About BidBook

BidBook is a cloud-based customer relationship management tool built on Salesforce platform designed for constructors operating in general, specialty trade, architectural, engineering, design businesses. The centralized platform enables users to capture construction bids, manage projects, change orders, relationships with clients and visualize revenue plans driving business growth.

Key features of BidBook include client tracking, contract management, quoting, email marketing, forecasting and more. The solution allows businesses to develop and maintain connections and generate sales by managing projects, relationships, and activities anytime from Android, iPhone, Tablet, Mac devices as well as personal information manager such as Outlook. It lets users prioritize bid pipelines and track invitation to bids (ITBS), proposals, backlog, communication and more. Plus, it alerts team members on assignments and due dates and managers on submissions and follow-ups streamlining workflows.

Bidbook helps analyze profits, cash flows, budgets, actual margins and generate timely reports to track movement of operations. It enables users to manage processes through system's integration with Salesforce, QuickBooks, other ERP and accounting solutions.

Pricing starting from:

US$30,00/month

  • Free Trial
  • Subscription

Key benefits of BidBook

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

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

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

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

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

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Pricing starting from:

US$30,00/month

  • Free Trial
  • Subscription

Images

The bid response system includes an automated assignment workflow
BidBook is built on Salesforce platform, enabling relationship management
Revenue dashboards provide users with insight into income and profitability
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BidBook video
BidBook screenshot: The bid response system includes an automated assignment workflow BidBook screenshot: BidBook is built on Salesforce platform, enabling relationship management BidBook screenshot: Revenue dashboards provide users with insight into income and profitability

Features

Total features of BidBook: 40

  • API
  • Accounting Integration
  • Accounting Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Assignment Management
  • Automatic Notifications
  • Bid Management
  • CRM Integration
  • Cash Flow Management
  • Contract Management
  • Cost Analysis
  • Customer Experience Management
  • Data Import/Export
  • Deadline Management
  • Discount Management
  • ERP Integration
  • Email Marketing Management
  • Email Notifications
  • Follow-up Scheduling
  • Forecasting
  • Lead Assignment
  • Microsoft Outlook Integration
  • Pipeline Management
  • Pipeline Reports
  • Profitability Analysis
  • Project Budgeting
  • Project Management
  • Project Workflow
  • Projections
  • Quote Management
  • Revenue Management
  • Revenue Recognition
  • Sales Analytics
  • Sales Reporting
  • Sales Tracking
  • Spend Analysis
  • Visual Analytics
  • Workflow Management

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Procore

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Buildertrend

4,5
#3 Alternative to BidBook
Buildertrend is the No. 1 construction project management software. Trusted by homebuilders, remodelers and specialty...

Contractor Foreman

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#4 Alternative to BidBook
Starting at $49/m (for the whole company), Contractor Foreman is the most affordable construction management software...

Reviews

Overall rating

4,6 /5
(11)
Value for Money
4,7/5
Features
4,3/5
Ease of Use
4,3/5
Customer Support
4,8/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

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Showing 5 reviews of 11
Joshua Q.
Overall rating
  • Industry: Construction
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

ACP Review - Josh

Reviewed on 2020/06/15

Tracking our bids, and giving our salesman an organization tool. We send out 25+ bids a week and...

Tracking our bids, and giving our salesman an organization tool. We send out 25+ bids a week and they need something for them to remind them to follow up. We will eventually use it for reporting as well.

Pros

I created multiple diagrams describing our companies workflow. [SENSITIVE CONTENT HIDDEN] used these diagrams and took the time throughout multiple meetings to understand our workflow. From there, they structured BidBook to fit our workflow. This made the software feel proprietary to our company. I enjoy how user friendly the software is and how smoothly it runs. When you click on an object or link its instantaneous. The ability to track multiple bids for one project is the main reason we chose Bidbook, and so far seems to work well. I hope the more we continue to use it, the more we get out of it.

Cons

I would like a better way to edit multiple bids at one time. Many times we send the same bid to multiple companies. Even though the bid is the same for each company, we have to take the time to go into each bid and update it. I wish there was away to mass edit each bid and attach our proposals simultaneously.

Jorden D.
Overall rating
  • Industry: Construction
  • Company size: 201-500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Good Platform

Reviewed on 2020/09/10

Pros

The reports and dashboard features are visually pleasing and clear to read. The reports are easily editable and the date can be manipulated to show exactly what you want on your dashboard.

Cons

The Salesforce Chatter feature has yet to work like we expected it to work. It appears to be a great tool, but must be set up correctly. We are working through the kinks now.

Kimberly W.
Overall rating
  • Industry: Construction
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

Bid Management

Reviewed on 2020/09/15

Pros

Bidbook has helped my organization take bid management to the next level. By implementing this software, we are able to keep everything in one spot rather than using multiple platforms. It is easy to find and reference relevant information in one easy to view platform. We area able to communicate more effectively with our constituents and and ultimately build stronger relationships.

Cons

There are so many features within this tool that customization has been an ongoing task. We want to have everything meet our needs well, but have to have the tools to customize the various parts.

Andrew W.
Overall rating
  • Industry: Construction
  • Company size: 51-200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

Great Product

Reviewed on 2019/08/29

Multifamily New Construction Projects The CRM Evangelist team worked with us proactively to import...

Multifamily New Construction Projects The CRM Evangelist team worked with us proactively to import our bid and project data, tailor our business process, reports and train the team. The team at BidBook has been very responsive. And helped us with adoption and request unique to our business.

Pros

Airo Mechanical has been experiencing growth with our specialty Multifamily New Construction Projects. And researched “software to help all incoming and outgoing bids from GC's.” We came across BidBook for Salesforce. It did everything we wanted. And room to grow.

Cons

Some customization is needed and not exactly tailored to my line of business (Mechanical Contractor). But the implementation team did a great job adjusting what we needed in a quick manner.

Robert F.
Overall rating
  • Industry: Construction
  • Company size: 51-200 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

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

Bid Book Review

Reviewed on 2019/02/08

Bid Book is an efficient program. I very much enjoy the LACK of bells and whistles that distract. ...

Bid Book is an efficient program. I very much enjoy the LACK of bells and whistles that distract. It does not try to be all things to all people. It is very good at what it is designed for, which is exactly what we need: Bid proposal tracking

Pros

It does exactly what we need as a subcontracting firm. We track every bid we submit and are able to sort in a variety of ways to get usable data from our history. It also keeps us from submitting bids and losing track of the status. It helps on our follow ups.

Cons

It takes some detailed programming to get our process of bidding into the system. It takes some time, but it is completely customized to our needs at that point.

Showing 5 reviews of 11 Read all reviews

BidBook FAQs

Below are some frequently asked questions for BidBook.

BidBook offers the following pricing plans:

  • Starting from: US$30,00/month
  • Pricing model: Subscription
  • Free Trial: Available

Pricing starts at $30 per user, per month along with a fee for onboarding setup for the 1st year. Subscriptions are charged per user, per year.

BidBook offers the following features:

  • Contract Management
  • Discount Management
  • Email Marketing
  • Forecasting
  • Project Management
  • Quote Management
  • Time Management

BidBook has the following typical customers:

Large Enterprises, Mid Size Business

BidBook supports the following languages:

English

We do not have any information about what devices BidBook supports

BidBook integrates with the following applications:

Microsoft Outlook, QuickBooks Online Advanced, Salesforce App Cloud, Viewpoint

BidBook offers the following support options:

Phone Support, Online Support, Knowledge Base

Related categories

See all software categories found for BidBook.