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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
Comprehensive software designed for construction management encompasses all facets of the industry. Experience a wealth of features that enhance your operations, covering areas from initial planning and project oversight to financial analytics and more. Access and manage your leads and estimates seamlessly from any location. Consolidate the bidding process into a single platform, saving valuable time and effort. Boost your profitability through effective project management and collaboration tools that facilitate teamwork. Enjoy extensive features at a competitive rate from a reliable provider. Effortlessly view, categorize, and monitor leads while overseeing the complete bidding process within one cohesive system. Utilize customizable dashboards to gain an in-depth understanding of your leads, tracking their status, history, and activities to ensure timely follow-ups and prioritize high-potential opportunities. Generate professional bid packages that include drawings, specifications, and essential documents. Effortlessly create estimates from the ground up, leverage existing spreadsheets, or build upon prior estimates with ease, while also importing data from spreadsheets to enhance efficiency in populating your estimates. This all-in-one solution not only simplifies your workflow but also empowers you to make informed decisions quickly.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
QuickBooks Online
Yes
Microsoft Excel
Yes
Microsoft Outlook
Yes
QuickBooks Accountants
Yes
Sage 100 Contractor
No
Sage 300 Construction and Real Estate (CRE)
No
Sage Intacct
No
Salesforce
Yes
Integrations
QuickBooks Online
Yes
Microsoft Excel
No
Microsoft Outlook
No
QuickBooks Accountants
No
Sage 100 Contractor
Yes
Sage 300 Construction and Real Estate (CRE)
Yes
Sage Intacct
Yes
Salesforce
No
Pricing Details
$30.00/month/user
- General Edition - Specialty Edition
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
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
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
BidBookSoft d/b/a CRM Evangelist
Founded
2011
Country
United States
Website
www.bidbooksoft.com
Vendor Details
Company Name
Sage
Country
United Kingdom
Website
www.sage.com/en-us/products/sage-construction-management/
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 Accounting
Accounts Payable
No
Accounts Receivable
No
Billing & Invoicing
No
Budgeting & Forecasting
No
Cash Management
No
Construction Breakdowns
No
General Ledger
No
Job Costing
No
Overrun Projections
No
Payroll Management
No
Purchase Order Management
No
Quotes / Estimates
No
Construction Bid Management
Bidder Management
No
Building Product Database
No
Cost Database
No
File Sharing
No
Proposal Management
No
Quotes / Estimates
No
RFP Management
No
Subcontractor Management
No
Takeoff
No
Version Control
No
Construction Estimating
Accounting Integration
No
Audit Trail
No
Bid Management
No
Billing & Invoicing
No
Building Product Database
No
Calculators
No
Change Orders
No
Contract Management
No
Cost Database
No
Customer Management
No
Customizable Templates
No
Electrical Estimating
No
HVAC Estimating
No
Historical Database
No
Job Costing
No
Plumbing Estimating
No
Price Data / Price Books
No
Project Management
No
Quote Management
No
Reporting/Analytics
No
Scheduling
No
Subcontractor Management
No
Takeoff
No
What-if Analysis
No
Construction Management
Accounting Integration
No
Budget Tracking/Job Costing
No
CRM
No
Change Orders
No
Commercial
No
Contract Management
No
Contractors
No
Equipment Tracking
No
Estimating
No
Incident Reporting
No
Mobile Access
No
Offline Access
No
RFI & Submittals
No
Residential
No
Subcontractor Management
No
Timesheets
No
