Jarvis CRM

Jarvis CRM is positioned as a comprehensive Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) solution by The Scarpetta Group, Inc. The vendor claims that it is designed to streamline business processes and enhance customer relationships. According to the vendor, Jarvis CRM offers a centralized platform for managing leads, sales, marketing, projects, and user activities. It is said to be suitable for businesses of all sizes, from small startups to large enterprises. The product is targeted at various professions and industries, including advertising, construction, education, government, and insurance.

Key Features

Customer Relationship Management: According to the vendor, Jarvis CRM provides tools for managing customer relationships, including lead management, contact management, and communication tracking. Users are able to qualify leads, create touchpoints, and schedule follow-up tasks to ensure effective customer engagement. The system allows for the easy management of companies, contacts, and contracts, with the ability to store documents for quick access.

Sales Management: The vendor claims that Jarvis CRM empowers sales teams to manage opportunities, quotes, and sales orders. Users can track sales pipelines, set sales goals, and assign sales territories. The system allows for the creation of multiple quotes and the selection of the winning quote. Users can create implementation plans and track the progress of sales projects.

Marketing: Jarvis CRM is said to provide powerful marketing tools for effective communication with customers. Users can manage campaigns, create campaign actions, and interact with customers based on campaign responses. The system offers group management, allowing for syncing with SendGrid and mailing to specific groups. Users can create and customize email templates, track social media, and manage touchpoints.

Project Management: According to the vendor, Jarvis CRM includes a full suite of project management tools for efficient project planning and execution. Users can create project templates, manage tasks, and visualize project progress using Gantt charts. The system allows for resource management, risk planning, and an overview of project details. Users can track time and expenses associated with each project and send invoices for completed projects.

User Dashboard: Jarvis CRM provides a user-friendly dashboard that displays progress, appointments, and upcoming tasks, according to the vendor. Users can log time, record expenses, and track activities directly from the dashboard. The system offers calendar integration and syncs with Google Maps and Google Address Lookup. Users can set sales goals, manage user-level permissions, and access HR management modules.

Integrations: Jarvis CRM offers built-in integrations with popular services such as Google Maps, Google Address Lookup, QuickBooks Online, Claris Connect, and SendGrid, according to the vendor. Users can access data from these services directly within Jarvis CRM for streamlined productivity. The system can also be customized with additional integrations using APIs for fast and affordable customization options.