Average Ratings 1 Rating

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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

SalesBuilder CRM, a cloud-based 4-in-1 CRM software for homebuilders, will fulfill all your marketing and sales needs. You can capture and nurture prospects, manage recorded sales, track option selections, and generate contracts. SalesBuilder CRM has marketing features that allow you to connect with prospects and record activity. These include email follow-up, phone log, and letters for mailing. Record prospect information and assign actions. Register at sales offices manually, import website leads, or import 3rd-party leads from Zillow. Realtors, BDX, and others. SalesBuilder CRM includes all the necessary tools to sell, starting from the beginning: creating scenarios, managing sales details, adding options, and generating contracts using optional DocuSign integration. Our CRM software for homebuilders allows you to capture leads, record important information, and promote prospects to potential homebuyers. Users can create their own registration cards so that all information is captured.

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

Screenshots View All

Integrations

Cosential No 
Docusign Yes 
Salesforce No 
XOi No 
Zillow Yes 
eCard Systems Yes 
realtor.com Yes 

Integrations

Cosential Yes 
Docusign No 
Salesforce Yes 
XOi Yes 
Zillow No 
eCard Systems No 
realtor.com No 

Pricing Details

Cost effective per lot pricing
Free Trial No 
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 Yes 
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) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Computer Presentation Systems

Founded

1985

Country

United States

Website

www.cpsusa.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 

Home Builder

Accounting Management No 
Bid Management No 
CRM No 
Contract Management No 
Job Costing No 
Job Scheduling No 
Permit Management No 
Quotes / Estimates No 
Subcontractor Management No 
Supplier Management No 
Warranty / Service 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 

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