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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
Salesforce
Viewpoint Estimating

Integrations

QuickBooks Online
HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
Salesforce
Viewpoint Estimating

Pricing Details

$30.00/month/user
Free Trial
Free Version

Pricing Details

Free
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

OneCrew

Country

United States

Website

www.getonecrew.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

Alternatives

Alternatives