iDeal CRM Pricing
Get Your Opportunities Organized. Automate Proposal Creation. Automate Follow-up Activities.
No Credit Card Required to Get Started. All plans are Cloud SaaS available anytime, anywhere.
FREE 1 USER
5 Active Opportunities At A Time
$0
Free for 5 Active Opportunities At A Time + Up to 25 Clients
no credit card required at registration
1 User
Fully-Functional Sales Management System Out-of-Box
Opportunity Management
Bid Management
Lead Management
Client & Contact Management
Proposal Software: Create, Send, Track Proposals/Estimates/Quotes
Follow-up Email Tool & Automation
Email Marketing: Send & Track Mass Email
Sales Reports
Bid & Follow-up Calendar
Basic Support
Optional: Setup Fee $250
Optional: Data Import $250 – $1,000
1 Training Session Included
Additional Training Sessions $250 Each
1 USER
Unlimited Opportunities & Proposals
$12
PER USER / PER MONTH
(after 30-day free trial)
no credit card required at registration
1 User
Fully-Functional Sales Management System Out-of-Box
Opportunity Management
Bid Management
Lead Management
Client & Contact Management
Proposal Software: Create, Send, Track Proposals/Estimates/Quotes
Follow-up Email Tool & Automation
Email Marketing: Send & Track Mass Email
Sales Reports
Bid & Follow-up Calendar
Basic Support
Optional: Setup Fee $250
Optional: Data Import $250 – $1,000
1 Training Session Included
Additional Training Sessions $250 Each
2-10 USERS
Unlimited Opportunities & Proposals
$35
PER USER / PER MONTH
(after 30-day free trial)
no credit card required at registration
2-10 Users
Fully-Functional Sales Management System Out-of-Box
Opportunity Management
Bid Management
Lead Management
Client & Contact Management
Proposal Software: Create, Send, Track Proposals/Estimates/Quotes
Follow-up Email Tool & Automation
Email Marketing: Send & Track Mass Email
Sales Reports
Bid & Follow-up Calendar
Support Included
Optional: Setup Fee $250
Optional: Data Import $250 – $1,000
2 Training Session Included
Additional Training Sessions $250 Each
11+ USERS
Unlimited Opportunities & Proposals
$30
PER USER / PER MONTH
(after 30-day free trial)
no credit card required at registration
11+ Users
Fully-Functional Sales Management System Out-of-Box
Opportunity Management
Bid Management
Lead Management
Client & Contact Management
Proposal Software: Create, Send, Track Proposals/Estimates/Quotes
Follow-up Email Tool & Automation
Email Marketing: Send & Track Mass Email
Sales Reports
Bid & Follow-up Calendar
Support Included
Optional: Setup Fee $250
Optional: Data Import $250 – $1,000
4 Training Session Included
Additional Training Sessions $250 Each
Select iDeal Construction CRM FAQs
Click here to view all iDeal CRM FAQs
How do I get started with iDeal CRM?
You get started absolutely free by registering an account, no credit card required. After you submit your registration form, your account is created, and you gain access to it immediately (60 seconds to be more exact).
Can I import data in iDeal CRM?
Yes, you can import contacts and clients from your Organization Profile. Click on the round ‘user’ icon at the top right and select Organization. Go to Data Imports. Download the Excel templates provided on that page. You can upload your Excel sheets from this page when ready.
Can I add multiple clients per opportunity?
Absolutely. You can add multiple clients per opportunity. For example, let’s say Metropolis is a new building. You enter Metropolis as an opportunity and then you add all the clients you are bidding for it. Each client can have their own bid due date and follow-up date. It is all tracked from one opportunity.
Is the sales pipeline customizable?
Yes, you can customize your sales pipeline. When you register your account, you will see that iDeal CRM comes set up with an initial pipeline that matches the sales process at most construction companies. You can add or remove pipeline stages from the Organization Profile at any time.
Does iDeal have a Proposal Generator?
iDeal CRM is equipped with 2 Construction Proposal Generators. A Word-like generator that is a great tool for companies who have longer proposals with a lot of text. An HTML generator that is more flexible in terms of graphics and allows users to generate proposals that are a bit more creative. Both generators come with a variety of pre-designed templates.
Can I connect my email to iDeal CRM?
Yes, you can connect your work or personal email to iDeal and we encourage you to do so, so all emails you send from the iDeal system go out from your email. If you choose to do so, please note that iDeal doesn’t have access to your Inbox. The connection is solely used for sending emails from the application.
Can I export my data from iDeal CRM?
Any time. There are export buttons for opportunities, contacts, clients, and all reports. You can download all your data any time you want or need to. You can also schedule a weekly day and time for us to deliver a data export to you via email. The export is a ZIP folder with Excel files.
Is my data secure?
Yes, your data is 100% secure. Our software and infrastructure are regularly updated with the latest security patches. Additionally, our cloud software is hosted on the latest and most secure AWS servers. Nobody but you and the users in your organization have access to your data.