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Shark Byte was an idea dreamed up by the creators of Perfectware, industry consultants, and other service contractors. A group that has over 50 years of experience in the Mechanical Service Industry working in sales and management positions. We identified a need to create an integrated sales tool designed specifically for the Mechanical Service Contractor. As we talked with contractors it became clear there is not a solution that meets all the needs. The available options include, single disconnected tools, add-ons to service management software, or customizing other commercial CRM packages.
So, we designed a solution that encompasses a customer and sales tracking CRM, mobile surveying tool, contract and project estimating, and electronic proposal generation. We assembled a team of designers and programmers experienced in developing similar applications,. Their next step was to spend time getting to know the industry and requirements to complete a sale. Throughout the process, we surveyed contractors to validate Shark Byte tools and methodology, to create the best CRM for the industry.