Over improveit 360
Cloud-based contractor CRM that allows home services businesses to manage leads, sales, marketing, human resources, and projects.
We use it for quoting and the templates and products work well and afford us the ability to quickly get pricing for customers.
The program is bulky and not easy to use. The dashboard gave my team anxiety because it was so busy with unneeded options.
Reviews filteren (18)
A must have for the home improvement company, i360 organizes every aspect of your business.
Everyone has heard of Salesforce, as it is the biggest CRM in the arena and still growing. Improveit 360 is built on Salesforce so it has all the powerful features that come with, and much much more. They really thought of everything when designing the product for the residential home improvement space. If for some reason you don't have a feature or field that you require, you simply create it with the highly customizable tools of Salesforce. Our company couldn't survive without it!
There is a learning curve you need to wrestle with before you really understand how the entire structure of the data works. If you aren't used to object-based data and relational data you might have a hard time getting the hang of the importance of how the topology was designed. Fortunately there are massive sections of help documentation and more Youtube videos than you can ever watch on the subject.
Solid CRM with Salesforce Platform
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.
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.
Good Software, Not so good support
Opmerkingen: 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
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
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.
Great front end but lacking in the backend
Opmerkingen: The customer service started out world class and completely went the other direction as they grew.
The calendar, scheduling, rehash functionality were terrific
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.
It has given me back 2 to 3 hour of my day back!
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!
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.
Simple Implementation Gone Wrong
Coming from another cloud-based CRM, it was supposed to be an easy transition, however, we could only move one email and two phone numbers per contact and lost the tags for the phone number (Home, office, cell, husband's cell, etc). The delays mounted and I had to pay my monthly fees while we waited on implementation. When they finally said "we can't do this" I was deep in the hole. My sales rep and his manager left the company and the relationship just fell apart as no one took ownership of my problem.
After several years, I was able to be made whole for the money we committed to the implementation. We have plenty of colleagues that use the I360 platform and have had great results. There is a new sales team in place at I360 and I've been told they've fixed their conversion issues. Because they eventually did the right thing, I would consider trying it again but I've learned a lot from this experience.
In theory, the system should allow one to grow their business. Many easy tie ins to 3rd party software solutions and features. System is based on Safeforce. It should have been an easy transition coming from another cloud based CRM (now a sister company of I360).
It never worked for us. We had a simple conversion using CSV data that went sideways. After 4 months of building the system, customizing our features and documents and 2 weeks of double entry in our office (and reverting to paper!) the conversion didn't work and a good chunk of our data couldn't make it over to ImproveIt. I also do not like their billing structure of paying per user, even if the user is just an asset that will never access the system. They've also changed to now bill at $125/hr customization and customer service, things that were previously included with the packages.
Major Southeast Home Improvement Company
Opmerkingen: The support team is wonderful. They are prompt and most of the time can get problems or challenges resolved in a very short timeframe.
The fact that it was designed for contractors in the home improvement industry and has taken many of the factors that are critical to our business into account when designing it makes it very robust and able to work well.
It is overbuilt and doesn't allow the average user to really understand what is going on. The software requires someone with the knowledge of the business from start to finish as well as someone who has a knowledge of the technology driving it. Essentially it puts the GM or Owner in a position to drive and manage the CRM which is really inefficient.
Opmerkingen: 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.
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.
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.
Improveit 360 is so so
Opmerkingen: Overall, there have been many frustrations. It feels like customer service is lacking, particularly with my account manager. It took me 8 months to get a simple leads by product category report created. If you are going to need assistance with creating reports, be prepared to wait a LONG time to get that executed. I do feel like when we decided to purchase this CRM system, we were made a lot of false promises about capabilities, such as texting. We were told we would be upgraded to i360 lightening and that has still not happened.
there are really strong capabilities for reporting.
customer service. I often email my account manager and never hear back.
Good for home improvement companies
This is an overlay of Salesforce repurposed for home improvements. It has effectively replaced our SQL server.
There are an enormous amount of customizations so some of the more important ones might be overlooked.
Contractors Sales Rep says "overall it's great"
Opmerkingen: Overall it a very complicated but well thought out use of Salesforce. It's very important you take all the training, even if you are familiar with Salesforce, so you can maximize the abilities built into the program. Plan on a steep learning curve to be comfortable with everything.
i360, as we call it in the office is a very versatile and nimble Salesforce integration. it does a good job of managing appointments, keeping track of contacts with the customer and keeping all their info in one central location. We use it for quoting and the templates and products work well and afford us the ability to quickly get pricing for customers. As a sales rep, I am limited from the backend access but the office raves about the ability to manage projects and keep track of tasks. Its also nice that when I do make errors in my quoting or there is a question, the job manager can kick back tasks to me for me to handle with my customers.
It is pretty limited with it's follow up options for the sales reps once a sale has been made. The HTML emails look terrible, so I send everything in plain text.
Opmerkingen: Overall the experience has been great. It's been great to continue to learn and grow. [SENSITIVE CONTENT HIDDEN] have been such a huge help with everything we've needed.
I like the ability to customize the software to best fit our needs
There are many glitches that take place but it has seemed to get better over time.
Opmerkingen: It did help us to automate our processes, but in the end, the user interface was too scattered and unorganized for our staff to use effectively.
Very many options to customize the product to fit your industry needs. We like how it forced our sales staff to keep following up with the prospect.
Not easy to figure out how to customize the product. The process was very aggrevating and difficult to achieve exactly what we needed.
Nice and Solid
Opmerkingen: Our use has always been positive. The product can be configured and integrated with many systems and
Project Management, Integrations and support
Documents needed to be under 5G. We had lots of vendor catalogs that just won't fit
We purchased software for our company about 6 months ago. They told us the software would be adjusted to fit our specific needs with a personal account manager. Based on this information we paid additional money to fly our account manager to California to
Opmerkingen: We purchased software for our company about 6 months ago. They told us the software would be adjusted to fit our specific needs with a personal account manager. Based on this information we paid additional money to fly our account manager to California to train everyone in the company and personalize our software. As of today the software is still not fit to our basic needs showing the sales amount accurately. It was also stated from our "account manager" that each project manager we have would have access to see all current sales, open invoices, and customer information on each open job they have personally. This has still not happened. We attempted to contact our "Account Manager" and he stated that he is no longer assigned to our account and we can try to get it resolved through a ticket based support widget. It was implied in the beginning of the relationship that we would always have an account manager for direct support and now we are being told we need to go through a ticket support system. We would have never brought this software if we knew the account manager and direct support would not be available to us after the purchase. We have invested a lot of time and money into this program for noting because the main purpose was to calculate sales and organize our open jobs for the project managers to have all the information easily accessible.
Customer Service 2nd to none!
Customer Service second to none. Always eager to help.
I have no complaints about this vendor at all. The software is based on Salesforce and it is fairly robust and therefore can be complicated. Improveit 360 has done a good job adapting it to our industry and that is all you can ask of a vendor.
Improveit 360 REVIEW
Opmerkingen: Very satisfied
Easy to use, and very helpful in managing several projects.
Creating reports and solving some technical issues can be difficult at times.
impoveit 360 review
support has been good, however we seem to need a lot of it - it does what a CRM needs to do
too complicated to make basic changes ourselves - it should have more editable pick lists