Jarvis, Award-Winning CRM, Gives You Full Control Over Relationship Management
Jarvis makes relationship management and automation simple, especially when it comes to nurturing leads and prospects, closing sales, and creating loyal customers. Jarvis will integrate with a variety of databases and software systems, and it has a built-in standard integration with MailChimp. Jarvis allows you to quickly and easily create proposals, contracts, and invoices from your smartphone, tablet, or laptop, in any location. Accomplish all your tasks quickly and easily in one application.
Jarvis is a full-featured system that runs on Windows, Mac, iOS, and in a web browser. The Scarpetta Group was awarded FileMaker’s Business Alliance Excellence Award in 2017 for Jarvis.
Relationship Management Features in Jarvis
Jarvis CRM is rich with features that make relationship management and post-sale customer relationship management simple. Automate processes, access data, and view flexible reports that enable you to make smart decisions for your business.
- View charts and graphs with clean design
- Enjoy intuitive organization and navigation
- Quick-add contacts and addresses
- Create quotes, invoices, sales orders, projects
- Manage companies with ease
- Know how your contacts are performing at a glance
- Lead management
- Groups management for email campaigns (built-in integration with MailChimp)
- Task management, auto create activities and follow-up tasks
- All new data visualizations for email statistics from MailChimp
- Quick view email
- Manual refresh statistics
- Manage other campaigns, like phone, or mailings
- Create yearly marketing plans and touchpoints