Are you looking for a way to keep track of your sales process and create task for yourself in JobNimbus? If so, you'll be glad to know that you can use Trello to create checklist of the steps in your sales process, and then create task in JobNimbus for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
You Can Also Connect JobNimbus or Trello With 1400+ Other Apps
JobNimbus
JobNimbus is an all-in-one software solution for roofing contractors, offering tools for marketing, sales, production, communication, and invoicing. Enhance your workflow with smart estimating, digital signatures, automated texting, and more.
Trello is the visual collaboration platform that gives teams perspective on projects. Use it to keep track of everything from a simple project checklist to a complex workflow, and get instant notification of changes.