Jarvis CRM Overview

Jarvis-CRM simplifies customer relationship management. It optimizes interactions and enhances productivity.

This is a summary of the comprehensive capabilities and benefits of Jarvis CRM based on over 21 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Jarvis CRM, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Do you need to check if Jarvis CRM is right for your needs? Our Cuspera AI engine can evaluate how Jarvis CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.

Jarvis CRM supports business activities such as:

  • Engaging And Following Up
  • Workflow Management
  • Advertisement

Jarvis CRM can help you with many business goals, such as Enhance Customer Relationships.

Jarvis CRM Reviews

11 buyers and buying teams have used Cuspera to assess how well Jarvis CRM solved their CRM needs. Cuspera uses 21 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Business Priorities

Enhance Customer Relationships is the most popular business priority peers achieved using Jarvis CRM.

Other priorities:

See all business priorities See less business priorities

Use Cases

Peers recommend Engaging And Following Up , Workflow Management , Advertisement , as the business use cases that they have been most satisfied while using Jarvis CRM.

See all use cases

Case Studies

COMPANY CASE STUDIES
Jarvis CRM case study

Described and Captioned Media Program (DCMP)
CASE STUDY Described and Captioned Media Program (DCMP)

Jarvis CRM helped the Described and Captioned Media Program (DCMP) manage all client data and communications in one place. DCMP needed a better way to track user activity and streamline processes. They chose Jarvis CRM for its customization and integration with FileMaker. After implementation, DCMP... improved client management and communication. Jarvis CRM supported a surge in service requests during COVID-19 and made email communication easier.

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Jarvis CRM case study

Developmental Disabilities Resources, Inc.
CASE STUDY Developmental Disabilities Resources, Inc.

Jarvis CRM helped Developmental Disabilities Resources, Inc. move from manual, paper-based processes to a streamlined, mostly paperless system. The Scarpetta Group customized Jarvis CRM to automate data entry and ensure compliance. Now, 48% of all data is automatically entered, saving time and redu...cing errors. The new system also makes it easy to share information with health partners and has eliminated the need for printed forms. Staff find the system dependable and easy to use.

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Jarvis CRM case study

Stuckey & Company
CASE STUDY Stuckey & Company

Jarvis CRM helped Stuckey & Company automate key insurance processes. The company replaced a manual FileMaker system with Jarvis, making tasks like quoting, invoicing, and agent management easier. Integration with The Hartford now saves over 200 employee hours each month. Commission tracking is fas...ter and more accurate. Employees use a simple interface, and agents can access information online. Automated emails and performance tracking keep everyone on task.

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Based on peer insights

Cuspera recommends Jarvis CRM for

Use Cases Engaging And Following Up , Workflow Management , Advertisement
Business Priority Enhance Customer Relationships

IT and Other Capabilities

for Jarvis CRM

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.79/5 ★

Read Reviews (4)
Data Export

3.42/5 ★

Read Reviews (1)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.79/5 ★

Read Reviews (4)
Data Export

3.42/5 ★

Read Reviews (1)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

3.97/5 ★

Read Reviews (8)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

3.97/5 ★

Read Reviews (8)

Software Failure Risk Guidance

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for Jarvis CRM

Top Failure Risks for Jarvis CRM

Vendor Profile Details

Company Name

Jarvis CRM

Company Website

https://www.jarviscrm.com/

HQ Location

425 North Main Street, Suite D, Simpsonville, SC 29681, US

Employees

1-10

Financials

PRIVATE