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BidBook

CRM tool on Salesforce for construction bids management

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BidBook Pricing, Features, Reviews and Alternatives

BidBook product overview

Price starts from

$

30

/momonth
Per User

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 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.

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 pricing information

Value for money

4.7

/5

11

Price starts from

$

30

/momonth
Per User

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

BidBook features

Functionality

4.3

/5

11
Total Features92 3 categories

Most valued features by users

Document Management
Projections
Project Tracking
Project Management
Subcontractor Management
Data Import/Export
Mobile Access
Collaboration Tools

Functionality contenders

BidBook users reviews

Overall rating

4.6

/5

11

Positive reviews

100%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.73/10
Rating distribution

5

4

3

2

1

7

4

0

0

0

Overall rating contenders

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

ACP Review - Josh

Reviewed a year ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Good Platform

Reviewed a year ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Bid Management

Reviewed a year ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Great Product

Reviewed 2 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Bid Book Review

Reviewed 3 years ago

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.

BidBook FAQs and common questions

BidBook has the following pricing plans:
Starting from: $30.00/month
Pricing model: Subscription
Free Trial: Available


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


BidBook supports the following languages:
English


Yes, BidBook has an API available for use.


BidBook integrates with the following applications:
Microsoft Outlook, QuickBooks Online Advanced, Accounting Seed, DocuSign, Egnyte, AutoCAD, Salesforce App Cloud, Viewpoint


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

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