--- title: Jarvis CRM Reviews meta_title: 'Jarvis CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 16 reviews by the users' company size, role or industry to find out how Jarvis CRM works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 16 scale: '5' date_modified: '2026-07-07' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Jarvis CRM Reviews **Vendor:** The Scarpetta Group **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.8/5.0 **Total Reviews:** 16 ## About Jarvis CRM Jarvis is a Platform for Marketing, Sales, CRM, ERP, and Projects The Jarvis CRM/ERP 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, web-browser and iPhone. Gone are the days of finding paperwork, emails, and figuring out who has the current version of a spreadsheet. Jarvis CRM/ERP includes all of the modules needed to run a business successfully with a single application. 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, maps, Calendar General: • Optimized for FileMaker 19 • All layouts enlarged to fit a 15inch laptop edge (1680x1000) • 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 • NEW - Timecards 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. ## Jarvis CRM Reviews ### 1. All-in-One, Easy-to-Use Solution with Smooth UX and Strong API Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Luis En. P. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Jarvis CRM?** It is a full solution with all the aspects a small business may need to run our business. IT is easy to use. The UX it is very pleasant, and built on Filemaker can be integrated virtually with any 3rd party app or service that has an API **What do you dislike about Jarvis CRM?** The pricing comes a bit high, but once you get to know the developers behind and their expertise you know you are paying a fair price **What problems is Jarvis CRM solving and how is that benefiting you?** I was able to integrate all my business workflows under one single app, orders, CRM, inventory management, invoicing... ### 2. Beautiful CRM with well-rounded features **Rating:** 5.0/5.0 stars **Reviewed by:** Susan F. | Fractional COO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2020 **What do you like best about Jarvis CRM?** Jarvis has a beautiful design and is intuitive. It combines not only the ability to manage sales, but also to do some project management as well as marketing. One of the only tools I've seen capable of that. And, at a reasonable price! **What do you dislike about Jarvis CRM?** It takes a little while to get used to it, but I don't find that too cumbersome. Any new software would require some adaptability. **What problems is Jarvis CRM solving and how is that benefiting you?** You're able to keep track of all sales and their next steps. Plus, you're able to perform basic project management. My favorite part though is the ability to send marketing emails. And it can be customized if you need to! ### 3. Great Solution! Modify to Business needs! Outstanding Support! **Rating:** 5.0/5.0 stars **Reviewed by:** Eric D. | Director of IT Development, Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2021 **What do you like best about Jarvis CRM?** Although we used FileMaker for some of out internal processes and systems, Jarvis CRM has provided us with a more powerful, robust and outstanding system. The UI is intuitive yet clean and easy for users of all types. Scarpetta has been outstanding involvement in creating and modifying Jarvis to suit out business needs. The professionalism and support from Scarpetta has been beyond compare. **What do you dislike about Jarvis CRM?** Jarvis has provided our business with a solution in which Scarpetta has modified to our tailored needs. Scarpetta has been able to provide a modified solution for our needs without any negative outcomes. **What problems is Jarvis CRM solving and how is that benefiting you?** Being in the healthcare field, evolutionary changes occur often. Our journey of finding a custom EHR solution has ended with Jarvis. Before Jarvis, our agency relied on several different solutions and systems to manage our healthcare records. Our move into a paperless system has been brought to light with Jarvis. There are a multitude of benefits our business has and will be party to because of going virtually paperless. ### 4. Great out-of-the-box CRM and great platform/dev team to use for a custom solution **Rating:** 5.0/5.0 stars **Reviewed by:** Jason S. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2021 **What do you like best about Jarvis CRM?** We were already sold on the use of Filemaker, as we use it for several internal systems. Having our new CRM build on this user-friendly platform which was already familiar to staff has been very beneficial. The Jarvis UI is clean and intuitive. Features are robust and what you'd expect from a high-end CRM system. **What do you dislike about Jarvis CRM?** We worked with the team at Scarpetta Group to take Jarvis, a feature-rich and robust system, and build a custom solution. There hasn't been anything we've asked for that we haven't been able to accomplish. Jarivs has all the core features needed to handle CRM requirements. **What problems is Jarvis CRM solving and how is that benefiting you?** Before Jarvis, we used multiple tools to handle user maintenance and marketing activities. None of these were tied to our primary backend system. Jarvis (and Filemaker) allows us to have a single system that tracks CRM-specific data and join this information with MSSQL. The time required to handle new user registration and general marketing communications has been greatly reduced. ### 5. Awesome System - Unbelievable Support!! Jarvis **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel R. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2021 **What do you like best about Jarvis CRM?** This system was really good right out of the box, but more importantly the support for additional features has been priceless. **What do you dislike about Jarvis CRM?** Honestly nothing to write here, we are very happy with Jarvis **Recommendations to others considering 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. **What problems is Jarvis CRM solving and how is that benefiting you?** 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. ### 6. Great CRM for our small company! **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2021 **What do you like best about Jarvis CRM?** We have 15 employees and run 2 recording studios. We use Jarvis to generate quotes, processes work orders, create production requests, and do are billing. We send and track email campaigns within Jarvis and generate every type of report you can think of. It is the swiss army knife of CRMs. **What do you dislike about Jarvis CRM?** I can honestly say there isn't anything I dislike about it because it is completely customizable. We had it customized to meet our needs. **What problems is Jarvis CRM solving and how is that benefiting you?** The biggest problem we had was making sure our client information was up to date and tracking quotes and accounts receivable. Our original FileMaker solution was not capable of doing that. We used word and excel to generate quotes, outlook to email them out, and QB for accounting. Now everything is done in Jarvis. We have premade templates for quotes and invoices. A task manager for following up on quotes, and open invoices. Full integration with QB Advanced on line. It really is aiding in keeping our receivables way down. ### 7. Excellent CRM out of the box, or customize to suit your needs. **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle S. | Information Systems Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2021 **What do you like best about Jarvis CRM?** Jarvis has been great for our org. Their developers incorporate feature requests from customers quickly. We've seen Jarvis evolve over a few years and are consistently impressed with the new developments. **What do you dislike about Jarvis CRM?** Updating could be easier, but that's more of a problem with Filemaker than with Jarvis. **What problems is Jarvis CRM solving and how is that benefiting you?** We have tried other SaaS CRMs and found it challenging to integrate them with our existing ERP / databases. Jarvis, along with the FileMaker API, has allowed us to integrate the CRM with our existing systems. ### 8. Jarvis really does it all **Rating:** 5.0/5.0 stars **Reviewed by:** Cherish B. | Co-founder & Managing Director **Reviewed Date:** August 30, 2021 **What do you like best about Jarvis CRM?** I really like that Jarvis is so customizable. **What do you dislike about Jarvis CRM?** There's a bit of a learning curve, but that's to be expected. I appreciate their one-on-one support to help new customers get going. **What problems is Jarvis CRM solving and how is that benefiting you?** It's allowing me to connect the dots, to see new opportunities with contacts I already have. ### 9. Simple Set Up, Beautiful Design, Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Tracy N. | Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2021 **What do you like best about Jarvis CRM?** Jarvis CRM is beautifully designed with all the capabilities of customization, which was very important to our business. The functionality is super simple and the support for our team has been incredible. **What do you dislike about Jarvis CRM?** There is nothing we dislike about our Jarvis CRM. We have been able to customize to fit our needs. **What problems is Jarvis CRM solving and how is that benefiting you?** This was our first time using a CRM for our Regional Sales Managers. In the past we have had a hard time keeping our client information up to date on a day to day basis. With Jarvis, we have been able to manage contacts, track sales, projects and marketing campaigns. Not to mention the task manager for follow up. It's been great. ### 10. The Perks of Custom Development without Custom Development **Rating:** 5.0/5.0 stars **Reviewed by:** Deven W. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2021 **What do you like best about Jarvis CRM?** Jarvis provides custom development functionality without the headache typically associated with creating something from scratch. It was thoughtfully developed -- meaning the 'nice to haves' are already included! **What do you dislike about Jarvis CRM?** The functionality has met our expectations and needs! **What problems is Jarvis CRM solving and how is that benefiting you?** As one might imagine, we've streamlined our CRM processes -- taking us from emails, spreadsheets, and notes on paper to an organized, digitized flow. However, we have also utilized the functionality available through Jarvis to implement our services, which were also being done manually prior to implementation. ### 11. CRM is GREAT **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** May 27, 2021 **What do you like best about Jarvis CRM?** I love that all my leads and notes are all in one place for easy access not only for myself but for my co workers. **What do you dislike about Jarvis CRM?** Sometimes when entering or updating information there is a lag so my co-workers might not get to see the new notes right away. **What problems is Jarvis CRM solving and how is that benefiting you?** It is a great keeper of information on all of our student's past, present, and future—one place to update the info instead of sifting through folders. ### 12. Jarvis is great **Rating:** 4.5/5.0 stars **Reviewed by:** Stig R. | Operations and HR Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2021 **What do you like best about Jarvis CRM?** It is straightforward to use and intuitive. **What do you dislike about Jarvis CRM?** Not much to dislike - it is a very adaptable system. **What problems is Jarvis CRM solving and how is that benefiting you?** It effectively shares client data across work groups and makes it very easy to generate reports as needed. ### 13. Clean, modern technology designed for today's fast-paced work environment. **Rating:** 5.0/5.0 stars **Reviewed by:** A C. | Program Consultant II, Mid-Market (51-1000 emp.) **Reviewed Date:** January 20, 2021 **What do you like best about Jarvis CRM?** One of our Division's in a State Government Agency uses the Jarvis CRM Platform for maintaining employee files, plus numerous records related to training and auditing, generating reports, and tracking information critical in meeting federal regulatory program standards. The design provides for quick access to information and improved speed for data entry and record maintenance. Sleek, efficient, modern are words that come to mind when I think of our application. And the customer service is unlike anything you've ever experienced. Amazing group of folks to work with! **What do you dislike about Jarvis CRM?** Lack of funding to expand our current application. **Recommendations to others considering Jarvis CRM:** What are you waiting for? **What problems is Jarvis CRM solving and how is that benefiting you?** Training Program recordkeeping requirements with the benefit of organized, accessible data. ### 14. Clean & Easy Implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Elizabeth S. | Proprietaire, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2020 **What do you like best about Jarvis CRM?** I love the design - under-the-hood as well as the UI. This sensible, tidy approach to FileMaker design makes it very accessible to customization. **What do you dislike about Jarvis CRM?** It's taking me too long to think of something to write here... **What problems is Jarvis CRM solving and how is that benefiting you?** I have used Jarvis to create custom business solutions for companies with unique/unusual business models. Since the basic "cookie dough" is there, out of the box, it's really easy to "flavor it up" to make it fit the special or unique needs of a variety of businesses. ### 15. Jarvis CRM in Insurance **Rating:** 5.0/5.0 stars **Reviewed by:** Dwight S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2020 **What do you like best about Jarvis CRM?** Jarvis was easily customizable and industry based best practices is baked into it's DNA. **What do you dislike about Jarvis CRM?** Still searching for dislikes...Jarvis takes you anywhere your imagination can lead. **What problems is Jarvis CRM solving and how is that benefiting you?** Manage the personal, commercial and professional liability insurance business process. ### 16. Best CRM in the market **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2021 **What do you like best about Jarvis CRM?** Easy of use, reliable application, has all the modules for a company **What do you dislike about Jarvis CRM?** there is no downside on Jarvis. I could not think otherwise of not using it. **What problems is Jarvis CRM solving and how is that benefiting you?** Streamline process, reporting, availability, minimal time for admin ## Jarvis CRM Discussions - [What is the use of Jarvis Crm?](https://www.g2.com/discussions/what-is-the-use-of-jarvis-crm) - 1 comment - [Is Jarvis a CRM?](https://www.g2.com/discussions/is-jarvis-a-crm) - 1 comment - [View Jarvis CRM pricing details and edition comparison](https://www.g2.com/products/jarvis-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-17+17%3A07%3A54+-0500&secure%5Bsession_id%5D=f0715b5d-62f0-458b-8da6-9871371b0e51&secure%5Btoken%5D=a1477f4272923104f9d5b942602edf07b8392e494299f6565755f997029f6cb7&format=llm_user) ## Jarvis CRM Integrations - [Shopify](https://www.g2.com/products/shopify/reviews) ## Jarvis CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Jarvis CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,668 reviews) - [Oracle Sales Cloud](https://www.g2.com/products/oracle-sales-cloud/reviews) - 3.9/5.0 (142 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - 3.8/5.0 (1,463 reviews)