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.

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.

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.

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.

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.

Platform allows us to customize to our needs. Centrally locates all our Bid History per Account. Allows easy search to find Suppliers. And has all the data in one place.

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

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.

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.

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.

BidBook has helped us stay organized and I have had a pleasant experience using it.

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.

Some of the steps seem to be less user friendly than others. Some users that aren't a fan of change had a harder time accepting it because of this.

overall this software has helped our company greatly for organization and flow of work and sales follow up.

The functional and micro management features of this software make it great to seperate multiple bidders for subcontractor work tied to one project very simple and easy to follow and control flow and sales follow up process.

Although there is not many complaints I would say having to say when it comes to visual layout there is many columns and unused charts that clutter and overwhelm the screen.

Organized, supportive, and willing to take on any challenge to help deliver a great customer experience.

Bidbook is great for General Contractors and Subcontractors.

Subcontractors will need some customization to outfit specific services and/or customer needs, as services and processes vary across trades. This isn't a bad thing - just something to consider with any technology investment.

Very well thought out. Streamlines many diffent steps in the bid process. Provides a good framework for best practices in estimate management and allows for efficient scaling. Great analytics dashboard that is highly customizeable, and is a great replacement for PowerBI.

Not really a con, but it is very feature rich. This is a good thing and a bad thing in terms of user adoption. Overall though I think that anyone familiar with the estimating / bidding process will really appreciate all the features in a few weeks of use.

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

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.

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 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.

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.

CRM Evangelist’s construction bid book software is a must have resource. We have been able to streamline our administrative processes and are now able to more easily manage all functions of the business from estimating to revenue management. As a construction professional that handles multiple high value jobs at one time, I highly recommend this resource to help manage and grow your business.

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.

None, we have no complaints about this software.

Overall experience was good.

We were able to make the changes to streamline our process when we create opportunities.

No. All good is good with the software. I didn't have any issues, due to the changes we made with the software.

We were able to see where we were closing bids. Good workflow and reminders. Good reporting

Workflow between office and sales. Love that it works on Salesforce. Affordable.

little bit of a learning curve before we got into full swing

ease of use, functionality, customization

nothing specifically. We decided to use an internal software solution.

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

Ease of use, seems to have all information we need so far.

too early on to know - we just had our trainign today.

Really streamlined and made processes more efficient.

No complaints or cons as of yet. Wish we had it available before now.

bidbook was very easy to customize to fit my organizations needs.

There were no aspects of Bidbook that I didn't like.