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iDeal Construction CRM

Claimed
Tekpon Score
8.6

iDeal Construction CRM Reviews

& Product Details

What is iDeal Construction CRM?

iDeal Construction CRM is a specialized sales, bid, and project management software developed exclusively for the construction industry. As a comprehensive Software as a Service (SaaS) platform, it is designed to cater to commercial and residential construction companies of all trades, sizes, and types. This web-based software is a pivotal tool for construction firms aiming to enhance their bottom line by optimizing various facets of their business processes.

A core functionality of iDeal Construction CRM is its robust project management capability. It enables users to manage projects from inception through completion. This includes handling initial opportunities, creating accurate estimates, and developing professional proposals. The seamless transition from winning a bid to completing a job is streamlined within this platform, making it a one-stop solution for project lifecycle management.

One of the standout features of iDeal CRM is its proposal creation and management system. The software includes a built-in library of proposal templates, which users can customize to create professional and accurate proposals. These proposals can be sent and tracked directly from the system, ensuring efficient communication and client follow-up.

Additionally, iDeal CRM excels in automating and organizing sales and follow-up activities. It offers tools like daily email reminders, a pipeline sorted by due dates, and a comprehensive calendar that displays leads, bids, follow-ups, and tasks. This systematic approach ensures that all critical activities are tracked and managed effectively, improving overall sales efficiency.

The platform also centralizes client and lead management, allowing teams to store and manage all client information and essential project documents in one place. This centralized data management makes it easier for teams to access and utilize information, enhancing collaboration and decision-making.

Moreover, the platform provides actionable reports combining all project and sales data to offer insights that drive informed decision-making. These reports are crucial for construction companies to assess their performance and strategize for future growth.

iDeal Construction CRM is a dynamic and versatile tool that revolutionizes how construction companies manage sales, bids, and projects. Its comprehensive features, from project management to automated follow-ups and centralized data storage, make it an indispensable asset for construction businesses seeking to streamline operations and boost profitability. With iDeal Construction CRM, construction companies can expect a more organized, efficient, and practical approach to managing their projects and sales activities.

Found in these Categories

Best For

How construction sales teams stay organized and win more work.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    iDeal Software Group

  • Located In

    Georgia

  • Website

    idealcrm.app

Starting from:

$12 /user/month

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

iDeal Construction CRM offers a tiered pricing structure to accommodate different business sizes and needs. For individual users, the cost is $12.00 per month. Small teams of 2-10 users are charged $35.00 /user/month, while larger teams with 11 or more users are billed at a slightly lower rate of $30.00 /user/month. Additionally, there are optional fees for services such as a one-time setup fee of $250, and data import services ranging from $250 to $1,000, depending on the complexity and volume of data. The subscription includes one or two training sessions, but if more are needed, each additional training session is priced at $250. A free plan and a 30-day free trial, no credit card required is available.

  • Territory Management
  • Task Scheduling
  • Task Management
  • Sales Reports
  • Sales Pipeline Management
  • Sales Forecasting
  • Reporting & Statistics
  • Quotes/Estimates
  • Pipeline Management
  • Opportunity Management
  • Lead Management
  • Forecasting
  • Email Templates
  • Email Marketing
  • Email Management
  • Drag & Drop
  • Document Management
  • Data Import/Export
  • Customizable Reports
  • Customizable Templates
  • Customer Database
  • Contact Management
  • Contact Database
  • Communication Management
  • Calendar Management
  • Calendar/Reminder System
  • Alerts/Notifications
  • Activity Tracking

Additional Features

  • Bid Management
  • CRM
  • Client Tracking
  • Communication Management
  • Estimating
  • For AEC Industry
  • Job Costing
  • Opportunity Management
  • Project Tracking
  • Reminders
  • Sales Approval
  • Task Progress Tracking
  • Third Party Integrations

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