BidBookBidBookSoft d/b/a CRM Evangelist
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WorkspaceTapChief
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Related Products
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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
Create proposals, manage projects and send invoices, all in one place, with Workspace. Manage leads and win more clients with beautiful proposals. Organize leads into groups with custom labels. Create proposals from existing templates and save to reuse later for different clients. Collect project requirements with custom forms shared on email or chat. Manage multiple projects on one dashboard. Track progress across projects and zoom in on details to address risks. Customize stages and properties to match your project lifecycle. Add team members and invite clients to share updates in real-time. Breakdown projects into tasks and milestones. Scope your projects by creating tasks from templates or previous projects. Assign tasks to teams, create sub-tasks and set due dates. Track your tasks in a calendar, board or list view and filter by assignee or project. Create invoices, manage your finances and get paid, on time.
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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
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Sales, Estimation, Finance for Construction Business
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Audience
Freelancers, agencies, studios and small teams
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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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
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationBidBookSoft d/b/a CRM Evangelist
Founded: 2011
United States
www.bidbooksoft.com
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Company InformationTapChief
Founded: 2016
India
www.tapchief.com/workspace
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
Microsoft Excel
Supported
Microsoft Outlook
Supported
QuickBooks Accountants
Supported
QuickBooks Online
Supported
Salesforce
Supported
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Integrations
Microsoft Excel
Not Supported
Microsoft Outlook
Not Supported
QuickBooks Accountants
Not Supported
QuickBooks Online
Not Supported
Salesforce
Not Supported
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