Jarvis CRM Description
Jarvis CRM, a FileMaker-based CRM solution, is a great option for organizations that need a fully customizable CRM solution. Jarvis is a fully-featured CRM system that can be used on desktop, mobile, and web. It runs on Windows, Mac OS, iOS, and in a browser. Jarvis has all the essential elements every business needs and can be easily customized by our team. Jarvis is flexible and easy-to-modify, making it the perfect solution for companies that need a customized CRM/ERP or combination CRM/ERP.
Jarvis CRM Alternatives
Resco Inspections+
Resco Inspections+ is a versatile digital solution designed for industries like construction, manufacturing, oil and gas, nonprofits, utilities, and property management. The platform helps organizations move away from paper forms by transforming audits, inspections, surveys, and checklists into fully customizable digital workflows. With native integration with Dynamics 365 and Salesforce, it allows you to extend CRM/ERP data beyond the office, ensuring you can collect and update field data effortlessly.
The offline-first architecture is essential for environments where connectivity is unreliable, such as remote oil rigs, construction sites, garages, or even crowded cities. Field technicians, auditors, and inspectors can capture critical data without interruption, and the advanced sync engine ensures it syncs automatically once a connection is available.
Inspections+ includes a drag-and-drop questionnaire builder with smart questions, business logic, rules, and media capture, enabling easy no-code customization for safety checks, compliance reports, or trial audits. With real-time data insights, organizations can streamline processes, reduce errors, and make informed decisions on the go.
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Eurekos
Eurekos is the customer training LMS built to educate the world outside your organization – partners, distributors, resellers and the networks beyond. Most companies spend years perfecting their product or service, then hand customers a repurposed employee training course and hope for the best. When those customers churn, the product gets the blame. Usually, the training is the problem.
Eurekos fixes that. We help you turn training from a cost into a growth engine. The ability to sell courses, accreditations and learning paths directly through the platform doesn’t just help retain business. It transforms customer education into a revenue stream.
The same thinking runs through the entire platform – in how Saga AI adapts every learning journey to the individual, in how training portals can be customized to different customers and regions, and in how we work with you long after you go live.
Eurekos Product Features:•Saga AI –Saga AI delivers contextual knowledge discovery, automated content creation and adaptive learning paths that adjust to each learner's behavior and progress. • Learning journeys and adaptive paths – Build any training path imaginable.• Built-in course authoring – 40+ customizable, interactive authoring tools built directly into the LMS. • Certification and accreditation – Create, manage and track complex certification programs with full automation..• Security and compliance – ISO/IEC 27001 & 27701 certified. • Unlimited branded portals – Deploy separate, fully branded learning environments for different cust. segments, partners or regions.• eCommerce • Mobile learning – Native mobile app for iOS and Android.• Global reach – 195+ languages with full localization support. Cloud and on-premise options.• Integrations and API – Open API & 40+ integrations
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Clari
A Revenue Operations Platform that increases revenue results. Automated CRM updates Check. Time series analysis? Check. Clari offers more than just innovative features. Clari solves the real problem by combining revenue intelligence, forecasting, and execution insights. It is efficient and predictable in hitting your targets every quarter. Clari's Revenue Operations Platform is purpose-built to increase revenue predictability. It takes previously untapped data, such as call logs, CRM, email, and CRM, and turns it into execution insights that you can use for your entire revenue team. Clari combines AI insights with human intuition to enable your team to forecast with greater accuracy and foresight. It uses a consistent, automated process that can be used to manage all businesses in your company. You can collect valuable activity data from prospects, customers, and reps so you are always up to date on what's happening in your deals, in your business, and with your team.
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Clari Copilot
Clari Copilot (previously Wingman) transforms your revenue team by enabling them to win every revenue-critical situation.
Clari Copilot’s conversation intelligence platform gives reps and managers everything they need to compete fiercely and spot revenue leaks. They can also close deals faster.
Clari Copilot and Clari together give you everything you need to manage revenue on a single platform. Clari Copilot stores your conversation data right where your sales team is working, Clari.
Clari Copilot is used by top sales teams from Chargebee, Oktopost and Properly Homes to manage their revenue.
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Pricing
Pricing Starts At:
$480/user/annually
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
The Scarpetta Group, Inc.
Year Founded:
2008
Headquarters:
United States
Website:
scarpettagroup.com
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Product Details
Platforms
Web-Based
Windows
Mac
iPhone App
iPad App
Types of Training
Live Training (Online)
Webinars
In Person
Customer Support
Business Hours
Online Support
Jarvis CRM Features and Options
CRM Software
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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