Sales
Close quickly, with confidence
With Estii, Sales teams can iterate on scope, price and schedule without breaking a sweat (or a spreadsheet) to win more profitable business.
Negotiate scope and price without breaking a sweat
Approve, negotiate and close deals faster, with real-time updates to scope, schedule and price that are driven by real data, not random hunches.
Never start from scratch again
Bid farewell to re-estimating similar projects and wading through past deals to find comparable estimates. With universal search and import, you can effortlessly navigate your entire database of deals and templates, importing estimates against your current rates and pricing.
Every version, in one place
Approved deals become read-only, and subsequent changes automatically save a version. Create, manage and compare versions in one place, so you'll never loose track of what you sold.
Coordinate input and feedback from across the business
Empower stakeholders to construct, validate and collaborate on offers in real-time. Assign task owners, priorities, and completable discussions to eliminate internal bottlenecks and approve deals faster.
Automate proposals that dive deep
Build confidence in your offer with data-rich, carefully designed commercial proposals. Every change is instantly reflected across all outputs - no more manual copying of data out of spreadsheets.
Supercharge your sales workflow
Automatically synchronize data between Estii and your CRM. Export detailed calculations and forecasts to enrich data in your sales pipeline and business intelligence tools.
Fast, accurate qualification
Turn frequently requested scope into deal templates that allow your team to quality and size new opportunities in minutes.
Modernise your sales-service pipeline.
Sign up for free, or schedule a chat to plan your transformation.
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