customer relationship Management

This is the CRM your Sales Team Needs

Jarvis makes relationship management and automation EASY, especially when it comes to nurturing leads, closing sales, and creating loyal customers. Jarvis will integrate with various databases and software systems, and it has built-in standard integration with Sendgrid and Quickbooks Online. Jarvis allows you to quickly and easily create opportunities, quotes, sales orders, and invoices in any location. Accomplish all your tasks quickly and easily in one application.

User Dashboard

As soon as you logon to Jarvis for the day, it is right in front of you the way you planed it. Appointments, Tasks, and Sales all visually design for motivation and a sense of accomplishment.

Workflows

Track activities from the first call creating the customer record, even linking them to a campaign. Set follow-up tasks or even create touchpoints for a plan to stay engaged all year. Never forget or miss a follow-up again. 

Built for Any Industry

  • Advertising
  • Construction
  • Education
  • Government
  • Insurance
  • Manufacturing
  • Medical
  • Non-Profits
  • Real Estate
  • Restaurants
  • Software
  • Service Industries

Manage Your Customers Easily

All of the modules are designed to show you the value of the companies and contacts that work for them.
Not using a specific module, no worries, turn it off.

Companies

Manage companies with ease. Charts visually help you predict and view sales trends. Contacts and addresses are easily managed. You can store contracts or any other document for quick access when needed.

  • Quoting
  • Invoicing
  • Payments
  • Projects
  • Subscriptions
  • Custom pricing
  • Tags
  • View interactions across all contacts

Contacts

Build and track relationships with your contacts with all the necessary tools. Qualify new leads and use touch-points to keep up with communications via tasks.

  • Track job history
  • Tasks, Activities, Email, and Appointments
  • Create opportunities, quotes, and invoice
  • See email bounces when using SendGrid
  • Tag them to help build groups

 

Contacts – Marketing

Everything you need in one place to plan and stay in-touch with a single customer. 

 

  • Social media links
  • Marketing group assignments
  • Relationships and interests to show you really know them and listen
  • Touchpoints – designed to make sure they are being reached out to

Contacts List

Find any contact, build a group, or just reach out. 

  • Build groups
  • Search by any category
  • Quick find with the filter
  • Sort columns
  • The end of the spreadsheet…

Simplify Your Business

Every Wednesday at 2:00 PM EST