About BasisBoard

BasisBoard is a bid management software that helps businesses build an online bid board and track bid invitations on a centralized platform. It allows team members to collaborate and monitor progress across projects, track due dates, view addendas, access requests for information (RFI) forms, and send email reminders to co-workers.

BasisBoard's contact management module enables contractors to store client data, organize interactions based on projects, create customer-specific tags, track submittals, and maintain a contact history. Managers and team leaders can use the analytics dashboard to monitor business performance, track win ratio, and view the overall revenue generated from completed bids, among other processes. It also lets supervisors conduct pre-screening for all bids, enabling them to block invitations from specific sub-contractors.

BasisBoard allows organizations to integrate the platform with various third-party email and calendar solutions, including Gmail, Outlook, iCalendar, and Office 365. It also lets employees create custom filters to track bid status based on several criteria such as undecided, accepted, submitted, estimating, declined, lost, and awarded.

Devices

Business size

S M L

Images

BasisBoard bid view
BasisBoard calendar
BasisBoard bid dashboard
BasisBoard analytics
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BasisBoard video
BasisBoard screenshot: BasisBoard bid view BasisBoard screenshot: BasisBoard calendar BasisBoard screenshot: BasisBoard bid dashboard BasisBoard screenshot: BasisBoard analytics

Features

Total features of BasisBoard: 46

  • Activity Dashboard
  • Bid Management
  • Bidder Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Client Tracking
  • Collaboration Tools
  • Contact Management
  • Contractor Management
  • Cost Database
  • Customer Management
  • Customizable Fields
  • Customizable Reports
  • Data Synchronization
  • Document Management
  • Email Marketing
  • File Sharing
  • Historical Database
  • Historical Reporting
  • Interaction Tracking
  • Labeling
  • Monitoring
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Projections
  • Proposal Management
  • Quotes/Estimates
  • RFP Management
  • Reminders
  • Reporting/Analytics
  • Rules-Based Workflow
  • Sales Pipeline Management
  • Search/Filter
  • Status Tracking
  • Subcontractor Management
  • Supplier Management
  • Tagging
  • Task Management
  • Team Calendars
  • Third Party Integrations
  • Vendor Management
  • Version Control
  • iCalendar Support

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Reviews

Overall rating

4,9 /5
(12)
Value for Money
4,8/5
Features
4,7/5
Ease of Use
4,8/5
Customer Support
5/5

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Showing 5 reviews of 12
Drew D.
Overall rating
  • Industry: Construction
  • Company size: 201-500 Employees
  • Used Other for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Better control of bids for subcontractors

Reviewed on 2020/07/01

Extremely happy and looking forward to what new features they come up with.

Extremely happy and looking forward to what new features they come up with.

Pros

This product better helps subcontractors control the work flow of their bidding process along with helping to analyze their bid data.

Cons

Nothing I am overall satisfied and there are no other products available similar to Basis.

Verified Reviewer
Overall rating
  • Industry: Construction
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Saves me 5 hours of manual entry a day

Reviewed on 2020/08/21

Pros

I no longer have to manually type in bid deadlines and track my projects.

Cons

Sometimes I need to link projects together.

Matthew R.
Overall rating
  • Industry: Construction
  • Company size: 11-50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Good way to track

Reviewed on 2020/06/30

I am appreciating have our submitted bids tracked and logged and having reminders sent to me to...

I am appreciating have our submitted bids tracked and logged and having reminders sent to me to follow up.

Pros

Being able to just about auto-populate our bid schedule and then be able to log and track it all once submitted is great.

Cons

Sometimes the email forwarding to basis can create confusion in the system.

Michael A.
Overall rating
  • Industry: Construction
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent solution to our Estimating tracking needs.

Reviewed on 2020/09/10

Pros

The software is excellent at keeping track of all of our bid requests and our proposals. Previously we used Excel, but this is so much more helpful and far easier. We really like the automated features, the reporting, filtering options, etc.

Cons

I can't say there are any negatives. Any time we had an issue or question, Customer Service was very prompt and quickly addressed it.

Kathleen D.
Overall rating
  • Industry: Construction
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Amazing software!!

Reviewed on 2020/07/08

BasisBoard is amazing! Designers have made the software super easy to use and follow and it...

BasisBoard is amazing! Designers have made the software super easy to use and follow and it provides the opportunity to have everything organized in front of you.

Pros

Super easy to use! I love how organized it is. I love that you can customize your view and filter it making it easier to see who is bidding on a specific project. It is also super handy that you can add a search bar to quickly find any project just by entering it in. You can find what you are looking for quickly.

Cons

Honestly, I have not found anything negative with this software. I have been using it for a year now and everything has worked as it should.

Showing 5 reviews of 12 Read all reviews

BasisBoard FAQs

Below are some frequently asked questions for BasisBoard.

BasisBoard offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Available

Please contact BasisBoard directly for pricing details.

We do not have any information about BasisBoard features

BasisBoard has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

We do not have any information about what languages BasisBoard supports

BasisBoard supports the following devices:

We do not have any information about what integrations BasisBoard has

BasisBoard offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

Related categories

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