Manage Client Data & Contact Data in One Place

With iDeal CRM you can manage client data & contact data all in one place. And not just basic client and contact information, but also current pipeline, open opportunities, won and lost opportunities, client-awarded rate, and your win rate with that client.

Feature functionalities such as detailed client and contact profile pages, sortable clients list view and contacts list view, all allow you to efficiently manage client data & contact data.

Manage Client Data - Manage Contact Data - Detailed Contact Profile Page
Manage Client Data - Client Profile Page

Client Profile Page – Manage Client Data

Client profile pages in iDeal CRM fit the construction sales process to a ‘T‘. They include more than the standard info. Opportunities, proposals, notes, contacts, client awarded rate, and your win rate with this client are all included.

Client profile page contains standard info but also your history with this client

Current pipeline chart shown so you can better manage client data

Construction specific: client awarded rate, bid rate, and your win rate with the client featured

Contacts from this company listed on page; ability to add a contact straight from here

Construction specific: info such as pre-qualification data is included

All opportunities and proposals with this client are shown and linked on the page

Create and view everyone’s notes on this client

Client Companies Interactive List View

The companies interactive list view allows you to filter, group, sort your view and save it for future access. Each view is updated automatically with the latest info when accessed.

List view contains actionable info like # and $ of open opportunities, labels, market segment, client-awarded rate and your win rate with the client.

Interactive list view that allows filtering, multiple grouping, sorting

Save list views for future reference; views are updated when accessed with the latest information from the system

Each client can have multiple labels; the list can be sorted by 1 or more labels

Export list in Excel

Manage Client Data - Client List View
Manage Client Data - Manage Contact Data - Detailed Contact Profile Page

Contact Profile Page – Manage Contact Data

Building and nurturing your relationships with existing customers is just as important as getting new leads. Contact pages include more than the standard info. Opportunities, proposals, notes, client awarded rate, and your win rate with this client are all included.

Contact profile page contains standard info but also your history with this contact

Current pipeline chart shown so you can better manage client data

Construction specific: client awarded rate, bid rate, and your win rate with the client featured

All opportunities and proposals with this contact are shown and linked on the page

Create and view everyone’s notes on this client

Sales Reports by Client to Better Manage Client Data

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. Many different client-related reports will help you better manage client data.

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

Construction Sales Reports Feature Functionality
Construction Calendar Feature Functionality

Bid Calendar to View all Client Jobs and Follow-up

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

How to Better Manage Bid Activity

See iDeal’s Bid Management System in Action.

Explore All iDeal CRM for Construction Features.