Best CRM for Construction Features. Built to Fit the Construction Sales Process.
One of the best CRM for construction features is to quickly view all opportunities by bid due date and understand where you are in the bidding process. You will surely send out all bids on time with this feature.
Do you receive multiple ITBs for the same job? No problem. iDeal CRM allows construction salespeople to enter multiple clients and create multiple proposals for one opportunity!
Create professionally designed proposals in minutes. Hundreds of proposal templates available at no cost. Create, send, and track proposals from the same system.
Client company and contact profiles contain not just standard data, but also related opportunities, proposals and their status, client pipelines, notes, related tasks & emails, and analytics.
How many times do you check your email, calendar, or spreadsheets to see what needs to be done? The iDeal Bid Calendar shows all your bids, follow-ups, tasks, events, in one place.
Missing a bid due date is not an option in construction. With daily email reminders, a pipeline sorted by due dates, a calendar that shows bids, follow-ups, tasks… it’s impossible to miss one again.
Understand your sales performance. Identify opportunities to improve problematic areas that need to be addressed. See who are your best performing clients, or salespeople.
Expand your pipeline to include stages for leads, opportunities, and projects so you can have a complete view of current and future work. Each user can customize which stages they see.
Job profile pages come equipped with all the construction fields you need. Due dates, value, cost, clients, awarded client, architect, engineer, bid docs, RFIs… all construction fields you need.
When bidding is so competitive, being able to mark and track client-awarded jobs is crucial. iDeal differentiates these opportunities visually so you can follow-up with the right client.
Follow-up emails represent one of the key elements in winning a bid in construction. The iDeal Follow-up Tool allows you to send follow-up emails to multiple contacts. It even groups multiple jobs in one email!
Sending email campaigns for a new service, location, or holiday greeting is easy with iDeal. You can also target a group of contacts, like building owners or architects to up-sell or cross-sell.
Leverage Job Forecasting and Win Rate Reports
Job forecasting and win rate reports allow your sales team to concentrate on the most profitable opportunities and also on the ones you have the highest chance of winning.
Managers and executives can easily monitor each salesperson’s pipeline to ensure they reach their goals. Pull up everyone’s pipeline in team meetings and quickly set priorities and tasks.
Virtual training sessions, documentation, training videos, and live chat make onboarding fast and easy. Import functionality makes your system setup a breeze. All at no extra cost.
iDeal CRM comes integrated with Outlook and Gmail and other programs. Our state-of-the-art technology and infrastructure also allows us to integrate with any other system that are needed.
The Most Powerful CRM for Construction Features
Easily manage opportunities, bids, clients, and contacts.
Create, send, and track professionally designed proposals.
Never miss a bid or follow-up again with the construction calendar.
Follow-up consistently with reminders and the iDeal follow-up tool.
Leverage sales reports to increase your closing ratio and revenue.
Manage your entire sales process and team with the best CRM for construction built by contractors, engineers, and software specialists.