LP

Luis En. P.

Sales Manager

Small-Business (50 or fewer emp.)

4/28/2026

"All-in-One, Easy-to-Use Solution with Smooth UX and Strong API Integrations"

4.5/5

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

SF

Susan F.

Fractional COO

Small-Business (50 or fewer emp.)

12/17/2020

"Beautiful CRM with well-rounded features"

5/5

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

ED

Eric D.

Director of IT Development

Mid-Market (51-1000 emp.)

2/5/2021

"Great Solution! Modify to Business needs! Outstanding Support!"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

JS

Jason S.

Director

Small-Business (50 or fewer emp.)

1/19/2021

"Great out-of-the-box CRM and great platform/dev team to use for a custom solution"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

DR

Daniel R.

President

Small-Business (50 or fewer emp.)

1/16/2021

"Awesome System - Unbelievable Support!! Jarvis"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Jarvis CRM?

Honestly nothing to write here, we are very happy with Jarvis Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

PS

Patrick S.

Small-Business (50 or fewer emp.)

1/11/2021

"Great CRM for our small company!"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

KS

Kyle S.

Information Systems Manager

Small-Business (50 or fewer emp.)

5/28/2021

"Excellent CRM out of the box, or customize to suit your needs."

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Jarvis CRM?

Updating could be easier, but that's more of a problem with Filemaker than with Jarvis. Review collected by and hosted on G2.com.

CB

Cherish B.

Co-founder & Managing Director

8/30/2021

Business partner of the seller or seller's competitor, not included in G2 scores.

"Jarvis really does it all"

5/5

What do you like best about Jarvis CRM?

I really like that Jarvis is so customizable. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

TN

Tracy N.

Marketing Manager

Small-Business (50 or fewer emp.)

1/19/2021

"Simple Set Up, Beautiful Design, Easy to Use"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

DW

Deven W.

Director

Small-Business (50 or fewer emp.)

3/15/2021

Business partner of the seller or seller's competitor, not included in G2 scores.

"The Perks of Custom Development without Custom Development"

5/5

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! Review collected by and hosted on G2.com.

What do you dislike about Jarvis CRM?

The functionality has met our expectations and needs! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.