What teams do here
- Line items
- Client approval
- Version history
- One-click convert
Module · Estimates
Estimates inside one operating platform
Scope work and convert approved estimates into projects and invoices. An approved estimate is not a dead PDF. It becomes the living budget for delivery and billing.
In this module
Built to share data with every other module
How it connects
- Price the work
- Collect approval
- Open the project and billing plan
Keep exploring the ecosystem
Other modules in the same workspace
CRM
Customers, contacts, and account history live in the same workspace as sales and delivery.
Sales
Pipeline, opportunities, and forecasts sit beside CRM, proposals, and projects.
Project Management
Plan delivery against the clients and contracts you already sold.
Task Management
Assign work across teams without leaving the operating platform.
Time Tracking
Capture billable time that flows into invoices automatically.
Proposals
Send branded proposals connected to CRM and sales records.
One workspace
See Estimates with the rest of your business
Estimates is a connected module — not a standalone app — so records stay shared across CRM, delivery, and finance.