Estii for enterprise
Give every practice the same commercial guardrails
Estii gives growing technology services firms the access control, security, integrations and pricing structure needed to govern commercial decisions across teams, regions and delivery models.
Enterprise sign-on and access control
Use SSO and domain claiming to give teams simple access without losing control. Set permission levels for administrators, approvers, editors and reviewers across your commercial workflow.
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Support regional rate cards and currencies
Model deals with regional rates, cost centres and customer currencies. Set per-deal exchange rates, keep reporting currency clear and quote clean whole numbers without losing margin visibility.
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Connect Estii to the systems your teams already use
Keep Salesforce in sync with Estii deal value and send won work downstream to delivery tools. If your business uses another CRM or workflow platform, talk to us. We are ready to integrate it.
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Coordinate review across sales, delivery and finance
Assign owners, request input and track comments against the deal itself. Teams can see who is editing what and keep approvals moving without turning every estimate into a meeting.
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Bring reviewers in without buying a seat
Guests can review and comment on deals without editing commercial data. They don't contribute to your paid monthly seats. See our pricing for more details.
Meet the security expectations of larger buyers
Estii uses secure passwordless authentication, 256-bit SSL encryption and logically separated customer storage. It is hosted on Cloudflare with security and privacy controls built into the platform.
Roll out with help from people who know services
We help teams migrate from spreadsheets, internal tools and inconsistent templates into a governed Estii workflow. For more details on onboarding and services, visit our pricing page.
Bring your toughest deal.
See how scope, margin, capacity and revenue change before the deal is signed.
30-day trial. No credit card required.