CRM for Remodeling and Home Improvement

Scale your remodeling business with improveit 360, the CRM built for high-volume remodelers needing automation, standardized workflows, and total visibility.

CRM for High-Volume Remodelers and Home Improvement Leaders

improveit 360 is the enterprise CRM built for remodelers who have moved beyond basic tools. It’s for companies who need a platform that supports operational scale, automation, and data integrity across multiple teams and locations. Built on the Salesforce Platform, improveit 360 gives fast-growing contractors the structure, governance, and reliability needed to run a high-volume remodeling business with confidence.

Where generic CRMs focus on storing contacts, improveit 360 standardizes the entire customer lifecycle, from lead capture to production completion. This gives leaders accurate data, predictable processes, and true visibility into performance. Teams operate from the same source of truth. With standardized workflows, validations, and permissions that ensure every step is executed consistently, no matter the branch or business unit.

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Operate at Scale with Standardized Workflows and Deep Automation

Growing remodeling organizations rely on well-defined processes. improveit 360 brings operational discipline to your business with multi-stage workflows, automated tasking, data validation, and approval logic that eliminate errors and reduce manual work. Sales, operations, and production teams move in sync because every step — from appointment setting to job handoff — follows a consistent, automated sequence.

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Purpose-Built for Remodeling Operations

Unlike CRMs that stop at sales, improveit 360 supports the complex operational requirements of high-volume remodelers. Create structured job templates, manage dependencies, coordinate crews, track materials, and maintain change control. All within a unified system. Production dashboards provide real-time visibility into schedules, bottlenecks, and capacity so you can make decisions with confidence.

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A Connected Ecosystem, Powered by Salesforce

Today’s remodelers rely on a network of specialized tools. From lead providers and digital sales platforms to field documentation, dialers, and accounting systems. improveit 360 connects these systems through a Salesforce-powered ecosystem. This keeps your data clean, your processes flowing, and your business flexible as you grow. Whether you’re integrating lead sources, measurement tools, call centers, or financial systems, improveit 360 ensures that the information stays accurate, actionable, and aligned with your workflows.

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Enterprise-Grade CRM Capabilities for Remodelers

Improveit 360 strengthens the fundamentals with lead capture and routing, duplicate prevention, communication tracking, appointment scheduling, and structured sales visibility. Every interaction is logged. Every rep follows the same process. And leadership gets a clear view of pipeline performance, conversion trends, and capacity. All without the data inconsistencies and blind spots that slow teams down.

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Total Visibility, From Lead to Completed Project

With improveit 360, every department operates on one connected platform. Sales hands off to production seamlessly. Operations execute with precision. And leadership gets a complete picture of performance across branches, teams, and product lines. The result? Cleaner data, tighter processes, higher margins, and a better customer experience at every stage.

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