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What is Salesteer?

This cloud-based CRM platform is crafted to optimize both individual and team workflows, resulting in improved efficiency across the board. It features robust team management tools that give you a clear snapshot of all ongoing activities. Acting as a holistic solution, it allows for effective communication management with prospects interested in your offerings. You can gather all potential opportunities from various sources into one consolidated list. The integrated task management system helps you organize your projects with ease. With just a click, you can switch between a broad overview and detailed Opportunity information. Each section offers extensive insights, enabling you to manage essential tasks such as drafting proposals, assigning roles, uploading documents, and keeping track of the entire negotiation history with prospective clients. Furthermore, this software fosters enhanced collaboration within your team, ensuring that all members remain updated and synchronized throughout every stage of the project. By leveraging these features, teams can work more cohesively and efficiently, ultimately driving better results.

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

Integrations Supported

Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce

API Availability

API Availability

Has API

Pricing Information

€7.08 per user per month
Free Trial Offered?

Pricing Information

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

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Devua

Company Location

Italy

Company Website

salesteer.com

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

CRM

Not specified

Categories and Features

Construction Bid Management

Bidder Management
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management

Construction CRM

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

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