Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Enhance productivity and accuracy with tailored templates. Adjust margins and update pricing in real time throughout the year to maintain profitability during every season. Streamline your processes for estimates, proposals, work orders, and invoicing through a unified cloud-based software solution. Keep all your documents organized within a single platform for easy access. Gain deeper insights into your business and financial health like never before. Familiarize yourself with your metrics and modify your strategies to foster future growth, positively impacting both your revenue and profits. Utilize dashboards designed to answer previously unresolved questions. Experience straightforward and consistent estimating. Create estimates whether you’re in the field or at the office. Quickly convert estimates into polished proposals and user-friendly work orders. With drag-and-drop scheduling integrated into one platform, ensure no project is overlooked. Empower your foremen and teams by providing them with essential information right at their fingertips, enhancing communication and workflow efficiency. This approach not only simplifies operations but also positions your business for sustained success.
API Access
Has API
Yes
API Access
Has API
No
Integrations
QuickBooks Online
Yes
HubSpot CRM
No
HubSpot Customer Platform
No
Microsoft Excel
Yes
Microsoft Outlook
Yes
QuickBooks Accountants
Yes
Salesforce
Yes
Integrations
QuickBooks Online
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Microsoft Excel
No
Microsoft Outlook
No
QuickBooks Accountants
No
Salesforce
No
Pricing Details
$30.00/month/user
- General Edition - Specialty Edition
Free Trial
Yes
Free Version
No
Pricing Details
Free
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
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
Yes
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)
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
OneCrew
Country
United States
Website
www.getonecrew.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