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

Infissi360 is a cloud-based business management platform for Italian window and door businesses. It combines lead and customer records, sales opportunities, appointments, quotations, price lists, 2D technical drawings and job documents in a shared workflow. Teams can track production, supplier orders, inventory, installation work and delivery, then manage invoices, payments, due dates, costs and operational reports for each job. Customer history, communications, reminders, a customer portal and team permissions support coordination across sales, technical, production and installation activities. The browser-based service is designed for window and door showrooms, resellers, installers and manufacturers. Electronic invoice transmission and external integrations may require customer-specific configuration and validation.

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

Italian window and door showrooms, resellers, installers and small manufacturers.

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

€59/month
The monthly plan is €59 per month. An annual plan is €649 per year, billed as 11 months for 12 months of access. A lifetime option costs €1,099 one time. A one-month free trial is available once per account and requires a payment card.
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 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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

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

Company Information

Infissi360
Italy
www.infissi360.com

Alternatives

KonstructIQ

KonstructIQ

4.8 out of 5 stars

Alternatives

ConWize Estimating and Bid Management

ConWize Estimating and Bid Management

ConWize
4.8 out of 5 stars
BidBook

BidBook

BidBookSoft d/b/a CRM Evangelist
Bidtracer

Bidtracer

4.2 out of 5 stars
Pursuit

Pursuit

Vertigraph Inc

Categories

Categories

Construction CRM 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 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

Integrations

Instagram Not Supported
Microsoft Excel Supported
Microsoft Outlook Supported
QuickBooks Accountants Supported
QuickBooks Online Supported
Salesforce Supported
WhatsApp Not Supported

Integrations

Instagram Supported
Microsoft Excel Not Supported
Microsoft Outlook Not Supported
QuickBooks Accountants Not Supported
QuickBooks Online Not Supported
Salesforce Not Supported
WhatsApp Supported
Claim BidBook and update features and information
Claim BidBook and update features and information
Claim Infissi360 and update features and information
Claim Infissi360 and update features and information