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.
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
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 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
