Sales Pipeline Management • CRM Features

Sales pipeline management is the process of managing your sales team’s pipeline of new opportunities and potential customers. Due to the high amount of bids that a construction company sends out on a weekly and monthly basis, using spreadsheets or other manual methods for pipeline management are not effective. The only way sales pipeline management for construction is successful is by using a sales software solution built for construction.

This is where iDeal Construction CRM comes into play. Visual sales pipeline management is a feature that helps you quickly view your entire company’s or each sales rep’s pipeline and understand the status of all your opportunities. This makes tracking everyone’s sales pipeline fast and effortless.

There are many feature functionalities in iDeal CRM to help with sales pipeline management. The visual sales pipeline board, sales calendar, and reports that can be filtered by sales rep are just a few.

iDeal Pipeline Board to Manage Bid Activity

Visual Sales Pipeline Board for Sales Pipeline Management for Construction

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 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

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

Tasks can be added straight from the pipeline board.

Customize Sales Pipeline Stages

Each user in iDeal CRM can customize their sales pipeline stages. This feature is especially helpful when you have estimators, sales people, managers, and executives all using the same system. Each professional tracks their sales pipeline differently and their pipeline view should reflect that.

Sales pipeline stages can be added and removed as needed

Each user can choose which pipeline stages they want to see on the board

Users can customize the order of their pipeline stages

Stages are color-coded for clarity

Pipeline stages are saved in different categories

track sales pipelines and customize pipeline stages
Construction Calendar Feature Functionality

Sales Calendar to Track Sales Pipelines

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 Improve Sales Pipeline Management for Construction

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.