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description: Review of iDeal Construction CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
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title: iDeal Construction CRM | Reviews, Pricing & Demos - SoftwareAdvice IE
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# iDeal Construction CRM

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> iDeal Construction CRM is an Sales Management \&amp; CRM software that helps construction companies \&amp; sales teams win more work.&#10;&#10;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.&#10;&#10;Features of iDeal Construction CRM Include:&#10;&#10;- Construction sales teams find the software intuitive and easy to use.&#10;&#10;- 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.&#10;&#10;- Construction Proposal Software - Create professionally designed proposals in minutes. Choose from hundreds of available templates or build your own. Send \&amp; track proposals from one system.&#10;&#10;- Manage Opportunities with Multiple Bidders - 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. &#10;&#10;- 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.&#10;&#10;- 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.&#10;&#10;- Sales Calendar - Bid, follow-up, task, meeting and event  calendar in one place help entire organization best manage all sales activities.&#10;&#10;- 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\!&#10;&#10;- Fast Onboarding - iDeal’s fast CRM onboarding process is attributed to the fact that the system is built by construction professionals for construction companies.
> 
> Verdict: Rated **4.9/5** by 8 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.9/5** | 8 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 4.9/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: Ideal Software Group
- **Location**: St. Charles, US

## Commercial Context

- **Starting Price**: US$35.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: 1-user - $12.00/month&#10;2-10 users - $35.00/month&#10;11+ users - $30.00/month&#10;&#10;Optional: Setup Fee $250&#10;&#10;Optional: Data Imports $250 – $1,000&#10;&#10;1 or 2 Training Session Included&#10;&#10;Additional Training Sessions $250 Each
- **Target Audience**: 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop)
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- Activity Tracking
- Alerts/Notifications
- Bid Management
- Calendar Management
- Calendar/Reminder System
- Change Order Management
- Client Tracking
- Communication Management
- Contact Management
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Estimating

## Integrations (2 total)

- Gmail
- Microsoft Outlook

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [CRM Systems](https://www.softwareadvice.ie/directory/4153/crm/software)

## Related Categories

- [CRM Systems](https://www.softwareadvice.ie/directory/4153/crm/software)
- [Construction CRM Software](https://www.softwareadvice.ie/directory/153/homebuilder-crm-software/software)

## Alternatives

1. [JobTread](https://www.softwareadvice.ie/software/259533/jobtread) — 4.9/5 (141 reviews)
2. [Builder Prime](https://www.softwareadvice.ie/software/35947/builderprime) — 4.7/5 (89 reviews)
3. [Contractor Foreman](https://www.softwareadvice.ie/software/51221/contractor-foreman) — 4.5/5 (815 reviews)
4. [AccuLynx](https://www.softwareadvice.ie/software/66669/exactlogix-acculynx) — 4.6/5 (804 reviews)
5. [Jobber](https://www.softwareadvice.ie/software/3660/jobber-lawncare) — 4.6/5 (1420 reviews)

## Reviews

### "IdealCRM the Best of the Best" — 5.0/5

> **Micheal** | *7 July 2022* | Construction | Recommendation rating: 10.0/10
> 
> **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.
> 
> Best Service and product I have ever used.

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### "Best Construction CRM" — 5.0/5

> **Hunter** | *4 August 2022* | Construction | Recommendation rating: 10.0/10
> 
> **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.
> 
> Overall, I wish I had found this CRM software 5 years ago. It has really changed the way my firm runs it's sales.

-----

### "iDeal CRM for Construction" — 4.0/5

> **Stephen** | *24 August 2022* | Construction | Recommendation rating: 9.0/10
> 
> **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.
> 
> 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.

-----

### "Proven to be the best CRM for construction after comparing with the top 10 in the market\!" — 5.0/5

> **Francisco** | *27 July 2022* | Construction | Recommendation rating: 10.0/10
> 
> **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.

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### "Jay Babra - VP" — 5.0/5

> **Jay** | *28 July 2022* | Construction | Recommendation rating: 10.0/10
> 
> **Pros**: Its very simple to use - anyone can be trained to use it, also can be customized as per your company needs.&#10;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.&#10;And if you run into issues, customer support is excellent, who can fix the issues right away.
> 
> 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.

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/255989/ideal-crm)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/crm/ideal-crm-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/255989/ideal-crm> |
| en-GB | <https://www.softwareadvice.co.uk/software/255989/ideal-crm> |
| en-IE | <https://www.softwareadvice.ie/software/255989/ideal-crm> |
| en-NZ | <https://www.softwareadvice.co.nz/software/255989/ideal-crm> |

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