Overview: Jobnimbus CRM and Insightly CRM as CRM Category solutions.

Jobnimbus CRM is tailored for sectors like construction with a focus on workflow and sales document management, providing extensive integration and 24/7 support. Insightly CRM serves a broader range of industries with advanced contact and lead management, excelling in data import and export capabilities. Both CRMs offer distinct advantages: Jobnimbus aligns with specialized industries emphasizing document and workflow efficiencies, while Insightly offers robust support for varied businesses seeking enhanced engagement and customer relationship management.

Jobnimbus CRM: JobNimbus is recommended as the top roofing software for contractors. A 14-day free trial of the all-in-one mobile app is offered.

Insightly CRM: Insightly, the modern CRM, helps teams sell smarter and grow faster. Watch a demo-on-demand to build lasting customer relationships affordably.

Jobnimbus CRM and Insightly CRM: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Jobnimbus CRM enhances workflows with strong sales document and workflow management features that resonate with construction industry needs. read more →

Insightly CRM excels in contact and lead management, supporting crucial engagement and follow-up activities, ideal for diverse fields. read more →

Business Goals

Jobnimbus CRM focuses on increasing sales and improving internal communication, helping construction businesses enhance revenue streams. read more →

Insightly CRM aims to enhance customer relationships and acquire customers, aligning with entities seeking market expansion. read more →

Core Features

Jobnimbus CRM stands out with robust data import and export, customizable reports, and security features beneficial for large enterprises. read more →

Insightly CRM provides noteworthy analytics and integration abilities, with high emphasis on data transfer and compliance. read more →

Vendor Support

Jobnimbus CRM offers versatile 24/7 and phone support, reflecting its users' needs for reliable and immediate assistance. read more →

Insightly CRM delivers comprehensive 24/7 support with high availability through different channels to cater to varied customer demands. read more →

Segments and Industries

Jobnimbus CRM is predominantly utilized by large enterprises in construction, with its features meeting industry-specific demands. read more →

Insightly CRM appeals to a wide array of industries, notably information technology and services, showing adaptability to different markets. read more →

Operational Alignment

Jobnimbus CRM is designed for large-scale operations in construction, streamlining their traditional workflows. read more →

Insightly CRM supports multiple user segments, making it adaptable for various operational scales and complexities. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

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low

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Integration Risk

low

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medium

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Migration Risk

medium

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medium

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IT and Other Capabilities

Low
Medium
High

Ease of migration

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Data

Data Export

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Data Import

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Support

Phone Support

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24/7 Support

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Email Support

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Chat Support

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Others

Analytics

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Custom Reports

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AI Powered

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Most deployed common Use Cases for Jobnimbus CRM and Insightly CRM

What solutions does Jobnimbus CRM and Insightly CRM provide for Workflow Management?

Jobnimbus Crm enables users to create custom workflows with multiple stages, assigning tasks and tracking progress. Insightly Crm offers workflow automation tools for sales pipeline management and opportunity tracking. Jobnimbus Crm allows users to customize workflows for specific job types, while Insightly Crm focuses on general workflow automation across various business functions. Both systems have limitations in workflow setup and execution, requiring careful planning and implementation.

"...It is functional and simple to setup for workflow management. ...." Peer review by Mark S., Senior Accountant, Accounting

"...With Insightly we planned out all of our workflows in advance, broken down into individual tasks, and who is responsible for them...." Peer review by Justine P., Owner, Management Consulting

Why is Jobnimbus CRM and Insightly CRM the best choice for Contact List Management?

JobNimbus and Insightly both manage contacts, tasks, and projects. JobNimbus offers robust project management features and is particularly useful for businesses that need to track job-related information. Insightly excels at managing relationships by linking contacts to organizations, opportunities, and projects, which is beneficial for businesses focused on relationship-building. However, Insightly is expensive and has reported bugs, while JobNimbus may lack advanced search functionality and detailed reporting capabilities.

"...It means you won't have to do a lot of data entry of past customers to catch up your Job Nimbus database...." Peer review by Eric West

"...In my personal opinion Insightly is perfectly suited for the following functions: Contact managementProject management Business management Social CRM Mobile CRM...." Peer review by Alexander Palma Ibarra, Coordinador de Proyectos, IC CORPORATION VENEZUELA

What Are the key features of Jobnimbus CRM and Insightly CRM for Engagement Management?

Jobnimbus Crm and Insightly Crm both help manage customer engagement by tracking leads, opportunities, and interactions. Jobnimbus Crm focuses on job management, allowing users to schedule tasks, invoice jobs, and delegate responsibilities to team members. Insightly Crm prioritizes seamless integration with email platforms, enabling users to track email communication and follow up with leads. However, Jobnimbus Crm lacks a customer follow-up component with email templates, while Insightly Crm requires a significant setup time.

"...We are able to quickly and efficiently communicate with our mobile sales and operations teams, clients, and referring entities, establish follow-up tasks, and then move on to the next job or task without the fear of something "dropping through the cracks...." Peer review by Craig Kantner, Construction

"...This feature is very useful when implementing an effective follow-up plan for new prospects...." Peer review by Phil Cashen, Vice President, Shadow Polymer Industries, Inc

What benefits does Jobnimbus CRM and Insightly CRM offer for Communication Management?

JobNimbus and Insightly both allow users to send emails and track their status. JobNimbus focuses on managing customer interactions and includes features like email tracking, invoicing, and automated email sending. Insightly emphasizes managing sales opportunities and relationships, offering email templates, lead management, and integrations with other services. Both tools have limitations, such as difficulty sending mass emails or linking emails from clients back to the platform.

"...Nimbosa, as we affectionately call it for no apparent reason, has been a major factor in leveling up our company with regards to communication and customer management. ...." Peer review by Ryan S., Owner, Construction

"...For some rudimentary email blasts, Insightly allows you to send and track message responses from customer groups...." Peer review by Tommy L. Chambers, Success Architect, Gwinnett Technical College