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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
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