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About JobNimbus

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.

About Salesbox

Salesbox, the #1 predictive CRM for mobile & successful teams. Salesbox makes it easy to collaborate with colleagues and provides a unique way of applying agile sales processes that gives accurate forecasts.

Salesbox has won awards for being the most innovative and best Sales CRM 2016 internationally. Salesbox has also won awards for Great user experience.

Salesbox makes sure you focus on the right activities, guides you to your sales target and gives you more accurate sales forecasts than any other CRM.

WHAT MAKES US DIFFERENT
We believe that sales is all about people, numbers and focus.
Salesbox provide the world with solutions that makes people successful in sales by encouraging to go beyond the expected boundaries.

PIPELINE VIEW: With Salesbox pipeline view you quickly get a clear overview of your pipeline and can move forward.

SMART GUIDANCE: Based on your behaviour and performance Salesbox predict what it takes to reach your sales target.

MOBILE FIRST: Manage everything regarding your customers and deals from anywhere.

ACCURATE FORECASTS: Collaborate in realtime, work in multiple and dynamic sales processes to get accurate forecasts.

ADD-ONS & INTEGRATIONS: Salesbox is seamlessly integrated with a large number of business platforms like Google and Microsoft to make your day easier. Get your information automatically updated between Salesbox and other systems to manage Contacts, Calendars, Emails, Documents, Tasks, Leads, Invoices, Deals, Forecast data etc. All available on both mobile devices and web.

About Shuttle

Signing up customers and completing KYC & AML checks manually can be time-consuming. With the Shuttle Sales Portal, customers complete forms, sign agreements and communicate with you digitally in real time. Shuttle partners with Equifax, Onfido, Credit Safe and Passport Proven giving you instant ID verification, credit and background checks.

Shuttle works from both your website and partner network and is provided as a white label solution in your look and feel.

Get Started with Our FREE Partner Sign Service – start signing up your partners and introducers directly from your website.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Customer Service

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Customer Service

Features

  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator

Summary

    No key features associated with this application.

Summary

    No key features associated with this application.

Summary

  • Let Partners Sign Up From Your Website

  • Let Partners start referring business and track progress

  • Let customers upload KYC information

  • Customers complete proposals using digital signatures

  • Instant KYC/AML feeds from Equifax, Creditsafe, Onfido & Passport Proven

  • Flexible Form completes, create your own or use existing (ie Direct Debit)

Pricing

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: $30.00/month
  • Credit card required: No
    • From 30$ per user and month with no fixation
    • Get 15% discount by paying yearly
    • Free training, Free support & Free assistance during the initial data import are included in the monthly fee.

SUPER

$35.00
1 user(s) / month
Included in plan:
  • CONTACTS/CALENDARS/TASKS SYNC: 2-way sync of Contacts, calendar and Tasks in Office365/Google
  • DOCUMENT MANAGEMENT: Integrated with Office365/OneDrive for Business/Googe Docs/Google Drive/Dropbox for Document management
  • SMART GUIDANCE: Salesbox predicts what is required by you to reach your sales target and also gives automatic tasks when you fall behind.
  • MOBILE FIRST - Salesbox is the only CRM provider to give you the entire package on all mobile devices. Use on any iOS or Android unit. 100% native technology. Also available for computers/laptops.
  • COMMUNICATION TRACKING - Track all communication: dials, calls, emails and get complete communication logs on all contacts and accounts.
  • PIPELINE - Multi sales process and pipeline support. Work like it suits your customer and also get automatic progress.
  • COLLABORATION - Share tasks, leads or ask for help. Get notified on any relevant changes on your accounts, contacts or opportunities.
  • LEADS - Add leads from LinkedIn, emails, phones or any website.
  • GAMIFICATION - Compete against yourself or your colleagues.
  • $30 per user - billed annually

ULTRA

$70.00
1 user(s) / month
Included in plan:
  • All features in SUPER package
  • CUSTOM FIELDS - Add new fields (Drop downs, check boxes, text fields, text areas, numbers, dates, links) on Tasks, Leads, Opportunities, Accounts, Contacts or Appointments. Create dependencies between different fields.
  • MULTI RELATIONS - Set different one-to-many relations between Account - Account, Contact - Account & Contact - Contact.
  • ADVANCED SEARCH - Search with AND/OR, save or share searches
  • PERSONAL DASHBOARDS - Add your own diagrams, piecharts or favorite lists
  • EMAIL CLIENTS- Integrated with emails clients for Outlook desktop, Outlook365, Google mail and iMail for Mac
  • API ACCESS - If you don't find your preferred integration in our list. You can always integrate via our APIs.
  • $60 per user - billed annually

ULTIMATE

$100.00
1 user(s) / month
Included in plan:
  • All features in ULTRA package
  • Account & Contact call lists
  • Marketing automation to get automatic leads
  • Leadboxer integration - get leads from your website
  • Mailchimp integration - get leads from your email campaigns
  • LinkedIn integration - get leads from company posts on LinkedIn
  • Facebook integration - get leads from company posts on Facebook
  • $90 per user - billed annually

Pricing

Starter Package

Free
Included in plan:
  • Sign Up Partners From Your Website
  • Up to 5 Internal Users
  • iFrame Web Form
  • Five Forms (Contract, T&Cs)
  • Unlimited Digital Signatures
  • AML/KYC Checks from Creditsafe or Equifax (chargeable)
  • Pipedrive Integration
  • Initial Service Setup Included

SME

$85.00
5 user(s) / month
Included in plan:
  • Web Direct Journey
  • Accept Applications from your website
  • Up to 5 Internal Users
  • iFrame Web Form
  • Five Forms (Contract, T&Cs)
  • Unlimited Digital Signatures
  • 20 Companies House Lookups
  • Passport/ID Verification from Passport Proven or Onfido (chargeable)
  • AML/KYC Checks from Creditsafe or Equifax
  • Pipedrive Integration
  • Initial Service Setup Included

Professional

$275.00
10 user(s) / month
Included in plan:
  • Get Partners Referring Business
  • Web Direct and All Partner Journeys
  • 10 Internal Users, 10 Partner Licences
  • iFrame Web Form
  • 10 Forms (Contract, T&Cs)
  • Unlimited Digital Signatures
  • Unlimited Companies House Lookups
  • Passport/ID Verification From Passport Proven or Onfido
  • KYC/AML Checks from CreditSafe or Equifax
  • Pipedrive Integration
  • Initial Service Setup Included
  • 3 months Shuttle Together Support

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

    What platforms does this service support?
    • Salesbox works on PCs, Macs (Stationary and Laptops) through the web browser.
    • Salesbox supports Apple mobile devices with special native versions for iPhone, iPad, iPad Mini, iPad Pro and iPod touch.
    • Salesbox support Android mobile devices with special native versions for Android smartphones and Android tablets.
    • Salesbox supports plugins for Google Chrome, Gmail, Outlook Desktop, Office 365 mail and Mac mail
  • Does this service integrate with any other apps?
    • Google (Gmail, Google Docs, Google contacts and Google Drive)
    • Outlook Contacts, Office 365, Outlook desktop email client, Office 365 mail, OneDrive and OneDrive for Business.
    • Mailchimp, LinkedIn and Facebook for Marketing campaigns and Lead generation.
    • Plus, ERP, HR, Support systems, Event management, Project management, Time reporting through third party integrators.
  • Does this service offer an API?
  • Salesbox offer REST APIs for all objects in the software.

  • Does this service offer multi-user capability (e.g. teams)?
  • Salesbox is designed and built for collaboration between many users. Collaborate and work as a team on Accounts, Contacts, Opportunities, Tasks, Leads and Appointments. Salesbox keeps you and your colleagues notified on any relevant changes in real-time. Delegate Tasks and Leads, pick up Tasks and Leads form the open ticket list, Ask a colleague for help. With Salesbox you get traction on all customer communication and can easily see when and who did the last interaction with your customer. Salesbox keeps track of all dials, calls, emails and messages for you.

  • What are some applications this service is commonly used in tandem with?
    • Many Salesbox users use Salesbox together with Google Apps and Office 365 portfolio to get a more seamless work flows when doing sales or customer related work.
    • Many people also use Salesbox together with MailChimp, LinkedIn and Facebook to automize the lead generation.
    • Some companies also use Salesbox together with ERPs to get customer information synced and automatic invoices generated.
  • Who are the main user groups of this service?
  • Salesbox is designed for people who work with sales and customers. It is designed according to behavioural models in order to cater the needs of the business/sales people. Salesbox is the number one tool choice for all sales people who want to become successful in meeting their sales targets.

  • What is this service generally used for?
  • Salesbox is the World’s #1 predictive and mobile customer relationship management software for those who want to be successful in sales. It is used for tracking and improving sales and customer relations.

  • Does this service offer guides, tutorials and or customer support?
    • Salesbox comes with built in guidance and help. Salesbox provides an easy to follow get going guide.
    • Salesbox offers both email and phone support. Salesbox provides free training. Salesbox provides instruction videos.
    • Salesbox provides free assistance to import the first data from your previous data source

FAQs

    Does this service integrate with any other apps?
  • Pipedrive
    Microsoft Dynamics

  • Does this service offer an API?
  • Yes to leading CRM applications

  • Who are the main user groups of this service?
  • Challenger Banks, P2P Lenders,Commercial Finance Lenders and Brokers, Professional Service companies such as Accountants that need to conduct AML/KYC

  • What is this service generally used for?
  • Signing Up new customers through your website and partner network.

  • What are some applications this service is commonly used in tandem with?
  • Pipedrive
    Microsoft Dynamics

  • Does this service offer guides, tutorials and or customer support?
  • Online training module for all packages
    Dedicated Customer Success Manager for Professional Package
    Email and chat support for all

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes multi-user capable.
    Different administrator options

  • What platforms does this service support?
  • All Web apps

Vendor Information

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

Vendor Information

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

Vendor Information

Founded:
-
Based in:
Croydon
Employees:
2-10
Likes:
Followers:

Other

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

Other

Who uses Salesbox
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Romanian, Italian, Portuguese, Dutch, Japanese, Norwegian, Swedish, Vietnamese, Korean, Turkish, German, Chinese, English, French, Spanish, Finnish, Hungarian, Russian
Regional Restrictions:
There are no regional restrictions

Other

Who uses Shuttle
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • WinPhone
Languages:
English
Regional Restrictions:
No restrictions.
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