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What is Shark Byte Sales and Estimating CRM?

Shark Byte emerged as an innovative idea developed by industry experts and service contractors from Perfectware, a team boasting over five decades of collective experience in the Mechanical Service Industry across sales and management roles. We identified a gap in the market for a specialized tool tailored specifically for Mechanical Service Contractors, realizing that a singular solution would not suffice for the diverse needs of contractors. Instead, we discovered that there are multiple alternatives available, ranging from standalone tools and add-ons for service management software to the customization of commercial CRM systems. Consequently, we crafted a comprehensive solution that encompasses a customer and sales tracking CRM, a mobile surveying application, tools for contract and job estimating, and capabilities for generating electronic proposals. Throughout the design and development phases, we engaged with contractors to ensure the effectiveness of Shark Byte's tools and methodologies, ultimately striving to establish the premier Sales Relations Manager in the field. This iterative process not only refined our offerings but also fostered strong relationships with the contractors we aimed to serve.

What is SalesBuilder Plus?

SalesBuilder Plus is an all-encompassing CRM solution tailored for home builders and contractors who seek to refine their sales workflows, marketing efforts, buyer engagement, and customer support, thereby boosting sales and cultivating a base of satisfied clients who are likely to make referrals. This software can be obtained as a standalone application or as part of the Plus Series, which offers a comprehensive suite of integrated tools, including software for CRM, Estimating, Scheduling, and Job Cost Accounting. Moreover, users can opt for flexible monthly hosting arrangements or choose to purchase the software for self-hosting purposes. Should you need more information about pricing, feel free to contact us or request a personalized quote. By choosing to invest in SalesBuilder Plus, companies can significantly improve their operational efficiency and enhance customer satisfaction, paving the way for sustainable growth and success in a competitive market. In doing so, they will also position themselves for long-term partnerships and repeat business through positive client experiences.

Media

Media

Integrations Supported

Cosential
Salesforce
XOi

Integrations Supported

Cosential
Salesforce
XOi

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$995.00/one-time
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SharkByte

Date Founded

2010

Company Location

United States

Company Website

shark-byte.com

Company Facts

Organization Name

Contractors Software Group

Date Founded

1997

Company Location

United States

Company Website

www.contractorssoftwaregroup.com

Categories and Features

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

HVAC Estimating

Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

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