1. [Home](https://www.g2.com/) 2. ... 3. [Field Service Management Software](https://www.g2.com/categories/field-service-management) 4. [Joby CRM Discussions](https://www.g2.com/products/joby-crm/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_57ca08911ae042f636184f9aa87707f3/joby-crm.png "Product Avatar Image") ](/products/joby-crm/reviews) [ Joby CRM ](/products/joby-crm/reviews) (12)5.0/5 Joby is the all-in-one CRM for home-service teams — with a built-in Twilio phone system, power dialer, live call transcription, AI voice agents, visual IVR, and a native mobile softphone. Built for roofing, locksmith, garage door, HVAC, plumbing, electrical, pest control, cleaning, landscaping, auto transport, general contractors, and 70+ other service industries. Unlike general-purpose CRMs (HubSpot, Salesforce, Monday) and legacy field-service incumbents (ServiceTitan, Housecall Pro, Jobber), Joby is the only platform that combines the full home-services operating stack — CRM, dispatch, estimates, invoicing, payments, subcontractor management, commissions — with a real built-in phone system and AI voice layer that none of the others include natively. Key capabilities: • Built-in Twilio phone system: browser softphone, inbound/outbound calls, call recording, voicemail, visual IVR, call groups, A2P 10DLC compliance, BYOA support • Power dialer: automated outbound call lists, callback tickets, TCPA-friendly scheduling, real-time outcome logging • AI voice agents: after-hours answering, lead qualification, appointment booking (powered by VAPI + OpenAI voice) • Live Deepgram call transcription • Visual IVR and no-code workflow builder (React Flow) • CRM: pipeline, lead scoring, custom fields, ad-source tracking, bulk import • Dispatch: map-based routing, service areas, GPS tracking, route optimization • Estimates: vertical-specific builders (roofing, garage door, auto transport) with e-signature + Stripe payments • Invoicing + Stripe payments • Subcontractor portal with commission tracking (agent + subcontractor + external company commissions) • Bulk SMS campaigns + two-way SMS threading • Native iOS + Android apps with full Twilio softphone • Transparent per-seat pricing with a free trial — no sales-call gatekeeping Best fit: home-service and skilled-trades businesses from 2 to 100+ seats that want ServiceTitan-level depth without the six-figure spend or six-month onboarding, plus a real phone system that Housecall Pro and Jobber don't include natively. Show More * * * ### 59 Discussions ### 59 Participants ### 100.0 Nps Score Already have Joby CRM? ### All Joby CRM Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") G2 Verified User in Computer Software • 27 days ago CEO CEO More Options - [ # How do you balance Joby CRM’s all-in-one pipeline and communication tools with its learning curve? ](/discussions/how-do-you-balance-joby-crm-s-all-in-one-pipeline-and-communication-tools-with-its-learning-curve) Joby CRM has helped keep leads, customer details, calls, texts, and follow-ups organized in one place, making it easier to see where opportunities stand and stay consistent with sales and service. The pipeline feels straightforward, but the more advanced settings, customization, and workflows... [Read more](/discussions/how-do-you-balance-joby-crm-s-all-in-one-pipeline-and-communication-tools-with-its-learning-curve) [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.&title=Joby+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Joby+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Joby+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss%0aAsk+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Joby+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss%0aAsk+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • 27 days ago CEO CEO More Options - [ # How do you set up Joby CRM views and workflows without getting lost in settings? ](/discussions/how-do-you-set-up-joby-crm-views-and-workflows-without-getting-lost-in-settings) Joby CRM has been great for keeping leads, contacts, opportunities, follow-ups, and conversations in one organized place, and the customizable views and filters make it easier to prioritize which leads need attention. At the same time, customizing workflows or sales processes can take time to... [Read more](/discussions/how-do-you-set-up-joby-crm-views-and-workflows-without-getting-lost-in-settings) [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.&title=Joby+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Joby+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Joby+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss%0aAsk+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Joby+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss%0aAsk+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") G2 Verified User in Computer Software • about 1 month ago REMOTE SOL REMOTE SOL More Options - [ # How do you keep Joby CRM’s conversation view organized when message volume gets high? ](/discussions/how-do-you-keep-joby-crm-s-conversation-view-organized-when-message-volume-gets-high) Joby CRM makes it easy to manage customer conversations, appointments, technician assignments, and notes in one workspace, and the quick-message templates help speed up common updates like “On My Way” and follow-ups. The downside is that the interface can feel crowded when you’re juggling lots... [Read more](/discussions/how-do-you-keep-joby-crm-s-conversation-view-organized-when-message-volume-gets-high) [ Field Service Management Software ](https://www.g2.com/tags/field-service-management-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.&title=Joby+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Joby+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Joby+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss%0aAsk+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Joby+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss%0aAsk+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") G2 Verified User in Computer Software • about 1 month ago Tech Writer Tech Writer More Options - [ # How do you handle customization and reporting needs in Joby CRM for larger projects? ](/discussions/how-do-you-handle-customization-and-reporting-needs-in-joby-crm-for-larger-projects) Joby CRM keeps work orders, schedules, materials, technician assignments, photos, documents, and inspection records organized in one place, which helps field and office teams stay aligned. The clean UI and the Photos & Documents section make it easier to review site plans, before-and-after... [Read more](/discussions/how-do-you-handle-customization-and-reporting-needs-in-joby-crm-for-larger-projects) [ CRM Software ](https://www.g2.com/tags/crm-software)[ Field Service Management Software ](https://www.g2.com/tags/field-service-management-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.&title=Joby+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Joby+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Joby+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss%0aAsk+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Joby+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss%0aAsk+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • about 1 month ago CEO CEO More Options - [ # How are you handling Joby CRM’s learning curve while using reporting, automations, and integrations? ](/discussions/how-are-you-handling-joby-crm-s-learning-curve-while-using-reporting-automations-and-integrations) I like that Joby CRM keeps contacts, deals, tasks, email, automations, and visual reporting in one place, especially the Revenue Breakdown views (by product, industry, deal size, and recurring vs one-time revenue). The main challenge is the learning curve from having so many features, plus... [Read more](/discussions/how-are-you-handling-joby-crm-s-learning-curve-while-using-reporting-automations-and-integrations) [ Field Service Management Software ](https://www.g2.com/tags/field-service-management-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.&title=Joby+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Joby+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Joby+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss%0aAsk+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Joby+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss%0aAsk+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • about 1 month ago ceo ceo More Options - [ # How do you balance Joby CRM’s clean dispatch map view with the need for deeper customization? ](/discussions/how-do-you-balance-joby-crm-s-clean-dispatch-map-view-with-the-need-for-deeper-customization) Joby CRM’s clean UI and live map above active job status cards makes dispatching feel fast and clutter-free, and the real-time syncing helps reduce blind spots. But the minimalist layout can limit dashboard customization, and high-volume teams may hit friction with scrolling, rigid automation,... [Read more](/discussions/how-do-you-balance-joby-crm-s-clean-dispatch-map-view-with-the-need-for-deeper-customization) [ Field Service Management Software ](https://www.g2.com/tags/field-service-management-software)[ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.&title=Joby+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Joby+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Joby+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss%0aAsk+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Joby+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss%0aAsk+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • about 1 month ago ceo ceo More Options - [ # How do you balance Joby CRM’s all-in-one dashboard with the need for a cleaner dispatch view? ](/discussions/how-do-you-balance-joby-crm-s-all-in-one-dashboard-with-the-need-for-a-cleaner-dispatch-view) Joby CRM’s built-in VoIP, call recording and transcription, unified customer timeline, and map-based GPS dispatching can reduce app switching and help keep leads from slipping through the cracks. But the single-screen command center can feel cluttered, setup can be steep without enough... [Read more](/discussions/how-do-you-balance-joby-crm-s-all-in-one-dashboard-with-the-need-for-a-cleaner-dispatch-view) [ Field Service Management Software ](https://www.g2.com/tags/field-service-management-software)[ Call Center Infrastructure (CCI) Software ](https://www.g2.com/tags/call-center-infrastructure-cci-software)[ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.&title=Joby+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Joby+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Joby+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss%0aAsk+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Joby+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss%0aAsk+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • about 2 months ago Administrator Administrator More Options - [ # How do you handle Joby CRM dashboard density and pipeline sorting on smaller screens? ](/discussions/how-do-you-handle-joby-crm-dashboard-density-and-pipeline-sorting-on-smaller-screens) We use Joby CRM as a unified command center for dispatch, CRM, telephony, and reporting, and the real-time map, KPI view, and call keyword parsing have reduced manual intake and improved dispatch visibility. The main challenge is desktop viewport density on 13 to 15-inch laptops, plus limited... [Read more](/discussions/how-do-you-handle-joby-crm-dashboard-density-and-pipeline-sorting-on-smaller-screens) [ Field Service Management Software ](https://www.g2.com/tags/field-service-management-software)[ Call Center Infrastructure (CCI) Software ](https://www.g2.com/tags/call-center-infrastructure-cci-software)[ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.&title=Joby+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Joby+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Joby+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss%0aAsk+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Joby+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss%0aAsk+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • about 2 months ago Administrator Administrator More Options - [ # How do you manage Joby CRM’s all-in-one dispatch dashboard on smaller screens? ](/discussions/how-do-you-manage-joby-crm-s-all-in-one-dispatch-dashboard-on-smaller-screens) Joby CRM has been great for consolidating dispatch, a visual leads pipeline, live GPS territory mapping, and native calls with live AI transcription into one command center. The tradeoff is that with everything visible at once, the dashboard can feel dense on 13-inch or 1080p displays, and we... [Read more](/discussions/how-do-you-manage-joby-crm-s-all-in-one-dispatch-dashboard-on-smaller-screens) [ Field Service Management Software ](https://www.g2.com/tags/field-service-management-software)[ Call Center Infrastructure (CCI) Software ](https://www.g2.com/tags/call-center-infrastructure-cci-software)[ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.&title=Joby+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Joby+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Joby+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss%0aAsk+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Joby+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss%0aAsk+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • about 2 months ago CEO CEO More Options - [ # How do you keep Joby CRM FlowSync call-routing workflows readable as they grow? ](/discussions/how-do-you-keep-joby-crm-flowsync-call-routing-workflows-readable-as-they-grow) We’ve had a big win using Joby CRM’s visual, node-based FlowSync builder for inbound dispatch, with AI call intake and triage, smart logic branching, and real-time technician skill and availability matching. The downside is that complex multi-branch trees can get visually cluttered, with lots of... [Read more](/discussions/how-do-you-keep-joby-crm-flowsync-call-routing-workflows-readable-as-they-grow) [ Field Service Management Software ](https://www.g2.com/tags/field-service-management-software)[ Call Center Infrastructure (CCI) Software ](https://www.g2.com/tags/call-center-infrastructure-cci-software)[ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.&title=Joby+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Joby+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Joby+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss%0aAsk+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Joby+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss%0aAsk+Joby+CRM+questions+and+get+answers+from+expert+users+in+our+Joby+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") - ‹ Prev ‹ Prev - 1 - [2](/products/joby-crm/discuss?page=2) - [3](/products/joby-crm/discuss?page=3) - [Next › Next ›](/products/joby-crm/discuss?page=2) ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/joby-crm/discussions/new?entry_point=discussions%23product) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/bab3825e8ef52ff9dc22688ffcd7e7ba/joby-crm.svg "Product Avatar Image") ### Have you used Joby CRM before? Answer a few questions to help the Joby CRM community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fjoby-crm%2Fdiscuss%3Fsmall_ask%3Djoby-crm) No