Streamline Sales with Jarvis 


Jarvis Empowers Your Sales Team to Move Prospects Through the Funnel

Jarvis gives your team the organization and automation tools they need. Schedule meetings, creating quotes and proposals, track activity, and seeing the full pipeline is now done with ease. Since Jarvis runs on Windows, Mac, iOS, and in a web browser, your team has the flexibility to access the CRM when and where they need to. Because Jarvis saves your team time by automating manual processes, they can devote more time to meeting with prospects and closing sales.


Moving new leads and prospects through the process is a critical part of the sales cycle. Gathering the information to qualify them is easy. It is as simple as answering the phone and creating a new activity where you can link the activity to an existing contact or create a new one and start the qualification process. 


Communication is the key to customer relationships. Touchpoints are built from templates based on marketing segments. Touchpoint templates are fully customizable.

•  Track Social Media

•  Marketing Groups

•  Relationships and Interests

•  Touchpoints

Products and Services

Manage products and services with ease. Need to order more of a product? Create a purchase order quickly and send it to your vendor. Upon receipt it will be added to inventory. Document management is included for storing assembly instructions, MSDS data sheets, and videos.

•  Track cost and price history

•  Create purchase orders

•  Adjust inventory

•  Build a kit




Manage and track sales opportunities through the pipeline. Create multiple quotes and select the one that wins. In the closing stage, create an implementation plan as part of the sign-off using a Gantt chart. 

•  Manage  your sales pipelines

•  Tasks template for keeping on track

•  Select the products and services for a recommendation

•  Build multiple quotes and track the one that is won

•  Create an implementation plan


Create a new quote from an existing customer or a new one from the quoting module. When adding products you have the option to select from standard products and from custom pricing. With custom pricing your customer will see their price and description as expected. 


Sales Orders

With Jarvis, pushing a quote to a sales order allows for the information to move seamlessly. With flexibility, you may ship and invoice partials. If needing to add an item last minute, you can do that as well.

Why our customers love Jarvis CRM

We have been a filemaker user for over 10 years and the team at Jarvis is the third developer team that we have partnered with. Jarvis has taken us to a whole new level compared to our other developers and the team was able to make some repairs to our current filemaker platform while we worked to add customizations for Jarvis to meet our needs. My partnership with this team started in August of 2019 and we have every intent to retain the partnership for the future. This system was really good right out of the box, but more importantly the support for additional features has been priceless. We took Jarvis to a whole new level by using the CRM and then customizing the system to also handle our sales contracts, production facility, inventory control, and so much more.

Daniel R


Call 877-501-8038 to Learn More