Presales / Solutions
Perfect your sales-service handoff
Estii helps solutions teams efficiently scope and price opportunities to align with client expectations, delivery capacity and commercial viability.
Efficiently manage complex requirements
Estii is crafted to streamline the estimation of complex projects and requirements, enabling you to create, manage, and review estimates up to 75% faster than traditional methods like spreadsheets or CPQ systems.
Enable informed and effective decision making
Provide stakeholders with a comprehensive overview of project scope and pricing that can be adjusted without compromising underlying estimates or increasing risks to margins, deliverables, or reputation.
Align client expectations with profitability targets
Effortlessly estimate time and materials against requirements and deliverables. Organise and coordinate estimates more effectively by setting priorities, tags, contingencies, task owners, and more.
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.
Easily estimate complexity that spreadsheets can't handle
Estii understands the complexities of real-world service estimation, saving you time and manual calculations with features like tiered pricing, recurrence periods, variable projections, currency conversions, and much more.
Navigate the intricacies between sales, delivery teams, and clients
Maximize stakeholder visibility and teamwork with real-time collaboration, automatic updates, version history, task ownership, and inline comments. Invite read-only guests and switch to client mode for interactive customer walkthroughs.
Export all the things
Access all the raw data to analyse margins and revenue streams, resource schedules, and detailed scope and estimates for use by sales, finance and delivery teams.
Modernise your sales-service pipeline.
Sign up for free, or schedule a chat to plan your transformation.
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