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Construction CRM on Salesforce®

Manage Pre-construction to Award

Knowledge Videos

One Cloud

Configurable Building Blocks to Grow Your Construction Business

Business Development

Sales & Pre-Construction

Manages relationships that drive new project demand.  Submits Proposal Estimates.  Manages follow-up tasks.


Take-Off.  Pricing.

Views estimation queue.  Works or uploads estimates.  Invites approved suppliers to bid on scopes of work.  Manages suppliers bid process and overall budget.  Produces proposal documentation.  Collaborates with the team.

Bid Coordinator

Bid Management

Uses BidBook to aggregate all inbound bidding opportunity.  Collects files, drawings, and addendums necessary.  Assigns bids to sales and estimation to pursue.


Visibility to Growth

Views pending demand for projects, revenue schedules, profit analysis, and win/loss performance.  Approves purchase orders.  Initiates invoices.

Start by Converting Your Bid Log

to capture all bids in a cloud database

Bid Log

Manage your Bids & Revenue with BidBook® on Salesforce®

About BidBook®

Win bids.  Manage relationships and projectsStreamline revenue.  Anytime & Anywhere.

Designed for construction contractors, BidBook delivers anywhere, anytime cloud access for managing the lifecycle of a construction project by sales, estimation, operations, and financial users.

Built on the award-winning platform, Salesforce Lightning Platform, BidBook brings an out of the box streamlined process for managing your construction business combined with the ability to connect with 100s of value-added application. With the ability to tailor the application for what-makes-you-unique, you can have peace of mind the application will grow with your business. Unify application in one database to better keep a pulse of your business from one login.

Automate process like Bid Capture, Estimation, Collaboration, Proposal Automation, Project Tracking. Manage customer and contractor relationships. View performance in Kanban, reports, and dashboards. Schedule Projects. Manage material lists. Purchase Order. Daily reports and time-cards allow you to view real-time progress and profitability.

Bring vision to reality with our CRM Peak Performance Plans and On-boarding schedules to maximize adoption and fit within your organization’s technology landscape.

BidBook works on iPhone, Android, Tablets, PC, Mac, and Outlook.

  • Develop and maintain closer connections with high value relationships.
  • Enable sales with easy anytime anywhere access to relationships, projects, and activities.

Manage Bids

  • Capture Customer  Bid Invites
  • Manage Due Dates
  • Assign Team Members
  • Dashboard


  • Estimate Jobs
  • Supplier Bids
  • Upload Estimate Worksheets
  • Manage Materials Lists
  • Change Orders


  • Merge Documents from Word & PDF
  • Send Proposal Documents
  • Save Documents with Project
  • eSignature add-on

Follow Up

  • Activity Center
  • Task Manager
  • Notifications
  • Activity Reports

Knowledge Videos

Examples of how to increase Pre-Construction performance

Who Uses the Application

The application provides workflows for the following teams and user roles.

  • CFO and Owners
  • Estimating
  • Bid Coordination
  • Business Development, Sales

Who Benefits

General Edition

General Contractors

Specialty Edition

Specialty Trade Contractors. Organizations that have the following characteristics are the best value fit.

  • Multiple business offices
  • Fifty 50 or more employees


  • Pricing based on a per user per year subscription.
  • From $80 per user per month including Salesforce Platform.
  • Annual subscriptions
  • On-boarding setup for the 1st year recommended
  • Works on Salesforce platform, Enterprise editions or greater.
  • Works with BidBook Work and Materials.
  • Call for an assessment and estimate.

See BidBook® Cloud Platform Modules

30+ Configurable Building Blocks to Grow Your Construction Business

Gartner Digital Markets “User Review” Average for

Usability, Service, Features and Value

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