Name: iDeal Construction CRM
Price: 35 USD
Author: Ideal Software Group

Help Desk

Web and Video Conferencing

Customer Support

Java Technologies

Service Mesh

Development

Academic Advising

Education

Business Intelligence (BI)

Collaboration

Desktop Publishing

Enhanced 911 (E911)

Interactive Voice Response (IVR)

Risk Management

VoIP

Enterprise

Accounting

Crypto Asset Management

Invoicing

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

HR Management

Leave Management

Payroll

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Infrastructure

Cloud Storage

Data Masking

Email Verification

File Sync and Share

Fraud Detection

HTML Editors

IT Asset Management

Integration Platform as a Service (iPaaS)

License Management

Log Management

Machine Learning

Network Performance Monitoring

Network Troubleshooting

Operating Systems

Remote Support

Secret Managers

Software Distribution

Tape Storage

Threat Hunting

Threat Intelligence

Vector Databases

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Content Management

Email Marketing

Graphics

IP Geolocation

Marketing Automation

Social Login

Social Media Management

Survey & Forms Building

Swag Management

URL Shorteners

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Acceleration

Sales

Video Surveillance

Security

Auto Repair

Building Information Modeling (BIM)

Emergency Notification

HIPAA Compliance

Laboratory Information Management

Legal Billing

Vertical-Specific

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iDeal Construction CRM is a software solution designed specifically for commercial and residential construction companies. According to the vendor, it aims to serve as a tool for sales, bid, and project management, allowing construction teams to streamline their operations and effectively manage projects. The CRM is suitable for businesses of various sizes within the construction sector, including construction companies, contractors in various trades, engineering firms, general contractors, and subcontractors.

## Key Features

**Sales Pipeline Management**: According to the vendor, the CRM allows users to organize and prioritize leads, opportunities, and jobs on a visual sales pipeline. Users can customize pipeline stages to match their sales process and track various sales reports such as remaining to quota & profit, year to date bids submitted vs bids won, and bids by bid submission date.

**Construction Proposal Software**: The vendor claims that users can create professional construction proposals with ease using the CRM. They can choose from a wide range of templates or build their own. The software also allows users to include cost calculator tables in proposals and send and track them directly from the system.

**Construction Estimating Solution**: According to the vendor, the CRM provides tools to generate accurate estimates for construction projects. Users can streamline the estimating process and easily calculate costs and materials. The aim is to improve efficiency and accuracy in estimating.

**Job & Project Management**: The CRM enables users to manage projects from initial opportunity to completion. According to the vendor, users can track project status, progress, and timelines. They can also store important project documents and information, as well as coordinate tasks, schedules, and resources.

**Leads & Prospects Management**: The CRM allows users to centralize and manage all leads and prospects in one place. According to the vendor, users can keep track of contact information, interactions, and notes. They can prioritize leads and assign follow-up tasks to nurture leads and convert them into opportunities.

**Customer & Contact Management**: According to the vendor, the CRM provides comprehensive profiles for clients and contacts. Users can track open and closed deals, tasks, and comments. The aim is to access all relevant information in one centralized location and provide personalized customer service.

**Construction Bid & Follow-up Calendar**: The vendor claims that users can manage bids and follow-up activities in a calendar view. They can schedule reminders and notifications for follow-ups, stay on top of bid deadlines and important dates, and coordinate bid activities while tracking progress.

**Bid Multiple Clients for One Job**: According to the vendor, the CRM allows users to attach multiple clients to a single opportunity. Users can create proposals for all clients on a job at once and send and track proposals for each client separately. The aim is to streamline the bidding process for multi-client projects.

**Sales Reports & Forecasting**: The CRM provides actionable sales reports, according to the vendor, for informed decision-making. Users can track various metrics such as remaining to quota & profit, year to date bids submitted vs bids won, and bids by bid submission date. The aim is to gain insights into sales performance and trends and forecast future sales to set realistic goals.

**Email and Other Integrations**: According to the vendor, the CRM offers integrations with email platforms to facilitate seamless communication. Users can automate emails and follow-up activities, as well as sync contacts, tasks, and calendar events. The aim is to enhance productivity and streamline workflows.

Intuitive and Easy-to-Use Interface: Several users have found the lead and bid interface of iDeal Construction CRM to be intuitive and easy to use. They appreciate how this feature simplifies the process of inputting opportunities and managing projects effectively.

Highly Responsive Developers with Customization Options: Reviewers have praised the developers of iDeal Construction CRM for their high level of responsiveness. They mention that the developers are willing to customize the software according to their business needs, allowing users to streamline sales tasks and tailor the software specifically to their requirements.

Simplicity and Ease of Use: Many reviewers highlight the simplicity and ease of use of iDeal Construction CRM. They emphasize that anyone can be trained to use it, making it a user-friendly option for businesses in the construction industry.

Limited availability of features: Some users have mentioned that they initially found certain features and reports to be unavailable for their specific needs. 

Desire for a mobile app: One reviewer expressed a desire for a mobile phone app to enhance accessibility while on the road. 

No major issues or dislikes: Reviewers overall did not find any major issues or dislikes with the software, indicating that they were generally satisfied with its functionality and customization options.

Users of iDeal CRM have found the platform to be a valuable tool for creating transparency and centralizing bid opportunities. With iDeal CRM, users are able to develop scheduling programs that assign estimators to bids based on bid complexity, shared workloads, and due dates. This feature has significantly improved efficiency in firms' sales processes, allowing for better resource allocation and timely completion of bids. 

Another key use case of iDeal CRM is its ability to provide a centralized database for following up with clients on bid projects and updating CRM information. Users appreciate the ease of accessing client information and tracking project progress all in one place. This not only saves time but also allows for accurate tracking of sales activities and efficient communication with clients. Additionally, the database created through client follow-ups and CRM updates enables users to review and adjust their numbers according to market trends, providing valuable insights for business decision-making.

Customers have expressed satisfaction with iDeal CRM, finding it to be a reliable solution that makes their jobs easier. Reviewers have praised the product for its excellent service and product quality, solidifying its reputation as a trusted CRM system in the construction industry. Overall, iDeal CRM has proven to be an effective tool for streamlining sales processes, improving bid management, and enhancing customer relationship management in the construction sector.

Basic

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

iDeal Construction CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Ideal Software Group

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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iDeal Construction CRM

Overview

What is iDeal Construction CRM?