Skip to content
SPECIFICTION
Get listed

JimNab CRM

jimnab.ca

Web
Visit jimnab.ca
Spec score 7.1 #24 of 29 in Mortgage CRM Software

Spec sheet

Product
JimNab describes its product as a CRM adapted for residential mortgage transactions.Read 11 Oct 2026 · jimnab.ca
Audience
The system is tailored for Canadian mortgage brokers, including brokers working in Quebec.Read 11 Oct 2026 · jimnab.ca
Security
The opened official page does not state specific security certifications or compliance claims.Read 11 Oct 2026 · jimnab.ca
Support
The FAQ says Pipedrive offers instant chat support, including 24/7 assistance for modifications.Read 11 Oct 2026 · jimnab.ca
Headquarters
Laval, Quebec, CanadaRead 28 Sep 2026 · jimnab.ca
Company
The site says JimNab was founded by two mortgage brokers who are official Pipedrive partners.Read 11 Oct 2026 · jimnab.ca
Maker
JimNab says it was founded by two mortgage brokers and describes them as official Pipedrive partners.Read 11 Oct 2026 · jimnab.ca
Client records
Client records can include names, amounts, referral sources, notes, emails, documents, lenders, and past and future activities.Read 11 Oct 2026 · jimnab.ca
Customer records
Customer files bring together data such as names, amounts, referral sources, notes, emails, documents, lenders, and activities.Read 11 Oct 2026 · jimnab.ca
Data import
The FAQ says ongoing files can be imported from another platform or an Excel spreadsheet.Read 11 Oct 2026 · jimnab.ca
Email and automation
The site lists 50 email templates and 50 automations.Read 11 Oct 2026 · jimnab.ca
Imports
The FAQ says ongoing files can be imported from another platform or an Excel spreadsheet.Read 11 Oct 2026 · jimnab.ca
Pipelines
The CRM provides pipelines for pre-qualification, active files, follow-ups, and renewals.Read 11 Oct 2026 · jimnab.ca
Platform
The FAQ says the system is currently available on the Pipedrive platform.Read 11 Oct 2026 · jimnab.ca
Reporting
Its dashboard tracks monthly or yearly progress, compares won and lost deals, and supports objectives for active or finalized files.Read 11 Oct 2026 · jimnab.ca
Setup
JimNab says its team configures the customer’s Pipedrive account, with delivery taking a maximum of ten days.Read 11 Oct 2026 · jimnab.ca
Target users
The site presents JimNab as a solution for mortgage brokers in Canada, tailored to Quebec’s mortgage industry.Read 11 Oct 2026 · jimnab.ca
Templates and automations
The site lists 50 email templates and 50 automations among the product benefits.Read 11 Oct 2026 · jimnab.ca
Training and updates
The site offers video tutorials, a startup guide, and access to software updates through a members’ portal for life.Read 11 Oct 2026 · jimnab.ca
User fees
The FAQ says users sharing one JimNab system each need to pay Pipedrive monthly or annual fees for its Professional plan.Read 11 Oct 2026 · jimnab.ca

Where Specifiction places it

Alternatives to JimNab CRMAll alternatives →