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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 Bid Board Pro?

Access all bid invitations for your office or division from one centralized location. Stay updated on the ongoing tasks, the responsible individuals, and their corresponding deadlines. Keep track of project documents, timelines, and all relevant information throughout every stage of the bidding process. Easily identify all general contractors involved in any job you’ve been invited to and manage them as a group. Subsequently, you can submit your proposals to all contractors with a single click. What tasks do you have planned for today? Oversee your entire team’s schedule using a single comprehensive calendar that includes deadlines, job walks, and other crucial elements to ensure everyone remains aligned. Bid Board Pro enables the average estimator to save a remarkable 8 hours each week by minimizing manual data entry and consolidating all essential bid management tools in one accessible place. Gain valuable insights that improve your chances of success and monitor win rates to concentrate your efforts on the most promising bids. Evaluate the performance of the estimators on your team, ensuring accountability and improvement. Furthermore, maintain a complete view of your operations through detailed reporting. This streamlined method not only enhances efficiency but also promotes teamwork and communication among your team members, leading to a more cohesive work environment.

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

BuildingConnected

Company Location

United States

Company Website

www.buildingconnected.com/bid-board/

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

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