BidBook

by CRM Evangelist

Who Uses BidBook?

Construction (General, Specialty Trade, Architectural, Engineering, Design) Owner-Builders and Asset Management

What Is BidBook?

Developed on the Salesforce platform. BidBook brings construction industry tailoring to the #1 CRM in the world.

Develop and maintain closer relationships with easy anytime anywhere access to relationships, projects, bids and activities. Manage and track more bids with fewer resources. Visualize Revenue Stream from Bid requests to Backlog. Maximize Profits with Win Loss Analysis.

BidBook Details

CRM Evangelist

http://www.crmevangelist.com

Founded 2011

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Compare BidBook with similar products

Starting price

US$30.00/month
N/A
US$60.00/month
US$49.00/month

Free Version

Free Version No
Free Version Yes
Free Version Yes
Free Version No

Free Trial

Free Trial Yes
Free Trial Yes
Free Trial Yes
Free Trial No

BidBook deployment and support

Support

  • Email/Help Desk
  • Knowledge Base Software
  • Phone Support
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training Software

  • In Person
  • Live Online
  • Webinars
  • Documentation

BidBook Features

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Bid Management
  • Bidder Management
  • Building Product Database
  • Change Order Management
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Contract/License Management
  • Cost Database
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management Software
  • Document Storage
  • Estimating
  • File Management
  • File Sharing Software
  • Forecasting
  • Invoice Management
  • Job Costing Software
  • Job Scheduling
  • Monitoring
  • Multiple Projects
  • Multiple User Accounts
  • Progress Tracking
  • Project Accounting Software
  • Project Estimating
  • Project Management Software
  • Project Time Tracking
  • Project Tracking Software
  • Projections
  • Proposal Generation
  • Proposal Management Software
  • Quotes/Estimates
  • RFP Management
  • Reporting & Statistics
  • Subcontractor Management
  • Supplier Management
  • Takeoff Software
  • Task Management Software
  • Third Party Integrations
  • Timesheet Management
  • Version Control
  • Workflow Management Software

View full list of Construction Bid Management Software

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Bid Management
  • Buyer Management
  • CRM Software
  • Calendar Management
  • Calendar/Reminder System
  • Change Order Management
  • Client Tracking
  • Collaboration Tools
  • Communication Management
  • Contact Database
  • Contact Management Software
  • Contract/License Management
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management Software
  • Document Storage
  • Email Management Software
  • Email Marketing Software
  • Estimating
  • For AEC Industry
  • Forecasting
  • Job Costing Software
  • Job Scheduling
  • Lead Management Software
  • Pipeline Management
  • Progress Tracking
  • Project Management Software
  • Project Time Tracking
  • Project Tracking Software
  • Projections
  • Quotes/Estimates
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Approval
  • Sales Pipeline Management
  • Scheduling Software
  • Subcontractor Management
  • Task Management Software
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Warranty Tracking
  • Workflow Management Software

View full list of Construction CRM Software

  • Accounting Integration
  • Accounting Software
  • Activity Dashboard
  • Activity Tracking
  • Aerial Measurement
  • Alerts/Notifications
  • Billing & Invoicing
  • CRM Software
  • Calendar Management
  • Commercial
  • Contact Database
  • Contract/License Management
  • Customer Database
  • Customer Portal
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dispatch Management
  • Document Storage
  • Electronic Payments
  • Electronic Signature
  • Email Templates
  • Equipment Tracking
  • Estimating
  • GPS
  • Industrial
  • Inspection Management
  • Interaction Tracking
  • Invoice Management
  • Job Costing Software
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Lead Management Software
  • Material Ordering
  • Mobile Access
  • Mobile App
  • Photo Capture
  • Purchase Order Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Scheduling Software
  • Task Scheduling
  • Team Management Software
  • Time & Expense Tracking
  • Work Order Management
  • Workflow Management Software

View full list of Roofing Software

BidBook Alternatives

More BidBook alternatives

BidBook Reviews

Read all reviews

Overall rating

4.6/5

Average score

Ease of Use 4.3
Customer Service Software 4.8
Features 4.3
Value for Money 4.7

Review software

Share your experiences with other software buyers.

Write a Review!
Joshua Q.
Director of PM and Estimating
Construction, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020-06-15

"ACP Review - Josh"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 2020-06-15
Jorden D.
Director
Construction, 201-500 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 2020-09-10

"Good Platform"

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.

  • Reviewer Source 
  • Reviewed on 2020-09-10
Kimberly W.
Executive Sales Assistant
Construction, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
    Unrated
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 2020-09-15

"Bid Management"

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.

  • Reviewer Source 
  • Reviewed on 2020-09-15
Andrew W.
Business Development Manager
Construction, 51-200 Employees
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2019-08-29

"Great Product"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 2019-08-29
Robert F.
President
Construction, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2019-02-08

"Bid Book Review"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 2019-02-08