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Jarvis CRM

The Scarpetta Group, Inc.

Summary

Product Type: Apps

Price: $290/User

Last updated: 11/30/2018

Language: English

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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 searching for the items your boss needs. Your secondary tasks become your return on investment with productivity and simplicity built in.

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.

Modules:

Customers
• Log Tasks, Activities, Email Communications
• Touchpoints
• Marketing Groups with MailChimp Integration
• Quoting, Sales Orders, Projects

Companies
• SalesPerformance
• Quoting, Sales Orders, Projects
• Contacts
• Address Management

Marketing
• Build groups to sync to MailChimp or use for Mailings
• View MailChimp Campaign Stats.

Accounting
• Integrated to Quickbooks Online with no subscriptions.
• Invoicing and Payments

Vendors
• Purchase Orders
• Vendor Bills and Payments

Users
• Calendar – Syncs to Google and Office 365
• Tasks
• Timesheets and Expense Reports
• Sales Goals

Projects
• Tasks with templates
• Gantt chart
• Time Tracking
• Expense Tracking

Products
• Kitting
• Documents

Scheduling
• View your teams Calendars

Integrations (Built in):
• Google for Maps, Quickbooks Online, Slack, Email with 360Works Email Plugin and Calendar Sync with 360Works Zulu.

Requirements:
Must be hosted on a minimum of FileMaker 17 Server with PHP, XML, and Data API enabled.

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