Sales & Follow-Up Software
CRM for Construction Contractors

Manage opportunities, clients & contacts. Create, track and follow up on all proposals. Automate the follow-up process.

"I save at least 1 hour a day with iDeal CRM."

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Bid multiple clients for one project. Track bids individually and together for the opportunity. Follow up with the right GCs at the right time.

Your opportunities are clearly organized and prioritized with an intuitive drag-n-drop board of opportunity info cards.

The status of one bid dictates movement of all open bids for the same opportunity in the pipeline so you don’t miss a beat.

Create 1 or 100 proposals in 3-clicks. Create proposals for all the clients you bid on one project at once with a simple Word-like processor.

Consistent Follow Up

Get alerts when a client opens your proposal. Follow up immediately with the right client. Schedule additional follow up activities.

Automatic Intelligent Emails

Handle your proposal deliveries and client communication from one place. Save time using pre-populated templates.

You Send Bids Now. With iDeal, You Create and Send More Bids Faster.
So You Bid More Work. So You Win More Work.

5 Reasons Why Contractors Use CRMs

  1. Track a Sales Pipeline Effectively
  2. Build Relationships and Boost Productivity
  3. Improve the Sales Process
  4. Improve the Customer Service Experience
  5. Make Informed Decisions


iDeal Sales CRM Dashboard

If you are a Construction Contractor, Sub-Contractor, General Contractor, or A/E Firm, this sales CRM is for you. iDeal CRM for contractors fits the construction sales process, the way you communicate with your clients and contacts. It fits the way you create and send proposals and how you take an opportunity from ‘invitation to bid’ to a ‘job in progress’.

Sales CRM for Contractors that Helps Construction Companies Dramatically Increase Sales
Everything about iDeal CRM was built for the construction industry. To help companies just like yours better organize opportunities and all your contact data. Help create and track proposals and follow up consistently with the client that is most likely to give you the job.

Automate Sales Processes, Email and Follow Up Activities

Make Informed Decisions Based on Insights and Reports

Privacy, Security, and Device Availability