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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

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 

Screenshots View All

Screenshots View All

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 

Product Features

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