BidBook® Construction CRM on Salesforce® Construction Bid Management & CRM Software
BidBook® is a powerful, modular construction CRM and bid management software built natively on the Salesforce Lightning Platform. It helps specialty and general commercial contractors centralize bids, manage relationships, streamline estimation, improve win rates, and scale revenue growth — all in one secure, cloud-based system accessible anytime, anywhere.
What is BidBook® Construction CRM on Salesforce®?
BidBook® is a contractor-specific CRM platform that manages the full construction project lifecycle — from bid capture and preconstruction through operations and financial visibility. Built directly on Salesforce, it combines ready-to-use tools with deep customization (Lego-like modular objects and workflows) while integrating with hundreds of other apps.
Designed for mechanical/HVAC, electrical, flooring, scaffolding, roofing, drywall, and other specialty trades, BidBook replaces fragmented spreadsheets, emails, and disconnected tools with automated, repeatable processes.
How does BidBook help specialty commercial contractors scale revenue growth?
Specialty contractors scale faster by rethinking how they organize data, processes, and people. BidBook lets your team work faster without sacrificing quality through automated queues, real-time notifications, collaboration tools, and clear metrics — delivering repeatable growth.
How are you handling these critical activities today?
Many contractors still rely on spreadsheets and email. Ask yourself:
How do you capture and share bid requests from customers?
How do you capture drawings and jobsite measurements?
How do you assign bids to estimators and submit proposals?
How do you manage customers, general contractors, specialty contractors, and material suppliers?
How do you maximize hit rate and prioritize profitable projects?
How do you measure estimated profit potential and backlog?
These activities require careful coordination with multiple parties. BidBook centralizes everything in a secure cloud database for better visibility and control.
What happens when you can get invited to more jobs, collaborate easier, and estimate more efficiently?
When you improve these areas, you can:
Get invited to more jobs through stronger relationships, proven performance, and organization of bid data.
Collaborate easier with built-in activity centers and team-selling tools
Estimate more efficiently using automated workflows and supplier integration
Send more tailored proposals quickly and store them centrally
Sell more strategically with bid history, scorecards, and engagement plans
Streamline handoffs from pre-sale to operations with better accountability
Result: higher volume, better hit rates, and maximized profits.
BidBook is a registered trademark of CRM Evangelist, LLC.
All other trademarks are the property of their respective owners
How does BidBook help you capture bids in a database?
BidBook replaces outdated spreadsheet bid logs with a secure, cloud-based database. Improve team-selling workflows from capture to close with automated queues, status tracking, activities, and notifications. Artificial Intelligence technology and email integration automatically completes form records and organizes key data related to the project. Organize multiple bidders or general contractors to eliminate duplicative effort and forecasting experienced by trade contractors. Geo-mapping plots the site on maps calculating distance. Bid calendars color coded and updated.
How does BidBook reduce estimation time?
Work from automated queues with real-time status, activities, and notifications. Use approval workflow criteria to manage risk and quality. View Kanbans to visualize estimation production by scope, market, or division. Generate, send, and store tailored proposals efficiently while maintaining version control and collaboration chat discussions. Trade contractors can send multiple yet unique proposals to all GC bidders on a project.
Generate, Send and Store Tailored Proposals
How does BidBook improve follow-up and handoffs?
Coordinated email and task tracking creates better follow-up systems, stronger accountability, and smoother handoffs from estimation to operations. Integrate SMS to customers and resources saving the chat history to the project. Update records from SMS responses, like "can we expect a bid from you Y/N" or "Have you been awarded the project Y/N ?"
How does BidBook deliver better hit rates and more project volume?
Manage multiple bidders effectively, track competitive positioning, and win more jobs with real-time visibility into bid performance.
How does BidBook strengthen relationship management with general contractors and customers?
Access full bid and project history, scorecards, competitive bid tracking, and team-selling tools. Build strategic engagement plans for key accounts to drive repeat business.
What real-time metrics and reporting does BidBook provide?
Get canned and customizable reports to evaluate project bid priorities, forecast revenue, track win/loss rates, measure backlog and profit potential, align team goals, and continuously optimize your process.
How does BidBook support competitive bidding strategies?
Capture low and high bidders before the last and final round, track bidding performance with reports, and engage leadership resources strategically to close more wins.
What pre-sale features does BidBook include?
- Capture customer bid invitations
- Capture supplier bid responses
- Email integration and AI
- Manage preconstruction process and file management
- Build or import an estimate or takeoff
- Approve, submit proposals and handle follow-ups
- Color coded bid & project calendars
- Collaboration tools
- Project tracking
- Win/Loss & other key metrics
- Geomapping of projects and relationships
- Add SMS capabilities and workflow
What customer management features does BidBook offer?
- General contractors, specialty contractors, owners, and supplier or sub-contractor management
- Organization hierarchies
- Global search, user-definable list views
- Bid and project history
- Activity center and task management
- Outlook 365 integration with AI analysis
- Performance metrics
- Mobile Access
- Add QuickBook, Accumatica, and other Accounting integration connectors
What materials and procurement features does BidBook provide?
- Costing catalogue with CSI cost codes
- Material items and bundle assemblies
- Supplier sources, pricing, contacts and location data
- Price, Cost, Location
- Takeoff lists and purchase orders
- Supplier management for material orders or subcontractor CSI classification
- Supplier search by CSI code and project distance
- Pricing manager views with import export to CVS
Why choose BidBook over other construction software?
BidBook is built natively on Salesforce for enterprise-grade security, scalability, and integrations. Ai technology captures and organizes ITB data for trade contractors to maximize win/loss ratios. Its modular, Lego-like design gives you ready-to-use contractor tools that are fully customizable yet affordable. Access everything anytime, anywhere in the cloud, with white-glove implementation support.
Ready to improve your bid win rates and project visibility?
Schedule a personalized demo today to see how BidBook can transform your construction bidding, CRM, and preconstruction processes.
Frequently Asked Questions
Specialty commercial contractors including mechanical/HVAC, flooring, scaffolding, roofing, drywall, concrete, roadwork and guardrail and similar trades. Commercial general contractors. Manufacturers and distributors selling into commercial construction. 3rd tier trade contractors.
Learn more about BidBook Modules
