BidBook Overview

BidBook

By CRM Evangelist

4.7★★★★★(28 Ratings)Write review

What is BidBook?

BidBook is a construction-specific Customer Relationship Management (CRM) application developed on the world-leading Salesforce platform. It brings industry-tailored functionality to a global CRM standard, enabling construction firms to develop and maintain closer relationships with clients and partners. The software provides easy, anytime-anywhere access to critical information on contacts, projects, active bids, and related activities. It helps teams manage and track more bids with fewer resources, visualize the revenue pipeline from initial bid requests to secured backlog, and maximize profits through detailed win/loss analysis. By leveraging Salesforce's power, BidBook aims to elevate business development and sales processes in construction.

Who it's for:

This CRM is ideal for construction companies, subcontractors, and service providers who want a robust, industry-focused sales and bid management tool built on the reliable and scalable Salesforce ecosystem.

Our verdict:

Our verdict is that BidBook successfully marries deep construction industry knowledge with the unparalleled flexibility of Salesforce, creating a potent CRM solution for construction firms serious about optimizing their business development and bid-tracking efforts.

BidBook Details

BidBook Platforms supported

Cloud, SaaS, Web-Based

Desktop Mac

Desktop Windows

Mobile Android

Mobile iPad

Mobile iPhone

Desktop Chromebook

Desktop Linux

On-Premise Linux

On-Premise Windows

BidBook Support options

Chat

Email Help Desk

Knowledgebase

Phone Support

BidBook Training options

Documentation

In-Person

Live Online

Webinars

Videos

BidBook Typical customers

Freelancers

Small Businesses

Small to Mid size businesses

Mid size businesses

Mid to Large size enterprises

Large enterprises

Very Large enterprises

BidBook Pricing

Tiered pricing system

BidBook Features

Most valued BidBook features by users

Client Tracking

Contract/License Management

Forecasting

Project Management

Quotes/Estimates

Sales Pipeline Management

Scheduling

Accounting Integration

Bid Management

Collaboration Tools

Cost Database

Document Management

Document Storage

File Sharing

Proposal Generation

Proposal Management

RFP Management

Subcontractor Management

Takeoff

Third Party Integrations

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