Method:CRMMethod Integration
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Related Products
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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.
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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.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Roofers, Remodelers, Contractors, Home Service Industry
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Audience
Small businesses, startups, non-profit organizations, accountants, field service, construction, and manufacturing industries
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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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
Supported
Free Trial
Supported
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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
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationJobNimbus
Founded: 2011
United States
www.jobnimbus.com/try/
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Company InformationMethod Integration
Founded: 2010
Canada
www.method.me/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Construction CRM Features
Client Tracking
Supported
Contract Management
Supported
Forecasting
Not Supported
Project Management
Supported
Quote Management
Supported
Sales Management
Supported
Scheduling
Supported
Time Management
Supported
Construction Bid Management Features
Bidder Management
Not Supported
Building Product Database
Not Supported
Cost Database
Supported
File Sharing
Supported
Proposal Management
Supported
Quotes / Estimates
Supported
RFP Management
Not Supported
Subcontractor Management
Supported
Takeoff
Not Supported
Version Control
Not Supported
Construction Estimating Features
Accounting Integration
Supported
Audit Trail
Supported
Bid Management
Supported
Billing & Invoicing
Supported
Building Product Database
Supported
Calculators
Not Supported
Change Orders
Supported
Contract Management
Supported
Cost Database
Supported
Customer Management
Supported
Customizable Templates
Supported
Electrical Estimating
Not Supported
Historical Database
Not Supported
HVAC Estimating
Not Supported
Job Costing
Supported
Plumbing Estimating
Not Supported
Price Data / Price Books
Not Supported
Project Management
Supported
Quote Management
Not Supported
Reporting/Analytics
Supported
Scheduling
Supported
Subcontractor Management
Supported
Takeoff
Not Supported
What-if Analysis
Not Supported
Contractor Management Features
Contractor Database
Supported
Insurance Tracking
Supported
License Tracking
Not Supported
Permit Tracking
Not Supported
Skills & Competencies
Not Supported
Task Management
Supported
Work Hour Tracking
Supported
Remodeling Estimating Features
Cost Database
Supported
Quote Management
Supported
Residential Construction Estimating Features
Bid Management
Supported
Billing & Invoicing
Supported
Building Product Database
Supported
Change Orders
Supported
Customer Management
Supported
Project Management
Supported
Quote Management
Supported
Scheduling
Supported
Takeoff
Supported
Restoration Management Features
Bid Management
Not Supported
CRM
Supported
Document Management
Supported
Fire Restoration
Not Supported
Job Tracking
Supported
Mold Remediation
Not Supported
Project Management
Not Supported
Scheduling
Supported
Task Management
Supported
Water Restoration
Not Supported
Roofing Features
Aerial Measurement
Supported
Billing & Invoicing
Supported
Checklists & Inspections
Supported
Commercial / Industrial
Not Supported
Dispatch Management
Not Supported
Lead Management
Supported
Photo Capture
Supported
Quotes / Estimates
Supported
Scheduling
Supported
Work Order Management
Supported
Sales Tracking Features
Activity Dashboard
Supported
Alerts / Notifications
Supported
Appointment Scheduling
Supported
Call Logging
Supported
Comments / Notes
Supported
Custom Reports
Supported
Document Management
Supported
Email Templates
Supported
Interaction Tracking
Supported
Lead Management
Supported
Lead Scoring
Not Supported
Pipeline Management
Supported
Reporting / Analytics
Supported
Task Management
Supported
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Construction CRM Features
Client Tracking
Not Supported
Contract Management
Not Supported
Forecasting
Not Supported
Project Management
Not Supported
Quote Management
Supported
Sales Management
Supported
Scheduling
Supported
Time Management
Supported
CRM Features
Calendar/Reminder System
Supported
Call Logging
Not Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Not Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Not Supported
Contact Management Features
Activity Management
Supported
Appointment Management
Not Supported
Contact Database
Supported
Contact History
Supported
Contact Import/Export
Supported
Customer Pipeline
Supported
Email Marketing
Not Supported
Group Management
Not Supported
Interaction Tracking
Not Supported
Lead Management
Supported
Prospecting Tools
Not Supported
Sales Pipeline Management
Supported
Search / Filter
Not Supported
Segmentation
Supported
Shared Contacts
Not Supported
Social Media Integration
Not Supported
Financial CRM Features
Account Alerts
Not Supported
Asset Management
Not Supported
Expense Tracking
Supported
Household Tracking
Not Supported
Influence Tracking
Not Supported
Lead Management
Supported
Marketing Management
Supported
Relationship Tracking
Supported
Team Assignments
Supported
Territory Management
Not Supported
Nonprofit Features
Accounting
Supported
Committee Management
Not Supported
Donor Management
Supported
Dues Management
Not Supported
Event Management
Not Supported
Fundraising Management
Not Supported
Member Database
Not Supported
Membership Management
Not Supported
Social Media Management
Not Supported
Volunteer Management
Not Supported
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Integrations
Google Calendar
Supported
Mailchimp
Supported
QuickBooks Online
Supported
QuickBooks Online Advanced
Supported
Simplii
Supported
Zapier
Supported
Birdeye
Supported
Chat Agents
Not Supported
Contractbook
Supported
Hover
Supported
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Integrations
Google Calendar
Supported
Mailchimp
Supported
QuickBooks Online
Supported
QuickBooks Online Advanced
Supported
Simplii
Supported
Zapier
Supported
Birdeye
Not Supported
Chat Agents
Supported
Contractbook
Not Supported
Hover
Not Supported
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