8.0
SpotScore
Jarvis CRM Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Trial Available
SOC 2Add to compare
Starts from $34 / User / Month
Overview
Pricing
Features
Buyer feedback
Alternatives
Media
Security & Compliance
Support
FAQ
Blogs
What is Jarvis CRM?
Jarvis CRM is a cloud-based CRM for sales, healthcare, and insurance teams that need a flexible platform they can adapt to industry-specific workflows through drag-and-drop page and field configuration. It combines sales management, project tracking, and marketing campaigns in one platform and includes one-on-one onboarding support to offset initial setup complexity. Real-time data sync between shared records can lag by several minutes, which matters for teams that need live updates during active client calls.
Pricing
Starts from $34 / User / Month
Free Trial available
Best For
Suited for small teams, SMBs, and enterprise
Security & Compliance
SOC 2Data residency:Global
Platform
Web + mobile app (iOS & Android)
Jarvis CRM Software Demo
Jarvis CRM was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Jarvis CRM
- Team types
- Large Enterprises, Medium Business
Why teams choose Jarvis CRM
Intuitive design enhances user experience.
Flexible customization options for workflows.
Strong email integration for communication.
Is Jarvis CRM right for you?
What buyers should know before shortlisting Jarvis CRM
Jarvis CRM offers sales management, project tracking, and marketing campaigns in a single platform with a customizable interface. The main strength is flexibility—you can adapt workflows for healthcare, insurance, and other industries without switching between tools.
Support includes one-on-one onboarding, which helps offset the initial setup time required to configure the system to your needs. Before shortlisting, verify two specific limitations in a demo.
First, real-time data sync between shared records can lag by several minutes, which matters if your team relies on live updates during client calls. Second, native integrations are limited—you'll likely need Zapier or custom API work to connect to tools outside the core CRM ecosystem.
Check your current tech stack against their integration list before committing. Pricing is per-user monthly with no free tier, so calculate total cost across your team size.
The onboarding process requires 2–4 weeks of configuration time from your team or Jarvis support staff, not a quick setup. If you need immediate deployment or have minimal customization needs, a lighter CRM may be faster to launch.
Jarvis CRM pros and cons
- Jarvis CRM pros
Intuitive design enhances user experience.
Flexible customization options for workflows.
Strong email integration for communication.
- Jarvis CRM cons
May lack depth for advanced users.
Training may be needed for complex setups.
Ready to try it?
Get started with Jarvis CRM
Start your free trial — no credit card required.
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What is the pricing of Jarvis CRM?
Jarvis CRM Pricing Plans
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Jarvis CRM reviews and ratings
What buyers like
- User-friendly UI with a sleek design, appreciated by users of all technical levels.
- Highly customizable, allowing businesses to tailor it to their unique workflows and needs.
- Combines multiple functionalities like sales tracking, project management, marketing, and reporting into one platform, reducing the need for multiple tools.
Common complaints
- Initial learning curve for new users, though mitigated by ample support.
- Occasional lag in real-time updates, causing slight delays in collaborative data sharing.
- Dependence on external platforms like FileMaker may create minor limitations or complexities in some workflows.
What users are saying
SF
Susan F
12/17/21
"Beautiful CRM with well-rounded features"
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 ...
Read more
CB
Cherish B
08/30/21
"Jarvis really does it all"
What do you like best about Jarvis CRM? I really like that Jarvis is so customizable. What do you dislike about Jarvis CRM? There's a bit of a ...
Read more
SR
Stig R
08/12/21
"Jarvis is great"
What do you like best about Jarvis CRM? It is straightforward to use and intuitive. What do you dislike about Jarvis CRM? Not much to dislike - it is ...
Read more
KS
Kyle S
05/28/21
"Excellent CRM out of the box, or customize to suit your needs."
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 ...
Read more
AU
Anonymous User
05/27/21
"CRM is GREAT"
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 ...
Read more
DW
Deven W
03/16/21
"The Perks of Custom Development without Custom Development"
What do you like best about Jarvis CRM? Jarvis provides custom development functionality without the headache typically associated with creating ...
Read more
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What are the features of Jarvis CRM?
Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…
Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…
Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…
Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…
Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…
A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…
Jarvis CRM security and data handling
Key compliance certifications and security features for IT and security teams evaluating Jarvis CRM.
Certifications
Developer & data
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Frequently Asked Questions About Jarvis CRM
Common questions buyers ask before choosing Jarvis CRM.
Jarvis CRM is a CRM Software. Jarvis CRM offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Project Management and many more functionalities.
Buyers commonly note the following limitations of Jarvis CRM: May lack depth for advanced users.; Training may be needed for complex setups..
Some top alternatives to Jarvis CRM includes Bigin by Zoho CRM, ClickUp, Zoho CRM, Freshsales and CRM.io by 500apps.
Jarvis CRM offers Free Trial, Subscription pricing models
The starting price of Jarvis CRM is $34/User/Month
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About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].