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What is BidBook?

Optimize your bidding, revenue management, and project oversight using BidBook CRM, which effectively nurtures relationships to stimulate demand for new projects. It allows for the submission of proposal estimates and oversees follow-up tasks efficiently. Users can access the estimation queue, work on or upload estimates, and invite vetted suppliers to submit bids for various scopes of work. Furthermore, it facilitates the management of the supplier bidding process alongside the overall budget. The platform also generates comprehensive proposal documentation, encourages team collaboration, and serves as the go-to tool for all incoming bid opportunities. Additionally, it compiles all essential files, drawings, and addendums while delegating bids and estimates to the sales team. Users can monitor project demand, review revenue schedules, and conduct profit analysis, in addition to approving purchase orders and initiating invoices when necessary, ensuring a streamlined workflow throughout the project lifecycle. Ultimately, BidBook CRM enhances overall efficiency and fosters successful project completion.

What is Accelo?

Accelo is a favored choice for professional service firms worldwide seeking to enhance the profitability of their client work management. This cloud-based solution efficiently oversees every stage of client engagement, from initial prospecting to final payment processing, while also overseeing tickets, retainers, and timesheets. With a strong focus on optimizing both time and financial resources, the platform provides a comprehensive overview of current business metrics and financial outcomes. All client interactions, activities, and tasks are aggregated into one user-friendly interface, enabling users to monitor progress without needing to request updates. By enhancing operational efficiency and simplifying workflows, Accelo fosters better coordination among teams and leadership, ultimately improving visibility throughout the organization. This streamlined approach empowers professionals to prioritize their most critical tasks, allowing leaders to effectively manage the business. By leveraging automation, managers can ensure that projects are completed on schedule and adhere to budgetary constraints, leading to improved client satisfaction and business success.

Media

Media

Integrations Supported

QuickBooks Online
Salesforce
Ariglad
Authorize.Net
BrightGauge
Continuum PPM
Google Analytics
HubSpot Customer Platform
Integry
Jira
Kindo
Mailchimp
Membrane
Microsoft 365
Microsoft Outlook
Stackreaction
StarfishETL
Viewpoint Estimating

Integrations Supported

QuickBooks Online
Salesforce
Ariglad
Authorize.Net
BrightGauge
Continuum PPM
Google Analytics
HubSpot Customer Platform
Integry
Jira
Kindo
Mailchimp
Membrane
Microsoft 365
Microsoft Outlook
Stackreaction
StarfishETL
Viewpoint Estimating

API Availability

Has API

API Availability

Has API

Pricing Information

$30.00/month/user
Free Trial Offered?
Free Version

Pricing Information

$24 / User / Product / Month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CRM Evangelist

Date Founded

2011

Company Location

United States

Company Website

www.crmevangelist.com/construction-crm/

Company Facts

Organization Name

Accelo

Date Founded

2011

Company Location

United States

Company Website

www.accelo.com

Categories and Features

Construction Bid Management

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Categories and Features

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

IT Project Management

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

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