Shark Byte CRM Pricing, Features, Reviews & Comparison of Alternatives

Shark Byte CRM

Sales and estimating solution for service contractors

4.8/5 (5 reviews)

Shark Byte CRM overview

What is Shark Byte CRM?

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.

Pricing

Pricing options
Value for money
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Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English
Shark Byte CRM screenshot: Shark Byte CRM activity trackingSharkbyte Video SmallShark Byte CRM screenshot: Shark Byte CRM activity recordingShark Byte CRM screenshot: Shark Byte CRM home pageShark Byte CRM screenshot: Shark Byte CRM installation settings

Shark Byte CRM reviews

Excellent
4

Very good
1

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  5.0
  4.8
  5.0
  5.0
Anonymous

Finally a software to help sales reps become more efficient.

Used daily for less than 6 months
Reviewed 2018-07-18
Review Source: Capterra

Time and efficiency savings

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Caroline McLeod

Industry Gold

Used daily for 1-2 years
Reviewed 2019-06-04
Review Source: Capterra

Pros
Shark Byte expedites the sales cycle in a way that no other software out there does. The capability to survey, estimate, and propose not only projects, but contracts as well in the same day is a game changer that separates us from our competition by exceeding customer expectations. Shark Byte provides a user-friendly interface that will engage any sales person and provides the reporting and tracking function to take your sales management to the next level.

Cons
There was a mindset shift when first learning the software. We had to move from the traditional filter pricing model that we've been using for decades which caused some hesitancy from Operations. We soon found- not only was the estimation spot on, but the survey required fields provided even more detail and information than we were previously getting on surveys. This information prepared us more for our start-ups.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Ray Collins

Where have you been?

Used daily for 6-12 months
Reviewed 2019-09-05
Review Source: Capterra

SharkByte has allowed me to be able to focus on the important part of sales, the customer. Prior to using this software we relied solely on spreadsheets built in house with little to no accountability, transparency, or consistency. I now have a format that is used by all of our team members for estimating and the ability to track and manage our pipeline. Great product with even better customer service.

Pros
SharkByte has assisted me in so many ways. From allowing me to create estimating templates for inexperienced sales team members to finally having consistent proposal layouts, it has afforded me the ability to focus on other things. Above all, the customer support that I've experienced has been top notch and a true testament to "second mile service."

Cons
As with all software their have been a few bugs, however customer support has been on point.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Maria Dierking

Great HVAC + sales software

Used daily for less than 6 months
Reviewed 2019-05-30
Review Source: Capterra

We are getting everything we had with Salesforce but honed into our business. Other crms offer sooo much customization and add on options it becomes polarizing and a salesforce guru must be brought in to get dashboards and reporting designed/setup. SharkByte was designed by folks in our specific industry and offers what we need, along with ability to customize. For the most part there is nothing too cumbersome that we cannot do ourselves.

Pros
Ease of customization to our business. SharkByte developers seeks feedback and will actually adapt the software in response to the feedback received.

Cons
Report formatting, pdf document merge is evolving and getting better with each update.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Sascha Elliott

Simple Process for PM Estimating!

Used daily for less than 6 months
Reviewed 2019-09-05
Review Source: Capterra

Pros
I really enjoy how easy it is to create a Preventative Maintenance contract from start to finish through this product. My personal background is in sales, with little mechanical experience. This program made navigating the estimating process for Preventative Maintenance contracts simple and straightforward. It allowed me the independence to build a professional contract without having to consult our Service Manager for help! Our sales representative has made herself readily available to help with questions and tips as I become more comfortable with navigating the various features of the program.

Cons
Can't identify anything negative just yet. Anytime I get stumped, [SENSITIVE CONTENT HIDDEN] has been able to help me work it out.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Shark Byte CRM pricing

Pricing options
Free trial
Subscription
View Pricing Plans

Contact PWSWARE for pricing details.

Shark Byte CRM features

Customizable Reporting
Real Time Reporting
Reporting & Statistics

API (583 other apps)
Activity Dashboard (472 other apps)
Activity Tracking (298 other apps)
Audit Trail (274 other apps)
Auditing (332 other apps)
Automatic Notifications (463 other apps)
Billing & Invoicing (253 other apps)
Compliance Management (325 other apps)
Data Import/Export (339 other apps)
Document Storage (274 other apps)
Inventory Management (349 other apps)
Inventory Tracking (289 other apps)
Invoice Management (247 other apps)
Monitoring (257 other apps)
Real Time Data (312 other apps)
Third Party Integration (343 other apps)
Workflow Management (338 other apps)

Additional information for Shark Byte CRM

Key features of Shark Byte CRM

  • Client Tracking
  • Cost Database
  • Customer Management
  • Data Import / Export
  • Electrical Estimating
  • Electronic Signature
  • File Storage
  • HVAC Estimating
  • Labor Rates
  • List Management
  • Plumbing Estimating
  • Proposal Generator
  • Quoting
  • Reporting/Analytics
  • Sales Approval
  • Sales Pipeline Management
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