BidBook

4.5 (17)
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CRM tool on Salesforce for construction bids management

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.


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.


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Reviews

Overall rating

4.5 /5
(17)
Value for Money
4.7/5
Features
4.4/5
Ease of Use
4.2/5
Customer Support
4.5/5

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

Showing 5 reviews of 17
Jorden
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.

Alternatives Considered

Dynamics 365 and Unanet CRM by Cosential

Reasons for Choosing BidBook

We were not getting the support from Cosential and felt that BidBook, being on the Salesforce platform had much more to offer. The usability is much better as well.
Joshua
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.

Lynette
Overall rating
  • Industry: Construction
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

Royal Electric First Year of Bidbook

Reviewed on 2022/12/06

Pros

Platform allows us to customize to our needs. Centrally locates all our Bid History per Account. Allows easy search to find Suppliers. And has all the data in one place.

Cons

Getting the data into the system correctly was a bit of a pain. Understanding the Bidbook Status's to our existing Status's.

Reasons for Choosing BidBook

We needed a location to centrally locate all our clients historical bids records to for reporting needs and easy access to data. It also allows us to manage our active bids.
Andrew
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.

Alternatives Considered

BuildingConnected

Reasons for Switching to BidBook

With BidBook we are operating at a better level of insight, and efficiency than ever before. We achieved our original objective. And able to continually improve our commitment to customer service excellence.
Thomas
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

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

Excellent bid management platform with great analytics

Reviewed on 2023/03/29

Pros

Very well thought out. Streamlines many diffent steps in the bid process. Provides a good framework for best practices in estimate management and allows for efficient scaling. Great analytics dashboard that is highly customizeable, and is a great replacement for PowerBI.

Cons

Not really a con, but it is very feature rich. This is a good thing and a bad thing in terms of user adoption. Overall though I think that anyone familiar with the estimating / bidding process will really appreciate all the features in a few weeks of use.

Showing 5 reviews of 17 Read all reviews

BidBook FAQs

Below are some frequently asked questions for BidBook.

BidBook offers the following pricing plans:

  • Starting from: US$90.00/year
  • Pricing model: Subscription
  • Free Trial: Available

$55 to $90 per user, per month. Call for edition pricing. (5) users to start.

BidBook has the following typical customers:

51–200, 201–500, 501–1,000, 1,001–5,000

BidBook supports the following languages:

English

BidBook supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

BidBook integrates with the following applications:

Accounting Seed, AutoCAD, Docusign, Egnyte, Microsoft Outlook, QuickBooks Online Advanced, Salesforce Platform, Viewpoint Team

BidBook offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support, Chat

Related categories

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