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JimNab CRM
What JimNab CRM is
JimNab CRM is a web CRM for residential mortgage transactions, built for Canadian mortgage brokers and tailored to Quebec’s mortgage industry. It currently runs on the Pipedrive platform. Client files can hold borrower names, amounts, referral sources, notes, emails, documents, lender details, and past or upcoming activities. Pipelines organize pre-qualification, active files, follow-ups, and renewals. JimNab lists 50 email templates and 50 automations, and its dashboard tracks monthly or yearly progress, compares won and lost deals, and supports objectives for active or finalized files. Brokers can import ongoing files from another platform or an Excel spreadsheet. JimNab’s team configures the customer’s Pipedrive account, with delivery taking a maximum of ten days. Video tutorials and a startup guide are available for onboarding, and a members’ portal provides software updates for life. Pipedrive offers instant chat support, including 24/7 help for modifications. Each person sharing a JimNab system must pay Pipedrive’s Professional plan fees monthly or annually. JimNab says it was founded by two mortgage brokers who are official Pipedrive partners.
Who it suits
JimNab CRM is aimed at Canadian residential mortgage brokers, including those working in Quebec. It may suit brokers who want mortgage-specific pipelines, client records, templates, and automations on Pipedrive.
What it does well
- Pipelines cover pre-qualification, active files, follow-ups, and renewals.
- Includes 50 email templates and 50 automations.
- Dashboard compares won and lost deals.
- Ongoing files can be imported from another platform or Excel.
- JimNab configures the account within ten days maximum.
What to know first
- The system currently runs on Pipedrive.
- Each user needs Pipedrive Professional plan fees.
- The stated target market is Canadian mortgage brokers.
Getting started
- Visit the JimNab website to get started.
- Arrange for JimNab’s team to configure your Pipedrive account.
- Allow up to ten days for delivery.
- Import ongoing files from another platform or an Excel spreadsheet.
- Use the startup guide and video tutorials for onboarding.
- Each user sharing the system pays Pipedrive Professional plan fees monthly or annually.
Verdict
JimNab organizes mortgage client files and deal stages on Pipedrive, with templates, automations, reporting, and account setup included in its described offering. Factor in a separate Pipedrive Professional fee for every user sharing the system.
Questions
Which platform does JimNab CRM use?
The FAQ says the system is currently available on the Pipedrive platform.
What does JimNab CRM cost?
The listed pricing model is paid, but no JimNab price is provided. Each user sharing a system must pay Pipedrive fees for its Professional plan, monthly or annually.
Who is JimNab CRM for?
JimNab presents it as a CRM for residential mortgage transactions, aimed at brokers in Canada and tailored to Quebec’s mortgage industry.
Can existing mortgage files be imported?
Yes. Ongoing files can be imported from another platform or an Excel spreadsheet.
What help is available during setup and use?
JimNab’s team configures the Pipedrive account, with delivery taking a maximum of ten days. The site offers video tutorials and a startup guide; Pipedrive provides instant chat support, including 24/7 assistance for modifications.
Who founded JimNab?
JimNab says it was founded by two mortgage brokers who are official Pipedrive partners.
Facts from JimNab CRM's own pages
- Audience
- The system is tailored for Canadian mortgage brokers, including brokers working in Quebec. · jimnab.ca, 11 Oct 2026
- Client records
- Client records can include names, amounts, referral sources, notes, emails, documents, lenders, and past and future activities. · jimnab.ca, 11 Oct 2026
- Company
- The site says JimNab was founded by two mortgage brokers who are official Pipedrive partners. · jimnab.ca, 11 Oct 2026
- Customer records
- Customer files bring together data such as names, amounts, referral sources, notes, emails, documents, lenders, and activities. · jimnab.ca, 11 Oct 2026
- Data import
- The FAQ says ongoing files can be imported from another platform or an Excel spreadsheet. · jimnab.ca, 11 Oct 2026
- Email and automation
- The site lists 50 email templates and 50 automations. · jimnab.ca, 11 Oct 2026
- Headquarters
- Laval, Quebec, Canada · jimnab.ca, 28 Sept 2026
- Imports
- The FAQ says ongoing files can be imported from another platform or an Excel spreadsheet. · jimnab.ca, 11 Oct 2026
- Maker
- JimNab says it was founded by two mortgage brokers and describes them as official Pipedrive partners. · jimnab.ca, 11 Oct 2026
- Pipelines
- The CRM provides pipelines for pre-qualification, active files, follow-ups, and renewals. · jimnab.ca, 11 Oct 2026
- Platform
- The FAQ says the system is currently available on the Pipedrive platform. · jimnab.ca, 11 Oct 2026
- Product
- JimNab describes its product as a CRM adapted for residential mortgage transactions. · jimnab.ca, 11 Oct 2026
- Reporting
- Its dashboard tracks monthly or yearly progress, compares won and lost deals, and supports objectives for active or finalized files. · jimnab.ca, 11 Oct 2026
- Security
- The opened official page does not state specific security certifications or compliance claims. · jimnab.ca, 11 Oct 2026
- Setup
- JimNab says its team configures the customer’s Pipedrive account, with delivery taking a maximum of ten days. · jimnab.ca, 11 Oct 2026
- Support
- The FAQ says Pipedrive offers instant chat support, including 24/7 assistance for modifications. · jimnab.ca, 11 Oct 2026
- Target users
- The site presents JimNab as a solution for mortgage brokers in Canada, tailored to Quebec’s mortgage industry. · jimnab.ca, 11 Oct 2026
- Templates and automations
- The site lists 50 email templates and 50 automations among the product benefits. · jimnab.ca, 11 Oct 2026
- Training and updates
- The site offers video tutorials, a startup guide, and access to software updates through a members’ portal for life. · jimnab.ca, 11 Oct 2026
- User fees
- The FAQ says users sharing one JimNab system each need to pay Pipedrive monthly or annual fees for its Professional plan. · jimnab.ca, 11 Oct 2026
Where JimNab CRM stands on Freedom251
- Mortgage CRM Software#26 of 29