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Description
BasisBoard revolutionizes bid tracking by eliminating the need for data entry, specifically designed for subcontractors and material suppliers to manage all their bids collaboratively in a single workspace. It serves a broad spectrum of users, from small family-run businesses to major corporations, enhancing the bidding process for estimating teams of varying sizes. Are you still relying on spreadsheets to keep track of bid invitations? With general contractors inundating you with invites from platforms like iSQFT, BuildingConnected, and Procore, our bid board seamlessly integrates with your email, automatically identifying bid invite messages and transferring crucial details—such as deadlines, participants, and addenda—into an organized dashboard with no manual data input required. This means you can access all your bid invitations in one centralized location, streamlining your workflow. BasisBoard's intelligent system sorts these emails into actionable opportunities, making the interface user-friendly and efficient. The shift towards online bid boards represents the future of bidding, as many subcontractors currently squander significant time on repetitive administrative duties. By transitioning to this automated solution, you can ensure that no job opportunities are overlooked, thereby optimizing your bidding strategy.
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.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Microsoft Excel
No
Microsoft Outlook
No
QuickBooks Accountants
No
QuickBooks Online
No
Salesforce
No
Integrations
Microsoft Excel
Yes
Microsoft Outlook
Yes
QuickBooks Accountants
Yes
QuickBooks Online
Yes
Salesforce
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$30.00/month/user
- General Edition - Specialty Edition
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Basis
Founded
2019
Country
United States
Website
www.basisboard.com
Vendor Details
Company Name
BidBookSoft d/b/a CRM Evangelist
Founded
2011
Country
United States
Website
www.bidbooksoft.com
Product Features
Construction Bid Management
Bidder Management
No
Building Product Database
No
Cost Database
No
File Sharing
Yes
Proposal Management
Yes
Quotes / Estimates
Yes
RFP Management
Yes
Subcontractor Management
No
Takeoff
No
Version Control
Yes
Construction CRM
Client Tracking
Yes
Contract Management
No
Forecasting
No
Project Management
No
Quote Management
Yes
Sales Management
Yes
Scheduling
No
Time Management
No
Construction Estimating
Accounting Integration
No
Audit Trail
No
Bid Management
Yes
Billing & Invoicing
No
Building Product Database
No
Calculators
No
Change Orders
No
Contract Management
No
Cost Database
Yes
Customer Management
Yes
Customizable Templates
No
Electrical Estimating
No
HVAC Estimating
No
Historical Database
Yes
Job Costing
No
Plumbing Estimating
No
Price Data / Price Books
No
Project Management
Yes
Quote Management
Yes
Reporting/Analytics
Yes
Scheduling
No
Subcontractor Management
Yes
Takeoff
No
What-if Analysis
No
Electrical Estimating
Billing & Invoicing
No
Change Orders
No
Cost Database
No
Project Management
No
Quotes / Proposals
No
Takeoff
No
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
