Audience
Companies searching for a solution to manage and improve their operations
About Shark Byte Sales and Estimating CRM
Shark Byte was an idea dreamed up by the creators of Perfectware, industry consultants, and other service contractors. A group that has over 50 years of experience in the Mechanical Service Industry working in sales and management positions. We identified a need to create an integrated sales tool designed specifically for the Mechanical Service Contractor. As we talked with contractors it became clear there is not a solution that meets all the needs. The available options include single disconnected tools, add-ons to service management software, or customizing other commercial CRM packages. So, we designed a solution that encompasses a customer and sales tracking CRM, mobile surveying tool, contract and project estimating, and electronic proposal generation. Throughout the design and programming process, we surveyed contractors to validate Shark Byte methodology and tools and, to create the best Sales Relationship Manager for the industry.
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Company Information
SharkByte
Founded: 2010
United States
shark-byte.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online
Shark Byte Sales and Estimating CRM Frequently Asked Questions
Shark Byte Sales and Estimating CRM Product Features
Construction CRM
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Field Service Management
Contact Database
Contract Management
Customer Database
Electronic Signature
Mobile Access
Scheduling
Billing & Invoicing
Dispatch Management
Inventory Management
Payment Collection in the Field
Quotes / Estimates
Routing
Service History Tracking
Time Clock
Work Order Management
HVAC
Customer Database
Job Management
Maintenance Scheduling
Quotes / Estimates
Scheduling
Service History Tracking
Billing & Invoicing
Dispatch Management
Inventory Control
Mobile Access
Routing
Technician Management
Work Order Management
HVAC Estimating
Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Labor Rates
Quotes/Proposals
Scheduling
Takeoff
Financing Management
