8.0
Spot Score
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 customer relationship management system with a unique drag and drop interface that provides users with the ability to create workflow, emails, customer detail pages, and much more.
Pricing
Starts from $34 / User / Month
Free Trial available
Best For
Suited for solo users, 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 has consistently impressed users over the past year with its sleek design, versatility, and robust functionality. It stands out for its ability to seamlessly combine sales management, project tracking, and even marketing campaigns within a single, easy-to-navigate platform.
The intuitive user interface, paired with its highly customizable features, enables businesses to tailor the software to their specific needs. This flexibility has proven invaluable for industries ranging from healthcare to insurance and beyond, whether it’s streamlining processes, transitioning to paperless workflows, or consolidating tools into a single efficient system.
Additionally, the support from the development team has been widely praised, ensuring smooth onboarding and ongoing customization. While some users note a slight learning curve when first adopting the software, this is counterbalanced by its comprehensive one-on-one support and user-friendly design.
Occasional delays in updating shared information and integrations could also be improved, though these issues appear to be minor. Overall, Jarvis CRM delivers a powerful and adaptable solution for businesses seeking to elevate their operations.
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?
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Start your free trial — no credit card required.
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What is the pricing of Jarvis CRM?
Jarvis CRM reviews and ratings
What buyers like
- Intuitive and 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
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
Ready to try it?
Get started with Jarvis CRM
Start your free trial — no credit card required.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].