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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.
Description
Shark Finesse is a cutting-edge platform powered by AI that streamlines and standardizes the process of creating, managing, and delivering business cases focused on customer needs throughout the sales cycle. At the heart of its functionality is the SharkSense AI engine, which facilitates value engineering by establishing connections between your solutions and customer objectives, while also leading collaborative sessions that enhance both clarity and efficiency in developing business cases. As an enterprise-ready cloud application, it features a user-friendly web interface that supports marketing, pre-sales, sales, and customer success teams in real-time across various devices, including desktop, tablet, and mobile, and it remains functional even without an internet connection, ensuring that discussions with customers emphasize measurable ROI instead of getting bogged down with spreadsheets. Moreover, the platform organizes your product catalogs, financial calculators, and industry-specific templates, includes a comprehensive library of benefit frameworks, and produces outputs that are compatible with popular software like Microsoft Office, Google Workspace, and OpenOffice, ultimately making it an indispensable tool for driving customer engagement and value realization. This holistic approach not only enhances productivity but also empowers teams to focus on what truly matters—delivering results that resonate with clients.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Salesforce
Yes
Active Directory
No
Apache OpenOffice
No
Cosential
Yes
Designcenter NX CAD
No
Google Workspace
No
HIACS
No
Microsoft 365
No
Microsoft Azure
No
Microsoft Excel
No
Integrations
Salesforce
Yes
Active Directory
Yes
Apache OpenOffice
Yes
Cosential
No
Designcenter NX CAD
Yes
Google Workspace
Yes
HIACS
Yes
Microsoft 365
Yes
Microsoft Azure
Yes
Microsoft Excel
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$3,287.47 per year
Free Trial
No
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
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)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
SharkByte
Founded
2010
Country
United States
Website
shark-byte.com
Vendor Details
Company Name
Shark Finesse
Founded
2002
Country
United Kingdom
Website
sharkfinesse.com
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
Product Features
Sales Engagement
CRM Integration
No
Call Scripts / Call Steps
No
Email Sequences
No
Email Tracking / Automation
No
Lead Management
No
Reporting / Analytics
No
Sales / Voice Dialer
No
Sales Automation
No
Search
No
Task Management
No
Templates
No
Workflow Management
No
