Monitor and Manage Bid Activity • CRM Features

Sending out bids on time is crucial to a construction sales team. You can’t win the job if you’re not in the race. So how do you effectively manage bid activity? Are you sending your bids on time?

The visual pipeline board, ability to add multiple clients to an opportunity, the bid calendar, or bid activity reports are all features of iDeal CRM that will help your construction company manage bid activity.

iDeal Pipeline Board to Manage Bid Activity

Visual Sales Pipeline Board to Manage Bid Activity

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

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

Customize stages to fit your sales and bidding process

Each sales rep, estimator, or exec 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

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

Tasks can be added straight from the pipeline board.

Bid Opportunities with Multiple Clients

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’.

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 one or all proposals for an opportunity at once; huge time saver

Send and 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

Bid Opportunities with Multiple Clients Feature to Manage Bid Activity
Construction Calendar Feature to Manage Bid Activity

Sales Calendar to Manage Bid Activity

This calendar is built for construction sales teams to monitor and manage bids, follow-ups, tasks, and other events.

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

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

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

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

Sales Reports to Manage Bid Activity

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

Construction Sales Reports Feature Functionality

How to Better Manage Bid Activity

See iDeal’s Bid Management System in Action.

Explore All iDeal CRM for Construction Features.