Deliver Projects


Full Suite of Project Management Tools

Improve your team’s productivity and facilitate your projects easily with Jarvis. Project management has never been simpler with tools including project templates, project planning, data visualizations, Slack integration, and time/expense tracking associated with each project. Accomplish all your tasks, such as sending invoices for each project, quickly within the application.


Everything you need to know about the status of a project is right here.

  • Task Status
  • Risks
  • Team and their task status
  • Budget



Build and manage the details of the project in the Gantt. Visually move tasks around on the graphical view. The Gantt opens in a separate resizable window for more space and an efficient optional workspace.

•  Save the tasks as a template

•  Import templates on project creation



Add staff and clients to the project to keep project engagement and responsibilities active.


Planning ahead and knowing the challenges of a project can prevent or minimize them up front. Utilize the risk module to allow for planning in advance and managing the impact.

Why our customers love Jarvis CRM

Jarvis was easily customizable and industry based best practices is baked into it’s DNA. Manage the personal, commercial and professional liability insurance business process.

Dwight S


Call 877-501-8038 to Learn More