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

FollowIncome helps freelancers and small teams connect client work with financial records in one workspace. Manage customers, projects and tasks; create estimates and invoices; record payments and business expenses; and review sales, taxes, task costs, project budgets, profitability and profit-and-loss reports. Separate company workspaces are supported. FollowIncome is free during early access, requires account registration, and does not require a credit card.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales, Estimation, Finance for Construction Business

Audience

Freelancers, independent professionals, startups, and small teams that manage client projects, invoices, expenses, payments, budgets, and profitability.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$30.00/month/user
- General Edition - Specialty Edition
Free Version
Free Trial

Pricing

$0
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

FollowIncome
Founded: 2025
Lithuania
followincome.com

Alternatives

Alternatives

CashWhiz

CashWhiz

CashWhiz Australia
Pursuit

Pursuit

Vertigraph Inc
Brisk Accounts

Brisk Accounts

Brisk Cloudware Inc.

Categories

Categories

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

Integrations

Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce

Integrations

Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Claim BidBook and update features and information
Claim BidBook and update features and information
Claim FollowIncome and update features and information
Claim FollowIncome and update features and information