BidBookBidBookSoft d/b/a CRM Evangelist
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KanvoKanvo CRM
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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
Kanvo CRM is a comprehensive field service management platform designed to streamline operations for businesses in the landscaping and trades industries. It consolidates essential functions such as estimates, scheduling, invoicing, e-signatures, SMS communication, client portals, and crew management into a single, cohesive system, eliminating the need for multiple disparate tools. One of the standout features of Kanvo CRM is its robust scheduling and dispatch system. Users can assign crews, manage recurring maintenance routes, and adjust schedules through a user-friendly drag-and-drop calendar interface. This ensures optimal resource allocation and enhances operational efficiency. The platform also offers a sophisticated estimates and invoicing module. Businesses can create professional estimates with detailed line items, incorporate photos, and apply custom branding. These estimates can be sent for electronic signatures and seamlessly converted into jobs with a single click.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Sales, Estimation, Finance for Construction Business
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Audience
Service businesses
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$30.00/month/user
- General Edition - Specialty Edition
Free Version
Free Trial
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Pricing
$39/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBidBookSoft d/b/a CRM Evangelist
Founded: 2011
United States
www.bidbooksoft.com
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Company InformationKanvo CRM
Founded: 2026
United States
kanvocrm.com
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Alternatives |
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Categories |
Categories |
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Construction CRM Features
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Construction Bid Management Features
Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control
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Integrations
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
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Integrations
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
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