Effective pipeline automation
Reach optimal productivity and enrich existing sales and post-sale workflows with a consistent source of truth for scope and price.
Boost efficiency with the Estii Salesforce integration
The Estii Salesforce integration supercharges your existing sales workflow with bidirectional updates and automatic attachments to ensure Salesforce remains your single source of truth.
Increase team momentum with workflow automations
Estii's workflow automations and data exports enable teams to integrate Estii with your existing CRM, PSA, BI and team collaboration software.
Streamline internal visibility, accountability and approvals
Eliminate outdated estimates with Estii's visual pipeline, weighted forecasts, approval workflows and automatic versioning.
Respond to opportunities faster with deal templates
Turn around quotes faster with reusable deal templates and pre-packaged products and services.
Forecast pipeline revenue and resourcing
Augment your existing sales intelligence with estimation centric insights and forecasts. Switch between full and weighted forecasts based on deal probability.
Complete commercial breakdown of every estimate
Export deal spreadsheets with a full commercial breakdown of every estimate - cost, price, margin, timeline and resourcing.