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  • Company: The Scarpetta Group, Inc.
  • Language: English
  • Price: 1300.00 - USD
  • Industry:
  • Optimized for iPad / iPhone
  • For .fmp12 file format
  • Screenshot 1
  • Screenshot 2

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Jarvis CRM, Business and Project Management

The Scarpetta Group, Inc.

Jarvis is a fully-customizable FileMaker solution. Effectively manage your Customers, Business and Projects. Jarvis was awarded the FileMaker Business Alliance Excellence Award for Design in 2017 at the FileMaker Developers Conference. Through it’s beautiful and intuitive interface, you will be able to stay organized performing your daily tasks. Built on the FileMaker 17 platform, it runs on Windows, Mac, iOS, and in a web browser. Jarvis is the future of software development and design, and we intend to lead the industry and bring only the best to this amazing solution. For More details, video demos, please visit our website http://jarviscrm.com or contact us for a Live Demo or access to an online demo.

Jarvis was designed with Developers in mind with solid and consistent naming conventions and modern techniques for user interface, keeping it easy to modify and deploy.

MODULES:

Companies, Contacts, Document Management, Users, Invoices, Payments, Purchase Orders, Sales Orders, Projects, Marketing, Preferences, Letter Templates, Scheduler, Scheduling, Expenses, Vendors, Timesheet, Reports, Products and Services, Quoting.

Jarvis 5 Features:

General:
• Fully updated to take advantage of the FileMaker 17 Platform
• No web files to install!
• All charts are embedded into Jarvis
• All New User Actions across all layouts
• Updated UI that goes with modern trends
• More data visualizations
• Less Clicks!

Companies:
• All new charts, cleaner, faster
• Better Organized for workflows
• Quick Add Contacts and Addresses
• Create Quotes, Invoices, Sales Orders, Projects
• Manage Companies with ease
• Manage Subscriptions

Contacts
• All new charts
• Know how your contacts are performing at a glance
• Lead Management
• Groups management for Campaigns (Works with MailChimp)
• Improved Touchpoints
• Updated Task Management, auto create Activities and Follow-up Tasks

Products and Services
• All new charts, view performance over the year
• Create PO’s directly from the selected product
• Update or view inventory transactions
• Print a barcode to a label printer
• Build a kit
• Added a Product Type of Subscription

Quotes
• Updated to assign tasks, log activities, and notes
• One-Click conversion to a sales order or invoice
• Added ability to create a quote without having to start at Accounts
• Track probability of sales
• Send PDF to clients for approval

Sales Orders
• Updated to assign tasks, log activities, and notes
• Invoice and ship your way, any quantity, anytime
• Unlimited Documents easily attached
• Know what has shipped and invoiced with ease
• Send PDF’s to clients

Invoices
• Updated to assign task, log activities, and notes
• Take and view payments
• Links to Project if invoiced from a project
• Create new invoices without having to go to companies
• Easily send PDF of invoice to clients

Expenses
• All new module
• Manage, track and approve expense reports
• Link expenses to projects
• Approvers easily setup in Manager Users
• Works on iPhone

Payments
• Take payments for multiple invoices
• Link to revenue accounts
• View all payment details and invoices that were part of a payment
• Take partial payments

Projects
• New Charts
• New project risks and planning
• New notebooks, using a full text editor, take great notes formatted the way you want
• New Settings Tab - Define project roles your way
• Create a Slack Channel!
• Track time and expenses against the project
• Create invoices for project
• All new Gantt Chart, simplified!
• Project Templates - create and reuse the best made plans

Document Management
• All New Module
• Search and view documents throughout the entire system
• Download and Email

Scheduler
• All new scheduler calendar
• View by Day, Week, Month, and Agenda
• See multiple users at the same time
• Opens in a separate window for easy of planning
• View User Capacity

Users
• Your ultimate dashboard
• All new User-centric menu, Manage Tasks, Log Time, Expenses and Activities from any module
• All New Time entry module, easily enter time for a project, view by day and submit
• All New Expense entry module
• Faster Calendars
• User Avatars
• New Data Visualizations ( Activity Tracking, Hours, and Sales Data)
• View Sales vs Sales Goals with all new chart
• Set Sales Goals
• Simplified User Experience
• All new management window for Admins
• Tasks are easier than ever to create, view and filter
• Manage Employees Module for HR
• Calendar Sync available with support agreement.

Timesheets
• Manage, track and approve Timesheets
• Manage approvers
• Link to projects and tasks

Vendors
• Simplified User experience
• Easily create Purchased Orders
• View current stock levels
• Store important tax documents

Purchase Orders
• New fields to track Vendor Invoices and Payments
• Simplified User Experience
• Email PDF of Purchase Order to Vendor for ordering
• Store documents such as vendor invoices with PO.

Reports
• Simplified User experience
• New Report for Products List

Campaigns
• All new data visualizations for email statistics from MailChimp
• Quick view email
• Manual refresh statistics
• Manage other campaigns, like phone or mailings

Groups
• Ability to print a mailing list of a group
• View list members
• Sync group to MailChimp

Letter Templates
• Create letter templates to communicate with your contacts
• Send as PDF or Print

Settings
• Manage general System settings
• Manage Menu names
• Manage Marketing Touchpoints templates by segment
• Manage Project templates
• Integration preference for Google, Slack, MailChimp Clearbit and email.


Javis CRM is simply the best and most intuitive solution for your Business!


PRICING

1-5 Users $1300.00

6-10 Users $2450.00

Site License $3900.00
Requirements: FileMaker Server 17, FileMaker Pro 17 Advanced

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