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Jarvis The Ultimate FileMaker Quickstart Template is Here – FileMaker Today
The Scarpetta Group, Inc. observed trends in what their clients wanted from their database systems. They found themselves repeatedly creating similar solutions, so they decided to create one product, Jarvis CRM. It was designed to satisfy the needs of a wide variety of clients, and be easy to customize. The functionality and new features of FileMaker Pro 13 allowed The Scarpetta Group to create a clean user interface design for Jarvis CRM, as well as all the necessary components to make a great CRM.
User Dashboard: Sleek user interface, Complete overview of responsibilities, Call management, Open quotes and invoices to stay on top of workflow and timely payments
Administration: Customizable navigation, Multi-level security features
Project Overview: Fully integrated project management, Manage and track progress on projects with milestone progress meters and tasks related to milestones
Inventory Tracking: Manage your product and/or service offerings, View product inventory in real-time, Reminder alerts when stock is low and it is time to re-stock
Call Management: Monitor new and prospective accounts, Log phone calls and other communications, such as email, Viewable on User Dashboard
Quoting: Build quotes from managed products or services, Convert quote to an invoice after customer places the order
Invoicing and Payments: Easily create ad hoc invoices, Create an invoice from a quote, Enter payment information, Easily integrated to payment solutions
Purchase Orders: Create, view, print and email purchase orders for your vendors
FileMaker DevCon Special 10% off regular pricing July 28 – Aug. 8th
Ask about how we can customize Jarvis to your business.
*FileMaker Software Not included. Let us assist with your specific licensing needs.