improveit 360 Go

Mobile CRM App for Contractors and Remodelers of improveit 360

improveit 360 Go helps your home improvement business team be more effective and productive… and it’s free to all improveit 360 users. In a home or on the road, this app is perfect for sales reps or production staff like measure techs and installers. A 2-way sync with their phone or tablet to the office and back means everyone operates in real-time.

Here are some highlights:

• View personal, filterable calendars

• Quickly create quotes from templates or your product configurator and capture signatures in the field

• Communicate appointment results and next steps to the office in real-time

• Use “Search Nearby” in the field to see:

- Unsold rehash prospects or marketing opps

- Past sales for references

- Current projects

• Enter new leads and schedule appointments on the fly

• Generate sales invoices and track deposits from the field

• Attach/View photos and documents in the field

• Prompts you to complete tasks and manage overdue activities

• Provides maps & Google Street View of next appointments

• Click-to-call and e-mail prospects, customers, or company staff

• Review all of your related prospects, appointments, sales, and projects

• Interactive, real-time connection between the field and office

- Work offline in areas with no signal (most features)

What is improveit 360?

improveit 360 is the leading CRM and business management software built exclusively for residential remodelers, replacement contractors, and specialty contractors. We also build custom solutions for home improvement franchisors and manufacturing companies. The system and associated mobile apps helps companies manage leads, marketing, sales, quoting, projects, appointments, call center functionality, and real-time reporting all from one centralized location.

improveit 360 improves efficiency, reduces the day-to-day chaos, and helps grow businesses. Owners and managers can track and manage every step of all their relationships, schedule sales and installation teams and automate communications, increase conversions in the sales cycle, keep leads in the sale funnel until they buy, manage projects from contract to completion, and make better business decisions at the right time. Our system provides home improvement pros with:

• Customer Relationship Management (CRM) and Lead Management

• Sales and Installation Appointment Scheduling

• Sales Tools and Mobile Quoting

• Marketing and Call Center Features

• Project Management

• Business Intelligence Reporting and Dashboards

Our enterprise system scales with your company as you grow and we offer customization and integration services. With Salesforce.com as our backbone, all your data lives in secure servers and can be accessed at anytime, anywhere there is an Internet connection. See how thousands of contractors, franchises, and manufactures throughout several countries are taking advantage of improveit 360 to sell more and grow their companies with a personal demo today.

What's New in the Latest Version 2.9.7