Jarvis Empowers Your Sales Team to Move Prospects Through the Funnel
Jarvis gives your team the organization and automation tools they need. Schedule meetings, create quotes and proposals, track activity, see your sales pipeline at a glance, and more, with ease. Since Jarvis runs on Windows, Mac, iOS, and in a web browser, your team has the flexibility to access the CRM when and where they need to. Because Jarvis saves your team time by automating manual processes, they can devote more time to meeting with prospects and closing sales.
Jarvis is an award-winning application that can be easily customized for any business. The Scarpetta Group was awarded FileMaker’s Business Alliance Excellence Award in 2017 for our work on Jarvis.
Sales Features in Jarvis
Jarvis has all the features you need to streamline your sales process and see, at a glance, details about each prospect and where each deal is in the sales process. Accomplish any task quickly and easily.
- 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
- Assign tasks, log activities, and notes
- One-click conversion to a sales order or invoice
- Track probability of sales
- Send PDF to prospects or clients for approval