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Description
Utilize BidBook in Salesforce CRM to oversee your bids, revenue, and projects effectively. It facilitates the management of relationships that generate demand for new projects. The platform allows for the submission of proposal estimates and the organization of follow-up tasks. Users can monitor the estimation queue and upload relevant estimates. It also enables the invitation of approved suppliers to participate in bidding for specific scopes of work. Additionally, BidBook oversees the supplier bidding process and manages the overall budget efficiently. It generates comprehensive proposal documentation and encourages team collaboration. By aggregating all incoming bidding opportunities, BidBook helps streamline the collection of necessary files, drawings, and addendums. Bids can be assigned to sales and estimation teams for active pursuit. Users can assess the pending demand for projects, analyze revenue schedules, evaluate profit margins, and review win/loss metrics. The platform also allows for the approval of purchase orders and the initiation of invoices, ensuring a smooth workflow from bid management to project execution. With BidBook, every aspect of the bidding and project management process is organized in one cohesive tool.
Description
Introducing a complimentary standalone tool for main contractors that simplifies the enquiries process. This all-encompassing solution streamlines the entire workflow, allowing you to swiftly create and dispatch quotation invitations, manage project specifics, upload essential documents, and incorporate required trades to generate new enquiries within minutes. Best of all, it comes at no cost. It outperforms traditional methods such as Email, Dropbox, and WeTransfer, as well as other platforms like Conquest and Causeway in-house software. This intuitive enquiries portal caters to main contractors, subcontractors, and suppliers, making it easier to stay organized, especially when faced with tight tender deadlines. It facilitates the clear distribution of addendums by highlighting additions, revisions, or deletions, thereby supporting the construction industry in maintaining connectivity through a regularly updated database. The tool effectively links main contractors with local supply chains and micro businesses, all while being completely free to use. This unique resource allows you to discover, prioritize, and secure more projects while fostering relationships and managing invitations seamlessly in one centralized location.
API Access
Has API
API Access
Has API
Integrations
Dropbox
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating
WeTransfer
Integrations
Dropbox
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating
WeTransfer
Pricing Details
$30.00/month/user
Free Trial
Free Version
Pricing Details
$688
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CRM Evangelist
Founded
2011
Country
United States
Website
www.crmevangelist.com/construction-crm/
Vendor Details
Company Name
BidWork
Country
United Kingdom
Website
www.bidwork.co.uk
Product Features
Construction Bid Management
Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control
Construction CRM
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Product Features
Construction Bid Management
Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control