BidBook
by BidBook
The AI Cloud Operating System for Construction
Highlights
Media
bidbooksoft.com
About This Product
BidBook is a modular, AI-enhanced construction CRM built on Salesforce, designed specifically for general contractors and specialty trade contractors to manage bids, track projects, and unify sales, estimation, operations, and finance.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Not available
- Free trial
- No
- Free tier
- No
- Public API
- No
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 5.0
Features 7.0
Support 5.0
Value 5.0
Integrations 7.0
AI Capabilities 1.5
Customer Reviews
Features
73 features confirmed across
13categories· Showing confirmed capabilities only
Platform & Customization14features
Custom API AccessCustom integrationsCustom IntegrationCustom Software ProgrammingCustomizable GUIsImport and Export DataImport from Access, Excel, or Delimited FilesKanban ViewMulti-Company Management
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Operations ManagementOrganization ManagementProfessional ServicesSandbox AccountTeam CollaborationCollaboration toolsDepartments And Permissions
CRM & Sales11features
CRMClient relationship managementAdvanced Bidding StrategiesContractor and Vendor CollaborationDedicated Success ManagerGeo Coordinates and Mini Maps for Job SitesGeomappingGeomapping of Projects and RelationshipsLead Management
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Outlook 365 Integration with AI AnalysisSales AutomationCentralized bid logContract Tracking
Estimating & Quoting10features
Quoting & EstimatesProposal generationBid Calendar ManagementBid Capture and ManagementBid Management Tools for Tracking Subcontractor Bids and Scope LevelingChange OrdersCosting Catalogue with CSI Cost CodesCustomizable Labor and Material DatabaseDigital Takeoff
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Estimation with Custom Pricing and Cost CodesProposal Management
Reporting & Analytics10features
ReportingPerformance metricsAnalyticsWin/loss analysisReporting ForecastingForecastingBid Analytics and ReportingCustomizable Financial and Operational Data ViewsGeomappingJob Productivity and Labor TrackingLost Project Reporting
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Revenue and Backlog ForecastingWin/Loss and Key Metrics Reporting
AI & Automation8features
AI Agents for SalesAI Based Data CollectionAI Bid & QuoteAI Driven Workflows with TemplatesAI Email AssistantAI Powered Scheduling and DispatchCreate, Design and Manage Workflows for Repetitive TasksAutomation RulesAI-powered workflows
Inventory Management5features
Expiration Date TrackingMaterial Procurement and CostingPurchase Order and ProcurementSupplier ManagementPurchase OrdersChange order management
Scheduling & Dispatch4features
Calendar BoardJob Assignment and DispatchingMap Based SchedulingProject ManagementProject lifecycle tracking
Customer Communication3features
Client PortalSMS MessagingSMS Texting
Technician Management3features
Desktop Activity TrackingSkills & Availability DashboardCandidate Pipeline Management
Mobile & Field Tools2features
Mobile Task Routing and ManagementTechnician Mobile App
Invoicing & Payments1feature
Flat Rate Pricing and CRM Data Import
Equipment & Asset Management1feature
Air Quality MonitoringITB tracking
Accounting Integration1feature
Accounting Integration
Integrations 5 across 3 categories
Accounting 2
Acumatica
Acumatica
QuickBooks Online
QuickBooks
Productivity 2
Google Maps
Google Maps
Microsoft 365
Outlook 365
CRM 1
Salesforce
Salesforce
Pricing
- Model
- Custom
- Starting at
- Contact for pricing