G2

sade M.

CEO

Small-Business (50 or fewer emp.)

8/26/2026

"A True Game-Changer for Scaling Outbound and Field Workflow"

5/5

What do you like best about Joby CRM?

UI / UX: The interface is clean and context-driven, bringing every customer interaction— inbound and outbound calls, two-way SMS threads, email conversations, and estimates—into one unified timeline. The visual drag-and-drop pipelines feel intuitive and keep incoming leads fully transparent.

Integrations: The native infrastructure removes the need for messy third-party plugins by embedding voice and text (Twilio), live transcription (Deepgram), and field payments (Stripe) directly in the system. At the same time, it syncs smoothly with calendars, accounting tools, and automation bridges (Zapier/Make).

Performance: Day-to-day speed is strong, supported by real-time push notifications, a browser softphone, and responsive mobile apps for field technicians. The high-volume power dialer also helps scale daily outbound connects without lag or data loss.

Pricing / ROI: Per-seat pricing tiers are predictable and scalable, with no hidden fees for essential communication tools. The ROI is immediate for me because it replaces separate software subscriptions and saves substantial administrative hours.

Support / Onboarding: Customer support is responsive and quick to help with initial account setup, guiding teams through early configuration, workflow mapping, and getting the basics in place.

AI / Intelligence: Automated call summaries and live transcriptions provide instant post-call context without manual note-taking. The 24/7 AI-driven lead capture and smart routing also help keep the pipeline moving around the clock. Review collected by and hosted on G2.com.

What do you dislike about Joby CRM?

Steep onboarding and learning curve: Transitioning an entire team takes a real investment of time. Because multiple core tools (VoIP, SMS, dispatching, pipelines, scheduling, and billing) all live under one roof, team members can face a noticeable learning curve before the platform feels natural and adoption becomes second nature.

Scaling cost pressures: As the business expands, adds more team members, or needs higher-tier features (such as advanced power dialing, custom triggers, or comprehensive commission tracking), per-seat pricing tiers and plan jumps can add up quickly and scale faster than expected. Review collected by and hosted on G2.com.

What problems is Joby CRM solving and how is that benefiting you?

Problems Joby CRM Solves

Fragmented Communication Channels: Traditional phone calls, text messages, and emails often live on separate devices or in third-party apps, which can lead to missed calls, lost leads, and little to no historical context. Joby automatically ties every inbound and outbound call, SMS thread, and email directly to the customer’s record.

Inefficient Outbound Calling: Manually dialing leads from lists or spreadsheets slows sales reps down, reduces daily outreach capacity, and increases the risk of double-calling or missing follow-ups. Joby’s built-in power dialer helps automate outbound call queues and logs outcomes in real time.

Software Bloat and Disconnected Tool Stacks: Managing separate subscriptions for VoIP, pipeline tracking, dispatching, and invoicing creates data silos and adds administrative friction. Joby brings lead management, field dispatch, and billing together in one central system.

Administrative Overhead: Calculating sales commissions, sending follow-up reminders manually, and updating deal stages across disconnected apps can consume valuable administrative hours each week. Joby helps reduce that overhead by keeping these workflows in one place and making updates easier to track. Review collected by and hosted on G2.com.