improveit 360

improveit 360 is a cloud-based customer relationship management system built specifically for home improvement and home services contractors. It was developed on the Salesforce platform to give contractors a solution that reflects the realities of in-home sales, such as lead sourcing from multiple marketing channels, appointment setting, sales presentations and job production. Generic CRMs often require significant customisation to handle these workflows, while spreadsheets and paper systems make it difficult to measure marketing return on investment or track projects after the sale. improveit 360 addresses this by providing an industry-specific data model and processes that connect marketing, sales, human resources and project management, allowing contractors to follow each customer from first enquiry through to installation and after-sales service, and to understand which campaigns and representatives generate profitable business rather than simply high lead volumes.

Key features include lead management with source tracking, call centre and appointment scheduling tools, sales pipeline management, proposal and contract support, and production management for scheduling installers and tracking job progress. Marketing analytics show cost per lead, cost per sale and return by campaign, while dashboards give owners and managers visibility into performance across branches and teams. Mobile access supports sales representatives working in customers’ homes, and integrations with lead providers, telephony, accounting systems and financing partners help reduce duplicate data entry. Because it is built on Salesforce, the platform benefits from its security, reliability and extensibility, and it is delivered entirely as a cloud service. Target customers include contractors selling windows, doors, siding, roofing, bathrooms, kitchens, solar installations and other home improvement products, particularly mid-sized and larger companies with dedicated marketing and sales teams. Pricing starts from around USD 125; this listing does not indicate a free trial, and there is no permanently free version.