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What is Shark Finesse?

Shark Finesse is an innovative AI-driven platform that simplifies and unifies the creation, management, and presentation of business cases tailored to customer needs throughout the sales process. Central to its capabilities is the SharkSense AI engine, which promotes value engineering by linking your solutions to customer goals while also guiding collaborative sessions that improve both clarity and efficiency in business case development. Designed for enterprise use, this cloud-based application offers an intuitive web interface that aids marketing, pre-sales, sales, and customer success teams in real-time across multiple devices—desktop, tablet, and mobile—while maintaining functionality without internet access, ensuring conversations with clients remain focused on measurable ROI rather than being overwhelmed by spreadsheets. Additionally, the platform efficiently organizes product catalogs, financial calculators, and industry-specific templates, featuring an extensive library of benefit frameworks and generating outputs that work seamlessly with widely-used software like Microsoft Office, Google Workspace, and OpenOffice. This comprehensive tool not only enhances productivity but also enables teams to concentrate on what truly counts—delivering impactful results that resonate with clients and fostering deeper engagement. By leveraging its capabilities, organizations can significantly elevate their approach to customer interaction and satisfaction.

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.

Media

Media

Integrations Supported

Salesforce
Active Directory
Apache OpenOffice
Cosential
Designcenter NX CAD
Google Workspace
HIACS
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Office 2024
Microsoft PowerPoint
Microsoft Word
Okta
POSTIDENT
Salsify
Tangoe
Unit4 ERP
XOi

Integrations Supported

Salesforce
Active Directory
Apache OpenOffice
Cosential
Designcenter NX CAD
Google Workspace
HIACS
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Office 2024
Microsoft PowerPoint
Microsoft Word
Okta
POSTIDENT
Salsify
Tangoe
Unit4 ERP
XOi

API Availability

Has API

API Availability

Has API

Pricing Information

$3,287.47 per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Shark Finesse

Date Founded

2002

Company Location

United Kingdom

Company Website

sharkfinesse.com

Company Facts

Organization Name

SharkByte

Date Founded

2010

Company Location

United States

Company Website

shark-byte.com

Categories and Features

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

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

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