BidBook® Products & Pricing Salesforce Construction CRM Suite with AI Bidding, Operations & More

BidBook® Construction CRM on Salesforce is purpose-built for bid capture, estimation, and proposal management.

Seamlessly – the same unified database powers handoffs from bid award to field operations with zero data islands.

Basic AI tools (form completion, email analysis) are included; full Grok + Einstein AI Cloud OS is available on Growth & Enterprise plans.

Yes – our Starter Package is designed for small-to-mid specialty and general contractors.

BidBook is a modular, AI-enhanced construction CRM and bid management platform built natively on Salesforce. It helps general contractors and specialty trade contractors capture more bids, manage projects, strengthen client and supplier relationships, and scale revenue — all in one secure cloud system.

Yes. BidBook was specifically designed for specialty trade contractors (electrical, plumbing, HVAC, drywall, mechanical, etc.) as well as general contractors. It excels at bid management, estimating, proposal generation, and subcontractor/supplier coordination — the areas most critical for trade contractors.

And specialty contractors particularly enjoy the BidBook benefit of organizing general contract bidders, addendums, and project site specification in one database automatically.  Not only does this reduce time consuming data entry, it removes double forecasting, double estimating and maximizes proposal hit rates for second and third tier contractors.  

BidBook requires Salesforce Enterprise Edition (or higher) as a baseline. It also supports Salesforce Platform licenses for many users, giving you significant flexibility to control total licensing costs.

Yes, for most specialty trade contractors. Because it supports a mix of Platform and full Salesforce licenses and is modular, you can start smaller and more affordably than many other comprehensive construction solutions on the platform. Pricing starts at approximately $55–$65 per user per month (billed annually), with onboarding included for the first year.

Absolutely. BidBook’s modular design lets you begin with pre-construction tools (bid capture, estimating, proposals, and CRM) and easily activate operations, financial visibility, or AI modules as your business grows.

No. BidBook comes pre-configured with construction-specific processes, workflows, and dashboards. Our team provides white-glove implementation and training so you can be up and running quickly.

BidBook is particularly strong for contractors focused on winning more bids and streamlining pre-construction workflows. HardHat is a great full-lifecycle solution but generally requires broader Salesforce licensing. BidBook offers more flexibility for teams that want to start with strong bid and CRM capabilities and expand later.

Choose BidBook if:

• You want a CRM-first solution with strong bid management and estimating.
• You prefer (or already use) the Salesforce platform for its flexibility, reporting, and ecosystem.
• You want lower upfront costs and more licensing flexibility (Platform + Enterprise mix).
• Your main goal is winning more work and managing owners, general contractors, client/sub relationships, referral sources, resources, suppliers more efficiently.
• You wish to consolidate the number of applications, data islands in your organization.
• You want to build a killer sales process!

Yes. Many companies use BidBook (on Salesforce) for pre-construction, CRM, and bidding, then integrate with Procore for project execution and field management.

Yes, out of the box connectors exist for QuickBook and Accumatica.  A data mapping exercise is confirmed to enable key use cases and features as desired by the organization.  Common integration objects include invoices, purchase orders, budgets and customer master data.