Customer Innovations

customer relationship Management

Jarvis, Award-Winning CRM, Gives You Full Control Over Relationship Management

Jarvis makes relationship management and automation EASY, especially when it comes to nurturing leads, closing sales, and creating loyal customers. Jarvis will integrate with a variety of databases and software systems, and it has a built-in standard integration with MailChimp. Jarvis allows you to quickly and easily create proposals, contracts, and invoices from your smartphone, tablet, or laptop, in any location. Accomplish all your tasks quickly and easily in one application.

Jarvis is a full-featured system that runs on Windows, Mac, iOS, and in a web browser. The Scarpetta Group was awarded FileMaker’s Business Alliance Excellence Award in 2017 for Jarvis.

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

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
  • Task management
  • Activities
  • Email

 

Marketing

Fully integrated with MailChimp®. Build groups for your campaigns, mailings, and labels. Build your yearly contact plan for your relationships with touch-points.

  • Marketing segments
  • Subscriptions
  • Social media

Document Mangement

All documents are easily accessed from the menu. Store, view and share when needed. Use a search and filter for finding a document quickly

  • PDF
  • Images
  • Video
  • Word
  • Excel

Quotes

Quickly build quotes and email them as an attached PDF. Items are easily added from a standard list or from customer specific pricing and descriptions.

  • Customer based pricing and descriptions
  • Tasks for tracking follow-up
  • Activities for viewing previous communications
  • Notes from customer meetings
  • Documents for keeping vendor quotes handy

Improve your business today

Sit Back. Relax.

Join us to see how Jarvis CRM can simplify your business and how easy it is to manage your customers.

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Jarvis CRM is designed to simplify your business.

Contact us to learn how.