Jarvis is a Platform for Marketing, Sales, CRM, and Projects
The Jarvis CRM Platform contains over 20 years of experience working in multiple industries, with many different customers with very different needs. Our focus on design plays a considerable role in Jarvis CRM. Business applications should be beautiful and functional. Jarvis CRM is the 2017 recipient of the FileMaker Business Alliance Excellence Award for Design. Productivity and simplicity are the results. You’ll spend fewer clicks and less time searching for the items your boss needs.
In Jarvis, all data is in one place with access via desktop and iPhone. Gone are the days of finding paperwork, emails, and figuring out who has the current version of a spreadsheet.
Jarvis CRM includes all of the modules needed to run a business successfully.
Integrations:
– Quickbooks Online, No Plugins or annual fees.
– SendGrid Email for sending a guaranteed email. Flag customers with bounced emails. Inbound Parse.
– Zoom for meetings
– Google for addresses and maps
General:
– Optimized for FileMaker 19
– All layouts enlarged to fit a 15inch laptop edge (1680×1000)
– Updated Interface
– More user-defined preferences
Calendar
– Recoded to work as embedded javascript in Jarvis – no PHP, no install
– NEW Set colors for events in the settings area
Campaigns
– Simpler interface
– New multi-level campaign actions that roll-up results
– New group list from campaign action – log activities and send emails from the group list
– New results by campaign action – view results by group members that responded – log activities and send emails from the group list
– Actions – Create a New Group.
Companies
– Visuals for sales performance
– Create quotes, invoices, sales orders, projects
– Updated interactions panel to show only a list of activities with a link to view details
– NEW links for tracking multiple company URL’s
– Subscriptions
– Custom pricing
Contacts
– Visuals for sales performance
– Log Tasks, Activities, Email, Schedule Appointments
– Plan Marketing with Touchpoints via a template
– Marketing Groups
– Lead qualification
– Opportunities, quotes, invoices, sales orders, projects
– Related contacts, linked contacts
Commissions
– New Approval
– Payment view
– Paid view
Documents
– Added tags
Email
– Templates – SendGrid integrated, HTML formatted
– NEW incoming Email
Products and Services
– Visuals for sales performance
– Create and track purchase orders
– Manage inventory
– QR codes
– Kitting
– Related Products
Opportunities
– NEW Added an implementation plan.
– Updated sales stages to prospect, discover, recommend, implement
– Opportunity specific tasks for sales stages
– Track probability of sales
– Stages: Discovery, Recommendation, Closing
– Multiple quotes per opportunity
– Contract storage and process tracking
Projects
– Restyled overview panel
– Choice between Gantt and tasks
– Gantt opens in a resizable window and autosaves
– New fields for project links and recurring meeting id for zoom
– Project risks and planning
– Notebooks
– Track time and expenses
– Create invoices for the project
– Project templates
Users
– Your dashboard
– User-centric menu
– Visualizations ( activity tracking, hours, and sales data)
– View sales vs. sales Goals
– Set sales goals by the year
– Manage employees, HR module
– NEW Teams for managing incoming Email
– NEW Sales territories
– NEW education panel – required training and courses taken, tracks CEU’s.
– Updated email signature to use the HTML text editor.
– Added preference button for sales. If de-selected, it will hide sales features from the user’s view.
– Menu – timesheets and expenses will hide if turned off in the system
General Features
– Quoting
– Invoices
– Sales Orders
– Payments
– Expense reports
– Timesheet
– Vendor Management, Bills and Payments
– Purchase Orders
What’s New
Jarvis 7 is the most significant update to date. Every part of Jarvis has been reviewed to ensure it is as modernized and updated for FileMaker 19. Jarvis contains the largest marketing module of any application on the FileMaker platform. Email templates, multiple marketing actions, HTML signatures, groups, inbound parsing of email bring Jarvis full circle. Everything is using FileMaker’s javascript functions in the web viewers eliminating the need for PHP. New modules: Courses, Job Descriptions, extend employee management. Over 70 total new features and updates have been added.
