Shark Byte CRM

Shark Byte CRM is a customer and sales relationship manager designed for mechanical service, plumbing and, HVAC companies. Shark Byte is a CRM Sales Tracker, with Mobile Building Surveying tools, Estimating, and Proposal Generation.

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10.0/10 (Expert Score) ★★★★★
Product is rated as #42 in category CRM Software
Ease of use
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Shark Byte CRM is a customer and sales relationship manager designed for mechanical service, plumbing and, HVAC companies. Shark Byte is a CRM Sales Tracker, with Mobile Building Surveying tools, Estimating, and Proposal Generation.

Shark Byte CRM
Shark Byte CRM

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Customer Reviews

Shark Byte CRM Reviews

Consultant in Management Consulting

Advanced user of Shark Byte CRM
★★★★★
Sharkbyte CRM sets a high bar

What do you like best?

The survey and estimating app is great! And, it can work offline as well, for trying to survey in boiler rooms, building interiors, etc. Attach photos to the survey, and let everyone see what you saw when getting an approval to propose.

What do you dislike?

Nothing to dislike, they figured it out

Recommendations to others considering the product:

I have been testing and using Sharkbyte for a number of months now, and as an HVAC service industry consultant, I have to say that this is one spectacular CRM. Without a doubt, this CRM will dramatically reduce the time it takes to generate proposals. And, the reporting for management is equally impressive. These folks obviously understand the industry, and how to improve efficiency.

What problems are you solving with the product? What benefits have you realized?

It allows sales people to perform all the necessary tasks from cold calls through booking papers, all online and with no duplication of data. Particularly impressive is the survey/estimating app. This tool allows you to survey a facility for service, and estimates a maintenance agreement from that data instantly!

Review source: G2.com

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