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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

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

Audience

Roofers, Remodelers, Contractors, Home Service Industry

Audience

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

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

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 Supported
Free Trial Supported

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

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

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

Appliance Repair Supported
Construction CRM Supported
Contact Management Supported
CRM Supported
Financial CRM Supported
Nonprofit Supported

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

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

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
InsulationScope Supported
Integry Supported
Microsoft Outlook Not Supported
Payrix Supported
RealWork Supported
ScopeAssist Supported
Sequifi Supported
Wufoo Not Supported
naturalFORMS Supported

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
InsulationScope Not Supported
Integry Not Supported
Microsoft Outlook Supported
Payrix Not Supported
RealWork Not Supported
ScopeAssist Not Supported
Sequifi Not Supported
Wufoo Supported
naturalFORMS Not Supported
Claim JobNimbus and update features and information
Claim JobNimbus and update features and information
Claim Method:CRM and update features and information
Claim Method:CRM and update features and information