The operating layer for your revenue
Bring your contacts, pipelines, conversations, and tasks together in Jarvis so your team can organize its next steps.
Stages that match how you sell
Organize opportunities with stages, ownership, and workflow rules configured around your process.
New
- Contact details
- Lead source
Qualified
- Your criteria
- Assigned owner
Appointment
- Meeting details
- Follow-up task
Offer review
- Proposed terms
- Team approval
Configure stage names, fields, ownership, and follow-up rules around your business.
Conversations with context
Keep supported calls, texts, and email connected to contact records so your team can review the history.
Text messages
Two-way SMS conversations
Email
Messages attached to contacts
Calls
Call activity and follow-up
Contact context
- Communication history
- Notes and assigned owner
- Pipeline stage
- Tasks and next steps
Bring supported communication channels into your account so your team can follow the conversation.
One record, and everything attached to it
Bring contact information, communication, ownership, and reporting together in your day-to-day work.
Record of truth
Every call, message, note, and file on the same contact.
Scoped by role
Configure available user permissions around the access your team needs.
Reported from the work
Pipeline value and stage movement read from the same records the team is already updating.
Stages that match your process
As many pipelines as the business needs. Acquisitions and service jobs do not have to share one board.
Everything has an owner
Assign records to the people responsible for their next steps.
The parts you see every day
Organize the information your team uses to review activity and configure the next steps in your process.
Read from the records the team already works
Build reporting around the opportunity, appointment, conversation, and task data available in your account.
Pipeline value
Review the value entered on your opportunities.
Appointments
Keep scheduled calls and meetings in view.
Conversations
Review contact history and follow-up activity.
Open tasks
See assigned work and upcoming due dates.
Your reporting setup
Choose the views that support your process. Reports reflect the records, fields, and connected activity available in your account.
Workflows that fire from what happens in the pipeline
Configure stage changes and other events to trigger follow-up tasks, reminders, and handoffs, with human review where your process requires it.
- New leadTrigger
- Review detailsAction
- Assign ownerRouting
- Human reviewApproval
- Prepare next stepAction
- Log activityRecord
Define triggers, actions, and human approval steps during setup. Offers and agreements stay subject to your team’s review.
AI support for your deal flow
Elite includes every Standard feature, Realtor Outreach AI, Disposition AI, a buyers list with 2M+ contacts, and exclusive Skool community access.
- Realtor Outreach AI
- Support your realtor outreach and the agent relationships that feed your deal flow.
- Disposition AI
- Support the buyer-facing side of your deals with AI focused on disposition.
Everything the operating layer covers
CRM
Keep contact details, communication history, tasks, and opportunity information together.
Custom pipelines
Stages that match how you actually sell, with entry and exit rules that move records without manual dragging.
Unified conversations
Bring supported calls, texts, and email into your contact communication history.
Workflows
Trigger-based automation across records, people, and outside systems, with approval gates where you want them.
Tasks
Work assigned to the right person with due dates, escalation, and visibility when something slips.
Calendars
Set up appointment availability and booking rules for your team.
Dashboards
Live views by owner, pipeline, and source, built to answer the questions you actually ask on Monday.
Reporting
Review reporting using the source, activity, and opportunity data captured in your account.
Permissions
Configure available user permissions around the access your team needs.
Built around your business.
Choose a CRM plan, then add the setup, coaching, or custom work your business needs.