improveit 360 Review for Roofing Operations

RSG Verdict

Salesforce-powered home-improvement CRM — powerful but complex. Best for larger replacement/exterior contractors running multiple trades who can invest in setup and customization. Not the right fit for roofing-only shops that need fast onboarding and insurance workflow tools out of the box.

7.1

RSG BronzeBest for larger replacement/exterior contractors

improveit 360 is one of the most polarizing platforms we’ve reviewed. Public user ratings tell a split story — 4.6 out of 5 on one major review platform, 3.7 on another. That kind of split tells you something important: when improveit 360 works for a company, it works well. When it doesn’t, the frustration is real. This improveit 360 review breaks down exactly what roofing contractors need to know before committing to a platform that could cost thousands per month and months to implement.

What Is improveit 360? A Quick Overview for Roofing Contractors

improveit 360 is a cloud-based business management system built on the Salesforce platform. It was designed by a top remodeler to help home improvement professionals manage leads, sales, projects, and customer relationships from one central location. Think of it as a full-service home improvement CRM with project management bolted on — not a roofing-specific tool.

The platform serves multiple industries: roofing, window and door installation, kitchen and bath remodeling, HVAC, and solar energy. That breadth is both its strength and its limitation for roofers. You get enterprise-grade Salesforce infrastructure, but you won’t find storm restoration workflows or insurance claim tracking built in the way you would with a roofing-native CRM.

Across public review platforms, improveit 360’s ratings range from 4.6/5 at the high end down to 3.7/5 — with others showing ratings based on 19 verified user reviews. That gap deserves attention, and we’ll dig into what’s driving it throughout this review. If you’re evaluating CRM options more broadly, our best-of roundups cover every major platform side by side.

improveit 360 Review Summary: Ratings at a Glance

One thing worth flagging: the company doesn’t appear to actively manage its public review profiles on their platform for over a year. That doesn’t necessarily mean the company is struggling, but it suggests reduced investment in review-channel marketing — something we factor into our overall assessment of vendor health.

Core Features: What Roofing Contractors Actually Get

Lead Management and Lead Nurturing

improveit 360’s lead management system is built to handle high-volume lead intake and automated follow-up. The platform automatically nurtures leads through the sales pipeline until they convert, using automated communications that can include emails, texts, and call reminders. For roofing companies running radio, TV, or digital marketing campaigns that generate hundreds of leads per month, this kind of workflow automation prevents leads from falling through the cracks.

The customer lifecycle tracking gives you visibility into exactly where every prospect sits — from first contact through appointment scheduling to closed deal. This is standard for enterprise CRMs, but improveit 360’s Salesforce foundation makes it more configurable than most. You can create custom pipeline stages specific to your roofing sales process, though that configuration requires either technical expertise or paid customization hours.

Reporting and Dashboards

This is where improveit 360 genuinely shines, and it’s the feature most frequently praised in user reviews. The KPI and ROI dashboards let owners pull real-time reporting on profit margins, close rates, marketing ROI, and rep performance. The 360-degree business view dashboard gives you a single screen showing your entire operation’s health.

Here’s what makes this different from basic CRM reporting: because it’s built on Salesforce, the reporting engine can handle complex custom reports that cross-reference sales data with project costs, marketing source, and rep assignments. One verified user specifically praised the ability to “instantly pull stats” for any metric. The flip side — and it’s a big one — is that another user reported waiting 8 months to get a simple leads-by-product-category report created by support. The tool is powerful, but only if you know how to use it or have support that responds quickly.

Project Management Module

The project management features include Gantt-Based Project Scheduling and Task Dependencies, an integrated production grid, custom project templates, and job costing. This isn’t a basic task list — it’s a full scheduling and tracking system built directly into the CRM.

For roofing operations managing dozens of active jobs, the Gantt scheduling lets you visualize crew assignments, material delivery dates, and inspection milestones on a timeline with dependencies. If a material delivery slips, dependent tasks shift automatically. The job costing module ties labor, materials, and overhead directly to each project so you can track profitability per job — not just in aggregate. If you want to compare your margins against industry benchmarks, our True Margin Calculator helps you see where you actually stand.

Contract and Document Management

Contracts can be generated, signed, and stored within the platform. This eliminates the paper-shuffling that plagues roofing sales teams working across multiple job sites. For companies running canvassing operations where reps need to close deals at the kitchen table, having contract and document management built into the CRM is a genuine time-saver.

Appointment and Block Scheduling

The appointment scheduling and block scheduling tools are designed for high-volume sales operations. There’s also call center functionality baked in, which makes improveit 360 particularly relevant for companies that run inside sales teams or dedicated appointment setters — a common model for larger replacement contractors.

improveit 360 Payments

The platform includes PCI-compliant payments with multiple ways for customers to pay online. improveit 360 Payments offers credit card processing rates as low as 2.54% + $0.35 per transaction, which is competitive with standalone payment processors. Having payments integrated directly into your CRM and project management system means fewer reconciliation headaches at month-end. For more options, see our roundup of the best roofing invoice and payment software.

Mobile Access

As a cloud-based platform built on Salesforce, improveit 360 is accessible from mobile devices. However, multiple reviewers have flagged navigation frustrations on mobile — including one who complained about having to “go back to different pages when scheduling an appointment, versus having it all on one page.” The mobile app exists, but don’t expect the polished mobile-first experience you’d get from a purpose-built roofing app.

How improveit 360 Works for Roofing Operations Specifically

Here’s the honest truth that no other review page covers: improveit 360 was not built for roofers. It was built for the broader home improvement industry. That distinction matters when you’re evaluating whether it fits your roofing operation.

Storm Lead Workflows

After a major hail event, roofing companies can see hundreds of leads flood in within days. improveit 360’s lead nurturing and automated communications can handle that volume — the Salesforce backbone is built for scale. But the storm-specific workflows (lead source tagged to a specific weather event, automatic assignment to canvassing zones, follow-up sequences tuned to insurance timelines) don’t come pre-configured. You’d need to build them manually or pay for customization. Compare that to AccuLynx, which has storm-related workflows baked in — see our full AccuLynx review for details.

Insurance Claim Tracking

Can improveit 360 track insurance claim stages? Technically, yes — Salesforce’s custom fields let you create any tracking structure you want. But there’s no native insurance claim module with pre-built stages like “Filed,” “Adjuster Scheduled,” “Supplement Submitted,” and “Approved.” Storm restoration companies that live and die by claim status tracking will find this a significant gap compared to roofing-native platforms.

Canvassing and Field Sales Integrations

The SalesRabbit integration is directly relevant to door-to-door roofing sales teams. SalesRabbit handles territory mapping, lead pinning, and canvassing route optimization. Pairing that with improveit 360’s lead management creates a pipeline from door knock to signed contract. This is one area where improveit 360 for roofers actually holds up well against the competition.

The CompanyCam integration lets field crews document jobs with timestamped, GPS-tagged photos — essential for insurance work and quality control. The HOVER integration brings in 3D property models and aerial measurements, eliminating manual roof measurements for many residential jobs. ArcSite adds on-site diagramming and measurement capabilities.

The Bottom Line on Roofing Fit

improveit 360 is powerful if you’re willing to configure it for roofing. But that configuration takes time, expertise, and money. Contractors who only do roofing — especially insurance restoration — will find that roofing-native tools deliver more value out of the box with less setup investment. Multi-trade shops doing roofing, siding, windows, and gutters? That’s where improveit 360’s breadth starts to make sense.

improveit 360 Pricing: What We Know (And What They Won’t Tell You)

improveit 360 does not publicly list pricing. Their pricing page says “Pricing Built For You” and directs you to fill out a form to receive a custom quote. We cannot tell you exactly how much improveit 360 costs per month because the vendor won’t say publicly.

Some third-party sites like ITQlick cite a starting price of $500/month, but that figure is unverified and comes from a source we don’t consider reliable enough to confirm. Do not budget based on that number without getting a direct quote.

What Real Users Have Confirmed About Costs

Here’s what we do know from verified user reviews:

• Per-user pricing model: You pay for each user seat, including users who never log in. Multiple reviewers flag this as a sore point.
• $125/hour customization fees: Customization and customer service that were previously included in packages now bill at $125/hr.
• Costs escalate with features: Review summaries note that “subscription cost can be high as more features are added.”
• Lengthy, binding contracts: Verified users describe contracts as “lengthy and binding” with “zero forgiveness.”

Total Cost of Ownership Framework

No competitor review page breaks this down, so here it is. When budgeting for improveit 360, factor in all of these:

• Base monthly subscription
• Per-user fees (for every user, active or not)
• Onboarding and implementation costs
• Data migration costs (potentially significant — see our support section below)
• Customization hours at $125/hr
• Ongoing support hours that may also bill hourly

For context on how competitors handle pricing, our JobNimbus review covers a platform with publicly listed per-user pricing, while our AccuLynx pricing breakdown details their cost structure. Transparency matters when you’re committing to a multi-year platform.

What Real Users Say: improveit 360 Pros and Cons

About the rating discrepancy: The 4.6/5 vs. 3.7/5 spread across review platforms is notable. Review populations differ — some platforms skew toward larger companies where improveit 360 shines, while others include more smaller firms who feel the pain of complexity and cost more acutely. Neither rating tells the whole story; your company size and technical resources determine which experience you’ll have.

improveit 360 Support and Onboarding: The Real Experience

This is where improveit 360 earns its biggest criticism — and where no other review site goes deep enough.

Onboarding Timeline

Based on user reviews, expect the onboarding process to span months, not weeks. One reviewer described 4 months of system building before their data migration failed. That’s 4 months of paying for a platform you can’t fully use. For comparison, roofing-native CRMs like JobNimbus typically have contractors running within 1-2 weeks.

Data Migration Risk

The reported migration failure is alarming: after months of building and weeks of double-entry, “a good chunk of our data couldn’t make it over to ImproveIt.” If you’re moving from another CRM, ask for a written migration guarantee and test the migration with a sample data set before committing fully. Our guide on how to switch roofing CRMs without losing data covers the process in detail.

Training Investment

The platform “requires someone with deep knowledge of both the business and the technology driving it,” according to verified user reviews. Small roofing teams without a dedicated operations manager or admin will struggle. You’re not just training reps on a new tool — you need someone who understands Salesforce’s architecture to maintain and customize the system ongoing. The NRCA has resources on technology adoption for contractors, but improveit 360’s complexity goes beyond what most training programs cover.

Ongoing Support Costs

The shift to $125/hr billing for customization and support that was previously bundled represents a meaningful increase in total cost of ownership. Over 12 months, even 4-5 hours of monthly support adds $6,000-$7,500 to your annual cost. Over 24 months, that’s potentially more than the subscription itself. Budget accordingly.

improveit 360 Integrations and Mobile Capabilities

improveit 360 integrates with several tools relevant to roofing contractors:

• SalesRabbit — canvassing and door-to-door sales route planning
• CompanyCam — job site photo documentation (see our CompanyCam review)
• HOVER — 3D property models and aerial measurements
• ArcSite — field diagramming and measurements
• Hatch — AI-assisted lead follow-up and engagement
• Paradigm Vendo — in-home sales presentation tool
• AnswerConnect and AnswerForce — virtual receptionist and call answering services

The Salesforce foundation theoretically allows for additional integrations via API, but any custom integrations beyond the listed partners would likely require paid development hours — adding to your total cost. If you need QuickBooks integration specifically, confirm whether that’s available natively or requires custom setup.

On the mobile front, the platform is cloud-based and accessible from mobile devices. But don’t confuse “accessible” with “optimized.” Users have reported navigation issues on mobile, including having to jump between multiple pages to complete tasks that should live on a single screen. Field crews used to snappy mobile apps may find the experience frustrating.

Who Should Use improveit 360 — And Who Should Not

This isn’t a flaw — it’s a scope issue. improveit 360 is an enterprise-grade platform that requires enterprise-level investment. Small crews looking for a quick, affordable CRM should check our best roofing CRM for small companies roundup instead.

Best improveit 360 Alternatives for Roofing Contractors

improveit 360 vs JobNimbus

JobNimbus is roofing-native, with pre-built workflows for insurance restoration, material ordering, and job tracking. It’s dramatically faster to set up — most contractors are running within days, not months. Pricing is publicly listed and typically lower per user. Where improveit 360 wins: deeper customization for multi-trade operations and more powerful reporting. Where it loses: setup time, ease of use, pricing transparency, and roofing-specific features. For most roofing-only contractors, JobNimbus is the better pick. Read our full JobNimbus review.

improveit 360 vs AccuLynx

AccuLynx was purpose-built for roofing with insurance claim workflow tools, supplier integrations (ABC Supply, Beacon), and aerial measurement connections that improveit 360 does not offer natively. AccuLynx is the stronger choice for storm restoration and insurance-heavy operations. improveit 360 edges it only if you need a single platform across roofing, windows, HVAC, or other trades. Our AccuLynx review breaks down the full feature set.

improveit 360 vs MarketSharp

MarketSharp is the most direct competitor — another home improvement CRM targeting replacement contractors. The comparison comes down to ease of use (MarketSharp is generally simpler), pricing transparency (MarketSharp publishes more pricing info), and support quality (mixed reports on both). If you’re debating between these two, request demos from both and pay close attention to the onboarding experience and contract terms. We cover MarketSharp in our full review library.

Our recommendation: Choose improveit 360 if you’re a multi-trade home improvement business that needs a fully customizable enterprise CRM. Choose JobNimbus or AccuLynx if you’re a roofing contractor who values speed, simplicity, and roofing-specific tools. Use our comparison tool to see how any two platforms stack up side by side.

Our Verdict: Is improveit 360 Worth It for Roofing Businesses?

improveit 360 earns a 7.1/10 RSG Score — placing it in our RSG Bronze tier. That’s not a failing grade, but it reflects a platform that serves a narrow audience well while falling short for the broader roofing market.

The strengths are real: enterprise-grade reporting, deep Salesforce customization, integrated project management with Gantt-Based Project Scheduling, and solid integrations with tools like CompanyCam, HOVER, and SalesRabbit. For a 50-person home improvement company running roofing, siding, and windows, this platform can be a genuine command center.

But the risks are equally real: opaque pricing, per-user billing that charges for inactive seats, $125/hr support that used to be free, reported data migration failures, a learning curve that overwhelms average users, and binding contracts with no flexibility. For a 5-person roofing crew that just wants to track leads and schedule jobs, this is the wrong tool.

If you’re a large replacement or exterior contractor running multiple trades, request an improveit 360 demo and ask every pricing question we’ve outlined above. If you’re a roofing-only contractor under 15 people, save yourself the headache and start with our best roofing CRM rankings.

Final Verdict: Is improveit 360 Worth It in 2026?

improveit 360 is a powerful Salesforce-based CRM that delivers genuine enterprise capability for the home improvement industry. The reporting and dashboards are best-in-class, the project management module is genuinely useful for complex operations, and the integration ecosystem covers key roofing tools. If you run a multi-trade home improvement business with 15+ employees, a dedicated operations manager, and the budget to invest in proper implementation, this platform can centralize your entire operation.

But we can’t ignore the red flags. The pricing opacity, the per-user billing for inactive seats, the $125/hr support charges, the reported migration failures, and the binding contracts all represent real risk. The ease of use score of 6.0 isn’t just our opinion — it’s backed by consistent user complaints about complexity. And the fact that the vendor hasn’t managed their public review profile in over a year gives us pause about ongoing investment in the product’s public-facing support channels.

For most roofing contractors reading this, improveit 360 is not the right choice. You’ll get better roofing-specific value from AccuLynx or JobNimbus. But for the right company — large, multi-trade, technically capable — it can be a legitimate business command center. Know which camp you fall in before signing that binding contract.