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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.