improveit 360 Go 2.9.7

improveit 360 Go facilitates enhanced efficiency and productivity for your home improvement business team at no cost to all improveit 360 users. Designed for use both at home and on the go, this application is ideal for sales representatives and production staff such as measure technicians and installers. The two-way sync feature with their mobile devices enables seamless real-time operations for everyone involved.

Highlighted features include:

• Viewing personal, filterable calendars
• Effortlessly creating quotes from templates or the product configurator, and capturing signatures in the field
• Communicating appointment results and next steps to the office in real-time
• Utilizing the “Search Nearby” function in the field to identify:
  • Unsold rehash prospects or marketing opportunities
  • Past sales for reference purposes
  • Current projects
• Entering new leads and scheduling appointments on the go
• Generating sales invoices and tracking deposits from the field
• Attaching/viewing photos and documents in the field
• Receiving prompts to complete tasks and manage overdue activities
• Accessing maps and Google Street View of upcoming appointments
• Initiating calls and emails to prospects, customers, or company staff directly from the app
• Reviewing all relevant prospects, appointments, sales, and projects
• An interactive, real-time connection between the field and office
  • Ability to work offline in areas with no signal (most features)

What is improveit 360?

improveit 360 stands out as the leading CRM and business management software specifically crafted for residential remodelers, replacement contractors, and specialty contractors. Additionally, we develop tailored solutions for home improvement franchisors and manufacturing companies. Our system, alongside its mobile applications, aids companies in handling leads, marketing, sales, quoting, projects, appointments, call center operations, and real-time reporting — all from a unified platform.

improveit 360 works towards enhancing efficiency, reducing day-to-day complexities, and fostering business growth. Owners and managers can oversee every aspect of their relationships, schedule sales and installation teams, automate communications, boost conversions in the sales cycle, maintain leads in the sales pipeline until conversion, manage projects from contract initiation to completion, and make informed decisions when needed. Our system equips home improvement professionals with:

• Customer Relationship Management (CRM) and Lead Management functionalities
• Sales and Installation Appointment Scheduling capabilities
• Sales Tools and Mobile Quoting functionalities
• Marketing and Call Center Features
• Project Management tools
• Business Intelligence Reporting and Dashboards

The enterprise system scales seamlessly with your company's growth trajectory, offering customization options and integration services. Harnessing Salesforce.com as our backbone ensures that all your data resides on secure servers accessible anytime alongside an internet connection. Witness how numerous contractors, franchises, and manufacturers across multiple countries leverage the power of improveit 360 to increase sales figures and expand business horizons through a personalized demonstration today.