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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

QSM's Software Lifecycle Management (SLIM) tools have set the benchmark in the industry, being the preferred option for over 37 years among Fortune 1000 companies and government entities worldwide. With the backing of a comprehensive database containing more than 13,000 validated software projects, which is the largest in existence, our software facilitates superior decision-making throughout every phase of the project development life cycle, including estimation, tracking, and metrics evaluation. Each tool is meticulously crafted to yield impactful results, functioning effectively either as an independent solution or as part of QSM's cohesive suite. When projects begin to drift off schedule or undergo changes in scope, can you swiftly predict new timelines and financial plans? Are you tired of facing budget and timeline overruns on projects that your enterprise PPM system deemed "low risk"? Do you require a more analytical approach to oversee your externally developed projects by vendors? QSM’s SLIM-Control® acts as a guiding force for your projects, analogous to how a GPS navigation system guides a vehicle, ensuring that you stay on the right path and achieve your goals efficiently. It empowers project managers with the insights needed to navigate complexities and make informed adjustments as necessary.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating

Integrations

Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating

Pricing Details

$30.00/month/user
Free Trial
Free Version

Pricing Details

No price information available.
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

QSM

Website

www.qsm.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

Product Lifecycle Management

Change Management
Compliance Management
Cost Tracking
Design Management
Document Management
Product Data Management
Project Management
Requirements Management
Supplier Management

Alternatives

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