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Jarvis CRM

The Scarpetta Group, Inc.

Summary

Product Type: Apps

Price: $290/User

Last updated: 8/1/2019

Language: English

Product website

Category

Customer, Business, and Project Management

The only integrated CRM on the FileMaker Platform; get things done, connect to your favorite apps.

Jarvis CRM is based on over 20 years of experience working in multiple industries, with many different customers with very different needs. Our focus on design plays a huge role in Jarvis CRM. Business applications should be beautiful and functional. Jarvis CRM is the 2017 recipient of the FileMaker Business Alliance Excellence Award for Design. Productivity and simplicity is the end result. You’ll spend less clicks and less time searching for the items your boss needs.

In Jarvis, all data is in one place with access via desktop and iPhone. Gone are the days of finding paperwork, emails, and figuring out who has the current version of a spreadsheet.

Jarvis CRM is fully customizable to make your business applications your way. It includes all of the modules needed to successfully run a business out of the box.

Intergrations:
• Quickbooks Online, No Plugins or annual fees.
• SendGrid Email for sending guaranteed email. Flag customers with bounced emails
• 360 Works Email Plugin is included as a second option for sending and receiving email
• 360 Works Zulu is included for calendar sync. Google and Microsoft
• Zoom for meetings, Google for addresses and maps

General:
• Optimized relationship graph
• Updated user actions
• Updated Interface
• More data visualizations
• Notes with rich text editor
• New company scorecard

Companies
• Visuals for sales performance
• Quick add contacts and addresses
• Create quotes, invoices, sales orders, projects
• Subscriptions
• Custom pricing

Contacts
• Visuals for sales performance
• Log Tasks, Activities, Email, Schedule Appointments
• Plan Marketing with Touch-points via a template
• Marketing Groups with MailChimp Integration
• Lead qualification
• Create opportunities, quotes, invoices, sales orders, projects
• Related contacts, linked contacts

Products and Services
• New visuals for sales performance
• Create and track purchase orders directly from a product
• Update or view inventory transactions
• QR codes
• Kitting

Opportunities *NEW*
• Opportunity specific tasks for sales stages
• Track probability of sales
• Stages: Discovery, Recommendation, Closing
• Multiple quotes per opportunity
• Contract storage and process tracking

Quotes
• Assign tasks, log activities, and notes
• One-click conversion to a sales order or invoice
• Send PDF for approval

Sales Orders
• Manage PO’s related to order
• Manage projects related to order
• Invoice and ship your way, any quantity
• Unlimited documents easily attached
• Know what has shipped and invoice easily
• Send PDF’s

Invoices
• Assign tasks, log activities, and notes
• Take and view payments
• Linked to project if invoiced from a project
• Send PDF of invoice for payment

Expenses
• Manage, track and approve expense reports
• Link expenses to projects
• Works on iPhone

Payments
• Take payments for multiple invoices
• Link to revenue accounts
• View all payment details from a payment
• Take partial payments

Projects
• Project risks and planning
• Notebooks
• Create a Slack channel
• Track time and expenses
• Create invoices for project
• Gantt chart
• Project templates

Document Management

Scheduler
• View by day, week, month, and agenda
• See multiple users at the same time
• View user capacity

Users
• Your personal dashboard with scorecard *NEW*
• User-centric menu, manage tasks, log time, expenses and activities from any module
• Updated calendar with Zoom
• Visualizations ( activity tracking, hours, and sales data)
• View sales vs sales Goals with all new chart
• Set sales goals by year
• Manage employees, HR module

Timesheets
• Manage, track and approve timesheets
• Link to projects and tasks

Vendors
• Vendor bills and payments
• Purchase Oorders

Purchase Orders
• Track vendor invoices and payments
• Email PDF for ordering

Reporting
• General reports

Marketing
• Campaigns
• Groups

Requirements:
Must be hosted on a minimum of FileMaker 18 Server with PHP, XML, and Data API enabled.

What's New

Opportunities is the latest module to be added to Jarvis. It brings in the sales stages needed for success and ability to plan and create multiple quotes. All new dashboards were added for the Company Health and Sales Team. The interface has had minor update with new data visualizations that pop off the screen. SendGrid was integrated for guaranteed deliver of email. Under the hood, the graph was optimized and speed increased as a result.

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