BidBook

BidBook

CRM Evangelist
Salesteer

Salesteer

Devua
+
+

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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

A cloud based CRM software designed to make your work and your team's work simpler and more efficient. With team management tools, you always have an overview of all activities. The all-in-one solution to manage communication with contacts interested in your services and products. Collect in a single list all the opportunities generated by the various sources of access to your business. The task management tool that helps you organize your projects. With just one click, you can switch from the general list to the individual Opportunity. In each tab, you will find detailed information and you can manage all the work to be done: make an offer, assign tasks, upload attachments, and track the entire history of negotiations with potential customers.

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

Organizations requiring a solution to optimize their sales processes and manage communication with customers

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

€7.08 per user per month
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

Devua
Italy
salesteer.com

Alternatives

Alternatives

Centrium CRM

Centrium CRM

Innodia
xRP

xRP

Agent Technogies
HyperTeam CRM

HyperTeam CRM

HyperTeam
CloudApper CRM

CloudApper CRM

CloudApper
Trimble Metrics MEP

Trimble Metrics MEP

Trimble MEP UK

Categories

Categories

CRM

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

Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating

Integrations

Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating
Claim BidBook and update features and information
Claim BidBook and update features and information
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Claim Salesteer and update features and information