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 system is scalable and can be customized and integrated with other popular applications. The tool automates regular processes to eliminate repetitive and manual tasks. All the data is housed on secure servers and can be downloaded at any time. The software allows users to give remote role-based information and access to any team member.
Supported Operating Systems(s):
Mac OS, Web browser (OS agnostic), Windows 8
8 Reviews of improveit 360
Andre Hames from Direct Build Specialty: Design
7/29/2015
7/29/2015
Solid CRM with Salesforce Platform
Ease of Use
Ease of Use
Functionality
Functionality
Support
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.
Advice to Others
We looked at a lot of different options, and 360 is definitely a solid one. The thing to keep in mind is to think about your daily business practice. Some features are more work than benefit, depending on your specific business. If you are looking for a CRM and have not had one in the past, my recommendation is to keep it simple and user friendly...features are great, but be realistic with yourself in time investment if you don't have dedicated staff to manage these tasks in your business. If you have questions, talk to the people at 360 - one of their best assets is their people...fantastic customer service, always available and you can tell they actually care about helping with whatever you need.
Skipper Woodham from Direct Build Specialty: Design
7/14/2015
7/14/2015
It has given me back 2 to 3 hour of my day back!
Ease of Use
Ease of Use
Functionality
Functionality
Support
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.
Advice to Others
Try it, grow with it and trust it. If you use it, it can save you hours a day. You can't make more hour a day but you can save them and reuse them to be more productive!
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