Likelihood to Recommend It was a great fit while we were a smaller company with simple tasks and jobs. As we grew we realized we needed more from our CRM.
Read full review Oracle CRM is reliable and it fits well in a scenario where a company aims to grow their customer base and improve their relationship with their clients and ensure that all customer services are offered in an efficient manner. Oracle CRM is accessible from any device and this ensures easy usage of the platform and assure all staff to execute their various business processes.
Read full review Pros Training new customers on how to use Adjustable interface Easy to use Works with Quickbooks You can create work orders and invoices through JobNimbus Read full review Several of our members were not familiar with various IT functions within CRM prior to working with it and so they were able to develop a working knowledge of IT pretty quickly afterwards. It has a familiar feel to it as it allows users to work the data into a spreadsheet type layout with pivot tables and graphs and so it is quick to adopt. Customization is great with a working knowledge of HTML, which isn't too hard to learn. You can really adapt CRM to any needs stylistically or content wise. Read full review Cons We couldn't adjust what certain things were called (ie what we called "work order" internally were called "job estimates" on JobNimbus) The price went up from when we first started using It lacked in project management options as our company grew in size It wasn't simple to lower the user count; the subscription needed to be changed. Read full review The ability to schedule and push out reports is missing from this system. If we want to mass deliver a report on a schedule, we must run it, export it and email it out to the group, or purchase a 3rd party system. The ability to trigger workflow events on a schedule is missing this system. Currently, there has to be a trigger initiated by a user and we have situations where we'd like to be able to schedule a work flow routine to go out and check from specific situations and then trigger an action. We'd also like to be able to trigger workflow actions on one object based on something in another object and this capability is very limited. Michelle Prand Director of Information Systems & Information Management
Read full review Likelihood to Renew We enjoyed JobNimbus while we were a smaller company and our projects didn't have many needs. We've moved on to a larger CRM that can assist and support our team fully.
Read full review Usability It was simple to use and learn for a semi-tech savvy user
Read full review Compared to other competitors I find it very easy to use and learn .It has been helpful in our organisation and we have been able to manage our projects and operations well without interference.
Read full review Support Rating Everyone was very helpful when we contacted support
Read full review Implementation Rating We had two people, myself included, learn everything we could during the setup of our initial interface setup. We became the "masters" of the software so other employees had someone to go to internally with any issues or questions.
Read full review With the right partner Oracle CRM On Demand can be implemented very quickly and seamlessly.
Michelle Prand Director of Information Systems & Information Management
Read full review Alternatives Considered We spent 2.5 years with JobNimbus until we got too big for the app. Though it is very customizable, our growing company needed more and decided to move to
monday.com .
Read full review MS Dynamics was easy to integrate to MS Power BI. This BI and reporting aspect is a clear strong point for Microsoft. MS solutions seem easier to integrate and learn, but this depends on the IT landscape and the complexity of integrations in a respective company.
Read full review Return on Investment JobNimbus did a great job helping us stay organized It gave a great "big Picture" view of our projects It integrated well with other apps we used Read full review This software can display in real-time when an order is submitted, received, fulfilled, and shipped out. We are able to know within the week of what new orders came in and how effective we are being from targeting specific regions of the nation. Read full review ScreenShots