BidBookBidBookSoft d/b/a CRM Evangelist
|
||||||
Related Products
|
||||||
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
Cosential helps commercial Architecture, Engineering and Construction (AEC) firms grow revenue, decrease costs of winning new business and end chaos with its “Growth and Relationship Management” software and services for CRM, proposal management, marketing and more. As the leader in the AEC industry, for 20+ years Cosential has helped over 1,000 AEC firms increase annual revenue by 1% or more and increase productivity in key business development processes by up to 50%. See a 30-minute demo.
|
|||||
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
Supported
Mac
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
Cosential supports architecture, engineering, and construction firms (AEC).
|
|||||
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Not 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
|
PricingAdministrator Controls
Email Campaigns Proposal Automation Financial Analytics Revenue Projection Personnel (Resumes) Survey Engine Add Leads, Opportunities, Contacts and Companies Full Reporting Access Mobile CRM App Business Card Scanner Contact Enrichment Log/modify Activities Run Reports User Dashboard Sophisticated Workflow Engine Full API Access Customer Success Manager Access to 3rd Party Integrations
Free Version
Not Supported
Free Trial
Not Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Pros & Cons from Real UsersPros
Cons
|
||||||
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
|
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
|
|||||
Company InformationBidBookSoft d/b/a CRM Evangelist
Founded: 2011
United States
www.bidbooksoft.com
|
Company InformationCosential
Founded: 1999
United States
www.cosential.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
Categories |
Categories |
|||||
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
|
Construction Bid Management Features
Bidder Management
Supported
Building Product Database
Supported
Cost Database
Supported
File Sharing
Supported
Proposal Management
Supported
Quotes / Estimates
Supported
RFP Management
Supported
Subcontractor Management
Supported
Takeoff
Supported
Version Control
Not Supported
Construction CRM Features
Client Tracking
Supported
Contract Management
Supported
Forecasting
Supported
Project Management
Not Supported
Quote Management
Supported
Sales Management
Supported
Scheduling
Supported
Time Management
Supported
CRM Features
Calendar/Reminder System
Supported
Call Logging
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Supported
Construction Management Features
Accounting Integration
Supported
Budget Tracking/Job Costing
Supported
Change Orders
Supported
Commercial
Supported
Contract Management
Supported
Contractors
Supported
CRM
Supported
Equipment Tracking
Supported
Estimating
Supported
Incident Reporting
Supported
Mobile Access
Supported
Offline Access
Supported
Residential
Supported
RFI & Submittals
Supported
Subcontractor Management
Supported
Timesheets
Supported
Lead Management Features
Activity Tracking
Supported
Campaign Management
Not Supported
Lead Capture
Supported
Lead Distribution
Supported
Lead Nurturing
Not Supported
Lead Scoring
Supported
Lead Segmentation
Supported
Pipeline Management
Supported
Prospecting Tools
Supported
Source Tracking
Supported
Proposal Management Features
Automatic Formatting
Supported
Calendar Management
Not Supported
Collaboration
Supported
Contact Management
Supported
Content Repository
Supported
Document Management
Supported
Electronic Signature
Not Supported
Knowledge Library
Supported
Pipeline Management
Supported
Requirements Management
Supported
Revision Management
Supported
RFP Management
Supported
Task Management
Supported
Templates
Supported
Version Control
Not Supported
Quoting Features
Automated Quoting
Supported
Catalog Management
Supported
Client Portal
Supported
Contact Management
Supported
Customer Accounts
Supported
Customizable Branding
Supported
Discount Management
Supported
Forms Creation
Supported
Pricing Management
Supported
Product Configurator
Supported
Proposal Management
Supported
|
|||||
Integrations
Microsoft Outlook
Supported
AccuBuild
Not Supported
Adobe Illustrator
Not Supported
Kixie PowerCall & SMS
Not Supported
Mailchimp
Not Supported
Microsoft Excel
Supported
Microsoft Word
Not Supported
QuickBooks Accountants
Supported
QuickBooks Online
Supported
Salesforce
Supported
|
Integrations
Microsoft Outlook
Supported
AccuBuild
Supported
Adobe Illustrator
Supported
Kixie PowerCall & SMS
Supported
Mailchimp
Supported
Microsoft Excel
Not Supported
Microsoft Word
Supported
QuickBooks Accountants
Not Supported
QuickBooks Online
Not Supported
Salesforce
Not Supported
|
|||||
|
|
|