BidBookBidBookSoft d/b/a CRM Evangelist
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Related Products
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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.
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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.
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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
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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
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Audience
Sales, Estimation, Finance for Construction Business
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Audience
Italian window and door showrooms, resellers, installers and small manufacturers.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$30.00/month/user
- General Edition - Specialty Edition
Free Version
Not Supported
Free Trial
Supported
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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
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationBidBookSoft d/b/a CRM Evangelist
Founded: 2011
United States
www.bidbooksoft.com
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Company InformationInfissi360
Italy
www.infissi360.com
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Categories |
Categories |
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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
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Integrations
Instagram
Not Supported
Microsoft Excel
Supported
Microsoft Outlook
Supported
QuickBooks Accountants
Supported
QuickBooks Online
Supported
Salesforce
Supported
WhatsApp
Not Supported
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Integrations
Instagram
Supported
Microsoft Excel
Not Supported
Microsoft Outlook
Not Supported
QuickBooks Accountants
Not Supported
QuickBooks Online
Not Supported
Salesforce
Not Supported
WhatsApp
Supported
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