Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
BidBook for Construction
Simplify Bid Management to Close & Track More Projects
$55 USD/user/month
- Industries
- Engineering, Construction, & Real Estate
- Business Need
- SalesContract ManagementProject Management
- Requires
- Platform Cloud
- Compatible With
- Sales CloudService CloudMarketing Cloud Engagement
Finally, an app that streamlines the commercial construction business processes of bid coordination, estimation, contractor relationships, operations and finance. View bid status, contract amounts, backlog, project status & invoices from one dashboard.
Highlights
Pre-Sales: Manage Bidding and Estimation Auto-Capture Customer & Contractor Bid Invitations. Send & Collect Supplier Bid Invitations. Build Estimates & Merge Proposals, Convert, Track Projects, Collaboration, Email and SMS Workflow. Track Invoices.
Operations: Assign Crew Resources & Track Projects Collect Site Reports and Time Card Data. Coordinate Calendars. View Work Console. Text Labor Resources Job Assignments
Estimation & Materials Management Maintain Materials and Job Costing Catalogue. Create and use templates. Estimate from Catalogue or Import Takeoff Lists. Purchase Materials & Schedule Deliveries.
Popular Add-Ons SMS. Accounting Connectors like QuickBooks, Acumatica, Sage. Google and Salesforce Maps.
Provider Details
CRM Evangelist, LLC
Dallas, Texas, USA
Founded
2010
Website
Phone
1-214-446-2080 extension 1Established in 2011 to design & implement CRM strategies and solutions, CRM Evangelist successfully delivered 100s of projects from custom proposal processes to mission critical call center deployments integrated with ERP. In its first 6 years, CRM Evangelist developed a best practice methodology for cloud software business performance, “CRM Peak Performance”. We also discovered that all our construction customers desired solutions not adequately served by the marketplace. We closed the gap with custom software. Over time we created enough repeatable solutions to develop a comprehensive construction management solution called BidBook®. And with its successful launch our mission was clear: innovate scalable business performance in construction. We publish packaged software & deliver customized software solutions. Construction contractors depend on us for the sales and operations of its businesses. We service Specialty Contractors, General Contractors, Owner Builders, Material Distributor, and Manufacturers. CRM Evangelist is a Salesforce.com AppExchange ISV Partner and Consulting Partner.
Pricing Details
$65/user/month or $780 per year Discounts for 10 users and/or multi-year subscriptions One-time On-boarding
Plan 1
$55 USD/user/month
Plan 2
$660 USD/user/year