improveit 360

Point 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).

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

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

2000

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

Listed 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.

Custom API setups and integrations beyond native partner connections require paid customization hours, reported at approximately $125 per hour.

Yes

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

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

Subject 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.

Manual 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.

As 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.

improveit 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.

improveit 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.

improveit 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.

improveit 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.

improveit 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.

improveit 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.