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.
Customer Reviews
Consultant in Management Consulting
Advanced user of Shark Byte CRMThe 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.
Nothing to dislike, they figured it out
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.
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!
