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Average Ratings 0 Ratings

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support 0 out of 5 stars

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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

ContractorRise serves as an online CRM and job management solution tailored for remodelers, roofers, general contractors, specialty trades, and subcontractors throughout the United States. It consolidates leads and customer data into a common inbox, facilitating job estimates, digital contracts, invoices, and a personalized customer portal featuring the contractor's branding. One of its standout features is the AI Estimate Builder, which transforms a written job description into an initial line-item estimate for contractors to review and modify. Once a customer approves the agreement, the project can seamlessly transition into execution, utilizing reusable task templates, tracking crew hours, managing weekly approvals, exporting payroll, generating daily site reports, and monitoring material deliveries. Additionally, contractors benefit from the platform’s ability to streamline sales processes and project execution, ensuring that all pertinent information is centralized while enabling easy sharing of estimates, contracts, invoices, and updates with clients. This all-in-one solution not only enhances operational efficiency but also improves communication with customers.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ChatGPT No 
Claude No 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Model Context Protocol (MCP) No 
QuickBooks Accountants Yes 
QuickBooks Online Yes 
Salesforce Yes 
Twilio No 

Integrations

ChatGPT Yes 
Claude Yes 
Microsoft Excel No 
Microsoft Outlook No 
Model Context Protocol (MCP) Yes 
QuickBooks Accountants No 
QuickBooks Online No 
Salesforce No 
Twilio Yes 

Pricing Details

$30.00/month/user
- General Edition - Specialty Edition
Free Trial Yes 
Free Version No 

Pricing Details

$49/month
A free plan is available. Pro costs $49 per company per month, and Business costs $99 per company per month. Both paid plans include unlimited users.
Free Trial No 
Free Version Yes 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

BidBookSoft d/b/a CRM Evangelist

Founded

2011

Country

United States

Website

www.bidbooksoft.com

Vendor Details

Company Name

ContractorRise

Founded

2026

Country

United States

Website

contractorrise.app/

Product Features

Construction Bid Management

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

Construction CRM

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

Product Features

Construction CRM

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

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