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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 BasisBoard?

BasisBoard provides an effortless method for tracking bids, eliminating the necessity for manual data entry and tailored for subcontractors and material suppliers to oversee all their bids within a collaborative workspace. Regardless of the size of your business, from small enterprises to large corporations, estimating teams can significantly improve their bidding processes with BasisBoard. Are you still depending on a spreadsheet to handle bid invitations? Are you overwhelmed by general contractors sending you invites from services like iSQFT, BuildingConnected, and Procore? Our bid board connects directly to your email, automatically recognizing bid invitation messages and quickly gathering essential details—such as deadlines, bidders, and addenda—into a well-organized dashboard without requiring any manual effort. With all your bid invitations gathered in one convenient place, BasisBoard simplifies the system by smartly organizing opportunities on a user-friendly interface. The evolution of bidding is centered on online bid boards, as many subcontractors waste precious time each week on repetitive administrative chores. By adopting an automated online bid board, you can guarantee that no opportunity is overlooked, allowing you to concentrate on what really counts—expanding your business. This innovative solution not only streamlines bid management but also fosters improved collaboration within teams, making it a vital resource in today’s competitive landscape. Embracing such technology can not only save time but also lead to more successful bidding outcomes.

Media

Media

Integrations Supported

Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating

Integrations Supported

Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

Pricing not provided.
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

Basis

Date Founded

2019

Company Location

United States

Company Website

www.basisboard.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

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

Construction Estimating

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis

Electrical Estimating

Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff

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