Audience
Sales, Estimation, Finance for Construction Business
About BidBook
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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Efficient - Flexible - Detailed Estimating with an Ease of Use. Bid the way you want when you want with the SharpeSoft Cloud.
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"This is f$&%ing awesome!" - Dave R.
** MARKETING **
• SEO
• Paid ads
• Google Business Profile
• Website
** SALES **
• Scheduling
• Lead tracking
• Boards
• Custom sales workflows
• Sales automation
** PRODUCTION **
• Production boards
• Custom job workflows
• Production automation
• Notes
• Tasks
• Material ordering directly from Beacon PRO+ and Roof Hub by SRS.
• Work orders
• Subcontractors
• Reports
** BILLING **
• Invoicing
• JN Payments
• Text-to-Pay
• Financing
• QuickBooks 2-way sync
** COMMUNICATION **
• Engage texting
• Email
• Caller ID
• @mentions
• Job share
• Notification center
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Pricing
Starting Price:
$30.00/month/user
Pricing Details:
- General Edition - Specialty Edition
Free Trial:
Free Trial available.
Company Information
BidBookSoft d/b/a CRM Evangelist
Founded: 2011
United States
www.bidbooksoft.com
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Product Details
Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
BidBook Frequently Asked Questions
BidBook Product Features
Construction Bid Management
Bidder Management
Supported
Cost Database
Supported
File Sharing
Supported
Proposal Management
Supported
Quotes / Estimates
Supported
RFP Management
Supported
Subcontractor Management
Supported
Building Product Database
Not Supported
Takeoff
Not Supported
Version Control
Not Supported
Construction CRM
Client Tracking
Supported
Contract Management
Supported
Forecasting
Supported
Project Management
Supported
Quote Management
Supported
Sales Management
Supported
Scheduling
Supported
Time Management
Supported
