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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
API Access
Has API
Integrations
QuickBooks Online
Boostpoint
Constant Contact
Five9
Hatch
Liveforce
Microsoft Excel
Microsoft Outlook
Paradigm Vendo
QuickBooks Accountants
Integrations
QuickBooks Online
Boostpoint
Constant Contact
Five9
Hatch
Liveforce
Microsoft Excel
Microsoft Outlook
Paradigm Vendo
QuickBooks Accountants
Pricing Details
$30.00/month/user
Free Trial
Free Version
Pricing Details
$70.00/month/user
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
MarketSharp Software
Founded
1996
Country
United States
Website
www.marketsharp.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 CRM
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Construction Management
Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Restoration Management
Bid Management
CRM
Document Management
Fire Restoration
Job Tracking
Mold Remediation
Project Management
Scheduling
Task Management
Water Restoration