Shark Byte CRM

Sales and estimating solution for service contractors

About Shark Byte CRM

Shark Byte CRM is a cloud-based project estimating tool designed for mechanical contractors to automate business processes via mobile surveys, sales management, proposal generation, sales reporting, and more. The reports and dashboards are designed to provide insight into the sales funnel, enabling optimization of sales performance.

Key features of Shark Byte CRM include client tracking, contract management, forecasting, quotes and proposals, sales pipeline management, sales approvals, and scheduling. Contractors can monitor performance of sales representatives according to divisions or cities through key performance indicators (KPIs) for staff members, and track progress against company sales goals. It comes with templates for various types of surveys including equipment, financial, and building operations for users to collect detailed information about special needs, cost of operations, security data, and more.

Shark Byte CRM’s estimating tool integrates with the proposal generation module and mobile surveys for managing full-service agreements, maintenance contracts, project proposals, approval processes, adjustments for building conditions, and other custom requirements.

Devices

Business size

S M L

Markets

Canada, United States

Supported Languages

English

Images

Shark Byte CRM activity tracking
Shark Byte CRM activity recording
Shark Byte CRM home page
Shark Byte CRM installation settings
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Shark Byte CRM screenshot: Shark Byte CRM activity tracking Shark Byte CRM screenshot: Shark Byte CRM activity recording Shark Byte CRM screenshot: Shark Byte CRM home page Shark Byte CRM screenshot: Shark Byte CRM installation settings

Features

Total features of Shark Byte CRM: 57

  • Ad hoc Analysis
  • Ad hoc Reporting
  • CRM
  • Client Tracking
  • Commercial/Industrial
  • Contact Database
  • Contract/License Management
  • Cost Database
  • Cost Estimating
  • Customer Database
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Dispatch Management
  • Electrical Estimating
  • Electronic Signature
  • Equipment Maintenance
  • Estimating
  • File Storage
  • Financial Analysis
  • Financing Management
  • Forecasting
  • HVAC Estimating
  • Historical Trend Analysis
  • Job Costing
  • Job Management
  • Labor Rates
  • Mobile Access
  • Performance Metrics
  • Pipeline Reports
  • Plumbing Estimating
  • Predictive Analytics
  • Profitability Analysis
  • Progress Reports
  • Project Estimating
  • Project Management
  • Projections
  • Proposal Generation
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Approval
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduled / Automated Reports
  • Scheduling
  • Spend Analysis
  • Status Tracking
  • Summary Reports
  • Survey/Poll Management
  • Surveys & Feedback
  • Trend Analysis
  • What-if Analysis

Alternatives

Nexvia

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QuickBooks Online Advanced

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#2 Alternative to Shark Byte CRM
QuickBooks Online Advanced is a web-based accounting & business management solution which enables small businesses to...

Zoho CRM

4,2
#3 Alternative to Shark Byte CRM
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

FieldPulse

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#4 Alternative to Shark Byte CRM
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Reviews

Overall rating

4,8 /5
(5)
Value for Money
5/5
Features
4,8/5
Ease of Use
5/5
Customer Support
5/5

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Showing 5 reviews of 5
Verified Reviewer
Overall rating
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Finally a software to help sales reps become more efficient.

Reviewed on 2018/07/18

Time and efficiency savings

Time and efficiency savings

Pros

Makes the process of surveying equipment, estimating, and proposing a service agreement so much more simple. Gone is the paper part of this, and the data is so much more accurate this way. Easy to attach pictures as well, making finding the right photo for the right equipment incredibly easy.

Cons

Currently they say that IOS survey tool is on it's way. The Android version is great, but they need to serve the Apple world, too.

Caroline M.
Overall rating
  • Industry: Construction
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Industry Gold

Reviewed on 2019/06/04

Pros

Shark Byte expedites the sales cycle in a way that no other software out there does. The capability to survey, estimate, and propose not only projects, but contracts as well in the same day is a game changer that separates us from our competition by exceeding customer expectations. Shark Byte provides a user-friendly interface that will engage any sales person and provides the reporting and tracking function to take your sales management to the next level.

Cons

There was a mindset shift when first learning the software. We had to move from the traditional filter pricing model that we've been using for decades which caused some hesitancy from Operations. We soon found- not only was the estimation spot on, but the survey required fields provided even more detail and information than we were previously getting on surveys. This information prepared us more for our start-ups.

Maria D.
Overall rating
  • Industry: Construction
  • Company size: 501-1 000 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Great HVAC + sales software

Reviewed on 2019/05/30

We are getting everything we had with Salesforce but honed into our business. Other crms offer sooo...

We are getting everything we had with Salesforce but honed into our business. Other crms offer sooo much customization and add on options it becomes polarizing and a salesforce guru must be brought in to get dashboards and reporting designed/setup. SharkByte was designed by folks in our specific industry and offers what we need, along with ability to customize. For the most part there is nothing too cumbersome that we cannot do ourselves.

Pros

Ease of customization to our business. SharkByte developers seeks feedback and will actually adapt the software in response to the feedback received.

Cons

Report formatting, pdf document merge is evolving and getting better with each update.

Ray C.
Overall rating
  • Industry: Construction
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Where have you been?

Reviewed on 2019/09/05

SharkByte has allowed me to be able to focus on the important part of sales, the customer. Prior...

SharkByte has allowed me to be able to focus on the important part of sales, the customer. Prior to using this software we relied solely on spreadsheets built in house with little to no accountability, transparency, or consistency. I now have a format that is used by all of our team members for estimating and the ability to track and manage our pipeline. Great product with even better customer service.

Pros

SharkByte has assisted me in so many ways. From allowing me to create estimating templates for inexperienced sales team members to finally having consistent proposal layouts, it has afforded me the ability to focus on other things. Above all, the customer support that I've experienced has been top notch and a true testament to "second mile service."

Cons

As with all software their have been a few bugs, however customer support has been on point.

Sascha E.
Overall rating
  • Industry: Mechanical or Industrial Engineering
  • Company size: 201-500 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Simple Process for PM Estimating!

Reviewed on 2019/09/05

Pros

I really enjoy how easy it is to create a Preventative Maintenance contract from start to finish through this product. My personal background is in sales, with little mechanical experience. This program made navigating the estimating process for Preventative Maintenance contracts simple and straightforward. It allowed me the independence to build a professional contract without having to consult our Service Manager for help!
Our sales representative has made herself readily available to help with questions and tips as I become more comfortable with navigating the various features of the program.

Cons

Can't identify anything negative just yet. Anytime I get stumped, [SENSITIVE CONTENT HIDDEN] has been able to help me work it out.

Showing 5 reviews of 5 Read all reviews

Shark Byte CRM FAQs

Below are some frequently asked questions for Shark Byte CRM.

Shark Byte CRM offers the following pricing plans:

  • Starting from:
  • Free Trial: Available

Contact PWSWARE for pricing details.

We do not have any information about Shark Byte CRM features

Shark Byte CRM has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Shark Byte CRM supports the following languages:

English

Shark Byte CRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

We do not have any information about what integrations Shark Byte CRM has

Shark Byte CRM offers the following support options:

Email/Help Desk, Phone Support

Related categories

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