CRM

Securely Organize + Store Customer Data

It’s time to ditch the old file system and bring all your customer information into one place.

Data Privacy + Security

All Ideal™ accounts are HIPAA compliance enabled. Our software and hardware complies with all the stipulations under HIPAA Title II. In addition, Ideal™ is hosted on Google Cloud Platform, and is SOC 2, ISAE 3402 Type II Compliant. Our platform uses industry standard mandatory two-factor authentication for all employees and users of the platform.

HIPAA Compliant

Our software and hardware complies with all the stipulations under HIPAA Title II.

Two-Factor Authentication

All accounts have mandatory two-factor authentication enabled to ensure your data stays secure.

Access Levels

Admins can assign various levels of access within Ideal™ to help keep sensitive data secure.

Feature Spotlight

Custom Fields

Tailor your CRM by creating custom fields to capture information unique to your business or industry.

With the check of a box in the Additional Information section of the CRM, you can easily see any custom fields that have been filled in. Think information on their upcoming appointment, form or survey responses, pdf uploads, photos, and more!

Improve Organization + Outreach

The Ideal™ CRM allows you to segment your customer list through tags and smart lists. Automations can fire off specific events (like emails, text alerts, etc.) to certain lists or tagged individuals. This way you can easily communicate to just part of your audience. This comes in handy when you're marketing products or services to a specific subsection of your audience.

All Your Data, All In One Place

Let's face it: most businesses have an outdated or disorganized file system. Whether that means stacks of files in a cabinet or way too many folders on your desktop, it's time to bring everything into one place.

Track Appointments

Easily see your customer's next appointment from inside the CRM. We integrate with third-party booking platforms as well!

View Customer Journey

Use the Activity panel in the CRM to view your customer's journey from specific pages visited on your website to forms filled out and more!

More Features

We get it, this software does a LOT! But then again, so do you. Let's help you get your business back on track and better than ever with our suite of back office tools to help you go further, faster.

CRM

Customer Relationship Management Database

Conversations

Omni channel communications platform

Opportunities

Project and sales management pipelines

Memberships

Build and sell courses + workshops

Calendars

Book, sync, and schedule your meetings

Payments

Recurring payments, invoicing, + text-to-pay

Automation

Build seamless, automated workflows

Marketing

Email marketing, social media planner, + more

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