BuildOps CRM+

RATING:

4.8

(6)
Overview

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+ Pricing

Contact PWSWARE for pricing details.

Starting price: 

$75.00 

Free trial: 

Available

Free version: 

Not Available

Shark Byte CRM activity monitoring
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BuildOps CRM+ Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

4.5

Most Helpful Reviews for BuildOps CRM+

6 Reviews

Anonymous

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2018

Finally a software to help sales reps become more efficient.

Time and efficiency savings

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.

Lindsey

Mechanical or Industrial Engineering, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2024

Very easy once set up

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

PROS

The customer service department are very friendly and speedy in response time.

CONS

Service agreements- They aren't user friendly at all.

Maria

Construction, 501-1,000 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2019

Great HVAC + sales software

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.

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.

Caroline

Construction, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2019

Industry Gold

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.

Ray

Construction, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2019

Where have you been?

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.

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.

Sascha

Mechanical or Industrial Engineering, 201-500 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2019

Simple Process for PM Estimating!

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.

6 Reviews