JobNimbus is an automated CRM software solution providing businesses with an easier and manageable workflow. The software ensures projects are assisted from start to finish. This gives users the ability to focus solely on the quality of the work of the project rather than on the technical and administrative tasks behind the process.
The software offers holistic project management services, including lead and contact tracking, collaborative task performance, email notifications and storing files. Businesses with efficiency problems of their operations and their project monitoring greatly benefit from this software.
How JobNimbus works
JobNimbus combines the benefits obtained from using CRM and project management software in one platform. From the initial lead down to the production and invoicing, the JobNimbus provides holistic assistance to users. It is also customizable according to the needs and demands of a particular business.
All contacts are stored and sorted in one location. This gives users the capacity to make notes at any point in time during client meetings. Email and phone communications are also easily monitored and stored with the use of the software. In general, every activity where contact data is involved is easily seen and observed in the dashboard and platform.
The software also eases lead and proposal tracking with the use of its automated system. Leads can be moved through the entire sales process within the firm.
Project estimation is also made easier by JobNimbus. A proposal is made in seconds with the use of automated templates in the system. Estimates of costs and time are sent across multiple platforms to the clients and project managers.
These aforementioned features allow leads to be turned into an actual job. During the completion of the project, uploaded documents and photos are stored in the software’s for easier recall and archiving.
Tasks are also automated. Tasks are linked to jobs and contact data for easier project assignment and modification. Users also manually assign additional human resources such as team members, subcontractors and the like.
In terms of collaboration, the software also gives an added avenue for contactors and even clients to monitor the progress of every single project within the firm. The duration of the transparency measures provided by the firm is upon the discretion of the project managers. Notes serving as the feedback mechanism of the clients are also added in the projects.
One-click invoicing options are also provided for users. This reduces the time needed for the manual modification of orders and manual printing of receipts. This also ensures transparent costing for projects and assignments.
The cost is then determined from the analytics within the software. The complete sales pipeline is shown in addition to the bird’s-eye view provided for the users in all ongoing and completed projects within the system. Managers can modify their report for better presentation.
Additional features make up the overall capacity of the software to provide excellent service to firms and managers.
- The automated workflow system allows users to modify the number of tasks needed to complete a project. Job status is then fed simultaneously to the dashboard for workflow feedback.
- Automated invoicing helps firms generate professional-looking and accurate pay slips and service receipts.
- Messaging services notify all the project members of the status of the project on hand. This also creates notifications for possible problem determination within the project.
- Relevant and customized reports are done from the data obtained from the system analytics
- Third-party collaboration gives external users an exclusive access to the progress of an ongoing project.
- Maps in any tabs within the system allow users to determine their location in relation to their schedules and workflow.
- Automated time tracker estimates the progress of an ongoing project. This allows managers to readjust the schedule or to manage the resources pool immediately.
- Email client integration allows workers to receive communications seamlessly. The feature links the software to the basic email client providers (Gmail, Yahoo).
- Integrated calendar exports data from popular calendar providers (Google, Outlook) to the centralized calendar for resource pooling.
- Logo and color scheme modification allows the business to keep the software within the branding of the business.
The benefits of JobNimbus
Seamless job collaboration
JobNimbus enables companies to work on project seamlessly and collaboratively. The collaborative and interactive chat also gives workers avenues for idea exchange. This in effect creates internal feedback mechanisms within the team working on the project.
Client transparency
Clients are given access to the project upon the discretion of the manager. This gives the former data on the progress of the project in the most direct way possible. This also allows clients to give feedback midway in a project’s progress, so the output can be modified before the product gets launched.
Effective data analytics and reporting
Automated reporting ensures all data from projects will be demonstrated to the clients and the managers. The data from the projects are outsourced from the data given out by workers and by the software in real time.
Automated invoicing for employee convenience
Automated invoicing ensures employees keep their focus on what matters the most: their technical duties. Having an automated invoice generator also gives a more accurate and transparent financial figure insulated from common human error.
Synchronized scheduling
With the integration of the centralized calendar to the personal calendars of the workers, managers are given information on the availability of the human resource. This allows the officer to preempt possible human resource shortages before they actually materialize.
JobNimbus pricing plans
JobNimbus offers a one-price pricing scheme of $25 per user per month. The product begins its operations in a 14-day trial period before its regular rates kick in.
Because of their confidence on the software’s ability to improve the business process operations of the client firm, its developers have a money-back guarantee. As soon as the firms do not have any drastic improvements within 30 days from the start of the trial, users are given the chance to return the product without any questions or clarifications asked.
Users are also given the chance to upgrade their package to Pro with simple clicks within the platform. Additional key features such as the expansion to 10GB memory are provided to the client with the improved pricing scheme.
The basic package includes all the features of the software such as workflow customization, contact importation, global document storage and unlimited user access (when upgraded to Pro).
Conclusion
JobNimbus offers holistic project management service for managers and employees alike. The features and specifications of this software include workflow customization, data storage, invoicing and data analytics. The software ensures all the administrative and technical works behind all projects in a company gets technological assistance for better output.
JobNimbus is used by many project managers and owners worldwide for its highly efficient process and service collaboration stored in one platform.
