Client Management
Every customer who's ever worked with you — their history, proposals, and payments — in one organized view.
Every customer who submits a form, receives a proposal, or makes a payment lives in BidBud's client management system automatically. No manual data entry, no spreadsheets, no separate CRM to maintain. Just a clean list of every client you've worked with and everything that's happened between you.
From each client's profile you can see every form submission, proposal sent, invoice issued, and payment received — with dates, amounts, and current status. Spot which clients have open proposals you should follow up on, which ones are past due, and which ones represent your highest lifetime revenue.
Built automatically
Clients are added to your CRM the moment they submit a form or receive a proposal. No manual entry, no imports, no duplicate records to manage.
Complete client history
See every form submission, proposal, invoice, and payment in one timeline per client — so you always know where things stand before reaching out.
Revenue at a glance
Total revenue per client, number of completed jobs, and lifetime value are surfaced without any reporting setup. Know instantly who your best customers are.
Follow-up visibility
See which proposals are still awaiting a response and how long they've been sitting. Never let a hot lead go cold because it got buried in your inbox.
Proposal history
Every quote you've ever sent a client is attached to their profile — accepted, declined, or expired. Reference past pricing when building new proposals for returning customers.
Sarah Johnson
Deck Replacement · 3 proposals
Marcus Williams
AC Replacement · 1 proposal
Linda Torres
Landscape Design · 2 proposals
David Park
Gutter Cleaning · 1 proposal
Get started
Start your free trial and have your first form live in under 5 minutes.
Join waitlist