Aurea CRM vs. Jobber

I have prepared deeply detailed customised queries to prepare detailed customer reports including markets, segments, classifications and potentials to present to our company management which have been highly appreciated. So, it was well suited in that case. Since I'm traveling a lot for customer visit activities, I frequently need to use it as mobile but it's slightly nightmarish to use its unfriendly search function as well as very slow loading speeds. So, it's less appropriate in that case.

Incentivized

When you have a lot of techs out in the field, Jobber helps to keep track of who is assigned to which job. This lessens the likelihood of miscommunication or having jobs "fall through the cracks." Techs do not need to physically come to the office for their assignments each day which saves time and money since they can access their Jobber assignments through their phones.

Incentivized

• customised and detailed query preparation
• offer creation
• creation of detailed activity reports

Incentivized

• The recurring job feature was key to our decision in selecting Jobber. There's a lot of flexibility in how you schedule recurring work. I especially like that you can select the frequency (weekly, monthly) coupled with either a specific date or day of the week/month.
• Client email reminders help our clients know when we're coming and provide an important point of contact. Customizing the email was easy.
• Client overview. It's extremely helpful to be able to view a client's record and see the upcoming visits along with the completed work.

Incentivized

• slightly complex user interface and menu items
• very slow loading speeds particularly for mobile smartphone use
• missing information for current or next steps of the menu while typing or entering something

Incentivized

• Pricey. They should consider some more affordable options.
• Design. As we ramped up our visual identity we were looking for a more modern design.
• To include visible discounting options on quotes, for example.

Incentivized

I am anxious to replace it but there will be effort to learn and switch.

Since it's providing useful features, I like to use Aurea CRM on my company PC at the office for my daily activities. However, we are in highly digital age via mobile devices particularly smart phones and we need to use softwares even in mobility which is highly weak feature of Aurea CRM and needs to be improved as soon as possible.

Incentivized

It is usable in multiple settings, but in my opinion preferably for small to medium-sized organizations. It covers the process as a whole and can be used in any segment (from creating a quote to client communication). The mobile app is very usable, intuitive, and especially useful for people working in the field

Incentivized

I'm not getting in touch directly with Aurea CRM support team member because they have trained our company's IT team members that are in direct contact with Aurea CRM support channel. As far as I know, the overall support for Aurea CRM is quite good and highly prompt in a professional way.

Incentivized

There is hardly an app that covers it all while staying simple and wrapping up the process. From the filing of the request, everything goes smoothly following a natural progression. Reports are insightful, give you an instant overview and easy to understand. In addition, you can easily track any information from those on clients to expense tracking.

Incentivized

I didn't select Aurea CRM myself. Since our company is global, our headquarter has selected Aurea CRM after certain years of old Oracle based Crm use. As far as I know the old one was having some weaknesses about reporting, analysing via queries, lack of marketing activies etc. That's why our top management has selected Aurea CRM for a better solution which I highly agree with it except terrible mobile use.

Incentivized

Jobber was the best for us by offering the right amount of professional features while not being overwhelming for a small company to use.

Incentivized

• positive impact for efficiency of indoor sales activies
• positive impact for better report preparation
• negative impact for mobile use

Incentivized

• This has helped us keep costs down by routing our jobs more efficiently. Specifically, it saves tons of time in routing the jobs, but also saves time/fuel for our drivers.

Incentivized