Who Uses This Software?

HVAC and Mechanical Service Contractors Sales Managers and Owners


Average Ratings

1 Review

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Business 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 mobile surveys on tablets & phones, instantly adding equipment info and photos. Surveys flow seamlessly into custom Estimating standards for all agreement types for accurate data each and every time, leading to custom proposals. Survey in the Morning, Send Proposals in the Afternoon!


Shark Byte CRM Features

  • Client Tracking
  • Contract Management
  • Forecasting
  • Project Management
  • Quote Management
  • Sales Management
  • Scheduling
  • Time Management
  • Accounting Integration
  • Audit Trail
  • Customizable Templates
  • Historical Database
  • Project Management
  • Reporting/Analytics
  • Subcontractor Management
  • Takeoff
  • What-if Analysis
  • Billing & Invoicing
  • Contact Database
  • Contract Management
  • Dispatching
  • Electronic Signature
  • Inventory Management
  • Mobile Access
  • Payment Collection in the Field
  • Quotes/Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Time Clock
  • Work Order Management
  • Billing & Invoicing
  • Customer Database
  • Dispatch Management
  • Inventory Control
  • Job Management
  • Maintenance Scheduling
  • Mobile Access
  • Quotes / Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Technician Management
  • Work Order Management
  • Billing & Invoicing
  • Commercial/Industrial
  • Cost Database
  • Data Import/Export
  • Equipment Maintenance
  • Financing Management
  • Labor Rates
  • Quotes/Proposals
  • Scheduling
  • Takeoff

Shark Byte CRM Reviews Recently Reviewed!


Finally a software to help sales reps become more efficient.

Jul 18, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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