| Features | Free | Pro | ||
|---|---|---|---|---|
|
Share Bid Calendar
Shared by everyone on your team so you never miss a bid date. Projects on bid calendar can be color coded by estimator or rep. |
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Track Bid Invites & Projects
Track all invites in one screen without having to sort through your email inbox or copy/pasting into Excel. |
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Customer Reports / Analytics
Sales/CRM system tracks customer history. Create won/lost sales reports by customer or by rep. |
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Permission Settings
Allow users different authority/access levels. |
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|
ITB Forwarding
Eliminate manual entry of projects. Forward emailed bid invitations from anyone and all the project information will automatically populate into your list of project leads. |
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|
Proposal Builder / Sender
Use the proposal builder or upload your own and send to all your customers in one click. |
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Emails Include Your Company Logo
Personalized emails increase your companies brand exposure. |
Core Features:
