Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Bizns Tool Software is ideally suited for various specialty trade contractors, including electricians, foundation specialists, steel structure builders, framers, masons, and glass and glazing experts, among others. Managing bids and proposals via email can be a daunting task, but Bizns Tools provides construction subcontractors with an effective way to streamline their project organization and participation. The platform simplifies the process of generating quotes for bid invitations, making it easier to keep project managers and general contractors informed at all times. It effectively tracks all expenses, from the Initial Approval Estimate to ongoing approved change orders, giving users a comprehensive overview of the project's financial landscape. This clarity is a key differentiator for Bizns Tool. Its user-friendly yet robust interface empowers users to efficiently handle daily project activities and resource allocation. Furthermore, you can rest assured that payments will never slip through the cracks, as Bizns Tool keeps meticulous records of project invoices and payments, ensuring financial peace of mind. In this way, Bizns Tool not only enhances project management but also fosters better collaboration among all stakeholders involved.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating

Integrations

Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating

Pricing Details

$30.00/month/user
Free Trial
Free Version

Pricing Details

$28 per user per month
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

Bizns

Founded

2000

Country

United States

Website

www.biznstool.com/crm

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 CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Construction Management

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

Contractor Management

Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking

Alternatives

Alternatives

Procore Reviews

Procore

Procore Technologies