BidBook

BidBook

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

Maximize efficiency and precision with custom templates. Refine margins and dynamically update pricing throughout the year to ensure profitability all season long. Save time on estimates, proposals, work orders, and invoicing with one integrated cloud-based software platform. Stay organized with all of your documents in one place. Understand your business and finances more thoroughly than ever before. Learn your numbers and adapt your business to drive future growth, improving both your top and bottom line. Dashboards to provide the answers to the questions you haven't been able to answer. Simple, consistent estimating. Build estimates in the field or in the office. Instantly turn estimates into professional proposals and intuitive work orders. Drag and drop scheduling all in one platform to never leave a project behind. Put the information your foremen and crews need in the palm of their hands.

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

Paving operators looking for a solution to understand their businesses and drive growth

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

Pricing

$30.00/month/user
Free Version
Free Trial

Pricing

Free
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

CRM Evangelist
Founded: 2011
United States
www.crmevangelist.com/construction-crm/

Company Information

OneCrew
United States
www.getonecrew.com

Alternatives

Alternatives

Trimble Metrics MEP

Trimble Metrics MEP

Trimble MEP UK

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

QuickBooks Online
HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
Salesforce
Viewpoint Estimating

Integrations

QuickBooks Online
HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
Salesforce
Viewpoint Estimating
Claim BidBook and update features and information
Claim BidBook and update features and information
Claim OneCrew and update features and information
Claim OneCrew and update features and information