--- 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 **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 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+18%3A48%3A00+-0500&secure%5Bsession_id%5D=9ba519f2-ba99-4c6c-9f0e-1a37310810d8&secure%5Btoken%5D=0c40c1e94eeb331e5e31e24dab9d43c60412a48723a3bc149ed586d47ec7800c&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 - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## 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 (24,687 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 (1,464 reviews)