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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
TradeOff is a cloud-based solution designed for takeoff, estimating, and progress billing, which efficiently manages workflows from analyzing blueprints to facilitating client payments. Users can seamlessly upload PDF drawings into their web browser, where tools for scale calibration, tracing, and counting assist in the easy aggregation of quantities. An integrated AI assistant improves this experience by automatically extracting quantities, identifying scales, and proposing rates for estimates. The estimating matrix features a user-friendly grid that resembles a spreadsheet for pricing purposes. Additionally, the platform's progress billing capabilities include support for schedule-of-values billing, tracking retainage, and ensuring compliance with taxes like CIS deductions and VAT reverse charges. Payment processing is made easy through integrations with Stripe and BACS, while features for team collaboration and one-click PDF exports enhance the ability to create branded estimates and payment applications. Ultimately, TradeOff aims to simplify the entire estimating and billing process, making it more efficient for construction professionals.
API Access
Has API
API Access
Has API
Integrations
Google Analytics
Google Workspace
HubSpot CRM
Microsoft Excel
Stripe
Stripe Connect
Integrations
Google Analytics
Google Workspace
HubSpot CRM
Microsoft Excel
Stripe
Stripe Connect
Pricing Details
$199 per year
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
Vertigraph Inc
Founded
1990
Country
United States
Website
www.vertigraph.com/products/pursuit
Vendor Details
Company Name
Blue Shuck Consulting Ltd
Founded
2026
Website
tradeoff.blueshuckconsulting.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
Takeoff
3D View
Assembly Takeoff
Cross Section Creation
Electronic Plans
Elevation Checking
Error Checking
Site Balancing
Slope Routines
Subcontractor Management