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Average Ratings 2 Ratings
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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
Followup CRM is a simple CRM for sales and project management that's designed for construction companies. It will provide visibility into your team's activities, allow you to report on your progress internally and open up channels of transparency for collaboration between teams. This CRM will give you everything you need to make your business a success.
Convert won opportunities into projects seamlessly, without losing any data. Track milestones, manage processes and integrate with other systems to ensure timely delivery and happy customers. Every business knows that winning a client is just the beginning. Customer relationships are only as good as the people who work together to deliver the product or service.
API Access
Has API
No
API Access
Has API
Yes
Integrations
CompanyCam
No
DataXchange
No
FOUNDATION
No
Gmail
No
Jobba
No
Microsoft Outlook
No
QuickBooks Enterprise
No
QuickBooks Online
No
Sage 100 Contractor
No
Sage 300 Construction and Real Estate (CRE)
No
Integrations
CompanyCam
Yes
DataXchange
Yes
FOUNDATION
Yes
Gmail
Yes
Jobba
Yes
Microsoft Outlook
Yes
QuickBooks Enterprise
Yes
QuickBooks Online
Yes
Sage 100 Contractor
Yes
Sage 300 Construction and Real Estate (CRE)
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$55/user/month
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
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
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
Followup CRM
Founded
2012
Country
United States
Website
followupcrm.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
Yes
Cost Database
Yes
File Sharing
Yes
Proposal Management
Yes
Quotes / Estimates
Yes
RFP Management
Yes
Subcontractor Management
Yes
Takeoff
No
Version Control
Yes
Construction CRM
Client Tracking
Yes
Contract Management
Yes
Forecasting
Yes
Project Management
Yes
Quote Management
Yes
Sales Management
Yes
Scheduling
Yes
Time Management
Yes
Construction Management
Accounting Integration
Yes
Budget Tracking/Job Costing
Yes
CRM
Yes
Change Orders
Yes
Commercial
Yes
Contract Management
Yes
Contractors
Yes
Equipment Tracking
No
Estimating
No
Incident Reporting
No
Mobile Access
Yes
Offline Access
No
RFI & Submittals
No
Residential
No
Subcontractor Management
Yes
Timesheets
No
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
Yes
Proposal Management
Automatic Formatting
Yes
Calendar Management
Yes
Collaboration
Yes
Contact Management
Yes
Content Repository
Yes
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
Yes
Pipeline Management
Yes
RFP Management
Yes
Requirements Management
Yes
Revision Management
Yes
Task Management
Yes
Templates
Yes
Version Control
Yes
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
No
Contact Management
Yes
Customer Accounts
Yes
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
Yes
Sales Analytics
Collaboration Tools
Yes
Dashboards
Yes
Forecasting Analytics
Yes
Ideal Customer Profile (ICP)
Yes
Lead Analytics
Yes
Pipeline Management
No
Predictive Forecasting
Yes
Predictive Lead Scoring
Yes
Sales Intelligence Reporting
Yes
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
Yes
Contact Management
Yes
Contract Management
Yes
Customer Database
Yes
Email Marketing
No
Field Sales Management
No
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
Yes
Referral Tracking
No
Sales Forecasting
Yes
Territory Management
Yes
Sales Forecasting
Competitor Analysis
No
Correlation Analysis
No
Dashboard
No
Dynamic Modeling
No
Exception Reporting
No
Graphical Data Presentation
No
Modeling & Simulation
No
Performance Metrics
No
Sales Trend Analysis
No
Statistical Analysis
No
