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Bid Management & CRM

Win More Work with Less Effort —

Streamline Bidding and Client Management in One Centralized System.

Centralize every bid, contact, and account in one intuitive platform, enabling real-time insights, seamless collaboration, and smarter decision-making.

 

Whether you're managing dozens of proposals or tracking RFIs across multiple projects, Sub360 helps you stay organized, hit deadlines, and increase your win rate with less manual effort.

Centralized Bid Management

Ditch the spreadsheets and scattered emails—manage all your bids, contacts, accounts, and project locations in one streamlined platform. Stay organized and ensure your team always has access to the latest information.

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  • One place to manage all bids, contacts, and accounts

  • Reduce confusion and duplicate work

  • Always access the most up-to-date information

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Gain Real-Time Visibility into Your Pipeline

Monitor the status of every bid with live dashboards and automated analytics. Spot trends, track success rates, and prioritize opportunities based on historical performance. Make smarter, faster decisions with data at your fingertips.

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  • Live tracking of bid activity, RFIs, and due dates

  • Visual dashboards to understand pipeline performance

  • Actionable insights to improve win rates

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Eliminate Missed Deadlines and Bottlenecks

Stay ahead of due dates with built-in task management. Assign tasks across teams, track progress, and ensure no bid falls through the cracks. Improve collaboration and accountability across your estimating and sales teams.

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  • Task assignments with status tracking

  • Easy visibility of open tasks across the organization

  • Clear task ownership to reduce delays

 

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Strengthen Client Relationships

Keep a detailed history of every bid, RFI, and communication with each client or general contractor. Deliver faster, more professional responses and never lose context during follow-ups. Build long-term trust and win more repeat work.

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  • Centralized record of all client interactions

  • Faster response times and more accurate proposals

  • Improved professionalism and client satisfaction

Features

Sub360's CRM & Bid Management Includes the following features:

  • Bid Lifecycle Management

  • Contact & Account Management

  • Create, Track & Manage Estimating RFI's

  • Out of the box bid Reporting & Analytics for bids, accounts and buildings​

  • Track and Report on bids by Account & Location​​

  • Create and Manage Tasks for your entire team across accounts, bids, and buildings 

  • Account & Bid Insights and Analytics

  • Easily Convert Bids into Projects to get 

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