--- title: "Jarvis CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Jarvis CRM Software - reviews, pricing plans, popular comparisons to other Project Management products and more." source_url: "https://www.capterra.com/p/174771/Jarvis-CRM/" page_type: "product" language: "en" --- # Jarvis CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Jarvis CRM ## What is Jarvis CRM? Jarvis is a full-featured business solution for desktop, mobile and web. Built on the FileMaker 16 platform, it runs on Windows, Mac, and iOS. ## What is Jarvis CRM used for? [Project Management](https://www.capterra.com/project-management-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $1300 Per User, One Time Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Jarvis CRM?[Manage this product listing](https://www.g2.com/products/jarvis-crm/claim_requests/new?auto=true) ## Jarvis CRM Overview Updated August 2026 AI summary Jarvis CRM combines CRM and project management functions for small businesses, midsize, and enterprise teams seeking tools to manage sales pipelines, contacts, and project workflows. With features like billing and invoicing, Gantt views, task and resource management, and workflow options, it supports organizations coordinating sales and project activities across cloud, desktop, and mobile platforms. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Jarvis CRM 4.0 (1) VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $1300 Per User, One Time Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (1) Ease Of Use 4.0 (4,388) Value For Money 0.0 (0) Value For Money 4.0 (3,517) Customer Service 0.0 (0) Customer Service 4.1 (3,527) ## Jarvis CRM alternatives [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) ## FAQs about Jarvis CRM Overview ### What company size and specific industries is Jarvis CRM built for? Jarvis CRM is designed for any size company, from small businesses to larger organizations, rather than a specific industry. It suits companies that need a feature-rich business solution across Windows, Mac, and iOS, especially those seeking a CRM built on the FileMaker 16 platform. Features and Usability ### What are the key features of Jarvis CRM? Jarvis CRM offers lead management, lead qualification, sales pipeline management, and contact management for tracking prospects and customer records. It also includes billing and invoicing, quotes and estimates, calendar and reminder system, document storage, email marketing, workflow management, reporting and project tracking, and Gantt/timeline view. Getting Started and Support ### What training and onboarding options does Jarvis CRM offer? Jarvis CRM provides in person training, live online sessions, and webinars to help teams get started. In person training supports direct instruction, live online sessions allow guided setup remotely, and webinars offer scheduled group learning with product-focused presentations. Getting Started and Support ### What customer support options does Jarvis CRM offer? Jarvis CRM provides chat support for users who need help with setup, account questions, or day-to-day issues. No reviewer feedback about support experience is available, so response speed, helpfulness, and common frustrations cannot be assessed from the catalog data. ## Features AI summary Based on 29,194 Project Management reviews According to Capterra reviewers, these are the project management features buyers prioritize most when evaluating a solution: - **Deadline Management** (**59%** of reviewers rated this feature as critical) - **Project Time Tracking** (**62%**) - **Project Time Tracking** (**62%**) Jarvis CRM provides core project coordination capabilities that support teams in organizing work and keeping projects moving. Its project-focused tools help businesses track progress, manage day-to-day activities, and maintain visibility across ongoing work, allowing teams to stay aligned on responsibilities and complete projects more efficiently. Billing & Invoicing 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Contact Management 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Lead Management 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Prioritization 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Arrange tasks based on the level of priority or urgency Reporting/Project Tracking 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Sales Pipeline Management 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Jarvis CRM 20 features ### All Features - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Contact Management: Manage, organize, and store contact information - Document Storage: Store and organize documents in a centralized system - Email Marketing: Create and send email blasts/campaigns - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Percent-Complete Tracking: Level of completion within a task - Prioritization: Arrange tasks based on the level of priority or urgency - Quotes/Estimates: Generate quotes or estimates for customers - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Sales Pipeline Management: Pipeline view and tracking lead status - Task Management: Create, manage and track all task activities and progression - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Traditional Methodologies: Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.0 (1) 4.0 Based on 1 reviews ## Pricing Basic $1,300 Per User,One Time Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## User reviews Overall rating 4.0 Based on 1 reviews Filter by rating 5(0) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent CB Chris B. Hr compliance coordinator Transportation/Trucking/Railroad ### "Jarvis crm" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 May 31, 2023 Pros Assists our sales team with quicker sales Cons Can't communicate with other sales agents Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.