Migrate your improveit 360 data
Vertical CRM for home improvement and remodeling contractors, combining CRM, project management, and quoting into a single platform built for teams of 15–500+.
In its favor
Why people choose improveit 360
The signal that keeps improveit 360 on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Purpose-built for residential remodelers and replacement contractors rather than a generic CRM, reducing configuration overhead for companies selling and managing home improvement jobs.
Integrated quoting, scheduling, and project costing in a single platform means teams avoid juggling separate tools for the same customer lifecycle.
Automated activity logging and duplicate lead prevention help field sales teams maintain clean records without manual data entry discipline.
CRM ROI calculator and reporting dashboards give owners measurable insight into lead-to-close performance and job profitability.
Designed for multi-location businesses and franchise networks, supporting consistent processes across branches in the US, Canada, Australia, and the UK.
Steep onboarding and complexity make the platform difficult to use for smaller crews; at least 15 full-time users are required, pricing out smaller contractors.
Lack of a documented public API limits integration options and makes automated migrations or third-party tool connections difficult to execute.
Some users report the interface is overwhelming with too many features layered on top of each other, slowing daily adoption by field sales staff.
Customisation of dashboards and reports requires technical knowledge, creating friction for non-technical office managers who want to act on the data.
Reasons to switch
Why people leave improveit 360
The recurring reasons buyers give for replacing improveit 360. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where improveit 360 fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
improveit 360 pricing overview
improveit 360 uses a per-user, per-month subscription model starting at $85/user/month for Basic. Standard and Pro tiers require contacting sales for a quote, with Pro starting around $150/user/month. Enterprise pricing is custom. The minimum viable account requires at least 15 full-time user seats.
Basic
Tier 1 of 4
$85/user/month
What's included
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What gets migrated
improveit 360 object support
Object-by-object support for improveit 360 migrations. Per-pair details surface during scoping.
Leads
Mapping requiredLeads are the entry point in improveit 360 with duplicate prevention rules that vary by implementation. We preserve all lead fields but flag duplicate-prevention settings during scoping so imported records do not silently fail on entry.
Contacts
Mapping requiredContacts store the core customer record and are linked to Leads and Opportunities. Custom contact properties require field-level mapping against the destination schema.
Opportunities
Mapping requiredOpportunities track the sales pipeline stage and monetary value of each deal. Pipeline stage names are configurable per customer, so we map them explicitly during migration scoping.
Appointments
Mapping requiredAppointments carry scheduling, technician assignment, and result status. We migrate appointment history and status transitions, but calendar-syncing behaviour is tied to integrations that may need reconfiguration post-migration.
Quotes
Mapping requiredQuotes contain line items, pricing, and attachments generated by the sales quoting module. Template variations across customers mean quote layouts require transformation on import to match destination formats.
Projects
Mapping requiredProjects hold job costing, production scheduling, and custom project templates. We preserve the project record and its costing fields; sub-task granularity depends on how the source customer structured their templates.
Documents
Mapping requiredDocuments include contracts, photos, and uploaded files stored against Leads, Contacts, Opportunities, or Projects. We transfer binary attachments separately and re-associate them to the correct record by ID mapping.
Tasks
Mapping requiredTasks are assigned to employees and linked to any object in the system. Owner assignment requires a user map from improveit 360 users to destination users.
Custom Reports and Dashboards
Mapping requiredCustom reports and dashboard configurations are not exported via a standard API. We extract report definitions and rebuild equivalent dashboards in the destination system, which requires manual validation of metrics and filters.
User and Owner Records
Mapping requiredUser accounts, roles, and team assignments must be mapped to destination users. improveit 360 does not publish a user-management API, so this relies on a customer-provided user list.
Marketing Campaigns
Mapping requiredLifecycle email campaigns and marketing opportunity records carry messaging history tied to contacts. We migrate campaign association and status but not the email content itself without explicit scope inclusion.
| Object | Support | Notes |
|---|---|---|
| Leads | Mapping required | Leads are the entry point in improveit 360 with duplicate prevention rules that vary by implementation. We preserve all lead fields but flag duplicate-prevention settings during scoping so imported records do not silently fail on entry. |
| Contacts | Mapping required | Contacts store the core customer record and are linked to Leads and Opportunities. Custom contact properties require field-level mapping against the destination schema. |
| Opportunities | Mapping required | Opportunities track the sales pipeline stage and monetary value of each deal. Pipeline stage names are configurable per customer, so we map them explicitly during migration scoping. |
| Appointments | Mapping required | Appointments carry scheduling, technician assignment, and result status. We migrate appointment history and status transitions, but calendar-syncing behaviour is tied to integrations that may need reconfiguration post-migration. |
| Quotes | Mapping required | Quotes contain line items, pricing, and attachments generated by the sales quoting module. Template variations across customers mean quote layouts require transformation on import to match destination formats. |
| Projects | Mapping required | Projects hold job costing, production scheduling, and custom project templates. We preserve the project record and its costing fields; sub-task granularity depends on how the source customer structured their templates. |
| Documents | Mapping required | Documents include contracts, photos, and uploaded files stored against Leads, Contacts, Opportunities, or Projects. We transfer binary attachments separately and re-associate them to the correct record by ID mapping. |
| Tasks | Mapping required | Tasks are assigned to employees and linked to any object in the system. Owner assignment requires a user map from improveit 360 users to destination users. |
| Custom Reports and Dashboards | Mapping required | Custom reports and dashboard configurations are not exported via a standard API. We extract report definitions and rebuild equivalent dashboards in the destination system, which requires manual validation of metrics and filters. |
| User and Owner Records | Mapping required | User accounts, roles, and team assignments must be mapped to destination users. improveit 360 does not publish a user-management API, so this relies on a customer-provided user list. |
| Marketing Campaigns | Mapping required | Lifecycle email campaigns and marketing opportunity records carry messaging history tied to contacts. We migrate campaign association and status but not the email content itself without explicit scope inclusion. |
Gotchas
What to watch for in improveit 360 migrations
Issues we've hit on past improveit 360 migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No public REST API documented for data export or import
Minimum user requirement of 15 full-time seats
Duplicate prevention rules silently block imported records
Custom reports and dashboards do not transfer via standard export
Pipeline stage names are per-customer configurable
| Severity | Issue |
|---|---|
| High | No public REST API documented for data export or import |
| High | Minimum user requirement of 15 full-time seats |
| Medium | Duplicate prevention rules silently block imported records |
| Medium | Custom reports and dashboards do not transfer via standard export |
| Low | Pipeline stage names are per-customer configurable |
Leaving improveit 360?
Where improveit 360 customers move next
12 destinations improveit 360 can migrate to.
How a improveit 360 migration works
Four steps, improveit 360-specific
Connect
Not publicly documented into improveit 360. Scopes limited to read-only on the data we move.
Map
We translate improveit 360-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate improveit 360 quirks before production.
Migrate
Full migration with improveit 360 rate-limit handling. Rollback available throughout.
FAQ
improveit 360 migration FAQ
Answers to the questions buyers ask most during improveit 360 migration scoping. Not seeing yours? Book a call.
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Migrate improveit 360.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your improveit 360 setup and destination — written quote back within a business day.