
Shark Byte CRM
by PWSWARE
Who Uses This Software?
HVAC and Mechanical Service Contractors Sales Managers and Owners
Average Ratings
1 Review-
Overall
-
Ease of Use
-
Customer Service
Product Details
-
Starting PriceNot provided by vendor
-
DeploymentCloud, SaaS, Web
Installed - Mac
Installed - Windows
Mobile - Android Native
Mobile - iOS Native
-
TrainingDocumentation
Webinars
Live Online
-
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 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
- 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
Finally a software to help sales reps become more efficient.
Jul 18, 2018
Verified Reviewer

Used the software for: Less than 6 months
Reviewer Source
Source: Capterra
Ease of Use
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not
Likely Extremely
Likely

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