JimNab CRM

What JimNab CRM is

JimNab CRM is a web-based customer relationship system for residential mortgage transactions, designed for Canadian mortgage brokers and tailored to Quebec’s mortgage industry. It currently operates on the Pipedrive platform. Client files can combine names, amounts, referral sources, notes, emails, documents, lenders, and past or future activities. Pipelines organize pre-qualification, active files, follow-ups, and renewals. The dashboard tracks monthly or yearly progress, compares won and lost deals, and supports objectives for active or finalized files. JimNab lists 50 email templates and 50 automations. Ongoing files can be imported from another platform or an Excel spreadsheet. JimNab’s team configures each customer’s Pipedrive account, with delivery taking a maximum of ten days. Video tutorials and a startup guide support setup, while software updates remain available through a members’ portal for life. Pipedrive offers instant chat support, including 24/7 assistance for modifications. Every user sharing a JimNab system must pay Pipedrive fees for its Professional plan, monthly or annually. JimNab says it was founded by two mortgage brokers who are official Pipedrive partners.