Bid Management and Tracking Made Simple

Discover how ROM’s advanced tools can streamline your workflows, improve accuracy, and empower your team to win more bids. See how our platform can transform your bid management process and elevate your sales performance.

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Bid Management and Tracking

In sales, managing bids effectively and in real-time is critical for success. ROM’s Bid Management tools are designed to streamline this process, combining advanced tracking capabilities with an intuitive platform to give your team a competitive edge. Whether you’re overseeing the entire pipeline or focusing on specific opportunities, ROM delivers the tools and insights you need to stay ahead. Empower your team to focus on winning more bids and driving results.

Features of ROM’s Bid Tracking Software

Real-Time Bid Tracking

Gain complete visibility into every bid as it happens. ROM’s real-time tracking lets you monitor bid statuses, quoted equipment, and critical updates—all from one central platform. By putting this information at your fingertips, you can make informed decisions faster and maintain an edge over competitors.

Comprehensive Filters

Tailor your bid tracking with powerful filters to focus on what’s most relevant. Sort bids by division, job status, salesperson, estimator, or project manager to create a customized view that aligns with your goals. This feature keeps your team focused and ensures efficiency across the board.

Drag-and-Drop Functionality

Easily adjust bid schedules with ROM’s intuitive drag-and-drop interface. Update bid dates in seconds without navigating through complex menus or wasting time on manual inputs. Simplifying bid management has never been easier.

One-Click Job Details

Access critical job details instantly with a single click. From bid status to equipment quoted, all the information you need is readily available. This feature ensures your team can respond quickly and make adjustments on the fly, improving both accuracy and responsiveness.

Automatic Email Notifications

Stay informed with automatic email updates. Whether there’s a change in bid status, team assignments, or deadlines, ROM keeps everyone on the same page. This ensures clear communication and helps your team act promptly on new opportunities.

Accessible Anywhere

Manage bids on the go with ROM’s device-friendly platform. Whether you’re at your desk or in the field, ROM gives you the flexibility to oversee bids from any location. Stay connected and responsive no matter where your work takes you.

Benefits of Using ROM for Bid Management

Boost Productivity

Streamline workflows with tools like real-time tracking and comprehensive filters, allowing your team to focus on high-priority tasks and handle more bids efficiently.

Never Miss an Opportunity

Automatic notifications and instant access to job details ensure you’re always up to date and ready to act when opportunities arise.

Bid with Confidence

ROM provides all the data you need to make informed decisions, enabling your team to create winning bids and improve overall success rates.

Gain Full Pipeline Visibility

Track your entire sales cycle in real-time with company-wide updates and insights. Manage every opportunity effectively, from initial bid to final close.

Simplify Bid Adjustments

Easily reschedule bids with drag-and-drop functionality, ensuring your calendar stays accurate and your team remains aligned.

Enhance Team Collaboration

Keep everyone on the same page with centralized tools and clear communication. ROM fosters a collaborative environment that drives efficiency and results.

Ready to Transform Your Bid Management?

Take control of your bids with ROM’s advanced tools and features. Schedule a free demo today to see how ROM can help your team win more opportunities with greater efficiency. For questions or additional information, reach out to our team—we’re here to help.

How to Manage and Track Bids with ROM

Step #1 – Navigate to the Bid Management Dashboard: Access the centralized dashboard to view and manage all active bids.
Step #2 – Add or Select a Bid: Add new bids with key details like dates and quoted equipment, or select existing bids for updates.
Step #3 – Use Filters for Targeted Views: Focus on specific priorities by filtering bids by division, status, or team member roles.
Step #4 – Edit Details and Schedule Updates: Adjust bid dates using drag-and-drop functionality and update job details instantly as needed.
Step #5 – Set Notifications and Monitor Progress: Stay informed with automatic notifications and real-time tracking, ensuring your team remains proactive.

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