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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 Track Sell?

Bid Track Sell is a customer relationship management tool designed to help Manufacturers Reps effectively monitor their sales activities. This versatile application, optimized for both online and mobile use, enables users to oversee complex relationships, manage sales, quotes, products, customers, and commissions, while also keeping an eye on their sales trajectory. With its automated reporting capabilities, users can access insightful dashboards that highlight win/loss ratios for manufacturers, products, and customers, allowing agencies to quickly identify which items and clients are performing well in real-time. Additionally, this CRM enhances decision-making by providing key analytics that can drive future sales strategies.

Media

Media

Integrations Supported

Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce

Integrations Supported

Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

$30.00/month/user
- General Edition - Specialty Edition
Free Version
Free Trial Offered?

Pricing Information

$40.00/month/user
$40 / license / month
Free Version
Free Trial Offered?

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

BidBookSoft d/b/a CRM Evangelist

Date Founded

2011

Company Location

United States

Company Website

www.bidbooksoft.com

Company Facts

Organization Name

Bid Track Sell

Date Founded

2015

Company Location

United States

Company Website

bidtracksell.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

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

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