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

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 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 Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Sales, Estimation, Finance for Construction Business

Audience

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

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not 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

Free
Free Version Supported
Free Trial Not 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 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

OneCrew
United States
www.getonecrew.com

Alternatives

Alternatives

Pursuit

Pursuit

Vertigraph Inc

Categories

Categories

Paving and Asphalt 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

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

Integrations

QuickBooks Online Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Microsoft Excel Supported
Microsoft Outlook Supported
QuickBooks Accountants Supported
Salesforce Supported

Integrations

QuickBooks Online Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Microsoft Excel Not Supported
Microsoft Outlook Not Supported
QuickBooks Accountants Not Supported
Salesforce Not Supported
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