Bid Management System & CRM Guide
This course explains the backend architecture of our custom CRM, designed to eliminate manual data entry and maximize bid conversion rates.
Real-Time Sync: How we pull accepted bids from BuildingConnected into Google Sheets every 2 hours.
AI Follow-Up Engine: The logic behind our Claude 3.5 Sonnet and GPT-4o-mini email drafting system.
Approval Workflows: How to use the semi-automated 'V1b' approach to review and send drafts.