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features
design
support

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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.

Description

Optimiser offers every business a unique, customizable solution to improve and streamline their processes. Optimiser's intuitive interface and expert support team seamlessly integrates a set of tools that your CRM and other departments need with your day-to-day operations. With powerful CRM, you can create valuable user profiles and innovate the way that you manage customer relationships. Pipeline drives strong prospect management. Data analytics enable business decisions. Contacts and accounts create data-driven profiles. Collaborative team calendar. All the features you need to achieve growth, all in one platform. Companies of all sizes can increase revenue, improve processes, and achieve tangible results with comprehensive, easy-to-customize business management software. Strong sales strategies, prospect insight, automations, and accelerated deal closing can all help to boost your sales team's performance.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Google Cloud Platform No 
Microsoft Outlook No 

Integrations

Google Cloud Platform Yes 
Microsoft Outlook Yes 

Pricing Details

$480/user/annually
Free Trial Yes 
Free Version No 

Pricing Details

£25 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

The Scarpetta Group, Inc.

Founded

2008

Country

United States

Website

scarpettagroup.com

Vendor Details

Company Name

Optimiser

Founded

2020

Country

United Kingdom

Website

www.optimiser.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Event Management

Attendee Management Yes 
Badge Management No 
Conferences / Conventions Yes 
Exhibit / Vendor Management Yes 
Gamification No 
Room Block Management Yes 
Social Media Promotion No 
Sponsorship Management Yes 
Surveys & Feedback Yes 
Ticketing Yes 
Volunteer Management Yes 
Weddings / Parties Yes 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs No 
Drip Campaigns Yes 
Dynamic Content No 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing No 
Segmentation Yes 
Social Marketing No 
Website Visitor Tracking No 

Project Management

Agile Methodologies No 
Budget Management Yes 
Client Portal No 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates No 
Gantt Charts No 
Idea Management Yes 
Kanban Board No 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Alternatives

Alternatives

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