improveit 360

What improveit 360 is

improveit 360 is built for the home improvement sales model: canvassing and show leads, appointment setting with confirmation calling, demo-to-sale tracking, financing paperwork, and then production handoff. The reporting is organised around set rate, demo rate, and close rate — the metrics replacement contractors actually manage.

What it does well

• Appointment setting and confirmation workflow
• Sales funnel metrics by setter and closer
• Financing and contract document handling
• Marketing source cost-per-sale reporting

Integrates with

QuickBooks · Financing providers · Lead sources

Integration lists change often and "integrates" can mean anything from a real two-way sync to a one-way push through Zapier. Ask the vendor which fields move, in which direction, and how often.

Before you commit

• If your reps will not update it in the truck, it is a reporting tool, not a CRM. Test it one-handed.
• Automated follow-up is the highest-ROI feature in this category. Check sequences can mix text, email, and call tasks.
• For recording tools, get written consent handling right — several states require all-party consent.
• Good-better-best presentation beats a single price nearly every time. Make sure options are easy to build.
• Check it reports close rate by rep and by lead source, or you cannot manage either.

How to judge it in a trial

Run one real job through it end to end — not the demo data. Quote it, schedule it, do it, invoice it, take the payment. Then ask the only question that matters on day 400: did the people who have to use this every day find it faster than what they do now? Friction you notice in week one compounds forever, and tool-hopping costs more than any feature gap.