About improveit 360

Improveit 360 is a web-based CRM and business management platform built for home residential remodelers, replacement contractors, and specialty contractors. The solution helps users manage leads, marketing, sales, jobs, scheduling, call center functionality, quoting, and reporting all in a centralized location. The improveit 360 system helps users track and manage every step of their relationships, schedule their team and automate communications. The application helps in increasing conversions in the sales cycle and keep leads in the sale funnel until the customer buys the leads. The software manages projects from contract to completion.

Improveit 360 provides business intelligence and reporting tools to make personalized role-based company dashboards. The sy...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8

12 Reviews of improveit 360

Average User Ratings

Overall

3.46 / 5 stars

Ease-of-use

3.0

Value for money

2.5

Customer support

3.5

Functionality

4.0

Ratings Snapshot

5 stars

(2)

2

4 stars

(5)

5

3 stars

(2)

2

2 stars

(2)

2

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 12 results

July 2015

Skipper from Direct Build

Industry: Design

Time Used: More than 2 years


Ease-of-use

4.5

Customer support

5.0

Functionality

5.0

July 2015

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

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 up, make it a lot easier and faster to lead your company into a competitive and ever changing environment. You are only as good as you people and you information flow. Something else that makes this product so great is their customer service staff. They really make us feel like there is no stupid question. I don't hesitate to call and they don't hesitate to help in every way they can. A truly remarkable staff!

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.

July 2015

Andre from Direct Build

Industry: Design

Time Used: More than 2 years


Ease-of-use

5.0

Customer support

5.0

Functionality

4.5

July 2015

Solid CRM with Salesforce Platform

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" screen. 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. Not major issues, just little bugs that need addressing. On the functionality comment, it would be nice if adding appointments, prospects, etc were possible on the app without having to go to the full site on a mobile device.

October 2020

Joseph from Roof Right Inc.

Company Size: 11-50 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

2.0

Functionality

5.0

October 2020

Great front end but lacking in the backend

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.

January 2019

Mellissa from BLEECHERS

Verified Reviewer

Company Size: 51-200 employees

Industry: Marketing and Advertising

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

2.0

Customer support

2.0

Functionality

3.0

January 2019

Good Software, Not so good support

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.

February 2017

Jessica from Benchmark Painting & Carpentry Inc

Company Size: 11-50 employees

Industry: Glass, Ceramics & Concrete

Time Used: Less than 6 months


Ease-of-use

2.0

Value for money

2.0

Customer support

2.0

Functionality

3.0

February 2017

Improvit 360

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.