improveit 360 Features

improveit 360

All-in-one CRM for home improvement businesses

3.46/5 (12 reviews)

improveit 360 Feature Summary

  • Accounting
  • Budget Tracking/Job Costing
  • CRM
  • Client Communication
  • Contractors
  • Customer Management
  • Daily Logs
  • Duplicate Lead Prevention
  • Purchasing
  • Residential
  • Strategy Mapping

Competitor Feature Comparison

Accounting Integration
Activity Management
Appointment Management
Automatic Notifications
Bid Management
Billing & Invoicing
Business Intelligence
CRM Integration
Calendar Management
Call Tracking
Contract Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Document Templates
Drag & Drop Interface
Email Marketing Management
Employee Management
Estimating
Financial Management
Inventory Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Management
Lead Nurturing
Order Management
Pipeline Management
Production Tracking
Project Estimating
Project Management
Project Planning
Project Tracking
Project Workflow
Projections
Prospecting Tools
Purchase Order Management
Quote Management
Real Time Monitoring
Real Time Reporting
Real Time Updates
SMS Marketing Managment
Sales Tracking
Scheduled Reporting
Strategic Planning
Task Scheduling
Time & Expense Tracking
Vendor Management
eCommerce Management
Learn moreCompare App
Accounting Integration
Activity Management
Appointment Management
Automatic Notifications
Bid Management
Billing & Invoicing
Business Intelligence
CRM Integration
Calendar Management
Call Tracking
Contract Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Document Templates
Drag & Drop Interface
Email Marketing Management
Employee Management
Estimating
Financial Management
Inventory Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Management
Lead Nurturing
Order Management
Pipeline Management
Production Tracking
Project Estimating
Project Management
Project Planning
Project Tracking
Project Workflow
Projections
Prospecting Tools
Purchase Order Management
Quote Management
Real Time Monitoring
Real Time Reporting
Real Time Updates
SMS Marketing Managment
Sales Tracking
Scheduled Reporting
Strategic Planning
Task Scheduling
Time & Expense Tracking
Vendor Management
eCommerce Management
Visit WebsiteCompare App
Accounting Integration
Activity Management
Appointment Management
Automatic Notifications
Bid Management
Billing & Invoicing
Business Intelligence
CRM Integration
Calendar Management
Call Tracking
Contract Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Document Templates
Drag & Drop Interface
Email Marketing Management
Employee Management
Estimating
Financial Management
Inventory Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Management
Lead Nurturing
Order Management
Pipeline Management
Production Tracking
Project Estimating
Project Management
Project Planning
Project Tracking
Project Workflow
Projections
Prospecting Tools
Purchase Order Management
Quote Management
Real Time Monitoring
Real Time Reporting
Real Time Updates
SMS Marketing Managment
Sales Tracking
Scheduled Reporting
Strategic Planning
Task Scheduling
Time & Expense Tracking
Vendor Management
eCommerce Management
Visit WebsiteCompare App

Mobile apps

iOS App


8 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


10 reviews

improveit 360 Feature Reviews

11 reviewers had the following to say about improveit 360's features:

Andre Hames

Solid CRM with Salesforce Platform

2015-07-29

Pros

I like the level of detail in reporting options, sources, etc ; very comprehensive coverage of the data storage needs for customer resource management in the industry.

Cons

Another scenario - if you go into "Schedule", then go forward or backward "Next Seven Days" or "Previous Seven Days", then select an "Appointment" but don't go any further than that...then when you go back to "Schedule", it loses track of where you were last in "Schedule" and brings you back to the current week.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

9/10

Recommendations to others considering improveit 360

We looked at a lot of different options, and 360 is definitely a solid one. The thing to keep in mind is to think about your daily business practice. Some features are more work than benefit, depending on your specific business. If you are looking for a CRM and have not had one in the past, my recommendation is to keep it simple and user friendly...features are great, but be realistic with yourself in time investment if you don't have dedicated staff to manage these tasks in your business. If you have questions, talk to the people at 360 - one of their best assets is their people...fantastic customer service, always available and you can tell they actually care about helping with whatever you need.

Source: Software Advice
Helpful?   Yes   No
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Jessica Rinson

Improvit 360

2017-02-02

Improveit is a Salesforce platform offering the full community that Salesforce provides. The options are endless and the automated reminders can help you to keep all your team on task.

Pros

The estimating software is built right into the program, allowing for instant access to all proposals.

Cons

The program is bulky and not easy to use. The dashboard gave my team anxiety because it was so busy with unneeded options.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

3/10

Recommendations to others considering improveit 360

It's hard to determine if all the bells and whistles are what you really need when determining a CRM that will provide the best coverage for your team. I360 is a big Cadillac but sometimes you need the work truck to be competitive.

Source: Software Advice
Helpful?   Yes   No
Read more
Chad Darnell

Contractors Sales Rep says "overall it's great"

2017-12-19

Overall it a very complicated but well thought out use of Salesforce. It's very important you take all the training, even if you are familiar with Salesforce, so you can maximize the abilities built into the program. Plan on a steep learning curve to be comfortable with everything.

Pros

We use it for quoting and the templates and products work well and afford us the ability to quickly get pricing for customers.

Cons

It is pretty limited with it's follow up options for the sales reps once a sale has been made. The HTML emails look terrible, so I send everything in plain text.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
jason Weinstein

Simple Implementation Gone Wrong

2019-10-28

Coming from another cloud-based CRM, it was supposed to be an easy transition, however, we could only move one email and two phone numbers per contact and lost the tags for the phone number (Home, office, cell, husband's cell, etc).

Pros

Many easy tie ins to 3rd party software solutions and features.

Cons

After 4 months of building the system, customizing our features and documents and 2 weeks of double entry in our office (and reverting to paper!)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Software Advice
Helpful?   Yes   No
Read more
Mellissa Syring

Good Software, Not so good support

2019-01-23

Streamlining customer service through the entire sales process, easily customized and detailed reports are easy to generate.

Pros

Improveit 360 was great for running specific detailed reports for anything and everything possible.

Cons

Lots of hang ups and crashes and i would would often run into glitches or loops in the software that just didnt do what it should. Support is exasperating, the contracts are lengthy and binding, zero forgiveness is offered, nor apology for problems. Ive honestly had better luck learning and troubleshooting from forums and other users online.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
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Craig Blair

ImproveIt 360

2020-02-07

It did help us to automate our processes, but in the end, the user interface was too scattered and unorganized for our staff to use effectively.

Pros

Very many options to customize the product to fit your industry needs. We like how it forced our sales staff to keep following up with the prospect.

Cons

Not easy to figure out how to customize the product.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
mike yarom

We purchased software for our company about 6 months ago. They told us the software would be adjusted to fit our specific needs with a personal account manager. Based on this information we paid additional money to fly our account manager to California to

2018-01-24

It was also stated from our "account manager" that each project manager we have would have access to see all current sales, open invoices, and customer information on each open job they have personally.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Software Advice
Helpful?   Yes   No
Read more
Skipper Woodham

It has given me back 2 to 3 hour of my day back!

2015-07-14

Pros

Having accurate information to back you up, make it a lot easier and faster to lead your company into a competitive and ever changing environment.

Cons

As of now I can't say anything negative about this product or the people that represent it. There has only been a couple of items I have as for that were not available at the time, but they always helped me work around them.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering improveit 360

Try it, grow with it and trust it. If you use it, it can save you hours a day. You can't make more hour a day but you can save them and reuse them to be more productive!

Source: Software Advice
Helpful?   Yes   No
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Jim Driedger

impoveit 360 review

2016-04-19

Pros

support has been good, however we seem to need a lot of it - it does what a CRM needs to do

Cons

too complicated to make basic changes ourselves - it should have more editable pick lists

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

2/10

Recommendations to others considering improveit 360

Find a program that is easier to navigate too much information doesn't carry forward.

Source: Software Advice
Helpful?   Yes   No
Read more
Robert Hames

Customer Service 2nd to none!

2015-07-16

Pros

Customer Service second to none. Always eager to help.

Cons

Improveit 360 has done a good job adapting it to our industry and that is all you can ask of a vendor.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering improveit 360

Investigate how long it takes to get a response when you have a need or question. When you are integrated in a CRM product like this it is imperitive that you can get service instantly, not wait hours for a call back. This is where improvit 360 really shines.

Source: Software Advice
Helpful?   Yes   No
Read more
Joseph Anderson

Great front end but lacking in the backend

2020-10-29

The customer service started out world class and completely went the other direction as they grew.

Pros

The calendar, scheduling, rehash functionality were terrific

Cons

If we had a 10k sale and a 5.5% dealer fee, we would have to change the total sale amount which causes a host of issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more