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Average Ratings 39 Ratings

Total
ease
features
design
support

Average Ratings 2 Ratings

Total
ease
features
design
support

Description

Bidtracer was developed by two highly engineers, combining expertise in mechanical, electrical, and computer engineering. This innovative tool serves as a specialized sales operations and channel partner solution specifically designed for the commercial construction sector. The tool simplifies the process of initiating sale opportunities, creating bid tracking plans, and specs, while also inviting subcontractors for assistance. This allows users to swiftly utilize the estimate tool to draft and send out proposals to customers. It assists sales professionals in automating their follow-up process with bids, enabling them to track and determine the winning contractor. This ultimately maximizes their chance of successful closing sale projects. Efficient project management is crucial to optimize time and maximize profits in construction projects. By automating various project management tasks, we can streamline operations and simplify all aspects of the project’s operational side.

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 Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

CompanyCam No 
DataXchange No 
FOUNDATION No 
Gmail No 
IBM Cloud SAP Yes 
Jobba No 
Microsoft Outlook No 
QuickBooks Enterprise No 
QuickBooks Online No 
Sage 100 Contractor No 
Sage 300 Construction and Real Estate (CRE) No 
Salesforce Yes 
The Estimating EDGE No 
Viewpoint Spectrum No 
Viewpoint Vista No 

Integrations

CompanyCam Yes 
DataXchange Yes 
FOUNDATION Yes 
Gmail Yes 
IBM Cloud SAP No 
Jobba Yes 
Microsoft Outlook Yes 
QuickBooks Enterprise Yes 
QuickBooks Online Yes 
Sage 100 Contractor Yes 
Sage 300 Construction and Real Estate (CRE) Yes 
Salesforce No 
The Estimating EDGE Yes 
Viewpoint Spectrum Yes 
Viewpoint Vista Yes 

Pricing Details

$60.00/month/user
$60.00/month/user after initial setup
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 Yes 
iPad App Yes 
Android App Yes 
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) Yes 
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

Bidtracer

Founded

2005

Country

United States

Website

www.bidtracer.com

Vendor Details

Company Name

Followup CRM

Founded

2012

Country

United States

Website

followupcrm.com

Product Features

Construction Accounting

Accounts Payable No 
Accounts Receivable No 
Billing & Invoicing Yes 
Budgeting & Forecasting No 
Cash Management No 
Construction Breakdowns Yes 
General Ledger No 
Job Costing Yes 
Overrun Projections No 
Payroll Management No 
Purchase Order Management Yes 
Quotes / Estimates Yes 

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 Yes 
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 Estimating

Accounting Integration Yes 
Audit Trail Yes 
Bid Management Yes 
Billing & Invoicing Yes 
Building Product Database Yes 
Calculators Yes 
Change Orders Yes 
Contract Management Yes 
Cost Database Yes 
Customer Management Yes 
Customizable Templates Yes 
Electrical Estimating Yes 
HVAC Estimating Yes 
Historical Database Yes 
Job Costing Yes 
Plumbing Estimating Yes 
Price Data / Price Books Yes 
Project Management Yes 
Quote Management Yes 
Reporting/Analytics Yes 
Scheduling Yes 
Subcontractor Management Yes 
Takeoff Yes 
What-if Analysis No 

Construction Management

Accounting Integration Yes 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders Yes 
Commercial Yes 
Contract Management Yes 
Contractors Yes 
Equipment Tracking Yes 
Estimating Yes 
Incident Reporting Yes 
Mobile Access Yes 
Offline Access Yes 
RFI & Submittals Yes 
Residential No 
Subcontractor Management Yes 
Timesheets Yes 

Construction Scheduling

Bid Management Yes 
Change Orders Yes 
Gantt Charts Yes 
Job Scheduling Yes 
Project Scheduling Yes 
Rescheduling No 
Staff Calendar No 
Task Management Yes 

Electrical Contractor

Billing & Invoicing No 
Commercial / Industrial Yes 
Contract Management No 
Customer Database Yes 
Electronic Signature Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Scheduling Yes 
Time Tracking Yes 
Work Order Management Yes 

Electrical Estimating

Billing & Invoicing No 
Change Orders Yes 
Cost Database Yes 
Project Management Yes 
Quotes / Proposals Yes 
Takeoff Yes 

HVAC Estimating

Billing & Invoicing No 
Commercial/Industrial Yes 
Cost Database Yes 
Data Import / Export Yes 
Equipment Maintenance Yes 
Financing Management No 
Labor Rates Yes 
Quotes/Proposals Yes 
Scheduling Yes 
Takeoff Yes 

Job Costing

Bills of Material No 
Budgeting & Forecasting No 
Change Orders No 
Cost-to-Completion Tracking No 
Invoice Management No 
Overrun Reporting No 
Percent-Complete Tracking No 
Production Cost Tracking No 
Purchase Order Management No 
Quotes / Estimates No 
Time Tracking No 
Work Order Management No 

Plumbing Estimating

Change Orders Yes 
Commercial / Industrial Yes 
Cost Database Yes 
Data Import / Export Yes 
Fitting Management Yes 
For General Contractor No 
Overhead Costs Estimating No 
Prebuilt Assembly Yes 
Quotes / Proposals Yes 
Takeoff Yes 

Punch List

Collaboration No 
Commenting / Notes Yes 
Document Management Yes 
Drag & Drop No 
Drawings Integration Yes 
Include Photos In Reports Yes 
Issue Tracking Yes 
Quality Control Checklist Yes 
Task Management Yes 

Takeoff

3D View Yes 
Assembly Takeoff Yes 
Cross Section Creation No 
Electronic Plans Yes 
Elevation Checking No 
Error Checking No 
Site Balancing No 
Slope Routines No 
Subcontractor Management Yes 

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 

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