CFO / RevOps

Drive precision and profitability

Maximize consistency, visibility and profitability across your organization with Estii.

Sign off on commercial proposals with maximum confidence

Set pre-approved rates, price lists, currencies and margins to ensure bids align with commercial targets. Visual scope, margin and schedule breakdowns streamline approval processes.

Approve revenue, margins and timelines
Approve revenue, margins and timelines

Eliminate the blame game between sales and delivery.

Estii provides an intuitive UX that ensures easy adoption across teams with minimal training. Increase visibility, collaboration and consistency across costs, revenue and margin.

Intuitive, collaborative UX
Intuitive, collaborative UX

Understand service delivery at a deeper level

Augment forecasts with rich, consistent data on how services drive revenue and margin. Leverage detailed scope and commercial breakdowns to improve reports and strategy.

Detailed commercial breakdowns
Detailed commercial breakdowns

Increase customer retention with transparency and trust

Build trust with your customers and confidence in your estimates with detailed commercials and SOWs that help protect revenue and profitability after your sales to delivery handoff.

Client-friendly commercial breakdowns
Client-friendly commercial breakdowns

Seamless integration with your existing systems and tech stack

Synchronise data between Estii and your other platforms to maximise consistency. Automatically update Salesforce opportunities with latest price and generated proposals.

No-code workflow automations
No-code workflow automations

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