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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

VORA is an innovative business management platform currently in the pre-launch phase, aimed specifically at contracting and trade firms led by owners with teams of up to 15 individuals. This platform is crafted to consolidate various aspects of business operations, including project management, opportunity tracking, company documentation, procurement, team communication, and financial data into a single cohesive workspace. Anticipated features will enable users to manage leads and proposals efficiently, organize job approvals, coordinate with suppliers and materials, and generate estimates, invoices, bills, and purchase orders, all while maintaining accounting software as the primary record-keeping system. Field teams are expected to facilitate communication through sharing messages, voice memos, documents, and photos that are linked to specific jobs. VORA is also engineered to highlight issues such as delays, missing information, and decisions that require the owner's attention, while ensuring that significant commitments remain contingent upon approval. As the product continues to develop, its website showcases illustrative examples and provides options for early access ahead of its public launch, inviting potential users to engage with the platform before it officially goes live. Ultimately, VORA aims to streamline operational workflows for small contracting businesses, enhancing efficiency and collaboration.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Microsoft Excel Yes 
Microsoft Outlook Yes 
QuickBooks Accountants Yes 
QuickBooks Online Yes 
Salesforce Yes 

Integrations

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

$149/company/month
$149 per company per month. The first 100 business owners receive three months of free early access.
Free Trial Yes 
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) Yes 
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

VORA

Founded

2026

Country

Canada

Website

vora.build

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 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 

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