BasisBoard Pricing, Features, Reviews & Alternatives

BasisBoard

Bid management software for contractors

4.92/5 (12 reviews)

BasisBoard overview

What is 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.
www.basisboard.com

Pricing

Pricing options
Subscription
Free trial
Value for money
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Devices

Business size

S
M
L
BasisBoard screenshot: BasisBoard bid viewBasisBoard Product DemoBasisBoard screenshot: BasisBoard calendarBasisBoard screenshot: BasisBoard bid dashboardBasisBoard screenshot: BasisBoard analytics

BasisBoard user reviews

Excellent
11

Very good
1

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.8
  4.7
  4.8
  5.0
Drew D.

Better control of bids for subcontractors

Used occasionally for free trial
Reviewed 2020-07-01
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

Saves me 5 hours of manual entry a day

Used daily for 6-12 months
Reviewed 2020-08-21
Review Source: Capterra

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

Cons
Sometimes I need to link projects together.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Matthew R.

Good way to track

Used weekly for 6-12 months
Reviewed 2020-06-30
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Michael A.

Excellent solution to our Estimating tracking needs.

Used daily for 1-2 years
Reviewed 2020-09-10
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Kathleen D.

Amazing software!!

Used daily for 6-12 months
Reviewed 2020-07-08
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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BasisBoard pricing

Pricing options
Subscription
Free trial
View Pricing Plans

Please contact BasisBoard directly for pricing details.

BasisBoard features

Activity Dashboard
Bid Management
Collaboration Tools
Contractor Management
Document Management
Project Management
Project Tracking
Projections
Quotes/Estimates
Reporting/Analytics
Subcontractor Management

Accounting Integration (89 other apps)
Budget Tracking/Job Costing (81 other apps)
Change Order Management (98 other apps)
Commercial (90 other apps)
Contract/License Management (97 other apps)
Data Import/Export (96 other apps)
Estimating (96 other apps)
Job Costing (85 other apps)
Mobile Access (108 other apps)

Videos and tutorials

Additional information for BasisBoard

Key features of BasisBoard

  • Bidder Management
  • CRM
  • Calendar/Reminder System
  • Client Tracking
  • Contractors
  • Email Marketing
  • File Sharing
  • Proposal Management
  • Quotes / Estimates
  • Quotes/Proposals
  • RFI & Submittals
  • RFP Management
  • Reporting/Analytics
  • Sales Pipeline Management
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