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BidBook and BidBookSoft are registered trademarks of © CRM Evangelist LLC. All Rights Reserved.
Why BidBook sits on Salesforce
BidBookSoft understood our business and were engaged and invested in our success. They were true partners in making sure our organization operates efficiently. They were not only interested in helping companies succeed short term, but they are also invested in long-term partnerships."
- Shea Morgan, MDM Scaffolding
Capri Auto Works
BidBook gives specialty contractors and GCs one live place for ITBs, proposals, follow-ups, win/loss, and backlog -- instead of Excel, individual Outlook inboxes, and a shared drive.
What's Due
Who owns it
What's worth chasing
Hit rate by GC belongs in the meeting, not in a file named win-loss_FINAL. Stop bidding the accounts that never award you.
Two estimators should not discover at 4 p.m. they both priced the same package—or that nobody did.
Friday's bids should be obvious without sorting a workbook. Due date, status, addenda, score live on the same row as the GC.
Every live bid in one list - not twelve tabs and a vLookup
Bid Capture (no typing)
Relationship management
GC Hit Rates
Due Date & Workflow
Project Tracking
Proposal & Follow Up
INCREASE ACCESSIBILITY
WIN / LOSS AND HIT RATE
FROM AWARD TO THE NEXT OWNER
Allow anyone in your organization to access the your data enabled process in real-time.
The reason you keep a log. View bid history trends and hit rate by GC, trade, and estimator without exporting to another file. Develop informed connections with high-value relationships.
After you win. Hand operations a bid record, not a forwarded email. When the status flips, project, GC, scope are already attached. Files, Proposal version, activity history goes with the handoff. Preconstruction stops being a dead-end.
Book a 20-min bid pipeline walk-through & trial
See hit rate by GC, trade, and estimator
Hand a clean bid record to operations when you win
Questions? (214) 446-2080
Operating system. ITB, proposal, follow-up, and award stay one streamlined process record.
Lego, not a monolith. Start with the bid log. Snap on scoring, SMS, Work & GeoMap when you need them.
Connectors. AI, Outlook, QuickBooks, and Acumatica stay attached so you are not retyping the win.
Trust. Login, permissions, encryption, and an audit trail on who changed the bid.
Service. Setup pre-configured: BidBook + Salesforce + AI saving you money. Use as-is or continue tailoring with unlimited support.
4.5/5 on Capterra - Salesforce ISV & Consulting Partner - White-glove onboarding. Built for specialty trades and commercial GCs
No generic software tour. We'll look at how your team logs bids today.
Monday 7:40 a.m.
If the bid meeting still starts with “what’s due this week?”, the log is not doing its job
A working bid system answers three questions before anyone opens Outlook: what is due, who owns it, and which GCs are worth the hours.
If those three answers take more than two minutes,
you outgrew the spreadsheet.
Capture bid invitations from email with automated form fill. Import the columns you already use. BidBook keeps the relationships the spreadsheet never could: contact, proposal, follow-up, and project streamlined.
Qualified 30-day trial with success criteria after demo.
An Operating System for bid data - not another data island
Streamlined record the whole way
ITB in. Award out.
No generic software tour. We'll look at how your team logs bids today.
ONE ROAD
ITB tracked into awarded Work on the streamlined data.
SCORE BEFORE YOUR PRICE
Go / no-go before the estimate and the sub quotes.
HANDOFFS ARE NOT A FORWARDED EMAIL
Checklists, then operations — not a forwarded inbox. Teams on same page.
Capture invitations and keep every estimator and team on the same log
4.5/5 on Capterra
Salesforce ISV & Consulting Partner
White-glove on-boarding
Built for specialty trades and commercial GCs