Bid Multiple Clients for One Job

One of the most important differentiators between iDeal CRM and others is the ability to bid multiple clients for one job. With iDeal CRM, you can enter 1 opportunity in the system and attach 5 clients to it. You can also create proposals for all of these clients at once with the iDeal Construction Proposal Software. Also, the iDeal Calendar allows for an opportunity to be shown on different dates if the client due dates are different.

There are many feature functionalities in iDeal CRM to help construction companies bid multiple clients for one job. We highlight a few below.

iDeal Pipeline Board to Manage Bid Activity
Bid Multiple Clients for One Job Feature in iDeal CRM

Bid Multiple Clients for One Job

One of the biggest differentiators between iDeal CRM and the rest and the very reason why it fits the construction sales process to a ‘T’. The ability to bid multiple clients for one job.

Gone are the days when you have to enter 5 different opportunities in a system because you got 5 ITBs for a job. 1 opportunity with 5 clients does it in iDeal CRM.

Add multiple clients to an opportunity (no limit)

Create, send, track proposals for each client

Customize bid due dates by client if needed

Set different follow-up dates for each client when needed

Follow-up with all clients at once or each at a time – your choice

Construction Proposal Software to Help You Bid Multiple Clients for One Job

One of the biggest differentiators between iDeal CRM and the rest and the very reason why it fits the construction sales process to a ‘T’.

Hundreds of pre-designed templates available in the proposal generator

2 ways to create proposals: with a Word editor or with an HTML editor

Generate multiple proposals at once

Save and customize proposal templates to expedite proposal creation

Edit proposals as needed and review previous versions

Construction Proposal Software Feature to Bid Multiple Clients for One Job

Visual Sales Pipeline Board

Take the pulse of your entire sales organization with one glance.

Visualize all your bids, opportunities, projects, or leads by stage

Each ’tile’ or ‘card’ shows critical info such as bid due date, client(s), proposal(s), tasks

Customize stages to fit your sales process

Each sales rep can customize the view of their sales pipeline

Filter by sales rep, team, or view all at once

Drag-n-drop functionality to quickly move opportunities through stages

Tasks can be added straight from the pipeline board.

Sales Calendar to Bid Multiple Clients for One Job

This calendar is built for construction sales teams to monitor and manage bids, follow-ups, tasks, and other events. If clients on an opportunity have different bid due dates, the opportunity will show on each day with the appropriate client listed so you know how to bid and when.

Catch-all calendar for construction sales showing bids, follow-ups, tasks, events

For opportunities with multiple clients – if clients have different due dates, job will show on the calendar for each date listing the appropriate client

Filter by sales rep, team, or view all at once

Filters for calendar items to be turned on or off

Monthly, weekly, daily, and printable agenda view

Drag-n-drop functionality to quickly move items on the calendar

Custom titles to show job name, sales rep, clients

Construction Calendar Feature Functionality
Construction Sales Reports Feature Functionality

Construction Reports

Sales reports in iDeal CRM are built for construction. iDeal is the only CRM that allows you to mark the client awarded on a job. This is crucial when bidding multiple clients. It is also crucial to build reports based on how much you bid vs how much your clients win vs how much you win with those clients.

Sales reports by rep, team or entire company including YTD, quarterly, monthly

Sales & Forecast Reports with remaining to quota, remaining to target profit

Ability to choose which opportunities are included in the forecast and the winning chance percentage for each

Opportunities Reports by bid date, won date, lost date, source

Win Rate Reports by sales rep, team, client, job type, and more

Pipeline Reports by sales rep, stage, client, client awarded or not

How to Better Manage Bid Activity

See iDeal’s Bid Management System in Action.

Explore All iDeal CRM for Construction Features.