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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Pursuit is an innovative CRM designed specifically for construction estimators, consolidating every customer interaction, correspondence, bid date, and successful project outcome into a single platform. This tool integrates bid documents, takeoffs, and emails into a cohesive Project Brain, where all relevant materials such as drawings, specifications, soil reports, and communications are seamlessly organized in a collaborative space, allowing for automatic connections to be established. Users can easily drag and drop PDFs, specifications, emails, takeoff exports, and soil reports, which are then indexed and linked to essential project references, ensuring that important data like frost depth is connected to the relevant specification, deadlines are synchronized with the calendar, and inquiries regarding scope, quantities, and deadlines are answered with precise page references rather than vague estimates. Rather than imposing a generic sales funnel on the construction industry, Pursuit is tailored to the unique needs of construction bidding, effectively managing bid dates, RFQs, vendor quotes, follow-ups, hit rates, and all forms of correspondence while allowing estimators to maintain their own workflow. This specialized approach enhances efficiency and accuracy, fundamentally transforming how construction professionals manage their bidding processes.

Description

Saberis offers a cloud-based platform known as SaberisConnect, which focuses on integrating and automating workflows to remove the need for repetitive manual data entry and reduce errors by connecting vendor quoting, design, and order systems directly to a dealer’s primary business management or point-of-sale systems. This platform enables sales teams to allocate more time to customer service rather than data re-entry, thanks to its efficient export processes and innovative "Stealth Integration" feature that allows users to effortlessly transfer intricate quotes or orders from various vendor portals, design applications, or catalogs directly into their ERP/POS systems without the hassle of manual exporting or importing. By enhancing the accuracy and speed of transactions, SaberisConnect supports a wide range of integrations with numerous vendor partners across industries such as windows, doors, cabinets, and takeoffs, while also providing functionalities for SKU and phrase data mapping to refine product descriptions. Additionally, the platform centralizes all document processing, vendor modules, user administration, and settings within a single web interface, promoting streamlined operations and ease of use for its clients. This comprehensive approach not only simplifies the workflow but also enhances overall productivity, making it an invaluable tool for businesses aiming to optimize their processes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
Paladin POS

Integrations

Microsoft Excel
Paladin POS

Pricing Details

$199 per year
Free Trial
Free Version

Pricing Details

$125 per month
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

Vertigraph Inc

Founded

1990

Country

United States

Website

www.vertigraph.com/products/pursuit

Vendor Details

Company Name

Saberis

Founded

2016

Country

United States

Website

www.saberis.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

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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