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BidBook Logo

CRM tool on Salesforce for construction bids management

Table of Contents

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Is this product right for your business?

Find out with a

BidBook - 2026 Pricing, Features, Reviews & Alternatives

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BidBook overview

What is 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 using 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.

Starting price

90per user /
per year

Alternatives

with better value for money

BidBook’s user interface

Ease of use rating:

BidBook reviews

Overall rating

4.5

/5

17

Positive reviews

94

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.76/10
Rating distribution

5

4

3

2

1

10

6

1

0

0

Pros
“This product helps us stay organized with the multiple bids that we have come in daily. It lets all users stay on the same page and helps us work together to win projects.”
JE

Jillian E.

Construction Coordinator

“What I like the most about this software is the ability to keep tabs on all aspects of the business, especially financials, with one easy resource.”
AP

Andy P.

President

“This made the software feel proprietary to our company. I enjoy how user friendly the software is and how smoothly it runs.”
JQ

Joshua Q.

Director of PM and Estimating

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

Lynette S.

Estimating Support Manager

“Since we're just getting started it's hard to say.”
DV

Deborah V.

Construction Admin

“This is a good thing and a bad thing in terms of user adoption.”
TG

Thomas G.

President

Who uses BidBook?

Based on 17 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Construction
Building Materials
Electrical/Electronic Manufacturing
Facilities Services

Use cases

Construction CRM
Construction Bid Management
Subcontractor
Web-Based Construction Management

BidBook's key features

Most critical features, based on insights from BidBook users:

Bid management
Sales pipeline management
Quotes/Estimates
Contract/License management
Approval process control
Reporting/Analytics

All BidBook features

Features rating:

Subcontractor management
Client tracking
Task management
Multiple projects
File sharing
Lead management
Workflow management
Project management
Scheduling
Proposal management
Proposal generation
Projections
Project tracking
Project time tracking
Progress tracking
Photo capture
Multiple user accounts
Job management
Job scheduling
Job tracking
Mobile app
Mobile access
Material ordering
Warranty tracking
Version control
Timesheet management
Time & expense tracking
Third-Party integrations
Team management
Team collaboration
Task scheduling
Task progress tracking
Takeoff
Supplier management
Sales approval
RFP management
Reporting & statistics
Real-Time updates
Real-Time reporting
QuickBooks integration
Purchase order management
Job costing
Customer database
CRM
Cost database
Contact management
Contact database
Communication management
Commercial
Collaboration tools
Change order management
Calendar/Reminder system
Calendar management
Buyer management
Billing & invoicing
API
Alerts/Notifications
Activity tracking
Activity dashboard
Accounting integration
Accounting
Invoice management
Interaction tracking
Inspection management
GPS
Forecasting
For aec industry
Estimating
Equipment tracking
Email templates
Email marketing
Electronic signature
Electronic payments
Document storage
Document management
Dispatch management
Data import/export
Customizable templates
Customizable reports
Customizable fields

BidBook alternatives

BidBook logo

Starting from

90

/user

Per year

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Acumatica Cloud ERP logo
visit website

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No pricing info

Free trial
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Smartsheet logo
visit website

Starting from

9

Per month

Free trial
Free version
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AccuLynx logo
visit website

Starting from

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No pricing info

Free trial
Free version
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BidBook pricing

Value for money rating:

Starting from

90

/user

Per year

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about BidBook price and value

Value for money rating:

To see what individual users think of BidBook's price and value, check out the review snippets below.

“This product helps us stay organized with the multiple bids that we have come in daily. It lets all users stay on the same page and helps us work together to win projects.”
JE

Jillian E.

Construction Coordinator

“What I like the most about this software is the ability to keep tabs on all aspects of the business, especially financials, with one easy resource.”
AP

Andy P.

President

BidBook support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Knowledge Base
Phone Support
Email/Help Desk
Chat

Training options

Live Online
In Person
Documentation
Webinars

BidBook FAQs

Q. What type of pricing plans does BidBook offer?

BidBook has the following pricing plans:
Starting from: $90.00/year
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of BidBook?

BidBook has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Q. What languages does BidBook support?

BidBook supports the following languages:
English


Q. Does BidBook support mobile devices?

BidBook supports the following devices:
Android, iPad, iPhone


Q. Does BidBook offer an API?

Yes, BidBook has an API available for use.


Q. What other apps does BidBook integrate with?

BidBook integrates with the following applications:
Microsoft Outlook, QuickBooks Online Advanced, Accounting Seed, Docusign, Egnyte, AutoCAD, Salesforce Platform, Viewpoint Team


Q. What level of support does BidBook offer?

BidBook offers the following support options:
Knowledge Base, Phone Support, Email/Help Desk, Chat

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