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.
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
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
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