# BidBook Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is BidBook the right Construction CRM solution for you? Explore 17 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/178109/BidBook/reviews

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BidBook

4.5 (17)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of BidBook

Ease of use

4.2

Customer Service

4.5

## Showing most helpful reviews

Showing 1-17 of 17 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

JD

Jorden D.  
Director  
Construction  
Used the software for: 1-2 years

### "Good Platform"

September 10, 2020

4.0

Pros

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.

Cons

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.

Alternatives considered

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[Unanet CRM by Cosential](https://www.capterra.com/p/250925/Cosential/)

Switched from

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[Unanet CRM by Cosential](https://www.capterra.com/p/250925/Cosential/)

We were not getting the support from Cosential and felt that BidBook, being on the Salesforce platform had much more to offer. The usability is much better as well.

Review Source

JQ

Joshua Q.  
Director of PM and Estimating  
Construction  
Used the software for: Less than 6 months

### "ACP Review - Josh"

June 15, 2020

5.0

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.

Pros

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.

Cons

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.

Reason for choosing BidBook

BidBook was the first product we looked into and it looks like we made a good choice.

Switched from

[Sage CRM](https://www.capterra.com/p/227247/Sage-CRM/)

BidBook has the ability to tie multiple bids to one project

Review Source

LS

Lynette S.  
Estimating Support Manager  
Construction  
Used the software for: 6-12 months

### "Royal Electric First Year of Bidbook"

December 6, 2022

3.0

Pros

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.

Cons

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

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Unanet CRM by Cosential](https://www.capterra.com/p/250925/Cosential/)

Review Source

AW

Andrew W.  
Business Development Manager  
Construction  
Used the software for: Less than 6 months

### "Great Product"

August 29, 2019

5.0

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.

Pros

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.

Cons

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.

Alternatives considered

[BuildingConnected](https://www.capterra.com/p/156791/BuildingConnected/)

Reason for choosing BidBook

With BidBook we are operating at a better level of insight, and efficiency than ever before. We achieved our original objective. And able to continually improve our commitment to customer service excellence.

Review Source

JE

Jillian E.  
Construction Coordinator  
Construction  
Used the software for: 1-2 years

### "BidBook works great for Bid Management "

November 10, 2022

5.0

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

Pros

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.

Cons

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.

Reason for choosing BidBook

n/a

Switched from

[Bidtracer](https://www.capterra.com/p/124768/Bidtracer/)

to integrate into salesforce.

Review Source

Response from CRM Evangelist

November 14, 2022

Glad you are enjoying BidBook. And, thank you for the feedback Jillian. We will contact you to explore any suggestions for improvement.

TG

Thomas G.  
President  
Construction  
Used the software for: I used a free trial

### "Excellent bid management platform with great analytics"

March 29, 2023

5.0

Pros

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.

Cons

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.

Reason for choosing BidBook

Built on the Salesforce platform which is great. Very well designed product that is also customizeable. Can't overemphasize how well the design was thought out.

Review Source

SM

Shea M.  
VP of Operations  
Construction  
Used the software for: 2+ years

### "Construction Management Software"

December 9, 2022

5.0

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

Pros

Bidbook is great for General Contractors and Subcontractors.

Cons

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.

Review Source

AA

Andrew A.  
Hardscape Paver Project manager  
Construction  
Used the software for: 2+ years

### "ACP Review "

December 9, 2022

4.0

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

Pros

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.

Cons

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.

Review Source

KW

Kimberly W.  
Executive Sales Assistant  
Construction  
Used the software for: Less than 6 months

### "Bid Management "

September 15, 2020

4.0

Pros

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.

Cons

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.

Review Source

JW

Jeff W.  
VP of Sales  
Electrical/Electronic Manufacturing  
Used the software for: Less than 6 months

### "Process Change & Review"

October 10, 2021

4.0

Overall experience was good.

Pros

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

Cons

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

Review Source

RF

Robert F.  
President  
Construction  
Used the software for: 1-2 years

### "Bid Book Review"

February 8, 2019

5.0

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

Pros

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.

Cons

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.

Review Source

AP

Andy P.  
President  
Construction  
Used the software for: Less than 6 months

### "Must Have for General Contractors"

November 3, 2019

5.0

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.

Pros

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.

Cons

None, we have no complaints about this software.

Review Source

DV

Deborah V.  
Construction Admin  
Construction  
Used the software for: Less than 6 months

### "Review"

September 17, 2020

4.0

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

Pros

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

Cons

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

Reason for choosing BidBook

Not sure

Review Source

KR

Kristina R.  
Office Manager  
Construction  
Used the software for: Less than 6 months

### "BidBook helps us close projects and visibilty into backlog"

January 31, 2019

5.0

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

Pros

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

Cons

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

Review Source

GE

Glenn E.  
President / CEO  
Facilities Services  
Used the software for: Less than 6 months

### "BidBook AA++"

February 12, 2019

5.0

Pros

Really streamlined and made processes more efficient.

Cons

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

Review Source

NN

Nicholas N.  
Sales Manager  
Building Materials  
Used the software for: I used a free trial

### "Bidbook review"

February 18, 2019

5.0

Pros

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

Cons

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

Review Source

BT

Britton T.  
EVP  
Construction  
Used the software for: I used a free trial

### "Excellent option for managing bid opportunities"

November 1, 2019

4.0

Pros

ease of use, functionality, customization

Cons

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

Alternatives considered

[Thunderbolt Pipeline](https://www.capterra.com/p/158616/Thunderbolt-Pipeline/)

Review Source

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