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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

Screenshots View All

Screenshots View All

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

Alternatives

Alternatives

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