Connect your existing workflow
Keep your CRM, delivery tools and day-to-day systems in step with Estii, so opportunity value, approvals, handover and forecasts follow the deal as it changes.
Keep Salesforce aligned with Estii
Salesforce tracks the opportunity lifecycle. Estii tracks the commercial decisions behind the value. Sync deal value, status and approved outputs back to Salesforce, so the opportunity reflects the latest Estii deal. Using another CRM? Talk to us.
Promote won work into Jira and ClickUp
After a project is won, push structured scope into Jira or ClickUp so delivery starts with the agreed budget, work breakdown and assumptions from the deal.
Connect Estii to the tools your teams already use
Send approvals, updates, exports and notifications into Salesforce, Jira, Slack, Excel and the other tools people work in day to day.
Integration-ready for your technical team
Your developers can use the API, CLI and webhooks to fit Estii into internal systems without a custom services project. Enough surface area to integrate properly, without making integration the rollout.
Give finance the detail behind the number
Export spreadsheets with the estimate, cost, price, margin, timeline and resourcing detail behind each deal. Finance and ops can reconcile, analyse or feed downstream reporting outside Estii.
Start from reusable commercial knowledge
Use the Work Library to reuse proven work items, phase templates and complete deal templates. New opportunities start from scope, estimates and pricing your team already trusts.
Trigger reviews and updates from deal activity
Request approvals, see recent activity, and use deal status changes to trigger updates in Estii or external tools. Changes in either direction can drive the next step.
Forecast revenue, capacity, and pipeline health
Go beyond weighted totals with revenue recognition, capacity forecasts, and deal-level drivers. Connect estimates to the Forecasts planner to see how pipeline changes shape demand and revenue over time.
Bring your toughest deal.
See how scope, margin, capacity and revenue change before the deal is signed.
30-day trial. No credit card required.