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BidBook

Name: BidBook
Rating: 4.5 (2 reviews)

By CRM Evangelist

1263 Interested

Highlights : About BidBook

Bidder Management

Buyer Management

Client Tracking

File Sharing

About BidBook

BidBook is a cloud-based customer relationship management solution, built on Salesforce, that helps construction businesses manage bids, client relationships, projects, and revenue. The platform offers a host of features such as contract management, email marketing, forecasting, client tracking and quoting. BidBook enables organizations to analyze budgets, cash flows, profits and margins to streamline operations. It allows users to prioritize their bid pipelines and track invitations to bids (ITBs), proposals, activities and change orders. Additionally, it lets users maintain connections and handle sales activities via iOS, Android, Windows and macOS devices.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Bidder Management

Buyer Management

Client Tracking

File Sharing

List Management

Proposal Management

RFP Management

Sales Management

Scheduling

Warranty Tracking

Benefits

Track progress

BidBook allows managers to track progress on projects, bids, proposals, other activities and provide training/documents to sales team to accomplish goals.

Schedule revenue plans

Users can schedule revenue plans and view cash flows across processes driving growth of construction business.

Constructors

BidBook enables constructors to create & import project budgets, actual costs and perform analysis on profit gained by businesses.

Automate process

BidBook helps automate processes related to assignments, workflows, manage due dates as and when priorities for the projects change.

Integrated

Apart from its development on Salesforce platform to streamline CRM processses, BidBook also integrates with several other connectors facilitating ERP, accounting and email management.