--- 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: '2026-08-07' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Jarvis CRM Reviews & Product Details 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. * * * Seller [The Scarpetta Group](https://www.g2.com/sellers/the-scarpetta-group) Discussions [Jarvis CRM Community](https://www.g2.com/products/jarvis-crm/discuss) Languages Supported English Overview by Joseph Scarpetta (CEO / Founder at The Scarpetta Group, Inc.) Show More ## Pricing Pricing provided by Jarvis CRM. ### Jarvis Monthly $45.00 1 User Per Month ### Jarvis CRM $480.00 1 User Per Year [ View More Pricing Information ](https://www.g2.com/products/jarvis-crm/pricing) ## Top-Rated Alternatives [ ![Agentforce Sales (formerly Salesforce Sales Cloud)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Agentforce Sales (formerly Salesforce Sales Cloud)") Agentforce Sales (formerly Salesforce Sales Cloud) 4.4/5(25,872) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) [ ![Oracle Sales Cloud](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Oracle Sales Cloud") Oracle Sales Cloud 3.9/5(158) ](https://www.g2.com/products/oracle-sales-cloud/reviews) [ ![Dynamics 365 Sales](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dynamics 365 Sales") Dynamics 365 Sales 3.8/5(1,623) ](https://www.g2.com/products/dynamics-365-sales/reviews) [ View All Alternatives ](https://www.g2.com/products/jarvis-crm/competitors/alternatives) ## User Insights Average based on 16 real user reviews. Typical contract price $0k - $0k [Sign in to view](/login) Per Month [Log in to unlock pricing and user insights](/login) ## Jarvis CRM Integrations (1) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Shopify ](https://www.g2.com/products/shopify/reviews) Show More ![Verified User in Higher Education](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Higher Education") UH Verified User in Higher Education Mid-Market (51-1000 emp.) 5/27/2021 "CRM is GREAT" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite SR Stig R. Operations and HR Manager Small-Business (50 or fewer emp.) 8/12/2021 "Jarvis is great" 4.5/5 What do you like best about Jarvis CRM? It is straightforward to use and intuitive. Review collected by and hosted on G2.com. What do you dislike about Jarvis CRM? Not much to dislike - it is a very adaptable system. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic AC A C. Program Consultant II Mid-Market (51-1000 emp.) 1/20/2021 "Clean, modern technology designed for today's fast-paced work environment." 5/5 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! Review collected by and hosted on G2.com. What do you dislike about Jarvis CRM? Lack of funding to expand our current application. Review collected by and hosted on G2.com. Recommendations to others considering Jarvis CRM: What are you waiting for? Review collected by and hosted on G2.com. What problems is Jarvis CRM solving and how is that benefiting you? Training Program recordkeeping requirements with the benefit of organized, accessible data. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Elizabeth S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elizabeth S.") ES Elizabeth S. Proprietaire Small-Business (50 or fewer emp.) 12/17/2020 Business partner of the seller or seller's competitor, not included in G2 scores. "Clean & Easy Implementation" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Jarvis CRM? It's taking me too long to think of something to write here... Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Dwight S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dwight S.") DS Dwight S. Owner Small-Business (50 or fewer emp.) 12/17/2020 "Jarvis CRM in Insurance" 5/5 What do you like best about Jarvis CRM? Jarvis was easily customizable and industry based best practices is baked into it's DNA. Review collected by and hosted on G2.com. What do you dislike about Jarvis CRM? Still searching for dislikes...Jarvis takes you anywhere your imagination can lead. Review collected by and hosted on G2.com. What problems is Jarvis CRM solving and how is that benefiting you? Manage the personal, commercial and professional liability insurance business process. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Small-Business (50 or fewer emp.) 2/10/2021 "Best CRM in the market" 5/5 What do you like best about Jarvis CRM? Easy of use, reliable application, has all the modules for a company Review collected by and hosted on G2.com. What do you dislike about Jarvis CRM? there is no downside on Jarvis. I could not think otherwise of not using it. Review collected by and hosted on G2.com. What problems is Jarvis CRM solving and how is that benefiting you? Streamline process, reporting, availability, minimal time for admin Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ## Questions about Jarvis CRM? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Jarvis CRM ](https://www.g2.com/products/jarvis-crm/discussions/new) GU Guest User • Last activity over 4 years ago Is Jarvis a CRM? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/is-jarvis-a-crm) GU Guest User • Last activity almost 4 years ago What is the use of Jarvis Crm? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/what-is-the-use-of-jarvis-crm) [ View all Discussions ](https://www.g2.com/products/jarvis-crm/discuss) ## Pricing Options Pricing provided by Jarvis CRM. ### Jarvis Monthly $45.00 1 User Per Month ### Jarvis CRM $480.00 1 User Per Year [ View More Pricing Information ](https://www.g2.com/products/jarvis-crm/pricing) Jarvis CRM Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_25766ae17f5460c7bbb9e5ff30ce6e4f/oracle-sales-cloud.png "Product Avatar Image") Oracle Sales Cloud 3.9/5(158) [ Compare Now ](https://www.g2.com/compare/jarvis-crm-vs-oracle-sales-cloud) ##### Categories on G2 [CRM](https://www.g2.com/categories/crm) ##### Explore More [Best board management software for medium-sized business](https://www.g2.com/discussions/best-board-management-software-for-medium-sized-business)[Best data science service for cloud-based apps](https://www.g2.com/discussions/what-is-the-best-data-science-service-for-cloud-based-apps)[Best platforms for reducing false positives in cloud detection](https://www.g2.com/discussions/what-are-the-platforms-for-reducing-false-positives-in-cloud-detection) [Which vendor provides AI-powered adaptive authentication?](https://www.g2.com/discussions/which-vendor-provides-ai-powered-adaptive-authentication)[PR Firms in London](https://www.g2.com/categories/pr-firms/locations/greater-london-england-gb)[Which managed file transfer service is best for tech startups](https://www.g2.com/discussions/which-managed-file-transfer-service-is-best-for-tech-startups) [Show MoreShow Less](javascript:void(0);)