Average Ratings 0 Ratings
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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
Infissi360 serves as a cloud-driven management solution tailored for Italian businesses specializing in windows and doors. This platform seamlessly integrates lead management, customer databases, sales prospects, scheduling, quotes, pricing information, technical drawings, and essential job documentation into a unified workflow. Teams can efficiently monitor production processes, manage supplier orders, oversee inventory, coordinate installation tasks, and handle deliveries, while also taking care of invoicing, payment processing, due dates, expenses, and operational reporting for each project. The system supports customer engagement through historical records, communication logs, reminders, a customer portal, and defined team permissions, fostering collaboration among sales, technical, production, and installation departments. Designed specifically for window and door showrooms, resellers, installers, and manufacturers, this web-based service streamlines various aspects of business operations. Additionally, the capability for electronic invoice transmission and external integrations may necessitate tailored configuration and validation to meet individual customer needs. Overall, Infissi360 enhances operational efficiency and improves service delivery for its users.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Instagram
No
Microsoft Excel
Yes
Microsoft Outlook
Yes
QuickBooks Accountants
Yes
QuickBooks Online
Yes
Salesforce
Yes
WhatsApp
No
Integrations
Instagram
Yes
Microsoft Excel
No
Microsoft Outlook
No
QuickBooks Accountants
No
QuickBooks Online
No
Salesforce
No
WhatsApp
Yes
Pricing Details
$30.00/month/user
- General Edition - Specialty Edition
Free Trial
Yes
Free Version
No
Pricing Details
€59/month
The monthly plan is €59 per month. An annual plan is €649 per year, billed as 11 months for 12 months of access. A lifetime option costs €1,099 one time. A one-month free trial is available once per account and requires a payment card.
Free Trial
Yes
Free Version
No
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
Yes
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
No
Webinars
No
Live Training (Online)
Yes
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
Infissi360
Country
Italy
Website
www.infissi360.com
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