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

Product pushback on autopilot. Scope your next product build in minutes, not weeks with custom trained AI Agents. Respond to opportunities faster with a second opinion in the planning stage from our human product experts and custom AI in creating estimations, outlining in/out of scope, guarding against scope creep, and uncovering additional revenue opportunities. Benefits: Close More Sales Striking while the iron is hot is essential to close deals. Delayed proposals or imprecise scopes of work can leave your clients feeling unheard and less less likely to work with you. Retain More Clients Unrealized expectations and broken promises leave clients feeling cheated and let down. Accurately set expectations, estimations and pricing maintain mutual respect and retain clients. Keep Your Best Team Members Putting out fires constantly and dealing with poor management is the number one reason why employees leave their jobs. Ensure that you keep your best employees happy.

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

Product managers, project managers, software agencies, digital agencies, freelancers.

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

No images available

Pricing

$30.00/month/user
- General Edition - Specialty Edition
Free Version
Free Trial

Pricing

No information available.
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

BidBookSoft d/b/a CRM Evangelist
Founded: 2011
United States
www.bidbooksoft.com

Company Information

Scopebird
Founded: 2024
United Kingdom
www.scopebird.com

Alternatives

Alternatives

Pursuit

Pursuit

Vertigraph Inc

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

Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce

Integrations

Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Claim BidBook and update features and information
Claim BidBook and update features and information
Claim Scopebird and update features and information
Claim Scopebird and update features and information