Take Control with the Jarvis CRM User Dashboard
Jarvis Puts You in the Driver’s Seat with Easy-to-Use Features
Jarvis’s intuitive design and easy-to-use features make managing your work simple. A robust user dashboard allows you to view goals, time tracking details, calendars, and more, at a glance. Manage tasks, log time, record expenses and track activities quickly and easily. A flexible calendar view allows you to see what tasks and agenda items are upcoming. View and filter tasks to streamline project management. Admin windows and HR management modules provide even greater control.
Jarvis CRM gives you the flexibility you need, when and where you need it. The system runs on Windows, Mac, iOS, and in a web browser, so you can access it from any location. The Scarpetta Group won FileMaker’s Business Alliance Excellence Award in 2017 for Jarvis’s design.
Start your day by seeing your progress, appointments and upcoming tasks. Functioning as a control center, this is the most powerful place in Jarvis. The new user menu is available on every layout making tasks and time logging just a click away.
Calendaring and Sync
The calendar in Jarvis is available in multiple views to keep you focused. A support package allows you to sync your calendar with Office365 or Google Calendars.
Log time to tasks easily in Jarvis. Available through the user menu, which is featured on every layout, time entry is a click away. Filter the list by clicking on the day of the week for quick checking access.
Set your sales goals by month on the user preferences tab, then track your progress visually on the sales tab.
Join us to see how Jarvis CRM can simplify your business and how easy it is to manage your customers.