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BidBook®

Construction CRM on Salesforce®

Manage Pre-construction to Award

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Datasheet

One Cloud

Configurable Building Blocks to Grow Your Construction Business

Desktop

Estimation.  Financial.  Bid Coordinator.

Tablet

Business Development.  Project Manager.  Financial.

Smartphone

Business Development.

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

Knowledge Videos

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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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