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.
Estimation
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.
Financial
Visibility to Growth
Views pending demand for projects, revenue schedules, profit analysis, and win/loss performance. Approves purchase orders. Initiates invoices.
Manage your Bids & Revenue with BidBook® for Salesforce®
About BidBook®
Win bids. Manage relationships and projects. Visualize revenue. Anytime & Anywhere.
Built on the Salesforce CRM platform, the #1 leading CRM company in the world, BidBook works on iPhone, Android, Tablets, PC, Mac, and Outlook.
Develop Business
- Develop and maintain closer connections with high value relationships.
- Enable sales with easy anytime anywhere access to relationships, projects, and activities.
Manage Bids
- Never miss a bid.
- Manage more bids with fewer resources.
- Track ITBs, Bid Proposals, Projects and Change Orders.
- Manage communication.
- Prioritize your bid pipeline.
Analyze
- Visualize Revenue.
- Track revenue events.
- Maximize Profits.
Integrate
- Integrate accounting with connectors.
- Import Estimation Budgets.
- Feed sales with construction project leads.
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
- Pricing based on a per user per year subscription.
- $55 per user per month plus on-boarding setup for the 1st year.
- Works on Salesforce platform.
- Works with BidBook Work and Materials.
- Call for an assessment and estimate.
CRM Built for Construction
Visualize Revenue
Stay on Top of Bids
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30+ Configurable Building Blocks to Grow Your Construction Business
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BidBook is a registered trademark of CRM Evangelist, LLC. Salesforce is a registered trademark of salesforce.com, inc. Other marks appearing herein may be trademarks of their respective owners