CRM & Bid Management

CRM and Bid Management is a comprehensive application designed to streamline the workflow for Business Development, Preconstruction Managers, Estimators, and Project Managers. It serves as a centralized platform for tracking leads and optimizing bid decisions through an objective bid ranking system and helps to bring visibility to the pipeline and backlog of Contractors. **Quick Benefits** - Efficiency: Streamline the lead tracking and bid management process, reducing manual effort and improving productivity. - Decision Support: Leverage the bid ranking system to make informed decisions on which leads to pursue, maximizing win rates. - Transparency: Maintain transparency across teams by distinguishing between self-bids and bids handled by the estimating department. - Timeliness: Monitor bid deadlines and quotes to ensure timely submissions and avoid missed opportunities. - Resource Optimization: Analyze resource capacity and scheduling to optimize resource allocation and improve project planning. **Key Features** - Lead Tracking: Easily track leads from inception to bid submission, ensuring no opportunity falls through the cracks. - Bid Ranking System: Utilize a powerful bid ranking system to prioritize leads, helping teams focus on the most promising opportunities. - Bid Management: Distinguish between self-bids and bids sent to the estimating department, maintaining clarity and efficiency in the bidding process. - Deadline Monitoring: Stay on top of bid deadlines and quotes, ensuring timely submissions and maximizing bid success rates. - Resource Capacity Analysis: Gain insights into resource capacity and scheduling with a breakdown by Estimator and Job, facilitating informed decision-making and efficient resource allocation. - Gantt Chart Visualization: Visualize resource schedules and project timelines on a Gantt chart, providing a clear overview of ongoing activities and upcoming commitments.