BasisBoardBasis
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BidBookBidBookSoft d/b/a CRM Evangelist
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Related Products
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About
BasisBoard helps you track bids without any data entry Built for subcontractors and material vendors to track all bids in one collaborative workspace — with no manual data entry. From small mom & pops, to billion dollar businesses, the estimating teams of all sizes use BasisBoard to power their bidding process. Still tracking bid invites with a spreadsheet? GCs bombarding you with bid invites from iSQFT, BuildingConnected, Procore, and more? Our bid board connects to your inbox, recognizes bid invite emails, and pulls the data into a dashboard instantly (deadlines, bidders, addendas) with zero data entry. All your bid invites in one place. Basis connects with your inbox, finds your bid invites, and intelligently sorts the emails into opportunities on a simple to use dashboard. Why online bid boards are the future. Most subcontractors are wasting hours each week on repetitive, administrative tasks. By adopting an automated online bid board, jobs won't slip through the cracks.
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About
Manage your Bids, Revenue and Projects with BidBook for Salesforce CRM. Manages relationships that drive new project demand. Submits Proposal Estimates. Manages follow-up tasks. Views estimation queue. Works or uploads estimates. Invites approved suppliers to bid on scopes of work. Manages suppliers bid process and overall budget. Produces proposal documentation. Collaborates with the team. Uses BidBook to aggregate all inbound bidding opportunity. Collects files, drawings, and addendums necessary. Assigns bids to sales and estimation to pursue. Views pending demand for projects, revenue schedules, profit analysis, and win/loss performance. Approves purchase orders. Initiates invoices.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Subcontractors, suppliers, and material vendors looking for an automated bid tracking system & analytics platform
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Audience
Sales, Estimation, Finance for Construction Business
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$30.00/month/user
- General Edition - Specialty Edition
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBasis
Founded: 2019
United States
www.basisboard.com
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Company InformationBidBookSoft d/b/a CRM Evangelist
Founded: 2011
United States
www.bidbooksoft.com
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Categories |
Categories |
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Construction Bid Management Features
Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control
Construction CRM Features
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Construction Estimating Features
Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
Historical Database
HVAC Estimating
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis
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Construction Bid Management Features
Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control
Construction CRM Features
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
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Integrations
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
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Integrations
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
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