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BuildOps CRM+

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Overview

BuildOps CRM+ 2026: Benefits, Features & Pricing

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  • Overview
  • Pricing and Plans
  • Features
  • User Reviews

Overview

BuildOps CRM+
BuildOps CRM+
4.8
(6)

Pricing

Pricing available upon request

About BuildOps CRM+

Shark Byte CRM is a cloud-based project estimating software that helps mechanical contractors automate business processes through mobile surveys, sales management, proposal generation, sales reporting, and more. The software provides customizable sales forecasting tools which generate accurate estimates based on historical data, seasonal variations, and current conditions.

With Shark Byte CRM, users can create sales quotes from a template or from scratch quickly and easily with the help of customizable project templates

BuildOps CRM+ Screenshots

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BuildOps CRM+ Pricing and Plans

Starting price: $75.00
Free Trial
Free Version

Basic

$75.00

No plan information available

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    BuildOps CRM+ Features

    • Popular features found in Field Service Management
      Alerts/Notifications
      Billing & Invoicing
      Calendar Management
      Contact Database
      Electronic Signature
      GPS
      Inventory Management
      Mobile Access
      Online Time Clock
      Quotes/Estimates
      Routing
      Service History
    • More features of BuildOps CRM+
      Client Tracking
      Commercial/Industrial
      Contract/License Management
      Cost Database
      Cost Estimating
      CRM
      Customer Database
      Customizable Forms
      Customizable Reports
      Customizable Templates
      Data Import/Export
      Dispatch Management
      Electrical Estimating
      Estimating
      File Storage
      Forecasting
      HVAC Estimating
      Job Costing
      Job Management
      Labor Rates
      Plumbing Estimating
      Project Management
      Proposal Generation
      Real-Time Reporting
      Reporting/Analytics
      Reporting & Statistics
      Sales Approval
      Sales Pipeline Management
      Scheduling
      Status Tracking
      What-if Analysis

    BuildOps CRM+ User Reviews

    Overall Rating

    4.8

    Ratings Breakdown

    5

    83%

    4

    17%

    3

    0%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    5.0

    Value for money

    4.8

    Customer support

    5.0

    Functionality

    4.7

    Have you used BuildOps CRM+ and would like to share your experience with others?

    VR

    Verified
    Reviewer

    Used daily for less than 6 months

    Review source

    Reviewed July 2018

    Finally a software to help sales reps become more efficient.

    5

    Time and efficiency savings

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Makes the process of surveying equipment, estimating, and proposing a service agreement so much more simple. Gone is the paper part of this, and the data is so much more accurate this way. Easy to attach pictures as well, making finding the right photo for the right equipment incredibly easy.
    Cons:
    Currently they say that IOS survey tool is on it's way. The Android version is great, but they need to serve the Apple world, too.

    Read More

    LK

    Lindsey K.

    Verified reviewer

    Mechanical or Industrial Engineering

    51-200 employees

    Used daily for less than 2 years

    Review source

    Reviewed March 2024

    Very easy once set up

    5

    Pretty good! Everything but the service agreements are user friendly!

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    The customer service department are very friendly and speedy in response time.
    Cons:
    Service agreements- They aren't user friendly at all.

    Read More

    MD

    Maria D.

    Verified reviewer

    Construction

    501-1000 employees

    Used daily for less than 6 months

    Review source

    Reviewed May 2019

    Great HVAC + sales software

    4

    We are getting everything we had with Salesforce but honed into our business. Other crms offer sooo much customization and add on options it becomes polarizing and a salesforce guru must be brought in to get dashboards and reporting designed/setup. SharkByte was designed by folks in our specific industry and offers what we need, along with ability to customize. For the most part there is nothing too cumbersome that we cannot do ourselves.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Ease of customization to our business. SharkByte developers seeks feedback and will actually adapt the software in response to the feedback received.
    Cons:
    Report formatting, pdf document merge is evolving and getting better with each update.

    Read More

    CM

    Caroline M.

    Verified reviewer

    Construction

    51-200 employees

    Used daily for less than 2 years

    Review source

    Reviewed June 2019

    Industry Gold

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Shark Byte expedites the sales cycle in a way that no other software out there does. The capability to survey, estimate, and propose not only projects, but contracts as well in the same day is a game changer that separates us from our competition by exceeding customer expectations. Shark Byte provides a user-friendly interface that will engage any sales person and provides the reporting and tracking function to take your sales management to the next level.
    Cons:
    There was a mindset shift when first learning the software. We had to move from the traditional filter pricing model that we've been using for decades which caused some hesitancy from Operations. We soon found- not only was the estimation spot on, but the survey required fields provided even more detail and information than we were previously getting on surveys. This information prepared us more for our start-ups.

    Read More

    RC

    Ray C.

    Verified reviewer

    Construction

    51-200 employees

    Used daily for less than 12 months

    Review source

    Reviewed September 2019

    Where have you been?

    5

    SharkByte has allowed me to be able to focus on the important part of sales, the customer. Prior to using this software we relied solely on spreadsheets built in house with little to no accountability, transparency, or consistency. I now have a format that is used by all of our team members for estimating and the ability to track and manage our pipeline. Great product with even better customer service.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    SharkByte has assisted me in so many ways. From allowing me to create estimating templates for inexperienced sales team members to finally having consistent proposal layouts, it has afforded me the ability to focus on other things. Above all, the customer support that I've experienced has been top notch and a true testament to "second mile service."
    Cons:
    As with all software their have been a few bugs, however customer support has been on point.

    Read More

    SE

    Sascha E.

    Verified reviewer

    Mechanical or Industrial Engineering

    201-500 employees

    Used daily for less than 6 months

    Review source

    Reviewed September 2019

    Simple Process for PM Estimating!

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    I really enjoy how easy it is to create a Preventative Maintenance contract from start to finish through this product. My personal background is in sales, with little mechanical experience. This program made navigating the estimating process for Preventative Maintenance contracts simple and straightforward. It allowed me the independence to build a professional contract without having to consult our Service Manager for help! Our sales representative has made herself readily available to help with questions and tips as I become more comfortable with navigating the various features of the program.
    Cons:
    Can't identify anything negative just yet. Anytime I get stumped, [SENSITIVE CONTENT HIDDEN] has been able to help me work it out.

    Read More

    Showing 1 - 6 of 6 Reviews

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