SUCCESS STORY
improveit 360 + True Level Concrete
How Clean CRM Data Turned Messy Reports into Smart Business Moves
Since 1998, True Level Concrete has helped homeowners across British Columbia with foundation and concrete repair. Around 2019, rising homeowner demand fueled rapid growth, with the business doubling year over year at times. As leads and jobs multiplied, the cracks in their systems began to show. Their data was fragmented, reporting was unreliable, and internal disputes were increasing.
What they needed wasn’t just another CRM. They needed clarity. They found it with improveit 360.
The Challenge
Growth Without Insight
True Level knew they were gaining ground. But measuring that growth — and acting on it — was a constant struggle.
Before improveit 360, their tech stack included a bare-bones CRM that couldn’t track production, an external dashboarding tool costing up to $15,000 per year, and manual, error-prone processes for lead tracking, sales commissions, and marketing performance.
Most of all, their data was messy — and messy data led to internal disputes. Growth wasn’t the problem. Visibility was.
“We had a lot of issues with our old system, especially with duplicates,” Warkentin shared. “A rep might talk to someone, then the customer would call back a month later and end up with a different rep. Suddenly there was confusion about who the commission belonged to.”
The Solution
From Messy to Measurable
Moving to improveit 360 directly addressed True Level’s biggest pain points — unreliable data, expensive reporting tools, and confusion around lead ownership. In 2025, they upgraded to improveit 360 Lightning, bringing even more workflows together in one purpose-built Salesforce platform.
Cleaner data led to fewer disputes. Improveit 360’s address-based data model dramatically reduced duplication and confusion around commissions. As Cody Warkentin explained, “When I’m giving a quote, I’m not quoting a person. I’m quoting the house. People move, but the house stays. That address object is gold.”
With built-in reporting they could actually use, the team gained real-time visibility into pipeline health, untouched leads, and high-value opportunities — all without relying on third-party tools. Improveit 360 also integrated seamlessly with QuickBooks and Aircall, with payments, invoices, and call activity syncing automatically via Zapier — connecting their tools without the need for custom code.
The Results
Real Wins Across the Business
With improveit 360 serving as a reliable source of truth, reporting shifted from guesswork to confident decision-making. Dashboards reflected real performance across sales, marketing, and production, giving the team reporting they could trust. As Cody Warkentin shared, “This really feels like the year of data for us. I’m excited about future reporting and using the new fields we’ve built to create better insights.”
The impact extended beyond visibility. By eliminating a $15,000-per-year third-party analytics platform and reducing accounting workload by more than 50%, True Level significantly lowered costs and simplified its tech stack.
Alignment across teams improved as well. Commission disputes decreased, and trust strengthened between sales, operations, and leadership. With reliable insights in place, the team could make smarter growth decisions — identifying overlooked leads, launching more strategic marketing initiatives, and anticipating trends in production and customer behavior with confidence.
Why True Level Recommends Improveit 360
True Level evaluated other platforms — including Salesforce alone — but none offered the same fast path to impact or industry alignment.
They chose improveit 360 for its ability to deliver immediate value without months of building, combining the power of Salesforce with prebuilt tools designed specifically for home services. The platform provided reliable data the team could use every day, along with seamless integrations that required no custom development.
As Cody Warkentin put it, “I have the best of both worlds: Salesforce itself, plus the objects, layouts, and structure that improveit 360 has already put together.”
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