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$
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I will set up optimize and automate your jobnimbus CRM workflow integrations migrations
Moses T.
4.7
4.7
About this gig
Are you a roofing or home service business struggling to get the most out of JobNimbus? I can help you turn your CRM into a clean, organized, and efficient business system.
I will set up, optimize, and automate your JobNimbus CRM based on your actual sales and operational process.
What I Can Help With:
- JobNimbus CRM Setup
- CRM Cleanup & Optimization
- Sales Pipeline Setup
- Workflow Automation
- Lead Management
- Sales Process Automation
- Tasks & Notifications
- Integrations
- Reporting & Dashboards
- Data Cleanup & Migration
- Team Training & SOPs
Whether you're new to JobNimbus, dealing with a messy existing account, or spending too much time on manual tasks, I can help streamline your processes and improve how your team uses the platform.
My goal isn't just to configure JobNimbusits to build a system that helps your team capture leads, manage jobs, follow up consistently, and move customers through your sales process efficiently.
I pay attention to detail, communicate clearly, and tailor every setup to your business.
Let's organize your JobNimbus CRM and make it work for you.
See the FAQs section for more clarity
Contact me and let's discuss about your project.
Get to know Moses T.
Moses T.
Website, Sales Funnel, CRM, Automation, AI Workflow Expert
- FromNigeria
- Member sinceSep 2024
- Avg. response time4 hours
- Last delivery6 months
Languages
English, Spanish
Hi, I’m Moses, a professional specializing in Customer Relationship Management (CRM) and related softwares. With extensive experience helping businesses optimize customer engagement and enhancing their marketing strategies through efficient set up, I offer innovative, results-driven solutions tailored to your unique needs.
Whether you need a customized CRM system to streamline your operations or full assistance to get your systems running at maximum, I’m here to help you achieve measurable success.
Let’s work together to transform your business with smart CRM & Automation strategies
My Portfolio
Other Email Marketing Services I Offer
FAQ
What do you need from me to get started?
I’ll need access to your JobNimbus account (admin role), a brief overview of your business workflow, and any specific goals you want to achieve (e.g., lead capture, job tracking, email automation, etc.). Don’t worry—I’ll walk you through it!
I’m in roofing/construction—can you customize JobNimbus for my type of business?
Absolutely! I specialize in setting up JobNimbus for roofing companies, contractors, and field service businesses. I’ll tailor workflows, stages, automations, and forms to match YOUR unique processes.
Can you integrate JobNimbus with other tools (like Zapier, QuickBooks, or Google Calendar)?
100%. I can integrate JobNimbus with Zapier, QuickBooks, Google Calendar, and more to streamline your operations and boost your productivity. Just let me know what tools you're using!
Will you train my team or show me how to use what you build?
Yes! Every delivery includes a short walkthrough video or call (depending on your package) to make sure you and your team know how to use the new setup. I won’t leave you hanging!
Can you fix or optimize my existing JobNimbus setup?
For sure. If your current setup feels messy, confusing, or just incomplete, I can audit, clean up, and rebuild your JobNimbus to make it efficient, user-friendly, and conversion-focused.
How long will the setup take?
Turnaround depends on the package you choose, but most basic setups take 2-4 days. Larger projects or full automation builds may take 5-7 days. I’ll always keep you updated with progress!
Reviews
4 reviews for this Gig
| (3) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
R robert_smart116
United States
Excellent work! He helped us set up our JobNimbus onboarding process step by step. Our boards, job statuses, and automations are now clear and easy to follow. This has made it much easier for our team to manage new projects efficiently.
$50
Price
5 days
Duration
M 
Seller's Response
Helpful?B brocksiegel
United States
He's The Best! Job Nimbus, Zapier, Shopify and Call Rail integrations all buttoned up!
$400-$600
Price
2 weeks
Duration
M Seller's Response
Helpful?B brocksiegel
United States
He's The best...... Handled all my CRM needs quickly and helped show me how to use it! - Brock
$400-$600
Price
2 weeks
Duration
M Seller's Response
Helpful?R robert_smart116
United States
Exceptional experience from start to finish. After our consultation, he clearly understood every key point discussed and turned the strategy into a perfectly working system. Nothing was missed — everything was implemented exactly as planned and even improved with his expertise. His attention to detail,...
$50
Price
2 days
Duration
Helpful?
Reviews
4 reviews for this Gig
| (3) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
R robert_smart116
United States
Excellent work! He helped us set up our JobNimbus onboarding process step by step. Our boards, job statuses, and automations are now clear and easy to follow. This has made it much easier for our team to manage new projects efficiently.
$50
Price
5 days
Duration
M Seller's Response
Helpful?B brocksiegel
United States
He's The Best! Job Nimbus, Zapier, Shopify and Call Rail integrations all buttoned up!
$400-$600
Price
2 weeks
Duration
M Seller's Response
Helpful?B brocksiegel
United States
He's The best...... Handled all my CRM needs quickly and helped show me how to use it! - Brock
$400-$600
Price
2 weeks
Duration
M Seller's Response
Helpful?R robert_smart116
United States
Exceptional experience from start to finish. After our consultation, he clearly understood every key point discussed and turned the strategy into a perfectly working system. Nothing was missed — everything was implemented exactly as planned and even improved with his expertise. His attention to detail,...
$50
Price
2 days
Duration
Helpful?
