JobNimbus review

JobNimbus is the CRM many roofing and exterior contractors start with, and its help center shows why. Jobs and contacts carry custom lead sources, tags, notes and an activity tab, and boards move each record through your own statuses on web or mobile. Automations are the strong point: documented recipes create a task list for a sales rep when a new lead arrives, send a welcome email, follow up when a contact sits in a status too long and remind customers before appointments. Engage adds two-way texting with templates, and the financials module handles estimates, invoices, work orders, material orders and payments. Supplier integrations with ABC Supply, QXO and SRS Distribution, plus measurement tools such as EagleView and Hover, suit exterior work. We could not load a USD price from the vendor's pricing page on our check, so the value score is conservative. Commercial contractors that bid through invitations will find Followup CRM a closer match.

Who it is for

Roofing, siding and restoration contractors who sell to homeowners and order materials from major suppliers.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Jobs and contacts with custom lead sources, tags and activity history
• Boards that move jobs and contacts through statuses
• Event-based and time-based automations for tasks, emails and status changes
• Engage two-way texting with templates and automated messages
• Supplier integrations with ABC Supply, QXO and SRS Distribution

Strengths and weaknesses

• Strength: Automation recipes for new leads, follow-ups and appointment reminders
• Strength: Deep integrations with roofing tools such as EagleView, Hover and CompanyCam
• Strength: Estimates, invoices, work orders and payments in the same account
• Weakness: USD pricing could not be confirmed from the vendor page on our check
• Weakness: Built around roofing and exterior work rather than commercial bidding
• Weakness: Texting through Engage uses credits and its own subscription

Key facts

• Automations: Event-based and time-based, with documented recipes for lead follow-up
• Texting: Engage, with templates, automated texts and call forwarding
• Accounting: QuickBooks Online and QuickBooks Desktop
• Integrations: Angi, CompanyCam, EagleView, Hover, Xactimate, Zapier and others

Where it ranks

JobNimbus is No. 6 in our Best CRM for Construction verdict and No. 3 in Best Roofing Software.