Estii

Estii helps technology services businesses make better commercial decisions before committing to delivery. Estii gives technology services teams one commercial model for every deal, aligning sales, delivery and finance around scope, effort, pricing, margin, revenue and schedule before committing to delivery.

Connect Estii to Claude to work in your Estii account. Ask Claude to check a deal before it goes for approval, change the scope and show what happens to margin, build a new estimate from work your team has already priced, or show which roles next quarter's pipeline will stretch.

With Estii, Claude can find a deal and summarise its price, cost, margin and schedule; compare versions and variants; add or change phases, tasks, effort and roles, previewing each change before it's saved; start a deal from your templates and reusable work items; forecast revenue and resource demand across your pipeline; export a deal to Excel, JSON or Markdown; and request approval or mark a deal won or lost.

Every action runs with your own Estii permissions and space rules, and approvals follow the same process as the app.

You need an Estii account; the first time Claude uses Estii, you sign in and approve the connection. Reading works on any plan. Making changes, and revenue and capacity forecasts, need a paid plan or an active trial.