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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
Cert-In software is dedicated to enhancing its promise to clients by delivering top-notch, cutting-edge software solutions that facilitate project management from inception to conclusion. Acknowledged as some of the most user-friendly and easy-to-implement estimating systems, Cert-In's tools have gained favor among electrical and mechanical contractors across all 50 states and in various international markets. These versatile products are designed to function seamlessly within any Windows operating environment. They are offered in a comprehensive package, which allows them to run on a standalone workstation or within a network that accommodates multiple workstations. When configured correctly, the estimating system enables several estimators to collaborate on the same project simultaneously. Furthermore, the database is easily customizable, allowing it to include components relevant to any trade, reinforcing its adaptability. The program's multi-platform capability ensures that it can effectively operate in diverse Windows settings, whether installed for individual use or across a networked system, thus providing flexibility to meet varying user needs. This commitment to user-friendly design and functionality sets Cert-In apart in the software market.
API Access
Has API
API Access
Has API
Integrations
Microsoft Excel
Filigran
Microsoft Outlook
Microsoft Word
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating
Integrations
Microsoft Excel
Filigran
Microsoft Outlook
Microsoft Word
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating
Pricing Details
$30.00/month/user
Free Trial
Free Version
Pricing Details
$200 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
Cert-In
Founded
1996
Country
United States
Website
www.certin.com
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
Construction Estimating
Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis
Takeoff
3D View
Assembly Takeoff
Cross Section Creation
Electronic Plans
Elevation Checking
Error Checking
Site Balancing
Slope Routines
Subcontractor Management
