Enter new leads and move them through the sales pipeline.

Everything in JobNimbus is organized into job folders, including notes, emails, tasks, contracts, photos, estimates, and more. The entire pipeline can be viewed and interacted with in a digital whiteboard to see where everything is and what's up next. With a mobile app (iOS, Android), JobNimbus provides tools in the field to capture lead information, take and upload pictures to a job folder, and create estimates on the spot.

The app works in offline mode to provide uninterrupted productivity anywhere. Featuring integrations for canvassing, QuickBooks, and EagleView, JobNimbus is a one-stop solution for managing any solar company from the field or in the office.

Software Description:

Capsule is an easy-to use CRM system suitable for small to medium-sized businesses, particularly those using Google Apps.
Used by thousands of businesses globally, it is competitively priced and it provides a feature set that will allow its users to efficiently manage a large database, identify business opportunities, track communications and manage a sales pipeline with relative ease.

Software Description:

BPMonline CRM is a cloud-based application that merges CRM (Client Relationship Management) and BPM (Business Process Management) tools. The heart of the application is the business process designer that allows for process modeling and execution. The logic and rules are defined by processes which can be changed when needed. Implementing a new process is as simple as modifying an old one - you simply draw a diagram and save it. The application is easily customizable with the click of a mouse. Users love bpm’online’s engaging interface with a social look and feel, free from redundant information to keep them focused on what’s relevant. Today, the company serves thousands of customers worldwide.
Bpm’online has been widely recognized by key industry analysts (such as Gartner, Forrester, Nucleus, etc.), receiving multiple awards.

Bpm’online CRM bundle offers an interconnected solution that allows you to automate marketing, sales and service:

  • Bpm’online marketing: multichannel marketing software to deliver demand generation excellence.

  • Bpm’online sales: sales force automation to manage the complete sales cycle — from lead to repeat sales.

  • Bpm’online service: innovative customer service tools to deliver exceptional customer experience.

Join our interactive live presentation of the newest version of bpm’online 7.11. September, 28

Register on our website for the event and explore bpm'online 7.11 that features amazing new AI capabilities, a revamped campaign designer and over 200 other enhancements to its CRM and BPM solutions. Save your seat today!

Features:

  • Third-Party Plugins/Add-Ons
  • Marketing Automation
  • Electronic Signature
  • API
  • File Sharing
  • Batch Permissions & Access
  • External Integrations
  • Contact Management
  • Contact Sharing
  • Data Visualization
  • Data Import
  • File Transfer
  • Data Export
  • Email Integration
  • Notifications
  • Project Management
  • Multi-User
  • Task Scheduling/Tracking
  • Lead Management
  • Customer Management
  • Calendar Management
  • Scheduling
  • Dashboard
  • Budgeting
  • Referral Tracking
  • Supplier Management

Features:

  • Calendar Management
  • Multi-Currency
  • Click-to-Dial
  • Dashboard
  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Google Apps Integration
  • Notifications
  • API
  • Email Integration
  • Data Export
  • Data Import
  • Forecasting
  • 2-Factor Authentication
  • Contact Management

Features:

  • Time Management
  • Project Management
  • Travel Management
  • Dashboard
  • Calendar Management
  • Customer Management
  • Third-Party Plugins/Add-Ons
  • External Integrations
  • Data Import
  • Forecasting
  • Lead Scoring
  • Lead Management
  • Contact Sharing
  • Marketing Automation
  • Contact Management
  • Email Integration

Summary:

    No key features associated with this application.

Summary:

  • Manage your contacts all in one place and share the same view of a contact with your team. Track all communication with a contact and attach files and notes to a contact record.

  • Tasks and Calendar Create tasks for appointments, meetings, phone calls, submission deadlines and more. See who’s doing what and share tasks with co-workers.

  • Tracks Create Tracks to make sure the same set of tasks are followed for each sales opportunity or case.

  • Sales PipelineGet a complete summary of your opportunities with our sales dashboard, including potential values, where they are in your pipeline, and what needs to be done next.

  • Customize Capsule Create custom fields to capture information unique to your business and create custom tags to group contacts how you want them to be categorised

  • Capsule Mobile Use the Capsule mobile app and stay in the loop wherever you are.

Summary:

    No key features associated with this application.

JobNimbus

$25.00
1 user(s) / month
Included in plan:
  • Unlimited contacts, jobs, and tasks.
  • All features & integrations.
  • Free Express training and support.

Pricing:

  • Starting from: $15.00/month
  • Credit card required: Yes
  • Free: Up to 2 users; 10MB storage; 250 contacts
    Professional: $15/month, per user. 30 day free trial; 2GB storage per user; 50,000 contacts.

Free

Free
Included in plan:
  • 2 Users
  • 250 Contacts
  • Unlimited Opportunities
  • Unlimited Cases
  • 10MB of Storage

Professional

$15.00
1 user(s) / month
Included in plan:
  • 2GB storage per user
  • 50,000 contacts
  • Unlimited opportunities
  • Unlimited cases
  • Premium integrations such as GSuite, Xero, FreshBooks, Mailchimp, Wufoo

FAQs:

    What is this service generally used for?
  • JobNimbus is used to track new leads and move them through the sales pipeline, then taking sold jobs through production and into completion.

    With advanced tools like interactive boards, an industry-leading mobile app, and integrations with powerful apps, JobNimbus is a one-stop solution for managing your business.

  • Who are the main user groups of this service?
  • Contractors, Roofing, Remodeling, Solar, Restoration, Construction, etc.

  • What are some applications this service is commonly used in tandem with?
  • Zapier, WePay, Canvassing apps (SalesRabbit, Spotio), Xactimate, naturalForms, DynoForms, QuickBooks, Accurence, EagleView, and more.

  • Does this service offer an API?
  • The JobNimbus API is not open at the moment, but services can request access to the API for integration purposes. Any and all integrations are welcome.

  • Does this service offer multi-user capability (e.g. teams)?
  • Add your team members to collaborate, mention them in notes and they'll be notified, assign them work and receive assignments, see your team in terms of Groups and assign group managers, filter your view to just see your team's stuff.

  • Does this service offer guides, tutorials and or customer support?
  • Pro subscribers get full access to a complete video-based Setup Guide & Training Portal, along with documentation and full phone, email, and social media support.

  • What platforms does this service support?
  • Full support for iOS (iPhone, iPad, iPod Touch) and Android along with offline mode for both. The app is fully functional offline including adding and editing contacts, taking and saving photos, creating estimates, getting signatures, and more. Everything gets synced to the server the next time you get reconnected.

  • Does this service integrate with any other apps?
  • WePay, Zapier, QuickBooks (Desktop & Online), EagleView, naturalForms, Accurence, Google Calendar, Sales Rabbit, Spotio, DynoForms, etc.

FAQs:

    Does this service integrate with any other apps?
  • Capsule integrates with: G Suite; invoicing and accounting apps such as Xero, email marketing apps, website forms, contract and proposal apps, helpdesk support, telephone, VoIP and web chat services and more.

  • Does this service offer guides, tutorials and or customer support?
  • There is email support Monday to Friday and an extensive set of support documentation as well as getting started guides.

  • What are some applications this service is commonly used in tandem with?
  • It is most commonly used with G Suite, Xero, FreshBooks, MailChimp, Zendesk, Wufoo Forms, Zapier and lots of other services.

  • Does this service offer an API?
  • The Capsule API allows developers to create applications that can retrieve or update data in Capsule account. There's a link to the API docs on the website.

  • Who are the main user groups of this service?
  • Main users of this service are small and medium-sized companies.

  • What is this service generally used for?
  • It is used for customer relationship management, and contacts and pipeline management.

  • What platforms does this service support?
  • This service is web-based, works on Linux, Mac, Windows, Android, and iPhone.

  • Does this service offer multi-user capability (e.g. teams)?
  • It offers multi-user capability.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Support:

    • Phone support
    • Knowledge base
    • Customer success management
    • Academy
    • Community
    • ITIL/ITSM
  • Who are the main user groups of this service?
    • Enterprises
    • Mid-size companies
    • Startups
    • Small companies
  • What is this service generally used for?
  • Bpm’online CRM bundle offers an interconnected solution that allows you to automate marketing, sales and service:

    bpm'onlise sales - sales force automation software to manage the complete sales cycle — from lead to repeat sales.*

    *bpm'online service *- innovative customer service tools to deliver an exceptional customer experience.

    *bpm'onlie marketing *- multichannel marketing software to deliver demand generation excellence.

  • What are some applications this service is commonly used in tandem with?
  • Integration:

    • Twitter,
    • Facebook,
    • Google Contacts and Calendars,
    • LDAP,
    • IMAP,
    • MS Exchange,
    • Google Maps,
    • OpenStreetMap,
    • MailChimp / Mandrill
  • Does this service offer multi-user capability (e.g. teams)?
  • Software offers multi-user capability.

  • Does this service offer an API?
  • Bpm'online provides open configuration and extensive API to allow any customizations and integrations required for your business.

  • What platforms does this service support?
  • Platforms: Android, iOS, Mac, Windows, Web-based.

Publisher:

Founded:
-
Based in:
American Fork
Employees:
2-10
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
14.2k
Followers:
2.9k

Other:

Who uses JobNimbus
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Capsule
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses bpm'online CRM
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Portuguese, Arabic, Italian, Turkish, Russian, Spanish, German, French, English, Polish, Hebrew
Regional Restrictions:
No restrictions.
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