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improveit 360

The leading CRM for remodelers, replacement contractors, and specialty contractors.

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Overview

improveit 360 is a comprehensive business management platform designed for large remodelers, replacement contractors, and specialty contractors. Built on the Salesforce platform, it offers robust and scalable tools for managing sales, marketing, and operations. The system helps businesses control the entire customer lifecycle, from lead generation and appointment setting to project management and reporting.

✨ Key Features

  • Lead & Sales Management
  • Appointment Scheduling & Call Center Management
  • Quoting & Project Estimation
  • Project & Production Management
  • Marketing Automation
  • Advanced Reporting & Dashboards
  • Mobile App for Sales Reps

🎯 Key Differentiators

  • Built on the powerful and scalable Salesforce platform
  • Advanced customization and reporting capabilities
  • Enterprise-grade security and reliability

Unique Value: Leverages the power of Salesforce to provide a highly customizable and scalable business management solution for contractors.

🎯 Use Cases (3)

Business management for large residential remodeling companies CRM for replacement contractors (windows, roofing, siding) Managing complex sales and production workflows

✅ Best For

  • Running a call center for appointment setting and lead qualification.
  • Managing a large team of in-home sales representatives.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Small contractors or sole proprietors
  • Commercial construction companies

🏆 Alternatives

MarketSharp Leap JobProgress

Offers significantly more power, customization, and scalability than non-platform-based CRMs.

💻 Platforms

Web iOS Android

✅ Offline Mode Available

🔌 Integrations

QuickBooks Salesforce AppExchange GuildQuality DocuSign

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Custom tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ Built on Salesforce Platform with its associated compliance (SOC, ISO, etc.)

💰 Pricing

Contact for pricing
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