Shark Byte CRM
by PWSWARE
Who Uses This Software?
HVAC and Mechanical Service Contractors Sales Managers and Owners
Average Ratings
3 Reviews-
Overall
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Ease of Use
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Customer Service
Product Details
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Starting PriceNot provided by vendor
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DeploymentCloud, SaaS, Web
Installed - Mac
Installed - Windows
Mobile - Android Native
Mobile - iOS Native
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TrainingDocumentation
Webinars
Live Online
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SupportBusiness Hours
Vendor Details
- PWSWARE
- shark-byte.com
- Founded 2017
- United States
About Shark Byte CRM
A all in one tool for the Mechanical Service Industry, Customer Management, Mobile Surveying, Estimating, Proposal Generation and Sales Reporting. Reduce administrative time across sales processes. Complete building surveys on tablets & phones, instantly uploading equipment info and photos. Surveys flow seamlessly into custom agreement and project ESTIMATING TOOL for accurate data each and every time, leading to custom proposals. Survey in the Morning, Send Proposals in the Afternoon!
Shark Byte CRM Features
- Accounting Integration
- Audit Trail
- Customizable Templates
- Electrical Estimating
- Historical Database
- HVAC Estimating
- Plumbing Estimating
- Project Management
- Reporting/Analytics
- Subcontractor Management
- Takeoff
- What-if Analysis
Industry Gold
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Great HVAC + sales software
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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.
Overall: 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.
Finally a software to help sales reps become more efficient.
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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.
Overall: Time and efficiency savings
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.