BidBook vs. Copper Comparison


BidBook BidBookSoft d/b/a CRM Evangelist	Copper	+	+
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		Related Products KonstructIQ KonstructIQ is an AI-powered construction and financial platform designed for residential general contractors, remodeling firms, and home builders. It consolidates the full project lifecycle, from fast, professional estimates to budgeting, invoicing, payments, change-order management, cost tracking, subcontractor coordination, and real-time reporting, into a single interface. Its estimating module enables contractors to build detailed bids quickly, using customizable cost codes, markup or margin calculations, and either cost-plus or fixed-price models. Once an estimate is approved, it becomes the project budget; every subsequent bill, invoice, or change order automatically updates the budget so contractors maintain accurate job costing and profitability oversight. Payments to subcontractors or suppliers are built in, and support methods like ACH, checks, debit/credit cards, virtual cards, or Zelle, and invoices can be paid directly by clients through a portal to speed up cash flow. 7 Ratings Visit Website Bidtracer Bidtracer has been built specifically for the MEP/BAC industry for both construction and service side including but not limited to CRM, Bid Management, Invitation to Bid, BAC Estimating, BAC Engineering, Project Management, Service Agreement, Service Work Orders, Service Repair, Service Projects all built natively in the cloud. Estimating/engineering established live pricing with numerous manufacturers such as JCI, Distech Controls, ABB, Carrier, ALC and many peripheral distributors such as Kele, Alps, Belimo, Siral, Bray. If you haven’t imported it yet, we can import it multiple times throughout the year. Our system caters to businesses of all sizes and accommodates users from various roles such as: estimators, engineers, PMs, sales, executive, and field workers. It includes rich reporting features with customizable reports, charts, and graphs to enable companies to analyze their data in real-time. 39 Ratings Visit Website Buildxact Buildxact is an easy-to-use construction management and estimating platform built for residential builders and remodelers. From takeoffs to quoting to scheduling, streamline your entire workflow in one cloud-based tool. Now featuring Blu, your AI-powered digital assistant trained on real residential projects. Blu helps you quote faster, avoid errors, and work hands-free using natural language. Key tools include: Assembly Assistant - Use real-time pricing and templates to build smarter estimates Estimate Reviewer - Catch mistakes and common errors before they cost you Takeoff Assistant - Measure and scale digital plans in minutes Estimate Generator - Create full estimates and complete quotes from scratch Stay on schedule with drag-and-drop timelines, real-time material pricing, and a customer portal that keeps everyone in sync—from the office to the job site. 264 Ratings Visit Website SharpeSoft Estimator Ideal for civil construction, heavy/highway, utility, grading, excavating, paving, and pipeline contractors, this comprehensive yet user-friendly program flows like an estimator thinks. Efficient - Flexible - Detailed Estimating with an Ease of Use. Bid the way you want when you want with the SharpeSoft Cloud. Advanced features include Item Masters for saving entire bid items for easy reuse, importing DOT job bid items, the Trench Profiler for quick and accurate underground utility material takeoffs, and Material/Subcontractor Comparison sheets for quick and effortless importing and analyzing vendor pricing. Summary Sheet to easily see cost and apply markup by % or $ amount; our SharpeSoft Estimator has a robust rounding sheet to close out your bid, automatically re-allocate money, or move money where you want. The Estimator offers imports and exports and reports on demand. 48 Ratings Visit Website WERX 30 DAY FREE TRIAL! No credit card required. Plans as low as $49/m. Professional construction management software designed for all size contractors, Werx streamlines your business with flexible estimates, AIA-Style billing, QuickBooks integration, and real-time labor tracking. Get paid faster with online payments via Stripe. Werx empowers contractors to save time, stay organized, and boost profitability. Manage projects, track time in the field, and send professional invoices all in one platform. Perfect for general contractors, electricians, plumbers, and more. Simplify your operations with the software that works as hard as you do—without breaking the bank. It just WERX! 35 Ratings Visit Website STACK Bid Faster, Win More, and Build Smarter with STACK Takeoff & Estimate and STACK Build & Operate. From office to field, STACK speeds up your processes so you can stay competitive and eliminate uncertainty. Save time with STACK's powerful, time-saving AI features. Accelerated by AI. Driven by You. Features: - Fast, Accurate Takeoffs Powered by AI and Your Expertise - Regional Cost Data & Detailed Estimates - Streamlined Workflows & Document Control Create a free account or schedule a demo today! 1,496 Ratings Visit Website Roofr Roofr is the only CRM built exclusively for roofing contractors. Roofr brings your entire business into one place – so you can stop duct-taping together five different tools and start running a tighter operation. It's currently loved by tens of thousands of Roofrs across North America. Roofr handles the entire job lifecycle in one place. From the moment a lead comes in, contractors can manage contacts and follow-ups in the built-in CRM, order Roofr Measurement Reports, create a proposal, communicate with homeowners, and even order materials with our supplier integrations. You can also send invoices and collect payment in Roofr, too. 146 Ratings Visit Website InEight InEight offers integrated project controls software built for capital construction. The modular platform supports flexible implementation and scales from large, complex projects to billion-dollar capital project portfolios. Purpose-built applications manage every project phase, from pre-planning to predictable execution and completion. By connecting cost, schedule, contracts, and project information in one platform, teams gain real-time visibility and advanced analytics to make smarter decisions. Used in more than 60 countries to manage over $1 trillion in projects, InEight supports industries including mining, nuclear, power and renewables, transportation, water, and oil, gas, and chemical. With InEight, teams improve project delivery, modernize operations, standardize best practices, manage budgets and forecasts, control scope changes, strengthen collaboration, and keep even the most complex capital projects on track. 168 Ratings Visit Website Float Float.com is the #1 software for profitable resource management. Designed to give Operations and Finance leaders the insight and foresight they need to achieve profitable delivery at scale, with the right talent in place. Unlike spreadsheets or clunky PSAs, Float offers a clear, centralized view to schedule teams, plan capacity, estimate work, and track margins in real-time so that you can keep your people and profits on track. 4,500+ of the best professional services teams worldwide already choose Float to: ✔️ Schedule resources: See who’s working on what and when, with a live schedule. ✔️ Plan capacity: View availability, time off, and workloads to prevent burnout. ✔️ Estimate work: Build budgets and track scope changes to deliver profitable projects. ✔️ Scope projects: Align resources, budgets, and timelines from day one. ✔️ Track time: Pre-filled timesheets keep actuals accurate and on time. ✔️ Report: Monitor utilization and margins with live financial insights. 3,787 Ratings Visit Website Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 39 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 555 Ratings Visit Website
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 Use Google Workspace? Then you should use Copper. Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now.
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 Supported iPad Supported Android Supported Chromebook Not Supported
Audience Sales, Estimation, Finance for Construction Business	Audience Small and medium-sized businesses looking for an easy to use CRM that automates repetitive tasks and integrates with the tools they already use (like Gmail, Mailchimp, and Slack).
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $30.00/month/user - General Edition - Specialty Edition Free Version Not Supported Free Trial Supported	Pricing $9 per user per month Starter - $9 per user per month paid annually Basic - $23 per user per month paid annually Professional - $59 per user per month paid annually Business - $99 per user per month paid annually Prices above are with annual billing. Free Version Not Supported Free Trial 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 5.0 / 5 ease 4.7 / 5 features 5.0 / 5 design 4.3 / 5 support 4.7 / 5 Read all reviews
	Pros & Cons from Real Users Pros The onboarding process is smooth and seamless. The user interface is very appealing. I liked being able to carry out different actions in sales and marketing on the same screen. Dynamic lead approach methods. Analytics are accurate. Offers the best pipeline management for sales. Our organization has improved a lot in terms of project management from the use of Copper; I like how it allows us to automate data entry to have better control over the data in our ongoing projects and its integration with different tools. Without a doubt, Copper has been an ideal CRM solution for our team to successfully and controllably accomplish our tasks and projects, highly recommended. #1- Cooper is an intuitive and automated Customer Relationship Management platform. #2- It works automated and allows us to focus on sales. #3- G Suite integrations are great. Cons Never faced any major problems while using this platform. Its cost and lack of customization for some features, but the operation has been correct despite the latter. #1- We had an overall positive experience with it.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information BidBookSoft d/b/a CRM Evangelist Founded: 2011 United States www.bidbooksoft.com	Company Information Copper Founded: 2013 United States www.copper.com
Alternatives KonstructIQ	Alternatives Pipedrive
Bitumio	monday CRM monday.com
ConWize Estimating and Bid Management ConWize	Maximizer CRM Maximizer Software
Bidtracer	ClientTether
Pursuit Vertigraph Inc View All	Nutshell View All
Categories Construction Bid Management Supported Construction CRM Supported	Categories Contact Management Supported CRM Supported Customer Success Supported Inside Sales Supported Lead Management Supported Sales Enablement Supported Sales Force Automation Supported
Show More Features 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	Show More Features CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Not Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Not Supported Customer Success Features Account Alerts Supported Account Management Supported Communication Management Supported Customer Engagement Supported Customer Lifecycle Management Supported Health Score Not Supported Onboarding Supported Revenue Management Supported Usage Tracking / Analytics Supported Win / Loss Analysis Supported Inside Sales Features Auto-Dialing Supported Call List Management Supported Call Recording Not Supported Campaign Management Supported Dashboard Supported Data Management Supported Lead Capture Supported Lead Distribution Not Supported Lead Scoring Not Supported Performance Management Supported Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Supported Lead Distribution Not Supported Lead Nurturing Supported Lead Scoring Not Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Supported Sales Enablement Features Collaboration Supported Contact Management Supported Content Management Not Supported Document Management Supported Goals / Quota Management Supported Lead Management Supported Meeting Management Supported Performance Management Supported Presentation Management Supported Proposal Management Not Supported Territory Management Supported Training Management Not Supported Sales Force Automation Features Call Management Supported Campaign Management Supported Channel Management Supported Commission Management Supported Contact Management Supported Contract Management Not Supported Customer Database Supported Email Marketing Supported Field Sales Management Not Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Not Supported Referral Tracking Supported Sales Forecasting Supported Territory Management Supported
Integrations QuickBooks Online Supported Ariglad Not Supported Autoklose Not Supported Avoma Not Supported CallPal Not Supported Cloud Agent Suite Not Supported Facebook Messenger Not Supported Finsi Not Supported GeoMaps Not Supported Google Forms Not Supported Josys Not Supported Mailshake Not Supported Pabbly Connect Not Supported Phonely Not Supported QuickBooks Online Advanced Not Supported ROI Hunter Not Supported Rippling Not Supported Voxloud Not Supported monday CRM Not Supported n8n Not Supported Show More Integrations View All 5 Integrations	Integrations QuickBooks Online Supported Ariglad Supported Autoklose Supported Avoma Supported CallPal Supported Cloud Agent Suite Supported Facebook Messenger Supported Finsi Supported GeoMaps Supported Google Forms Supported Josys Supported Mailshake Supported Pabbly Connect Supported Phonely Supported QuickBooks Online Advanced Supported ROI Hunter Supported Rippling Supported Voxloud Supported monday CRM Supported n8n Supported Show More Integrations View All 176 Integrations
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