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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

MarketSharp offers an intuitive, online customer relationship management (CRM) platform tailored for contractors, remodelers, and professionals in the home improvement sector. Featuring mobile access and advanced functionalities such as scheduling tasks, estimating projects, managing leads, and overseeing projects, MarketSharp is designed to enhance customer satisfaction, drive qualified lead generation, improve sales closures, and boost production efficiency. By utilizing this software, businesses can streamline their operations and foster a loyal customer base that actively refers others.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Boostpoint No 
Constant Contact No 
Enzy No 
Five9 No 
Hatch No 
Liveforce No 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Paradigm Vendo No 
QuickBooks Accountants Yes 
SalesRabbit No 
Salesforce Yes 

Integrations

QuickBooks Online Yes 
Boostpoint Yes 
Constant Contact Yes 
Enzy Yes 
Five9 Yes 
Hatch Yes 
Liveforce Yes 
Microsoft Excel No 
Microsoft Outlook No 
Paradigm Vendo Yes 
QuickBooks Accountants No 
SalesRabbit Yes 
Salesforce No 

Pricing Details

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

Pricing Details

$70.00/month/user
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 Yes 
iPad App Yes 
Android App Yes 
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 No 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
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

MarketSharp Software

Founded

1996

Country

United States

Website

www.marketsharp.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 Yes 
Contract Management Yes 
Forecasting No 
Project Management Yes 
Quote Management No 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders Yes 
Commercial No 
Contract Management Yes 
Contractors Yes 
Equipment Tracking Yes 
Estimating No 
Incident Reporting No 
Mobile Access Yes 
Offline Access Yes 
RFI & Submittals No 
Residential Yes 
Subcontractor Management No 
Timesheets No 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Restoration Management

Bid Management Yes 
CRM Yes 
Document Management Yes 
Fire Restoration No 
Job Tracking Yes 
Mold Remediation No 
Project Management Yes 
Scheduling Yes 
Task Management Yes 
Water Restoration No 

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