6 Best improveit 360 Alternatives (2026)

If you’ve been using improveit 360, you already know it’s a powerful CRM built for home improvement companies. But you’ve probably also discovered the downsides: it runs on Salesforce, it’s expensive, and it takes serious time to configure.

For a lot of contractors, improveit 360 is overkill. You don’t need an enterprise CRM platform. You need something that helps you track leads, send estimates, schedule jobs, and get paid. That’s it.

This guide covers six alternatives that do exactly that, without the Salesforce baggage.

Why Contractors Look for improveit 360 Alternatives

improveit 360 was designed for mid-to-large home improvement companies. Think window and door installers running 50+ crews. It sits on top of Salesforce, which gives it serious CRM power but also brings along all of Salesforce’s complexity.

Here’s where most contractors hit friction:

The Salesforce dependency is a problem. If you’ve never used Salesforce before, the learning curve is steep. The interface feels like enterprise software because it is enterprise software. Your field crews aren’t going to love it.

It’s expensive. You’re paying for improveit 360’s layer on top of Salesforce, plus Salesforce licensing fees. For smaller companies, that math doesn’t work out. You could easily spend more on CRM software than on your best crew member’s truck payment.

Field tools are limited. While improveit 360 handles the sales pipeline well, it wasn’t built for what happens after the sale. Scheduling, daily logs, time tracking, and field communication often require bolt-on tools or workarounds.

Setup takes forever. Getting improveit 360 configured for your specific workflows can take weeks or months. Many contractors report needing paid consultants to get things running. That’s time and money you could be spending on actual jobs.

It’s home-improvement specific. If you’re a general contractor, commercial builder, or specialty trade outside the home improvement world, you’ll find that many of improveit 360’s built-in features don’t match your workflow.

If any of that sounds familiar, here are six alternatives worth considering.

1. Projul (Best Overall Alternative)

Best for: Contractors who want CRM, project management, and financial tools in one place

Projul was built by contractors, for contractors. It combines CRM, estimating, scheduling, and invoicing into a single platform that’s actually easy to use.

Where improveit 360 leans heavily on sales pipeline management, Projul covers the full job lifecycle. From the first lead to the final invoice, everything lives in one system. No Salesforce underneath. No third-party integrations required for basic functions.

What Makes Projul Different

CRM built for contractors, not salespeople. Projul’s CRM tracks leads, customers, and communication history without the enterprise complexity. You can see every interaction with a client in one place, assign leads to your sales team, and track close rates.

Estimating that wins jobs. The estimating tools let you build professional proposals fast. Use your own pricing, pull from assemblies you’ve built before, and send estimates that clients can approve online. No more printing PDFs and waiting for a signature.

Scheduling that actually works in the field. Scheduling in Projul is visual and drag-and-drop. Your crews see their assignments on mobile, get notifications when things change, and can update job status from the field.

Invoicing and payments built in. When the job’s done, create an invoice right from the project. Clients pay online. Money hits your account. Simple. Check out the invoicing features for details.

Unlimited users on every plan. This is a big deal. improveit 360 charges per user, and those costs add up fast. Projul includes unlimited users on every plan, so you’re never penalized for growing your team.

Projul Pricing

• Core: $4,788/year ($4,788/yr)
• Core+: $7,188/year ($7,188/yr)
• Pro: $14,388/year ($14,388/yr)

All plans include unlimited users. Check the pricing page for full details on what’s included in each tier.

Where Projul Beats improveit 360

2. MarketSharp

Best for: Home improvement companies focused on marketing and lead tracking

MarketSharp is the closest competitor to improveit 360 in terms of target market. It’s built specifically for home improvement contractors and focuses heavily on marketing automation and lead management.

Key Features

• Lead tracking from multiple marketing channels
• Appointment setting and canvassing tools
• Production scheduling for home improvement jobs
• Built-in email and direct mail marketing campaigns
• Customer satisfaction surveys and referral tracking

Pros

• Purpose-built for window, door, siding, and roofing companies
• Strong marketing automation features
• Good appointment-setting workflows
• Tracks lead sources so you know what marketing is working

Cons

• Narrowly focused on home improvement, not general contracting
• Interface feels dated compared to newer tools
• Reporting can be clunky
• Mobile experience isn’t great for field crews
• Per-user pricing adds up for larger teams

Pricing

MarketSharp doesn’t publish pricing. Expect per-user costs similar to other home improvement CRMs. You’ll need to request a demo for a quote.

Who Should Choose MarketSharp

If you’re a home improvement company that runs heavy marketing campaigns (direct mail, canvassing, trade shows) and you want your CRM tied directly to those efforts, MarketSharp is a solid fit. Just know that it’s weaker on the project management side once the sale is closed.

3. JobNimbus

Best for: Roofing and exterior contractors who want simplicity

JobNimbus has become one of the most popular CRMs in the roofing industry. It’s known for being easy to learn and covering the basics well: contacts, estimates, work orders, and invoicing.

Key Features

• Contact and lead management
• Estimating and proposal tools
• Work order management
• Photo documentation
• QuickBooks integration
• Task boards with drag-and-drop workflow

Pros

• Very easy to learn and set up
• Good mobile app for field use
• Strong in the roofing niche with material ordering integrations
• Affordable starting price
• Active user community

Cons

• Scheduling tools are basic compared to Projul or Buildertrend
• Reporting is limited on lower plans
• Gets pricey as you add users
• Less suited for complex multi-phase projects
• Limited customization on workflows

Pricing

JobNimbus offers tiered pricing that starts around $200/mo but scales up based on user count and features. Contact them for current pricing.

Who Should Choose JobNimbus

If you’re a roofing company or exterior contractor doing mostly residential work, JobNimbus hits the sweet spot of easy-to-use and affordable. It won’t handle complex commercial projects as well as some alternatives, but for straightforward residential work, it’s hard to beat for simplicity.

4. AccuLynx

Best for: Roofing companies that want deep industry-specific features

AccuLynx is built for roofing contractors and goes deep on industry-specific features like aerial measurements, material ordering, and storm damage workflows.

If client management is a priority, check out our complete guide to construction CRM software.

Key Features

• CRM with lead and sales pipeline tracking
• Aerial measurement integrations (EagleView, GAF)
• Material ordering directly from suppliers
• Photo and document management
• Labor and subcontractor management
• Production management boards

Pros

• Best-in-class roofing industry integrations
• Aerial measurement tools save hours per estimate
• Direct material ordering from distributors
• Good mobile app
• Strong production management

Cons

• Roofing-specific, not useful for other trades
• Per-user pricing gets expensive
• Can be complex to set up fully
• Limited value if you don’t do storm restoration work
• Customer support gets mixed reviews

Pricing

AccuLynx doesn’t publish pricing. Industry reports suggest it’s on the higher end, with per-user licensing. Request a demo for current pricing.

Who Should Choose AccuLynx

If roofing is all you do, especially storm restoration and insurance work, AccuLynx has features you won’t find anywhere else. The aerial measurement and material ordering integrations alone can save hours per job. But if you do any work outside roofing, you’ll find it limiting.

5. Leap

Best for: Home improvement sales teams focused on in-home presentations

Leap (formerly JobProgress) is built around the in-home sales process. If your business relies on sales reps doing kitchen-table presentations, Leap gives them the tools to present, configure, and close deals on the spot.

Key Features

• In-home digital sales presentations
• Product configuration and pricing tools
• Contract and e-signature management
• Financing integration (GreenSky, Mosaic, etc.)
• Photo documentation
• Basic project tracking

Pros

• Excellent in-home sales tools
• Digital contract signing speeds up the close
• Financing integrations help close bigger deals
• Good for window, door, and bath companies
• Clean mobile interface for sales reps

Cons

• Heavily focused on sales, weaker on production/project management
• Not ideal for companies that don’t do in-home sales
• Per-user pricing
• Limited scheduling and field management tools
• You’ll likely need another tool for project management after the sale

Pricing

Leap uses per-user pricing. Contact their sales team for current rates. Expect costs similar to other home improvement sales platforms.

Who Should Choose Leap

If your business model revolves around in-home sales presentations (especially for windows, doors, baths, or kitchen remodels), Leap is built for exactly that workflow. Just know you’ll probably need a second tool for managing production once the deal is signed.

6. Buildertrend

Best for: Larger contractors and custom builders who need full project management

Buildertrend is one of the biggest names in construction project management software. It covers the full lifecycle from pre-sale to project closeout, with strong tools for client communication, scheduling, and financial tracking.

Key Features

• CRM and sales pipeline management
• Estimating and proposal tools
• Scheduling with Gantt charts and calendar views
• Daily logs and field updates
• Client portal for homeowner communication
• Financial tools including budgeting, change orders, and invoicing
• Selections and allowances management

Pros

• Full-featured platform that covers nearly everything
• Strong client communication portal
• Good scheduling tools
• Well-known brand with a large user base
• Regular updates and new features

Cons

• Can be overwhelming for smaller companies
• Pricing is higher than most alternatives
• Takes time to set up and configure
• Per-user pricing model
• Some features feel bloated if you run a simple operation
• Mobile app can be slow

Pricing

Buildertrend’s pricing starts around $499/mo and goes up based on features and users. They offer different tiers for different company sizes.

Who Should Choose Buildertrend

If you’re a custom home builder or larger remodeling company running complex projects with lots of client interaction, Buildertrend has the depth you need. Smaller contractors often find it’s more than they need (and more than they want to pay for).

How to Choose the Right improveit 360 Alternative

Here’s a quick way to narrow down your options:

Choose Projul if you want one platform that covers CRM, estimating, scheduling, and invoicing without per-user fees. It’s the best all-around option for most contractors.

Choose MarketSharp if you’re a home improvement company that runs heavy marketing campaigns and wants your CRM tied to lead tracking.

Choose JobNimbus if you’re a roofing or exterior contractor who values simplicity and a fast setup.

Choose AccuLynx if you’re a roofing-only company that needs aerial measurements and material ordering built in.

Choose Leap if your business runs on in-home sales presentations and you need tools built for that specific workflow.

Choose Buildertrend if you’re a larger builder or remodeler who needs deep project management and a client portal.

Making the Switch from improveit 360

Switching CRM and project management tools feels like a big deal, but it doesn’t have to be painful. Here’s a basic game plan:

1. Export your data. Since improveit 360 runs on Salesforce, you can export contacts, accounts, and opportunities as CSV files. Do this before you cancel anything.

2. Pick your new tool and start a trial. Most of the alternatives listed here offer free trials or demos. Get in there and test it with real data before committing.

3. Import your contacts and leads. Every tool on this list supports CSV imports. Start with your active leads and current customers.

4. Set up your workflows. Build out your estimate templates, job stages, and any automation you need. This is usually the longest step, but it’s way faster than setting up improveit 360 was.

5. Train your team. Pick one or two people to learn the new system first, then have them help train everyone else. Tools like Projul and JobNimbus are simple enough that most crews pick them up in a day.

6. Run both systems in parallel for a week or two. Don’t cut over cold. Run your new tool alongside improveit 360 for a short overlap period to make sure nothing falls through the cracks.

What to Look for in Any CRM as a Contractor

No matter which tool you pick, there are a few things every contractor should evaluate before signing up. Getting this right saves you from switching platforms again in twelve months.

Mobile experience matters more than desktop. Your office staff might use a desktop, but your field crews, project managers, and sales reps are on phones and tablets all day. If the mobile app is clunky, slow, or missing key features, adoption will suffer. Test the mobile app before you commit to anything.

Integration with your accounting software is critical. Double-entering financial data is a waste of time and a source of errors. Whatever CRM you choose should sync with QuickBooks, Xero, or whatever accounting platform you use. Look for a two-way sync that pushes invoices, payments, and customer data between systems automatically. Projul’s QuickBooks integration is a good example of how this should work.

Watch out for per-user pricing traps. Some platforms look affordable at first glance, but the per-user model means costs climb fast as your team grows. A platform that charges $50 per user per month sounds reasonable until you have 20 users and you’re spending $12,000 a year just on CRM access. Flat-rate or unlimited-user pricing protects you as you scale.

Reporting should answer real questions. Can you see which lead sources produce the most revenue? Can you track close rates by salesperson? Can you see job profitability after accounting for labor, materials, and change orders? Reporting that only shows you basic activity metrics is not enough. You need financial and operational visibility to make smart decisions.

Support quality varies wildly. Read reviews about customer support before you buy. When something breaks on a Thursday afternoon and you have a crew standing idle, you need someone who picks up the phone. Free email-only support is not going to cut it when you’re losing money by the hour.

Hidden Costs of Sticking with the Wrong Tool

Staying with a CRM that doesn’t fit your business has real costs, even if you’ve already paid for it. Those costs just don’t show up on an invoice.

Lost leads from slow follow-up. If your CRM is hard to use, your team avoids it. Leads sit in a queue for days instead of getting a call back within an hour. Studies consistently show that responding to a lead within five minutes makes you dramatically more likely to close the deal. A clunky CRM slows that response time.

Wasted admin hours. Every minute someone spends fighting with software, entering data twice, or building workarounds is a minute they’re not selling, building, or managing jobs. Across a team of ten people, even thirty minutes of daily friction adds up to over 1,500 hours of lost productivity per year.

Poor visibility kills margins. If you can’t see live job costs against your estimates in real time, you find out a job lost money after it’s already done. By then, there is nothing you can do about it. The right tool gives you visibility while there’s still time to course-correct.

Team turnover from frustration. Good project managers and estimators don’t want to fight with bad software every day. If your tools make their jobs harder instead of easier, they will eventually leave for a company that uses something better. Replacing experienced staff costs far more than switching software platforms.

The cost of switching CRMs is real, but it’s usually a one-time investment that pays for itself within a few months. The cost of staying with the wrong tool compounds every single day.

How Your CRM Choice Affects Customer Experience

Your CRM isn’t just an internal tool. It directly shapes how your customers experience working with you, from the first inquiry to the final walkthrough.

When a homeowner requests a quote and gets a polished, professional estimate within hours instead of days, that sets a tone. When they can approve proposals online with an e-signature instead of waiting for someone to drive a paper contract to their house, that’s convenience they notice. When your project manager sends schedule updates proactively instead of making the customer chase them for information, that builds trust.

All of those moments depend on your tools working smoothly behind the scenes. A CRM that makes it easy to track communication, automate follow-ups, and share project updates with clients turns your team into a well-organized operation that customers recommend to their neighbors. A CRM that buries information in confusing menus and requires manual workarounds leads to missed calls, forgotten follow-ups, and frustrated homeowners leaving bad reviews.

Construction is a referral-driven business. The experience you deliver on one job determines whether that customer sends you three more. Your CRM is the backbone of that experience, whether you realize it or not.

Projul’s approach to client communication and project visibility is designed with exactly this in mind. When your customer can see progress photos, approve selections, and track their project timeline in one place, you’re not just managing a job. You’re building a relationship that generates future revenue.

Online reviews increasingly drive contractor selection, too. Homeowners check Google, Yelp, and Angi before they even request a quote. When your operations run smoothly because your tools support your team instead of slowing them down, those five-star reviews accumulate naturally. When your systems create friction, the one-star reviews write themselves.

The Bottom Line

improveit 360 is a capable tool for larger home improvement companies that can handle the Salesforce complexity and cost. But for most contractors, there are better options that cost less, work faster, and don’t require a consultant to set up.

If you want one recommendation: Projul gives you the CRM, estimating, scheduling, and invoicing you need in a single platform, with unlimited users and no Salesforce headaches. It’s built for how contractors actually work, not for how enterprise software companies think you should work.