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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.

Description

Effortlessly manage notes, schedule appointments, and automatically track leads. Utilize our Mailparser integration to ensure leads are entered without manual effort. New clients have the flexibility to schedule appointments either online or by phone, with seamless syncing to Google Calendar. Once set up, any new appointments will automatically synchronize. Impress your clients with professional custom proposals, as Cork simplifies the process of creating comprehensive proposals. During an estimate, just fill in the required fields and send it directly to the client via email. Clients have the option to sign contracts immediately or later through email correspondence. Collecting electronic signatures is convenient, as it can be done using a phone, laptop, or tablet. When paired with our online payment functionality, estimators can avoid the hassle of making a second trip to the site. Stay organized with our integrated job scheduling feature, allowing you to set start and end dates while assigning crews. This way, your crews can easily see their assignments and know where they need to be at all times. Furthermore, this system enhances overall efficiency, ensuring that no appointments or tasks are overlooked.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Mailparser No 
Microsoft Excel Yes 
Microsoft Outlook Yes 
QuickBooks Accountants Yes 
QuickBooks Online Yes 
Salesforce Yes 

Integrations

Mailparser Yes 
Microsoft Excel No 
Microsoft Outlook No 
QuickBooks Accountants No 
QuickBooks Online No 
Salesforce No 

Pricing Details

$30.00/month/user
- General Edition - Specialty Edition
Free Trial Yes 
Free Version No 

Pricing Details

$99 per month
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

BidBookSoft d/b/a CRM Evangelist

Founded

2011

Country

United States

Website

www.bidbooksoft.com

Vendor Details

Company Name

CorkCRM

Founded

2013

Country

United States

Website

corkcrm.com

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 

Product Features

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting No 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

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