BidBookBidBookSoft d/b/a CRM Evangelist
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PursuitVertigraph Inc
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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
Pursuit is the AI-powered construction CRM built for estimators, every customer, every correspondence, every bid date, every win, tracked in one place. It brings bid docs, takeoffs, and emails into one Project Brain, where every drawing, spec, soils report, email, and takeoff flows into a shared workspace, and the connections get made automatically. PDFs, specs, emails, takeoff exports, and soils reports can be dragged in, indexed, and linked to what matters, so frost depth finds its way to the spec, owner deadlines find the calendar, and scope, quantity, and deadline questions come back with the page they came from, not a guess. Built around construction bids instead of generic sales funnels, Pursuit organizes bid dates, RFQs, vendor quotes, follow-ups, hit rates, and correspondence without forcing estimators to bend their process around a CRM made for software sales.
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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
Commercial construction estimators who need an AI-powered CRM to organize bid documents, vendor follow-ups, RFQs, takeoffs, correspondence, and win/loss analytics in one place
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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 Videos |
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Pricing
$30.00/month/user
- General Edition - Specialty Edition
Free Version
Free Trial
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Pricing
$199 per year
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 InformationVertigraph Inc
Founded: 1990
United States
www.vertigraph.com/products/pursuit
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Categories |
Categories |
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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
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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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