Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

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

Screenshots View All

Screenshots View All

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

Alternatives

Alternatives

SureCount Reviews

SureCount

Conest Software Systems
Trimble Metrics MEP Reviews

Trimble Metrics MEP

Trimble MEP UK