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What is Method:CRM?

Method:CRM ranks as the top-rated CRM solution amongst users of both QuickBooks Desktop and QuickBooks Online. Integrations With its patented real-time synchronization technology, Method:CRM seamlessly updates customer data, invoices, and payments between its platform and QuickBooks. It boasts native integrations with popular services such as Gmail, Outlook, Mailchimp, and Zapier, allowing users to link hundreds of applications via Zapier as well. This means that your entire daily operation can be efficiently managed through a single system. Management of the leader Rather than wasting time on administrative tasks and data entry, let Method:CRM empower your sales team to concentrate on acquiring new clients, nurturing leads, and closing deals. By consolidating opportunities, invoices, estimates, and other essential information in one accessible location, Method:CRM simplifies your sales workflow. Customization Completely customizable with no coding needed, Method:CRM features intuitive drag-and-drop tools that enable users to design a personalized CRM. This flexibility allows it to align closely with your specific business processes and evolve alongside your organization's needs as they change. By adapting to your requirements, Method:CRM ensures that your CRM will always serve your business effectively.

What is JobNimbus?

JobNimbus, recognized as the top all-in-one roofing application with a stellar 4.8 rating on app stores, has been empowering contractors since its establishment in 2013. This invaluable tool is utilized by countless contractors to efficiently oversee every aspect of their business, encompassing marketing, sales, and production. "This is absolutely incredible!" "This is truly fantastic!" ** MARKETING ** • Search Engine Optimization • Paid Advertising • Google Business Profile • Website Management ** SALES ** • Scheduling Capabilities • Lead Tracking • Visual Boards • Tailored Sales Workflows • Sales Automation Features ** PRODUCTION ** • Production Boards • Customized Job Workflows • Automation for Production Tasks • Note-taking Options • Task Management • Direct Ordering from Beacon Pro+ and Roof Hub SRS • Work Orders • Subcontractor Coordination • Comprehensive Reporting ** BILLING ** • Invoicing Solutions • JN Payments System • Text-to-Pay Functionality • Financing Options • QuickBooks Two-Way Sync ** COMMUNICATION ** • Engage Texting Feature • Email Integration • Caller ID Functionality • @mentions for Team Collaboration • Job Sharing Capabilities • Centralized Notification Center Equipping your entire team with this comprehensive roofing app guarantees enhanced efficiency and streamlined processes. With JobNimbus, contractors can truly elevate their business operations.

Media

Media

Integrations Supported

Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Simplii
Zapier
Eventur
Freedom Merchants
Google Workspace
MindCloud
Rambox
Xero

Integrations Supported

Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Simplii
Zapier
Birdeye
Bodhi
Drumroll
Ground Control
Podium
QuickBooks Desktop Premier
RoofScope
Stackreaction

API Availability

API Availability

Has API

Pricing Information

$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 Trial Offered?

Pricing Information

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 Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Method Integration

Date Founded

2010

Company Location

Canada

Company Website

www.method.me/

Company Facts

Organization Name

JobNimbus

Date Founded

2011

Company Location

United States

Company Website

www.jobnimbus.com/try/

Categories and Features

Appliance Repair

Not specified

Construction CRM

Quote Management
Sales Management
Scheduling
Time Management

Contact Management

Activity Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Lead Management
Sales Pipeline Management
Segmentation

CRM

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

Financial CRM

Expense Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Nonprofit

Accounting
Donor Management

Categories and Features

Construction Bid Management

Cost Database
File Sharing
Proposal Management
Quotes / Estimates
Subcontractor Management

Construction CRM

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

Construction Estimating

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Job Costing
Project Management
Reporting/Analytics
Scheduling
Subcontractor Management

Contractor Management

Contractor Database
Insurance Tracking
Task Management
Work Hour Tracking

Home Services

Not specified

Remodeling Estimating

Cost Database
Quote Management

Residential Construction Estimating

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

Restoration Management

CRM
Document Management
Job Tracking
Scheduling
Task Management

Roofing

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

Sales Tracking

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

Subcontractor

Not specified

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