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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
Comprehensive software designed for construction management encompasses all facets of the industry. Experience a wealth of features that enhance your operations, covering areas from initial planning and project oversight to financial analytics and more. Access and manage your leads and estimates seamlessly from any location. Consolidate the bidding process into a single platform, saving valuable time and effort. Boost your profitability through effective project management and collaboration tools that facilitate teamwork. Enjoy extensive features at a competitive rate from a reliable provider. Effortlessly view, categorize, and monitor leads while overseeing the complete bidding process within one cohesive system. Utilize customizable dashboards to gain an in-depth understanding of your leads, tracking their status, history, and activities to ensure timely follow-ups and prioritize high-potential opportunities. Generate professional bid packages that include drawings, specifications, and essential documents. Effortlessly create estimates from the ground up, leverage existing spreadsheets, or build upon prior estimates with ease, while also importing data from spreadsheets to enhance efficiency in populating your estimates. This all-in-one solution not only simplifies your workflow but also empowers you to make informed decisions quickly.
API Access
Has API
API Access
Has API
Integrations
QuickBooks Online
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
Sage 100 Contractor
Sage 300 Construction and Real Estate (CRE)
Sage Intacct
Salesforce
Viewpoint Estimating
Integrations
QuickBooks Online
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
Sage 100 Contractor
Sage 300 Construction and Real Estate (CRE)
Sage Intacct
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
Sage
Country
United Kingdom
Website
www.sage.com/en-us/products/sage-construction-management/
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 Accounting
Accounts Payable
Accounts Receivable
Billing & Invoicing
Budgeting & Forecasting
Cash Management
Construction Breakdowns
General Ledger
Job Costing
Overrun Projections
Payroll Management
Purchase Order Management
Quotes / Estimates
Construction Bid Management
Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control
Construction Estimating
Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis
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
