Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Pursuit is an innovative CRM designed specifically for construction estimators, consolidating every customer interaction, correspondence, bid date, and successful project outcome into a single platform. This tool integrates bid documents, takeoffs, and emails into a cohesive Project Brain, where all relevant materials such as drawings, specifications, soil reports, and communications are seamlessly organized in a collaborative space, allowing for automatic connections to be established. Users can easily drag and drop PDFs, specifications, emails, takeoff exports, and soil reports, which are then indexed and linked to essential project references, ensuring that important data like frost depth is connected to the relevant specification, deadlines are synchronized with the calendar, and inquiries regarding scope, quantities, and deadlines are answered with precise page references rather than vague estimates. Rather than imposing a generic sales funnel on the construction industry, Pursuit is tailored to the unique needs of construction bidding, effectively managing bid dates, RFQs, vendor quotes, follow-ups, hit rates, and all forms of correspondence while allowing estimators to maintain their own workflow. This specialized approach enhances efficiency and accuracy, fundamentally transforming how construction professionals manage their bidding processes.
Description
TradeOff is a cloud-based solution designed for takeoff, estimating, and progress billing, which efficiently manages workflows from analyzing blueprints to facilitating client payments. Users can seamlessly upload PDF drawings into their web browser, where tools for scale calibration, tracing, and counting assist in the easy aggregation of quantities. An integrated AI assistant improves this experience by automatically extracting quantities, identifying scales, and proposing rates for estimates. The estimating matrix features a user-friendly grid that resembles a spreadsheet for pricing purposes. Additionally, the platform's progress billing capabilities include support for schedule-of-values billing, tracking retainage, and ensuring compliance with taxes like CIS deductions and VAT reverse charges. Payment processing is made easy through integrations with Stripe and BACS, while features for team collaboration and one-click PDF exports enhance the ability to create branded estimates and payment applications. Ultimately, TradeOff aims to simplify the entire estimating and billing process, making it more efficient for construction professionals.
API Access
Has API
No
API Access
Has API
No
Integrations
Google Analytics
No
Google Workspace
No
HubSpot CRM
No
Microsoft Excel
Yes
Stripe
No
Stripe Connect
No
Integrations
Google Analytics
Yes
Google Workspace
Yes
HubSpot CRM
Yes
Microsoft Excel
No
Stripe
Yes
Stripe Connect
Yes
Pricing Details
$199 per year
Free Trial
Yes
Free Version
No
Pricing Details
Free
Free Trial
Yes
Free Version
Yes
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
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
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Vertigraph Inc
Founded
1990
Country
United States
Website
www.vertigraph.com/products/pursuit
Vendor Details
Company Name
Blue Shuck Consulting Ltd
Founded
2026
Website
tradeoff.blueshuckconsulting.com
Product Features
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 CRM
Client Tracking
No
Contract Management
No
Forecasting
No
Project Management
No
Quote Management
No
Sales Management
No
Scheduling
No
Time Management
No
Product Features
Takeoff
3D View
No
Assembly Takeoff
Yes
Cross Section Creation
No
Electronic Plans
Yes
Elevation Checking
No
Error Checking
No
Site Balancing
No
Slope Routines
No
Subcontractor Management
No