BuildOps CRM+ - 2025 Pricing, Features, Reviews & Alternatives

Shark Byte CRM is a cloud-based project estimating tool designed for mechanical contractors to automate business processes via mobile surveys, sales management, proposal generation, sales reporting, and more. The reports and dashboards are designed to provide insight into the sales funnel, enabling optimization of sales performance.

Key features of Shark Byte CRM include client tracking, contract management, forecasting, quotes and proposals, sales pipeline management, sales approvals, and scheduling. Contractors can monitor performance of sales representatives according to divisions or cities through key performance indicators (KPIs) for staff members, and track progress against company sales goals. It comes with templates for various types of surveys including equipment, financial, and building operations for users to collect detailed information about special needs, cost of operations, security data, and more.

Shark Byte CRM’s estimating tool integrates with the proposal generation module and mobile surveys for managing full-service agreements, maintenance contracts, project proposals, approval processes, adjustments for building conditions, and other custom requirements.