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What is Pursuit?

Pursuit is a groundbreaking CRM specifically crafted for construction estimators, bringing together customer interactions, correspondence, bid timelines, and project successes within a unified platform. This tool seamlessly integrates bid documents, takeoffs, and emails into a singular Project Brain, where vital materials like drawings, specifications, soil reports, and communications are meticulously organized within a collaborative environment, facilitating automatic connections. Users can effortlessly drag and drop various files such as PDFs, specifications, emails, and takeoff exports, which are subsequently indexed and linked to crucial project references, guaranteeing that essential data like frost depth is aligned with its corresponding specification, deadlines are automatically synchronized with the calendar, and inquiries about scope, quantities, and timelines are addressed with exact page citations instead of ambiguous estimates. Rather than applying a one-size-fits-all sales funnel to the construction sector, Pursuit caters specifically to the distinct requirements of construction bidding, adeptly managing bid dates, RFQs, vendor quotes, follow-ups, hit rates, and all types of correspondence, while empowering estimators to retain control over their workflows. This customized methodology significantly boosts efficiency and precision, ultimately revolutionizing how construction professionals navigate their bidding processes and enhancing overall project management.

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.

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

$199 per year
Free Trial Offered?
Free Version

Pricing Information

$30.00/month/user
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

Vertigraph Inc

Date Founded

1990

Company Location

United States

Company Website

www.vertigraph.com/products/pursuit

Company Facts

Organization Name

BidBookSoft d/b/a CRM Evangelist

Date Founded

2011

Company Location

United States

Company Website

www.bidbooksoft.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

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Vertigraph Inc