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Average Ratings 0 Ratings

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features
design
support

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Description

Kanvo CRM serves as an all-in-one field service management solution tailored to improve efficiency for companies in the landscaping and trades sectors. By integrating key functionalities like estimating, scheduling, invoicing, electronic signatures, SMS messaging, client portals, and crew oversight, it removes the complexity of handling numerous separate applications. A notable aspect of Kanvo CRM is its powerful scheduling and dispatch feature, which allows users to assign teams, oversee recurring maintenance routes, and modify schedules easily through an intuitive drag-and-drop calendar. This capability fosters better resource management and boosts operational productivity. Additionally, the platform includes an advanced module for estimates and invoicing, enabling businesses to craft polished estimates complete with detailed line items, images, and personalized branding. These documents can be dispatched for electronic signatures and effortlessly transformed into jobs with a single click, ensuring a seamless workflow. Furthermore, the user-friendly interface promotes ease of use, allowing teams to focus more on their core tasks rather than administrative burdens.

Description

Shark Byte was a concept created by industry consultants and service contractors, Perfectware. This group has more than 50 years of combined experience in the Mechanical Service Industry, both in sales and managerial positions. We recognized the need for a specialized tool to sell to Mechanical Service Contractors. We learned that there is no one solution that will meet all contractors' needs. There are many options, including single tools, add-ons for service management software or customizing commercial CRM packages. We designed a solution that includes a customer and sales tracking CRM as well as a mobile surveying tool, contract and job estimating tools, and electronic proposal generation. We surveyed contractors throughout the design and programming process to validate Shark Byte tools and methodology, and to create the best Sales Relations Manager in the industry.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

Cosential No 
Salesforce No 
XOi No 

Integrations

Cosential Yes 
Salesforce Yes 
XOi Yes 

Pricing Details

$39/month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Kanvo CRM

Founded

2026

Country

United States

Website

kanvocrm.com

Vendor Details

Company Name

SharkByte

Founded

2010

Country

United States

Website

shark-byte.com

Product Features

Construction CRM

Client Tracking No 
Contract Management No 
Forecasting No 
Project Management No 
Quote Management No 
Sales Management No 
Scheduling No 
Time Management No 

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management No 

Product Features

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting Yes 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management No 

Field Service Management

Billing & Invoicing No 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management No 
Electronic Signature Yes 
Inventory Management No 
Mobile Access Yes 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling Yes 
Service History Tracking No 
Time Clock No 
Work Order Management No 

HVAC

Billing & Invoicing No 
Customer Database Yes 
Dispatch Management No 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access No 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Technician Management No 
Work Order Management No 

HVAC Estimating

Billing & Invoicing Yes 
Commercial/Industrial Yes 
Cost Database Yes 
Data Import / Export Yes 
Equipment Maintenance Yes 
Financing Management No 
Labor Rates Yes 
Quotes/Proposals Yes 
Scheduling Yes 
Takeoff Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Alternatives

Alternatives

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