BidBook

BidBook

BidBookSoft d/b/a CRM Evangelist
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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.

About

Clozd provides world-class consulting services for win-loss analysis. We help our clients to design and execute effective win-loss programs, customized to their unique needs. Our experienced team of win-loss consultants can help to design your program, conduct in-depth buyer interviews, administer surveys, analyze program findings, develop summary reports, code systems integrations, and more. Clozd offers innovative software, called The Clozd Platform, that powers continuous win-loss analysis for your entire sales pipeline. First, the platform integrates with your CRM to monitor your closed opportunities. Next, it automates win-loss data collection from reps and buyers using a combination of interviews and surveys. Finally, it synthesizes the data, surfaces critical insights about why you win and lose, and shares them with stakeholders across your business.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Sales, Estimation, Finance for Construction Business

Audience

Win-loss analysis solution that helps companies increase their sales win rate

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$30.00/month/user
- General Edition - Specialty Edition
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

BidBookSoft d/b/a CRM Evangelist
Founded: 2011
United States
www.bidbooksoft.com

Company Information

Clozd
Founded: 2017
United States
www.clozd.com

Alternatives

Alternatives

Pursuit

Pursuit

Vertigraph Inc
Ox Engine

Ox Engine

Ox Win Loss

Categories

Categories

Win-Loss Analysis Supported

Construction Bid Management Features

Bidder Management Supported
Building Product Database Not Supported
Cost Database Supported
File Sharing Supported
Proposal Management Supported
Quotes / Estimates Supported
RFP Management Supported
Subcontractor Management Supported
Takeoff Not Supported
Version Control Not Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Integrations

Salesforce Supported
Microsoft Excel Supported
Microsoft Outlook Supported
QuickBooks Accountants Supported
QuickBooks Online Supported

Integrations

Salesforce Supported
Microsoft Excel Not Supported
Microsoft Outlook Not Supported
QuickBooks Accountants Not Supported
QuickBooks Online Not Supported
Claim BidBook and update features and information
Claim BidBook and update features and information
Claim Clozd and update features and information
Claim Clozd and update features and information