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improveit 360

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All-in-one CRM for home improvement businesses

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improveit 360 Features

Features Summary

Functionality

3.9

/5

19

Total features

39

8 categories

improveit 360 features

Accounting Integration
Alerts/Notifications
Bid Management
Billing & Invoicing
Budget Tracking
CRM
Calendar Management
Contract/License Management

Common features of Business Management software

API
Access Controls/Permissions
Accounting
Activity Dashboard
Activity Tracking
Billing & Invoicing
CRM
Calendar Management

Price starts from

125

Per month

Per Feature

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

3.9

/5

19

Price starts from

125

Per month

learn more

Total Features

39

Unique features

  • Order Management

  • Employee Management

  • Purchasing & Receiving

  • Marketing Automation

Functionality

4.3

/5

2.7K

Price starts from

ic-pricetag

No pricing info

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Total Features

157

Features in Common

27

Unique features

  • Approval Process Control

  • Data Import/Export

  • Production Cost Tracking

  • Forms Creation & Design

Functionality

4.2

/5

1.6K

Price starts from

499

Per month

learn more

Total Features

146

Features in Common

28

Unique features

  • Budget Management

  • File Sharing

  • Project Templates

  • Mobile Signature Capture

Common improveit 360 comparisons

improveit 360 logo
Houzz Pro logo
improveit 360vsHouzz Pro

Reviewers who mentioned features said:

GP
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GREGORY P.

Construction, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A must have for the home improvement company, i360 organizes every aspect of your business.

Reviewed 3 years ago
Pros

Everyone has heard of Salesforce, as it is the biggest CRM in the arena and still growing. Improveit 360 is built on Salesforce so it has all the powerful features that come with, and much much more. They really thought of everything when designing the product for the residential home improvement space. If for some reason you don't have a feature or field that you require, you simply create it with the highly customizable tools of Salesforce. Our company couldn't survive without it!

Cons

There is a learning curve you need to wrestle with before you really understand how the entire structure of the data works. If you aren't used to object-based data and relational data you might have a hard time getting the hang of the importance of how the topology was designed. Fortunately there are massive sections of help documentation and more Youtube videos than you can ever watch on the subject.

AH
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Andre H.

Design,

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Solid CRM with Salesforce Platform

Reviewed 9 years ago
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. However, the best thing about 360 by far is the people. They are active in customer feedback for continuing to improve, you can get a hold of them on the phone easily, and when you need help the person you speak with really seems to care about helping you and has a positive attitude.

Cons

The mobile app has bugs that need to be worked out and features/functionality that need to be added. For instance, if you go into "Schedule" then select an "Appointment", then pull up the "Phone Number" to make a call while on the road. Then when you go back to your app (after making the call), the app will go back to the "Appointment" screen, but locks up if you try to go back to the "Appointment"...

jW
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jason W.

Construction, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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Simple Implementation Gone Wrong

Reviewed 5 years ago

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). The delays mounted and I had to pay my monthly fees while we waited on implementation. When they finally said "we can't do this" I was deep in the hole. My sales rep and...

Pros

In theory, the system should allow one to grow their business. Many easy tie ins to 3rd party software solutions and features. System is based on Safeforce. It should have been an easy transition coming from another cloud based CRM (now a sister company of I360).

Cons

It never worked for us. We had a simple conversion using CSV data that went sideways. 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!) the conversion didn't work and a good chunk of our data couldn't make it over to ImproveIt. I also do not like their billing structure of paying per user, even if the user is just an asset that will never access the system. They've also changed to now bill at $125/hr customization and customer service, things that were previously included with the packages.

JA
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Joseph A.

Construction, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Great front end but lacking in the backend

Reviewed 4 years ago

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

You could not write off charges for financing fees. 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.

BL
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Brian L.

Construction, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Major Southeast Home Improvement Company

Reviewed 3 years ago

The support team is wonderful. They are prompt and most of the time can get problems or challenges resolved in a very short timeframe.

Pros

The fact that it was designed for contractors in the home improvement industry and has taken many of the factors that are critical to our business into account when designing it makes it very robust and able to work well.

Cons

It is overbuilt and doesn't allow the average user to really understand what is going on. The software requires someone with the knowledge of the business from start to finish as well as someone who has a knowledge of the technology driving it. Essentially it puts the GM or Owner in a position to drive and manage the CRM which is really inefficient.

MS
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Mellissa S.

Marketing and Advertising, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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Good Software, Not so good support

Reviewed 5 years ago

Streamlining customer service through the entire sales process, easily customized and detailed reports are easy to generate. Its great software, but once binded by contracts, users are left with slugglish support

Pros

Improveit 360 was great for running specific detailed reports for anything and everything possible. It is also capable of following a lead from the marketing team all the way through Sales. One source that everyone can access and streamline customer service from start to finish. Manage leads, quotes, calls, scheduling.. Every step os logged

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.

JR
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Jessica R.

Glass, Ceramics & Concrete, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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Improvit 360

Reviewed 7 years ago

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. You can have multiple market segments if you have multiple locations and they have a franchising option for royalty reporting on sub-businesses.

Cons

The program is bulky and not easy to use. The dashboard gave my team anxiety because it was so busy with unneeded options. Because it doesn't let you tie any function to a close without creating an additional marketing reminder to reach back out, this did not fit with our style of business. This lead to all team members getting bogged down on determining if a marketing app was legit or not. The support staff would take days to reply about issues and after a year of daily use, we were never able to use the mobile app to do anything except view contacts.and so we moved back to an earlier CRM we had used in the past, as the costs were also prohibitive.

CD
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Chad D.

Construction, 1-10 employees

Used other for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Contractors Sales Rep says "overall it's great"

Reviewed 6 years ago

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

i360, as we call it in the office is a very versatile and nimble Salesforce integration. it does a good job of managing appointments, keeping track of contacts with the customer and keeping all their info in one central location. We use it for quoting and the templates and products work well and afford us the ability to quickly get pricing for customers. As a sales rep, I am limited from the backend access but the office raves about the ability to manage projects and keep track of tasks. Its also nice that when I do make errors in my quoting or there is a question, the job manager can kick back tasks to me for me to handle with my 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.

CB
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Craig B.

Construction, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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ImproveIt 360

Reviewed 4 years ago

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. The process was very aggrevating and difficult to achieve exactly what we needed.

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Tamara C.

Construction, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Good for home improvement companies

Reviewed 5 years ago
Pros

This is an overlay of Salesforce repurposed for home improvements. It has effectively replaced our SQL server.

Cons

There are an enormous amount of customizations so some of the more important ones might be overlooked.

my
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mike y.

Construction, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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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

Reviewed 6 years ago

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 train everyone in the company and personalize our software. As of today the software is still not fit to our basic needs showing the sales amount...

Pros

No pros were added to this review

Cons

No cons were added to this review

SW
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Skipper W.

Design,

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed 9 years ago
Pros

It grows with me. Meaning as I starting using one aspect I find another tool that will help me be more productive. The more information I put into 360 the more information I get out and that helps me run reports I can use to help us make better day to day decisions. I have been using 360 for over 3 year and I am still finding way to improve information flow. Having accurate information to back you...

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.

Bs
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Blair s.

Building Materials, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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Improveit 360 is so so

Reviewed 3 years ago

Overall, there have been many frustrations. It feels like customer service is lacking, particularly with my account manager. It took me 8 months to get a simple leads by product category report created. If you are going to need assistance with creating reports, be prepared to wait a LONG time to get that executed. I do feel like when we decided to purchase this CRM system, we were made a lot of false promises about capabilities, such as texting. We were told we would be upgraded to i360 lightening and that has still not happened.

Pros

there are really strong capabilities for reporting.

Cons

customer service. I often email my account manager and never hear back.

GT
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Greg T.

Construction, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Nice and Solid

Reviewed 3 years ago

Our use has always been positive. The product can be configured and integrated with many systems and

Pros

Project Management, Integrations and support

Cons

Documents needed to be under 5G. We had lots of vendor catalogs that just won't fit

DB
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Danny B.

Construction, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Improveit 360 REVIEW

Reviewed 3 years ago

Very satisfied

Pros

Easy to use, and very helpful in managing several projects.

Cons

Creating reports and solving some technical issues can be difficult at times.

RH
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Robert H.

Construction,

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Customer Service 2nd to none!

Reviewed 9 years ago
Pros

Customer Service second to none. Always eager to help.

Cons

I have no complaints about this vendor at all. The software is based on Salesforce and it is fairly robust and therefore can be complicated. Improveit 360 has done a good job adapting it to our industry and that is all you can ask of a vendor.

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Harshada M.

Construction, 11-50 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Efficient & Customer Support

Reviewed 10 months ago
Pros

i like most about improveit 360 is its user friendly software , most helpful in project management, time management, professional growth , appointment scheduling and much more.

Cons

None of anything but in this software there are some technical issues we faced and also it required more customer supports and also about its price which is so high.