Jarvis CRM

"Great CRM for our small company!"

What do you like best about Jarvis CRM? We have 15 employees and run 2 recording studios. We use Jarvis to generate quotes, processes work orders, create production requests, and do are billing. We send and track email campaigns within Jarvis and generate every type of report you can think of. It is the swiss army knife of CRMs. What do you dislike about Jarvis CRM? I can honestly say there isn't anything I dislike about it because it is completely customizable. We had it customized to meet ...

"Clean & Easy Implementation"

What do you like best about Jarvis CRM? I love the design - under-the-hood as well as the UI. This sensible, tidy approach to FileMaker design makes it very accessible to customization. What do you dislike about Jarvis CRM? It's taking me too long to think of something to write here... What problems is Jarvis CRM solving and how is that benefiting you? I have used Jarvis to create custom business solutions for companies with unique/unusual business models. Since the basic "cookie dough" is ...

"Jarvis CRM in Insurance"

What do you like best about Jarvis CRM? Jarvis was easily customizable and industry based best practices is baked into it's DNA. What do you dislike about Jarvis CRM? Still searching for dislikes...Jarvis takes you anywhere your imagination can lead. What problems is Jarvis CRM solving and how is that benefiting you? Manage the personal, commercial and professional liability insurance business process.

"Jarvis is great"

What do you like best about Jarvis CRM? It is straightforward to use and intuitive. What do you dislike about Jarvis CRM? Not much to dislike - it is a very adaptable system. What problems is Jarvis CRM solving and how is that benefiting you? It effectively shares client data across work groups and makes it very easy to generate reports as needed.

"CRM is GREAT"

What do you like best about Jarvis CRM? I love that all my leads and notes are all in one place for easy access not only for myself but for my co workers. What do you dislike about Jarvis CRM? Sometimes when entering or updating information there is a lag so my co-workers might not get to see the new notes right away. What problems is Jarvis CRM solving and how is that benefiting you? It is a great keeper of information on all of our student's past, present, and future—one place to update ...