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iDeal Construction CRM

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Overview

iDeal Construction CRM 2026: Benefits, Features & Pricing

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  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

iDeal Construction CRM
iDeal Construction CRM
4.9
(8)

Pricing

Starting at $35.00 per month

About iDeal Construction CRM

iDeal Construction CRM is an Sales Management & CRM software that helps construction companies & sales teams win more work.

iDeal Construction CRM software is a sales management tool specifically built for construction by construction contractors, engineers and software specialists. As a result, IDeal Construction CRM is a solution that fits construction processes, terminology and fields straight out of box, without any customizations required.

Features of iDeal Construction CRM Include:

  • Construction sales teams find the software intuitive and easy to use.

  • Sales Pipeline Board - Monitor and manage opportunities and bid activity. Sending out bids on time is crucial to a construction sales team. You can’t win the job if you’re not in the race. Visualize all your bids, opportunities, projects, or leads by stage. Customize stages to fit your sales and bidding process. Each sales rep, estimator, or exec can customize the view of their sales pipeline.

  • Construction Proposal Software - Create professionally designed proposals in minutes. Choose from hundreds of available templates or build your own. Send & track proposals from one system.

  • Manage Opportunities with Multiple Bi...

dders - One of the most important differentiators between iDeal Constriction CRM and others is the ability to bid multiple clients for one job. With iDeal Construction CRM, you can enter 1 opportunity in the system and attach 5 clients to it. - Manage Leads, Clients, and Contacts in one place - Centralize all leads, clients, and contacts. Detailed company and contact pages with open bids, proposals, and follow-ups. - Construction Reporting and Quota Tracking - Construction reporting is a must-have feature of a sales system tailored to construction. iDeal Construction CRM provides a variety of reports to keep your sales team on track to achieving their goals. Understand your sales performance. Identify opportunities to improve problematic areas that need to be addressed. See who are your best performing clients, or salespeople. - Sales Calendar - Bid, follow-up, task, meeting and event calendar in one place help entire organization best manage all sales activities. - Follow-up Automation Tool - Easily send multiple follow-up emails. iDeal offers pre-designed follow-up emails and a follow-up tool that allows you follow-up on multiple jobs in minutes. You can send follow-up emails to multiple contacts at once. It even groups multiple jobs in one email! - Fast Onboarding - iDeal’s fast CRM onboarding process is attributed to the fact that the system is built by construction professionals for construction companies.

iDeal Construction CRM Screenshots

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iDeal Construction CRM Pricing and Plans

Starting price: $35.00 per month
Free Trial
Free Version

Basic

$35.00

per user, per month

No plan information available

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    iDeal Construction CRM Features

    • Popular features found in Construction CRM
      Contract/License Management
      Document Management
      Project Management
      Project Tracking
      Quotes/Estimates
      Reporting/Analytics
      Sales Approval
      Sales Pipeline Management
      Scheduling
      Task Management
    • More features of iDeal Construction CRM
      Activity Tracking
      Alerts/Notifications
      Bid Management
      Calendar Management
      Calendar/Reminder System
      Change Order Management
      Client Tracking
      Communication Management
      Contact Management
      Customizable Fields
      Customizable Reports
      Customizable Templates
      Data Import/Export
      Document Storage
      Drag & Drop
      Email Management
      Email Marketing
      Email Templates
      Estimating
      For AEC Industry
      Forecasting
      Job Costing
      Lead Management
      Reminders
      Sales Reports
      Territory Management
      Third-Party Integrations

    iDeal Construction CRM Integrations

    Microsoft Outlook
    Microsoft Outlook
    Gmail
    Gmail

    iDeal Construction CRM User Reviews

    Overall Rating

    4.9

    Ratings Breakdown

    5

    88%

    4

    13%

    3

    0%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    5.0

    Value for money

    5.0

    Customer support

    5.0

    Functionality

    4.9

    Have you used iDeal Construction CRM and would like to share your experience with others?

    MW

    Micheal W.

    Verified reviewer

    Construction

    11-50 employees

    Used daily for less than 2 years

    Review source

    Reviewed July 2022

    IdealCRM the Best of the Best

    5

    Best Service and product I have ever used.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    I love the proposal and quotes section, I use this option for my construction business.
    Cons:
    I am sorry to say, I have not found something I dislike about their service.

    Reasons for switching to iDeal Construction CRM

    IdealCRM was cheaper, easier to use and any time I had an issue, it was solved promptly. They also accepted feature requests I had and implemented them into their software. I was amazed at the level of customer service they provide to their customers.

    Vendor Response

    Wow Micheal! Thank you for sharing this amazing review of iDeal Construction CRM!

    Replied July 2022

    Read More

    HP

    Hunter P.

    Verified reviewer

    Construction

    2-10 employees

    Used daily for less than 12 months

    Review source

    Reviewed August 2022

    Best Construction CRM

    5

    Overall, I wish I had found this CRM software 5 years ago. It has really changed the way my firm runs it's sales.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Easy to use, very intuitive, tons of customization and it really streamlines a lot of the more monotonous tasks with sales. Really like how opportunities are inputed by particular projects.
    Cons:
    Haven't really run into any cons. If there has been any road bumps iDeal has been quick to address them and resolve them.

    Reasons for choosing iDeal Construction CRM

    It is the best solution for project tracking and sales pipelines in construction.

    Reasons for switching to iDeal Construction CRM

    Needed something more tailored to the construction industry.

    Vendor Response

    Thank you for taking the time to review iDeal Construction CRM!. We are delighted to hear our sales management solution helps your firm run its sales.

    Replied August 2022

    Read More

    ST

    Stephen T.

    Verified reviewer

    Construction

    201-500 employees

    Used weekly for less than 6 months

    Review source

    Reviewed August 2022

    iDeal CRM for Construction

    4

    We have a decentralized group of group leaders and estimators using different estimating systems and software platforms. iDeal CRM has become a great platform for creating transparency and a common source of truth for bid opportunities. We are in the process of working with iDeal CRM to develop a scheduling program to assign estimators to bids/proposals based on bid complexity, shared workloads for large bids, and due dates.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Intuitive lead and bid interface, great response from developers to customize for our business.
    Cons:
    Limited capability for assigning, developing, tracking, and reporting on customer development activities.

    Reasons for choosing iDeal Construction CRM

    Willingness to customize their software for our application at a very reasonable price.

    Read More

    FG

    Francisco G.

    Verified reviewer

    Construction

    11-50 employees

    Used daily for less than 2 years

    Review source

    Reviewed July 2022

    Proven to be the best CRM for construction after comparing with the top 10 in the market!

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    One-to-many relationship, great reporting and intuitive dashboard to manage all opportunities.
    Cons:
    Would like a mobile phone app for when I'm on the road.

    Reasons for choosing iDeal Construction CRM

    Unique features and competitive pricing.

    Reasons for switching to iDeal Construction CRM

    Does not provide core features needed right out of the box, extremely expensive when trying to customize.

    Vendor Response

    It's been a pleasure working with you and your company. Your input and feedback are very valuable to us.

    Replied July 2022

    Read More

    JB

    Jay B.

    Verified reviewer

    Construction

    11-50 employees

    Used daily for less than 2 years

    Review source

    Reviewed July 2022

    Jay Babra - VP

    5

    Following up with the clients on the bid projects and updating CRM, creates a good database for us to review and fix our numbers according to market.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Its very simple to use - anyone can be trained to use it, also can be customized as per your company needs. Reports and Follow up notes are essential, where as sending a follow up email is very simple.
    Cons:
    Nothing really is least liked, its a good software. And if you run into issues, customer support is excellent, who can fix the issues right away.

    Reasons for switching to iDeal Construction CRM

    CRM was more easy to us and detailed than compared to old software.

    Read More

    WY

    Wayne Y.

    Verified reviewer

    Public Safety

    11-50 employees

    Used daily for less than 2 years

    Review source

    Reviewed July 2022

    Does exactly what I need.

    5

    Very happy with this system. Makes my job easier.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Every part of this system is user friendly. Customer support is very good, few times issues happened they were fixed quickly. Any questions I have are also answered quickly.
    Cons:
    As I mentioned, this hits all marks for the tools I need in my day to day use.

    Vendor Response

    It's been a pleasure supporting you and your company. Thank you Wayne!

    Replied July 2022

    Read More

    IH

    Ioan H.

    Verified reviewer

    Construction

    51-200 employees

    Used daily for less than 12 months

    Review source

    Reviewed July 2022

    Great CRM platform for any size company

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Easy implementation. Ease of use. Data import. Reporting feature. Great graphics.
    Cons:
    There was nothing we did not like. There were some features / reports not available for our needs at the beginning, but iDeal team resolved all our requests.

    Vendor Response

    Thank you Ioan for you review. Your feedback is very valuable to us. We appreciate our collaboration and working with you and your company to improve the sales reporting part of our software.

    Replied July 2022

    Read More

    AR

    Anoop R.

    Verified reviewer

    Construction

    51-200 employees

    Used daily for less than 12 months

    Review source

    Reviewed July 2022

    Excellent

    5

    Excellent! The best in business

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Ease of use, excellent support from ideal and reliable database
    Cons:
    None, everything is perfect and can be customized

    Vendor Response

    Anoop, Thank you for sharing your amazing experience of iDeal Construction CRM!

    Replied July 2022

    Read More

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