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Description

BasisBoard revolutionizes bid tracking by eliminating the need for data entry, specifically designed for subcontractors and material suppliers to manage all their bids collaboratively in a single workspace. It serves a broad spectrum of users, from small family-run businesses to major corporations, enhancing the bidding process for estimating teams of varying sizes. Are you still relying on spreadsheets to keep track of bid invitations? With general contractors inundating you with invites from platforms like iSQFT, BuildingConnected, and Procore, our bid board seamlessly integrates with your email, automatically identifying bid invite messages and transferring crucial details—such as deadlines, participants, and addenda—into an organized dashboard with no manual data input required. This means you can access all your bid invitations in one centralized location, streamlining your workflow. BasisBoard's intelligent system sorts these emails into actionable opportunities, making the interface user-friendly and efficient. The shift towards online bid boards represents the future of bidding, as many subcontractors currently squander significant time on repetitive administrative duties. By transitioning to this automated solution, you can ensure that no job opportunities are overlooked, thereby optimizing your bidding strategy.

Description

Cosential assists commercial Architecture, Engineering and Construction (AEC), firms increase revenue, decrease costs of winning business, and end chaos using its "Growth and Relationship Management", software and services for CRM, proposal and marketing. Cosential is the industry leader in AEC. Over 1,000 AEC firms have seen their annual revenue increase by 1% or more over the past 20 years. They also saw a significant increase in productivity in key business development steps by up to 50%. See a 30-minute demo.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AccuBuild No 
Adobe Illustrator No 
Kixie PowerCall & SMS No 
Mailchimp No 
Microsoft Outlook No 
Microsoft Word No 
Shark Byte Sales and Estimating CRM No 

Integrations

AccuBuild Yes 
Adobe Illustrator Yes 
Kixie PowerCall & SMS Yes 
Mailchimp Yes 
Microsoft Outlook Yes 
Microsoft Word Yes 
Shark Byte Sales and Estimating CRM Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Administrator Controls
Email Campaigns
Proposal Automation
Financial Analytics
Revenue Projection
Personnel (Resumes)
Survey Engine
Add Leads, Opportunities, Contacts and Companies
Full Reporting Access
Mobile CRM App
Business Card Scanner
Contact Enrichment
Log/modify Activities
Run Reports
User Dashboard
Sophisticated Workflow Engine
Full API Access
Customer Success Manager
Access to 3rd Party Integrations
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Basis

Founded

2019

Country

United States

Website

www.basisboard.com

Vendor Details

Company Name

Cosential

Founded

1999

Country

United States

Website

www.cosential.com

Product Features

Construction Bid Management

Bidder Management No 
Building Product Database No 
Cost Database No 
File Sharing Yes 
Proposal Management Yes 
Quotes / Estimates Yes 
RFP Management Yes 
Subcontractor Management No 
Takeoff No 
Version Control Yes 

Construction CRM

Client Tracking Yes 
Contract Management No 
Forecasting No 
Project Management No 
Quote Management Yes 
Sales Management Yes 
Scheduling No 
Time Management No 

Construction Estimating

Accounting Integration No 
Audit Trail No 
Bid Management Yes 
Billing & Invoicing No 
Building Product Database No 
Calculators No 
Change Orders No 
Contract Management No 
Cost Database Yes 
Customer Management Yes 
Customizable Templates No 
Electrical Estimating No 
HVAC Estimating No 
Historical Database Yes 
Job Costing No 
Plumbing Estimating No 
Price Data / Price Books No 
Project Management Yes 
Quote Management Yes 
Reporting/Analytics Yes 
Scheduling No 
Subcontractor Management Yes 
Takeoff No 
What-if Analysis No 

Electrical Estimating

Billing & Invoicing No 
Change Orders No 
Cost Database No 
Project Management No 
Quotes / Proposals No 
Takeoff No 

Product Features

Construction Bid Management

Bidder Management Yes 
Building Product Database Yes 
Cost Database Yes 
File Sharing Yes 
Proposal Management Yes 
Quotes / Estimates Yes 
RFP Management Yes 
Subcontractor Management Yes 
Takeoff Yes 
Version Control No 

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting Yes 
Project Management No 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

Construction Management

Accounting Integration Yes 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders Yes 
Commercial Yes 
Contract Management Yes 
Contractors Yes 
Equipment Tracking Yes 
Estimating Yes 
Incident Reporting Yes 
Mobile Access Yes 
Offline Access Yes 
RFI & Submittals Yes 
Residential Yes 
Subcontractor Management Yes 
Timesheets Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature No 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management Yes 
Requirements Management Yes 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control No 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Alternatives