Effective pipeline automation
Reach optimal productivity and enrich existing sales and post-sale workflows with a consistent source of truth for scope and price.
Keep every deal in sync 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.
Kick-off projects seamlessly. Export into Jira and other productivity tools
Export Estii project estimates directly into your Jira or ClickUp projects for seamless handovers and complete traceability to agreed budgets and deliverables.
Increase team momentum with workflow automations
Estii's workflow automations and data exports enable teams to integrate Estii with your existing tools including Salesforce, Jira, Slack, Excel and many more.
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Eliminate outdated estimates with Estii's visual pipeline, weighted forecasts, approval workflows and automatic versioning.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.
Modernise your sales-service pipeline.
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