Track Opportunities, Bids, Projects • CRM Features

One of the most important responsibilities of a sales team in construction is to accurately track opportunities, bids, projects and do so in one system. With iDeal CRM, you can expand your pipeline stages for leads and projects in addition to the opportunity ones. This way, you can track all your leads, opportunities, and projects and also track their status.

Feature functionalities to help track opportunities, bids, projects include: visual pipeline board, list views of leads, opportunities, projects. Also, a calendar that shows bids, follow-ups, tasks, and events.

iDeal Pipeline Board to Manage Bid Activity

Visual Sales Pipeline Board

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 to Track Opportunities, Bids, Projects

In iDeal CRM, pipeline stages can be expanded to include leads, opportunities, bids, projects. This feature is especially helpful when you have estimators, sales people, managers, and executives all using the same system. With this feature, you can accommodate your sales people, estimators, and project managers to use the same system.

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 for leads, opportunities, bids, projects

track sales pipelines and customize pipeline stages
Construction Calendar Feature to track opportunities bids projects

Sales Calendar to Track Opportunities, Bids, Projects

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

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 to track opportunities bids projects

How to Better Manage Bid Activity

See iDeal’s Bid Management System in Action.

Explore All iDeal CRM for Construction Features.