Name: Feature Overview: improveit 360 Payments
Uploaded: 2023-03-28T15:08:15.000Z
Duration: 37 s
Description: Feature Overview - improveit 360 Payments

Help Desk

Web and Video Conferencing

Customer Support

Changelog

Mind Mapping

Development

Online Learning

Education

Business Intelligence (BI)

Calibration Management

Case Management

Collaboration

Embedded Business Intelligence (BI)

Environmental, Social, and Governance (ESG)

Interactive Voice Response (IVR)

Enterprise

Accounting

Cryptocurrency Mining

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

HR Management

Payroll

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Dynamic Application Security Testing (DAST)

Endpoint Encryption

File Sync and Share

Fraud Detection

Identity Governance and Administration

In-Memory Databases

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

M2M Application Development

Managed Print

Metadata Management

Network Access Control (NAC)

Network Performance Monitoring

Password Management System

Secure Email Gateway

Session Border Controllers

Static Application Security Testing (SAST)

Static Code Analysis

Virtual Private Network (VPN)

Virtualization Management

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Consumer Ratings & Reviews

Content Management

Customer Reference Management

Data Management

Direct Mail Automation

Email Management

Email Marketing

Location Intelligence

Marketing Automation

Real-Time Interaction Management

SMS Marketing

Social Media Management

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Gamification

Sales

Car Rental

Equation Editors

HIPAA Compliance

Home Health Care

Insurance Agency Management

Online Voting

Vertical-Specific

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improveit 360 offers a customer relationship management (CRM) system designed to provide a sales, marketing, and business software solution. Built exclusively for remodelers, specialty contractors and home pros, the system lets users manage leads, sales appointments, emails, quotes, jobs, and gives a 360° view of all sales activities. While on the road, the improveit 360 app provides mobile access from a laptop, smartphone or tablet.

Starter

Professional

Unlimited

Agentforce 1 Sales

Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. 

The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs.

The product also has an integrated project management module.

Standard

Ultimate

Plus

improveit 360

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

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Manage and Grow Your Home Improvement Business with Ease with improveit 360

Get Access to the 360-degree view of your business you've been missing with improveit 360, the leading fully customizable CRM for home improvement pros.

Feature Overview - improveit 360 Payments

Feature Overview: improveit 360 Payments

With improveit 360 Payments, simplify operations, accelerate cashflow, and deliver a safe, convenient payments experience for your customers. Interact with your customers by engaging them where they are—online and on their mobile devices. The payments feature provides a fast and simple way to collect payments and manage payment data all within the improveit 360 software.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.