Take Control with the Jarvis CRM User Dashboard
Jarvis gives you control over goals, projects, tasks, and schedules, with full visibility.
Jarvis Puts You in the Driver’s Seat with Easy-to-Use Features
Jarvis’s intuitive design and easy-to-use features make managing your work simple. A robust user dashboard allows you to view goals, time tracking details, calendars, and more, at a glance. Quickly and easily manage tasks, log time, record expenses, and track activities. A flexible calendar view allows you to see what tasks and agenda items are upcoming. View and filter tasks to streamline project management. Admin windows and HR management modules provide even greater control.
Jarvis CRM gives you the flexibility you need, when and where you need it. The system runs on Windows, Mac, iOS, and in a web browser, so you can access it from any location. The Scarpetta Group won FileMaker’s Business Alliance Excellence Award in 2017 for Jarvis’s design.
User Dashboard Features in Jarvis
Jarvis’s intuitive user dashboard has all the features you need to improve your workflow while being simple to use.
- User-Centric Menu Allows You to Manage Tasks, Log Time, Expenses and Activities from Any Module
- Time Entry Module to Track Time for Each Project
- Create, View, and Filter Tasks
- Expense Entry Module
- Easy-to-Use Calendars
- Data Visualizations (Activity Tracking, Hours, and Sales Data)
- Charts Allow You to View Sales vs. Sales Goals
- Set Sales Goals
- Easy-to-Use Management Window for Admins
- Manage Employees Module for HR
Claris Platinum Partner
The Scarpetta Group has extensive experience helping organizations streamline their operations. For over 20 years, we’ve worked with companies in a variety of industries. If you choose to customize Jarvis for your company’s unique processes, you’ll be working with a partner with the skills and expertise to customize the ideal solution for your organization.
We’re a Claris Platinum Partner, a status awarded by Claris for achievements in development, innovation, design, advocacy, training, and certification. We create and customize intuitive applications that are easy for you and your staff to use, with the exact functionality you need.
We’ve worked with companies and organizations in a variety of industries, designing and building customized CRM solutions.
- Real Estate
- Service Industries