- CRM and Lead Management: Manage leads throughout the sales cycle and prevent duplicates, which ensures accurate tracking, automated activity logging, and seamless lead capture from web or email.
- Marketing and Communication: Deliver lifecycle emails and targeted call campaigns, which support two-way texting, call center integrations, and templates that keep customer engagement organized and effective.
- Appointment Scheduling: Provide filterable calendars with drag-and-drop tools and mobile sync, and send automated reminders that keep appointments on schedule for both staff and clients.
- Invoicing and Payments: Offer PCI-compliant online invoicing and multiple payment methods, which help contractors improve cash flow and give customers convenient, secure payment options.
- Project Management: Track job progress and costs with custom project templates, scheduling tools, and document storage, which keeps budgets under control and projects running smoothly.
- Reporting and Dashboards: Generate customizable reports and dashboards at personal, role-based, or company levels, and allows scheduled delivery that supports timely, informed business decisions.
- Mobile Sales Tools: Equip field staff with a mobile app for real-time updates, appointment results, and payment processing, which improves efficiency while working on the go.
ImproveIt 360
A cloud-based enterprise CRM for home improvement professionals used to manage leads, appointments, sales quoting, projects, marketing, and real‑time reporting.
Updated February 27, 2026
ImproveIt 360 Overview
ImproveIt 360 is a specialized CRM designed for home improvement and remodeling businesses. It provides an all-in-one platform to manage leads, appointments, quotes, projects, and marketing efforts.
With features like workflow automation, sales tracking, and real-time reporting, it helps contractors and service providers streamline operations, reduce errors, and improve customer relationships. The software is cloud-based, which ensures accessibility, scalability, and support for growing businesses in the service industry.
Key Features
Pricing
| Pricing Item | Details from improveit360.com |
|---|---|
| Public list pricing | Not published — Pricing requires filling out a form and contacting sales for custom quote. |
| Entry-level reference | “starting price: US $125/month” though not confirmed by vendor. |
| Payment processing add-on | For their payments module: Credit card rates 2.54% + $0.35 per transaction. |
| Contract details | Pricing is customized and depends on business size, modules, and features required. |
Official Pricing Page: https://www.improveit360.com/pricing/
Pros
| Competitor | Pros of ImproveIt 360 |
|---|---|
| Jobber | ImproveIt 360 provides more advanced CRM tools that combine lead tracking, automated communication, and marketing campaigns, which give businesses a broader view of their customer journey compared to Jobber’s lighter CRM. |
| ServiceTitan | ImproveIt 360 integrates sales, marketing, and project management into a single system designed for home improvement firms, which creates a smoother process from lead capture to project completion compared to ServiceTitan’s trade-specific focus. |
| JobProgress | ImproveIt 360 delivers stronger automation for lead management, customer communication, and reporting, which helps companies scale operations more effectively than JobProgress, which centers mainly on project tracking. |
| Unanet CRM | ImproveIt 360 offers home improvement businesses industry-tailored workflows, mobile tools, and lifecycle marketing features, which provide greater practicality for contractors compared to Unanet’s broader professional services approach. |
| Housecall Pro | ImproveIt 360 includes more detailed dashboards, enterprise-level reporting, and workflow automation, which allow businesses to handle larger sales teams and multiple projects more effectively than Housecall Pro’s entry-level structure. |
Cons
| Competitor | Cons of ImproveIt 360 |
|---|---|
| Jobber | Jobber has a simpler design and shorter learning curve, which makes it faster for small service businesses to set up and train staff compared to ImproveIt 360. |
| ServiceTitan | ServiceTitan offers deeper functionality for trades like HVAC, plumbing, and electrical work, which gives it an advantage for contractors in specialized industries compared to ImproveIt 360’s broader design. |
| JobProgress | JobProgress can feel easier to navigate for smaller firms, which makes it more appealing to teams that want quick setup without the complexity of ImproveIt 360. |
| Unanet CRM | Unanet provides advanced integrations and compliance features that suit government contractors and engineering firms, which ImproveIt 360 does not match because it is focused only on home improvement. |
| Housecall Pro | Housecall Pro offers lower upfront costs and straightforward pricing, which makes it more budget-friendly and accessible for startups compared to ImproveIt 360’s less transparent pricing model. |
Reviews
- G2 Review (Rating: 4.6/5): One reviewer called ImproveIt 360 “essential for any home improvement company” and highlighted the “calendar, scheduling, and rehash features” as exceptional. Another noted that it adapts Salesforce specifically for residential home improvement and even replaced their previous SQL server setup, while a sales professional praised the user interface for helping showcase products and close deals more effectively.
- Capterra Review (Rating: 3.7/5): The platform earns credit for being easy to use and very helpful when managing several projects at once, yet one reviewer struggled with creating reports and resolving certain technical issues.
- contractortalk.com Review: A contractor felt misled after a sales rep promised full Mac compatibility and a straightforward money‑back guarantee, then discovered limitations and a complicated refund process. Another user who runs ImproveIt 360 on Salesforce servers reported smooth browser-based access through Safari on an iPad, praised the auto-generation of online leads into the database, and recommended setting up online form to lead automation despite describing the sales team as high pressure.
