Fast CRM Onboarding

iDeal’s fast CRM onboarding process is attributed to the fact that the system is built by construction professionals for construction companies.

  • Construction sales teams find the software intuitive and easy to use.
  • In addition, the help videos, documentation, and instructions throughout the application allow users to quickly learn any functionality.
  • And last but not least, the iDeal support team is a call or chat away to help onboarding companies small or large.
Fast CRM Onboarding

Fast CRM Onboarding. A Full-proof Process.

iDeal CRM is a sales management system built by construction professionals for construction companies. When construction sales teams log into the system, it all makes sense. The way everything is organized and each functionality or automation is so intuitive that little or no training is necessary to get started. With help videos and documentation throughout the app, you can get started or your own. With 24/7 chat & email support and additional training sessions, the iDeal support team can easily guide your entire team.

Intuitive Software & Help

iDeal CRM is built by construction professionals for construction companies. When construction sales teams log into the system, it all makes sense. For example, the way everything is organized and each functionality or automation is so intuitive that little or no training is necessary to get started.

With help videos and documentation throughout the app, you can get started or your own.

DIY Data Imports

The DYI Data Imports are as simple as downloading an Excel spreadsheet, filling it out, and then uploading it in the iDeal system.

You can use Data Imports to populate your prospects, contacts, and company clients.

The iDeal support team will help with importing opportunities upon request.

24/7 Chat & Email Support

The iDeal Support Team is available 24/7 by chat or email. The live chat functionality within the app allows you to contact us at any time. We can guide you through written instructions or ad-hoc zoom meetings – your choice.

  • Our support team is U.S. based
  • Chat response time is 1 minute!
  • Email response time is 2 hours

Test the iDeal Mass Email Tool Yourself

See all the Mass Email Tool in Action.

Explore All iDeal CRM for Construction Features.