improveit360 review
A broad contractor CRM connecting sales, projects, payments, marketing, and field work.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
improveit360 is a cloud CRM and business-management platform for remodeling, home improvement, and other contractor businesses. It is designed for residential contractors that need to connect lead management with appointments, sales, quoting, project scheduling, payments, marketing automation, and mobile field work. The platform supports web, iOS, and Android access, with tools for lead entry, quotes, photos, documents, appointments, and payment collection. Its scope also suits companies managing multiple teams, locations, and operational workflows.
The product’s strongest angle is its coverage across the contractor customer and project lifecycle. Lead capture and management feed into multi-stage workflows, automated tasking, appointment calendars, sales tools, proposals, and project schedules with task dependencies. Online invoicing and payment collection extend the workflow beyond the sale, while custom reports and dashboards provide operational visibility. Lifecycle email and marketing automation add a retention and follow-up layer. Bid opportunity tracking, custom fields, and advanced pipeline customization further support teams with varied sales processes.
Ecosystem fit is another important consideration. improveit360 is built on Salesforce and includes Salesforce AppExchange access, alongside integrations such as PandaDoc, Company Cam, Calendly, RingCentral, Five9, QuickBooks via DBSync, and contractor-focused services including EverConnect and SalesPro (Leap). Pricing uses a contact-sales model, so buyers should expect a sales-led evaluation rather than selecting from published plans. Contractors seeking one system for sales-to-project operations should consider improveit360; businesses wanting a narrower, simpler tool or transparent self-serve plan selection may prefer an alternative.
improveit360 pros and cons
- Where it wins
- Covers lead capture, sales, quoting, projects, payments, and marketing automation
- Advanced workflows, tasking, pipeline customization, and project dependencies
- Web, iOS, and Android access with field tools and many integrations
- Where it doesn't
- Pricing requires contacting sales and does not show published plans or prices
- The broad feature set may exceed the needs of narrowly focused contractors
- Salesforce-based features may require planning for ecosystem fit
improveit360 fact sheet, pricing and score →
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