I like Jarvis CRM’s accessible customization that does not require dedicated IT support, which fits our insurance administrative workflow perfectly. Previously, our old Fat Free CRM lacked flexible field configuration, forcing us to compromise on how we tracked policy and claim details. Early this quarter, I needed to build dedicated sections for commercial liability limits, fleet vehicle information and loss history for our new business insurance intake process. I was able to create all these custom fields independently without submitting support tickets, which avoided multi-day delays we would have faced with our prior system. I appreciate how neatly it organizes all documents linked to each customer record. Once clients submit paperwork through Formeer, I attach claim photos, inspection reports and signed application forms directly to their profiles. During a recent surge in auto claim filings, our agents could pull the full case file instantly instead of messaging me repeatedly to locate scattered files stored in shared drives. I also value the built-in task reminder system. When clients send incomplete intake forms missing ID or proof of coverage, I create follow-up tasks tied to their profiles, so pending submissions don’t get overlooked amid heavy workloads. The tagging and filtering functionality is another standout feature. During our busy renewal season, I tag accounts by policy type and expiration timeline, cutting out hours of manual sorting I once did in spreadsheets. The interface stays straightforward even after adding many custom fields, making onboarding new administrative staff quick. I’m impressed by how well the search function performs even as our client database grows; I can instantly pull up records using policy numbers or claim IDs instead of scrolling through endless contact lists.

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

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!