Benefits and Features

Let PBID Manager  help you manage your everyday business data in a 

simple to use CRM so you have more time do what you are good at doing!

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Simplify Your District Data

All your contact information for every property & businesses owner as well as their assessment amounts all in one mobile responsive CRM and app solution.

Manage Resources Better

Using our Reports feature will allow you to see what you and your team are spending time and energy on and allocate resources accordingly.

Keep Track of Your Partners

Know who your stakeholders are, and track contact information for all your vendors, partners, sponsors and friends who support your district in one system.

Protection is a Priority

Your Business Improvement District (BID) information is Safe & Secure with us. Using SSL Encryption to Protect your district data!

Use PBID CRM Software with your favorite device!

Cloud based solution that is accessible anywhere you have internet. Mobile ready which allows you to update information any where, at anytime, on any device.

  • Update and access data on the go
  • Eliminate double entry of the same data
  • See changes and report updates in real time

Be Intentional About Communication

Use Tags & Filters to customize and define your district by industry or type or property use  and more.  Send your district relevant emails that matters to them.

  • Create custom tags for owners, businesses, contacts, etc. 
  • Generate Mailing Labels right out of the software
  • Send emails quickly and directly  with Tags 

Manage Who Is Doing What for the District 

See a running list of all the things that you are doing for the stakeholders by address, issue, or user.  Make sure nothing falls through the cracks, plus communication logs.

  • Real Time Updates on the Go from the field to the office
  • Get notified when something has been assigned for you
  • See who finished that set of tasks for the owner 

Track Issues or Incidents by Address

With PBID Basic Reports or Reports PLUS! Get a big picture view of the things that are happening in your district by address. 

  • Track owner contact & engagement
  • Assign issues or calls to other team members
  • See a real time list of items that are still open or outstanding that your team has to handle
 
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 “It’s intuitive, easily navigable, and takes almost no time to learn which is amazing considering how much it does as a product. Their customer service is the most personal and responsive of any company I’ve ever worked with. If I have questions, I simply make a call and not only do I receive the answer to my question, but most times they will tell me a better way to use their product. I have never made a better choice as an Operations Manager than to engage and implement PBID for our company.

 

Richard C.
Director of Branding, Activations, & Marketing
Yerba Buena Community Benefit District

 “It’s intuitive, easily navigable, and takes almost no time to learn which is amazing considering how much it does as a product. Their customer service is the most personal and responsive of any company I’ve ever worked with. If I have questions, I simply make a call and not only do I receive the answer to my question, but most times they will tell me a better way to use their product. I have never made a better choice as an Operations Manager than to engage and implement PBID for our company.

 

Richard C.
Director of Branding, Activations, & Marketing
Yerba Buena Community Benefit District

More Features

Manage Your Data From Anywhere

  • Access BID Data Anywhere There is Internet
  • Real Time Updates of Information
  • Eliminate Double Entry of Data 
Powerful Mailing & Email Options

  • Send Emails to Specific Tags
  • Click on Contact Name to send an email directly 
  • Print Mailing & Address Labels 
Powerful Mailing & Email Options

  • Log calls & issues by property address
  • Assign issues to other team/staff 
  • Generate graphs with incident types 
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