SharkByte | CRM for Mechanical Service Contractors

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Sombra
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SharkByte is a robust CRM designed to guide contractors through the sales process.

About the Projects

SharkByte is a CRM that streamlines sales processes for mechanical service contractors. Our client, Perfectware Solutions, is a leading provider of service management and sales tracking software for Mechanical Service Industry. The company was seeking a team to develop a CRM with multi-tenant elements. It was important to the client to hire vendor with successful experience in the CRM building. Since Sombra had an appropriate case developing multi-tenant software, the client chose us among other candidates.

Our Goal

We pursued the goal to create the tool for simplifying and automating the selling process specifically for service constructors. The other crucial point was to maintain the integrity of the company’s data within one own database and tuning the system to the needs of companies.

Results

The outcome of the project is a robust CRM designed to guide contractors through the sales process. It has enhanced visibility over the activities of the sales team, supplying users with the most current tools and options. a mobile surveying, service contract and project estimating, proposal generation. The project contains tools like mobile surveying tool, project estimating, proposal generation, which streamline the sales process.