Get Your Opportunities Organized. Automate Proposal Creation. Automate Followup Activities.

 

No Credit Card Required to Get Started. All plans are Cloud Enterprise Software plans. This means:

  • Unique URL (yourcompany.idealcrm.app)
  • Dedicated server (ensures highest security and high loading speed)
  • Dedicated database (your private database which means highest data security)

 

STARTER

3-5 users
$60per user/month
  • NO CREDIT CARD REQUIRED
  • $500 one-time setup fee (can be paid in 12 installments of $50/month)
  • Opportunity Management
  • Visual Pipeline
  • Custom User Dashboard
  • Proposal Automation
  • Followup Automation
  • Bid Calendar
  • Task Calendar
  • Email Communication Automation
  • Contact and Company Management
  • Insights and Reports
  • 3 Proposal Templates
  • 3 Contact Email Templates

ADVANCED

11-25 users
$50per user/per month
  • NO CREDIT CARD REQUIRED
  • $1,000 one-time setup fee (can be paid in 12 installments of $85/month)
  • Opportunity Management
  • Visual Pipeline
  • Custom User Dashboard
  • Proposal Automation
  • Followup Automation
  • Bid Calendar
  • Task Calendar
  • Email Communication Automation
  • Contact and Company Management
  • Insights and Reports
  • 15 Proposal Templates
  • 15 Contact Email Templates

EXPERT

25+ users
$45per month
  • NO CREDIT CARD REQUIRED
  • $1,500 one-time setup fee (can be paid in 12 installments of $125/month)
  • Opportunity Management
  • Visual Pipeline
  • Custom User Dashboard
  • Proposal Automation
  • Followup Automation
  • Bid Calendar
  • Task Calendar
  • Email Communication Automation
  • Contact and Company Management
  • Insights and Reports
  • Unlimited Proposal Templates
  • Unlimited Contact Email Templates