BidBook

BidBook

CRM tool on Salesforce for construction bids management

5/5 (5 reviews)

BidBook Overview

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
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

BidBook Reviews

Overall rating
5/5
100% positive reviews
5
Excellent
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0
Terrible
Andrew W.

Great Product

Used Daily for 1-5 months
Reviewed on 2019/08/29
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Robert F.

Bid Book Review

Used Weekly for 1+ year
Reviewed on 2019/02/08
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Nicholas N.

Bidbook review

Used Daily for Free Trial
Reviewed on 2019/02/18
Review Source: Capterra

Pros

bidbook was very easy to customize to fit my organizations needs.

Cons

There were no aspects of Bidbook that I didn't like.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Kristina R.

BidBook helps us close projects and visibilty into backlog

Used Daily for 1-5 months
Reviewed on 2019/01/31
Review Source: Capterra

We were able to see where we were closing bids. Good workflow and reminders. Good reporting

Pros

Workflow between office and sales. Love that it works on Salesforce. Affordable.

Cons

little bit of a learning curve before we got into full swing

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Glenn E.

BidBook AA++

Used Daily for 1-5 months
Reviewed on 2019/02/12
Review Source: Capterra

Pros

Really streamlined and made processes more efficient.

Cons

No complaints or cons as of yet. Wish we had it available before now.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10

BidBook Pricing

Starting from
US$30,00/month
Pricing options
Free Trial
Subscription
Value for money

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 Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Bid Management
  • Data Import/Export
  • Project Management
  • Projections

  • Change Order Management
  • Collaboration Tools
  • Customizable Reporting
  • Document Management
  • Document Storage
  • Estimating
  • Job Costing
  • Progress Tracking
  • Project Tracking
  • Real Time Updates
  • Reporting & Statistics
  • Subcontractor Management

Additional information for BidBook

Key features of BidBook

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

Benefits

• 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.

BidBook FAQs

Below are some frequently asked questions for BidBook.

Q. What type of pricing plans does BidBook offer?

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.

Q. What are the main features of BidBook?

BidBook offers the following features:

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

Q. Who are the typical users of BidBook?

BidBook has the following typical customers:

Large Enterprises, Mid Size Business

Q. What languages does BidBook support?

BidBook supports the following languages:

English

Q. What type of pricing plans does BidBook offer?

BidBook has the following pricing plans:

Subscription

Q. Does BidBook support mobile devices?

We do not have any information about what devices BidBook supports

Q. What other apps does BidBook integrate with?

BidBook integrates with the following applications:

Microsoft Outlook, QuickBooks, Salesforce App Cloud, Viewpoint

Q. What level of support does BidBook offer?

BidBook offers the following support options:

Knowledge Base, Online Support, Phone Support