improveit 360

What it is

Category DescPoint tool (specifically a specialized CRM and business management software platform built on Salesforce, with integrated lead management, sales quoting, field-service scheduling, and project management features). ↗

Target UserResidential contractors, specifically home remodelers, replacement contractors, specialty trade contractors, and home improvement franchisors/manufacturers ranging from growing SMBs to high-volume enterprise organizations. ↗

OwnershipAcquired; operating subsidiary of EverCommerce Inc. (NASDAQ: EVCM). ↗

Founded Year2000 ↗

Pricing & cost

Pricing ModelQuote-only subscription model based on per-user licensing and custom enterprise configuration built on the Salesforce platform. ↗

Typical CostListed starting at $125 USD per user/month on the Salesforce AppExchange, with third-party industry reports citing base company entry pricing around $500 per month. Integrated payment processing (improveit 360 Payments) costs as low as 2.50% + $0.30 per credit card transaction. ↗

Api Or Integration FeesCustom API setups and integrations beyond native partner connections require paid customization hours, reported at approximately $125 per hour. ↗

Implementation CostPaid implementation and onboarding support are required. Full setup costs are estimated between $5,000 and $20,000 depending on complexity and data migration needs, or $150 to $250 per hour for consulting support. ↗

API & data access

Has ApiYes ↗

Api TypeREST, SOAP, Bulk, Streaming, Metadata, and Tooling APIs (via underlying Salesforce Force.com platform) ↗

Api Access GatingRequires administrative access, user credentials, OAuth 2.0 authorization, and an active improveit 360 / Salesforce user license with API access permissions enabled. ↗

Api LimitationsSubject to standard Salesforce platform governor and API rate limits, including daily API call quotas scaled by user license count, concurrent request caps, and a maximum limit of 2,000 records per report API query. ↗

Data Export OptionsManual report exports to CSV or Excel via the 'Export Details' option in the Reports tab, along with scheduled or on-demand full database exports facilitated via Salesforce data export utilities and improveit 360 support instructions. ↗

Native AI features

Ai Features SummaryAs of 2025–2026, improveit 360 has essentially no native AI features built directly into its core product. Built on Salesforce Lightning for home improvement contractors and remodelers, improveit 360 relies on traditional rule-based workflow automation, automated marketing cadences, and block scheduling. AI capabilities such as AI call handling, AI sales coaching, and predictive lead assignment are delivered through third-party integrations (e.g., Think Unlimited, Hatch, Avoca, Leaping AI) rather than native platform features. ↗

Ai Dispatchimproveit 360 does not offer native AI-powered dispatching or automated AI scheduling. Its native features include standard drag-and-drop calendars, automated appointment reminders, and territory block scheduling. Contractors seeking AI-driven route optimization or intelligent dispatch rely on external solutions or integrations such as Salesforce Field Service. ↗

Ai Financeimproveit 360 does not offer native AI invoicing, AI estimating, or AP/AR automation. Financial functionality consists of standard payment processing (via PaySimple / improveit 360 Payments), job cost tracking, and lending access (via Fundbox) without machine-learning or generative AI document processing. ↗

Ai Assistant Or Mcpimproveit 360 does not offer a native AI assistant, copilot, or Model Context Protocol (MCP) server. While built on Salesforce Lightning where underlying Salesforce AI tools exist, improveit 360 itself does not ship with a native embedded conversational copilot or MCP server. ↗

Integrations & ecosystem

Accounting Integrationsimproveit 360 connects to accounting platforms like QuickBooks (Online and Desktop) through third-party integration software such as DBSync and Breadwinner (which also connects Salesforce-based platforms to NetSuite and Xero). The accounting integration is third-party rather than native, as improveit 360 does not feature built-in native accounting. For field, estimating, and project workflows, it connects to tools such as Leap (SalesPro), One-Click Contractor, Paradigm Vendo, CompanyCam, SalesRabbit, ArcSite, and HOVER. ↗

Marketplaceimproveit 360 maintains an official public partner directory/integrations page on its website categorizing software partners across lead generation, estimating, sales enablement, call centers, and accounting. While it does not host an independent developer app marketplace of its own, it natively leverages the Salesforce AppExchange ecosystem due to being built on Salesforce Lightning. ↗

Accounting fit & implementation

Certified PayrollNot supported natively. improveit 360 is a CRM and project management solution built on Salesforce and does not include native payroll or certified payroll/prevailing wage reporting features, requiring integration with external payroll/accounting tools. ↗

Accounting MethodDoes not feature a native general ledger (neither cash-based nor accrual-based accounting). It delegates general ledger accounting to external accounting software like QuickBooks (Online/Desktop) via DBSync integration. ↗

Wip Poc SupportPartially supported for project tracking. improveit 360 automatically tracks progress and completion percentages based on job tasks and milestones, but full Work-In-Progress (WIP) and percentage-of-completion revenue recognition accounting are managed in integrated accounting software. ↗

Implementation TimeTypically takes 2 to 4 months (or weeks to months depending on complexity and data conversion requirements). ↗

Requires ImplementerYes. Onboarding and migration typically require paid implementation services or specialized consultants to handle Salesforce customization, data migration, and workflow configuration. ↗

Adoption & market position

Market Positionimproveit 360 is an enterprise CRM and project management platform built on Salesforce for home improvement contractors, remodelers, and multi-location franchise networks. Acquired by EverCommerce in 2018 and operating within its EverPro vertical, it serves as the portfolio's enterprise-tier software alongside SMB offerings like MarketSharp and Joist. Listed at $125/user/month on the Salesforce AppExchange, third-party SaaS databases estimate its annual revenue at approximately $3.1M. ↗

Customer ScaleUsed by thousands of contractors across the US, Canada, UK, and Australia. The product specifically targets mid-to-large contractors requiring 15 to 500+ user licenses, and operates within EverCommerce's broader network of over 350,000 service businesses. ↗

Momentumimproveit 360 maintains a mature, specialized market position among large, multi-location exterior and remodeling contractors needing deep Salesforce-level custom reporting and pipeline management. However, industry analysis notes that smaller and mid-sized contractors increasingly migrate away from it toward modern trade-native SaaS alternatives (such as JobNimbus, Projul, or Jobber) due to its high per-user pricing, complex setup, and steep learning curve. Platform development relies on EverCommerce's ecosystem integrations, such as payment processing and AI customer engagement tools. ↗