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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

WorkFry serves as an online platform that links businesses with a variety of professionals, including consultants, freelancers, and independent specialists, while also assisting these experts in discovering new project opportunities. Clients can outline their project details, including scope, budget, and timeframe, before publishing their needs and evaluating incoming proposals. Meanwhile, professionals can create detailed profiles, search for projects based on their skills or geographical preferences, and submit their proposals, which should detail their strategies, pricing, and estimated completion timelines. The marketplace caters to diverse sectors, such as technology, engineering, manufacturing, food innovation, marketing, and business consulting. Signing up and posting a project as a client is completely free of charge. Experts are required to use paid application credits to submit their proposals, with each credit allowing for one proposal submission and remaining valid for a week. Additionally, any applicable taxes will be added during the checkout process, ensuring a transparent pricing model for all users. This structure promotes a fair and efficient exchange between clients and professionals in various fields.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

ChatGPT No 
Claude No 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Model Context Protocol (MCP) No 
QuickBooks Accountants Yes 
QuickBooks Online Yes 
Salesforce Yes 

Integrations

ChatGPT Yes 
Claude Yes 
Microsoft Excel No 
Microsoft Outlook No 
Model Context Protocol (MCP) Yes 
QuickBooks Accountants No 
QuickBooks Online No 
Salesforce No 

Pricing Details

$30.00/month/user
- General Edition - Specialty Edition
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
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) Yes 
Online Support No 

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) No 
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

Workfry

Founded

2024

Country

India

Website

www.workfry.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

Talent Marketplace

360 Degree Feedback No 
Career Goals No 
Career Pathing No 
Gigs / Opportunities No 
Learning Modules No 
Mentors No 
Reporting / Analytics No 
Skill Gap Analysis No 
Talent Mobility No 

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