Method:CRM

Method:CRM

Method Integration
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About

JobNimbus is the #1 all-in-one roofing app (4.8 stars on app stores) that’s making contractors heroes since 2013. Thousands of contractors rely on JobNimbus every day to run every aspect of their business: marketing, sales, production, billing, and communication. "This is f$&%ing awesome!" - Dave R. ** MARKETING ** • SEO • Paid ads • Google Business Profile • Website ** SALES ** • Scheduling • Lead tracking • Boards • Custom sales workflows • Sales automation ** PRODUCTION ** • Production boards • Custom job workflows • Production automation • Notes • Tasks • Material ordering directly from Beacon PRO+ and Roof Hub by SRS. • Work orders • Subcontractors • Reports ** BILLING ** • Invoicing • JN Payments • Text-to-Pay • Financing • QuickBooks 2-way sync ** COMMUNICATION ** • Engage texting • Email • Caller ID • @mentions • Job share • Notification center With all this, your whole team will be equipped with the best all-in-one roofing app.

About

Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Roofers, Remodelers, Contractors, Home Service Industry

Audience

Small businesses, startups, non-profit organizations, accountants, field service, construction, and manufacturing industries

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Contact us
We offer customized packages for each account based on their size and growth goals.
Let’s have a conversation about your needs and how we can help.
Free Version
Free Trial

Pricing

$25.00/month/user
Mix and match Method’s pricing options to create a plan that’s perfect for every member of your team.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 4.5 / 5
features 5.0 / 5
design 3.0 / 5
support 4.5 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • It is a feature loaded, easily customizable program that can do almost anything with enough effort. Automations can streamline any process.
  • This offers everything all in one, from notes, call tracking appt. Setting everything made simple it's also affordable, no other product out has even came close.

Cons

  • The application looks dated and mobile isn't optimized properly. You need to heavily invest in customizing the program if you aren't a roofing company to have it work for you but once that is completed it is a joy to work with.
  • Can slow phone down or pictures may not upload right away.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

JobNimbus
Founded: 2011
United States
www.jobnimbus.com/try/

Company Information

Method Integration
Founded: 2010
Canada
www.method.me/

Alternatives

Alternatives

Categories

Categories

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Construction Bid Management Features

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control

Construction Estimating Features

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
Historical Database
HVAC Estimating
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis

Contractor Management Features

Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking

Remodeling Estimating Features

Cost Database
Quote Management

Residential Construction Estimating Features

Bid Management
Billing & Invoicing
Building Product Database
Change Orders
Customer Management
Project Management
Quote Management
Scheduling
Takeoff

Restoration Management Features

Bid Management
CRM
Document Management
Fire Restoration
Job Tracking
Mold Remediation
Project Management
Scheduling
Task Management
Water Restoration

Roofing Features

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

Sales Tracking Features

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Integrations

Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Simplii
Zapier
CompanyCam
Google Workspace
Hatch
Hover
Integry
Microsoft Outlook
PortalCX
QuickBooks Desktop Premier
SalesRabbit
ScopeAssist
SmartCallz
SmartVault
Stackreaction

Integrations

Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Simplii
Zapier
CompanyCam
Google Workspace
Hatch
Hover
Integry
Microsoft Outlook
PortalCX
QuickBooks Desktop Premier
SalesRabbit
ScopeAssist
SmartCallz
SmartVault
Stackreaction
Claim JobNimbus and update features and information
Claim JobNimbus and update features and information
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