Jarvis CRM Reviews

It is a full solution with all the aspects a small business may need to run our business. IT is easy to use. The UX it is very pleasant, and built on Filemaker can be integrated virtually with any 3rd party app or service that has an API

The pricing comes a bit high, but once you get to know the developers behind and their expertise you know you are paying a fair price

I was able to integrate all my business workflows under one single app, orders, CRM, inventory management, invoicing...

Jarvis has a beautiful design and is intuitive. It combines not only the ability to manage sales, but also to do some project management as well as marketing. One of the only tools I've seen capable of that. And, at a reasonable price!

It takes a little while to get used to it, but I don't find that too cumbersome. Any new software would require some adaptability.

You're able to keep track of all sales and their next steps. Plus, you're able to perform basic project management. My favorite part though is the ability to send marketing emails.

I really like that Jarvis is so customizable.

There's a bit of a learning curve, but that's to be expected. I appreciate their one-on-one support to help new customers get going.

It's allowing me to connect the dots, to see new opportunities with contacts I already have.

It is straightforward to use and intuitive.

Not much to dislike - it is a very adaptable system.

It effectively shares client data across work groups and makes it very easy to generate reports as needed.

Jarvis has been great for our org. Their developers incorporate feature requests from customers quickly. We've seen Jarvis evolve over a few years and are consistently impressed with the new developments.

Updating could be easier, but that's more of a problem with Filemaker than with Jarvis.

We have tried other SaaS CRMs and found it challenging to integrate them with our existing ERP / databases. Jarvis, along with the FileMaker API, has allowed us to integrate the CRM with our existing systems.

Jarvis provides custom development functionality without the headache typically associated with creating something from scratch. It was thoughtfully developed -- meaning the 'nice to haves' are already included!

The functionality has met our expectations and needs!

As one might imagine, we've streamlined our CRM processes -- taking us from emails, spreadsheets, and notes on paper to an organized, digitized flow. However, we have also utilized the functionality available through Jarvis to implement our services, which were also being done manually prior to implementation.

Easy of use, reliable application, has all the modules for a company

there is no downside on Jarvis. I could not think otherwise of not using it.

Streamline process, reporting, availability, minimal time for admin

Although we used FileMaker for some of out internal processes and systems, Jarvis CRM has provided us with a more powerful, robust and outstanding system. The UI is intuitive yet clean and easy for users of all types.

Scarpetta has been outstanding involvement in creating and modifying Jarvis to suit out business needs. The professionalism and support from Scarpetta has been beyond compare.

Jarvis has provided our business with a solution in which Scarpetta has modified to our tailored needs. Scarpetta has been able to provide a modified solution for our needs without any negative outcomes.

Being in the healthcare field, evolutionary changes occur often. Our journey of finding a custom EHR solution has ended with Jarvis. Before Jarvis, our agency relied on several different solutions and systems to manage our healthcare records. Our move into a paperless system has been brought to light with Jarvis. There are a multitude of benefits our business has and will be party to because of going virtually paperless.

One of our Division's in a State Government Agency uses the Jarvis CRM Platform for maintaining employee files, plus numerous records related to training and auditing, generating reports, and tracking information critical in meeting federal regulatory program standards. The design provides for quick access to information and improved speed for data entry and record maintenance. Sleek, efficient, modern are words that come to mind when I think of our application. And the customer service is unlike anything you've ever experienced. Amazing group of folks to work with!

Lack of funding to expand our current application.

What are you waiting for?

Training Program recordkeeping requirements with the benefit of organized, accessible data.

Jarvis CRM is beautifully designed with all the capabilities of customization, which was very important to our business. The functionality is super simple and the support for our team has been incredible.

There is nothing we dislike about our Jarvis CRM. We have been able to customize to fit our needs.

This was our first time using a CRM for our Regional Sales Managers. In the past we have had a hard time keeping our client information up to date on a day to day basis. With Jarvis, we have been able to manage contacts, track sales, projects and marketing campaigns. Not to mention the task manager for follow up. It's been great.