Estajo: Automate Documents, Close Deals Faster.
A CRM purpose-built for growing SMBs, Estajo instantly generates personalized documents, automates lead assignment, and ensures your data is secure and compliant—all in one seamless platform.
Stop Letting Paperwork Slow Down Your Pipeline
Manual processes are the silent killer of sales efficiency. Estajo eliminates the bottlenecks that cost your team time, introduce errors, and create compliance headaches.
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Hours Lost to Manual Document Creation
Your sales reps spend too much time copying data into proposals, contracts, and quotes. This slows the sales cycle and dramatically increases the risk of costly data entry errors.
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Fragmented Data & Lost Client Documents
Agreements and communication history are scattered across emails, network drives, and local folders. This disorganization leads to missed deadlines and a poor customer experience.
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Inconsistent Lead Assignment & Follow-up
Without smart automation, leads are manually assigned, leading to bottlenecks, missed follow-ups, and a lack of accountability in your sales pipeline.
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Compliance Risks from Unmanaged Data
Collecting and storing client data without automated retention, deletion, and auditable consent exposes your business to unnecessary legal and security risks.
Unify Your Sales and Document Workflow
Estajo provides a powerful suite of features designed to work together, automating the most time-consuming parts of the sales process so your team can focus on closing.
Intelligent Document Generation
Our powerful, in-app editor instantly pulls data from your CRM to generate perfect, personalized proposals, contracts, and quotes in Word, PDF, or custom formats. Effortless and error-free.
Advanced Lead Assignment & Scoring
Prioritize high-value leads with custom scoring. Use advanced routing logic to instantly assign new leads and automate follow-up tasks, ensuring every opportunity is handled by the right person, right away.
Secure Document Collection Portals
Simplify client onboarding. Send secure links for clients to easily upload necessary files directly into the linked deal in your CRM. All documents are centralized, organized, and secure.
Customizable User Roles & Access
Maintain data control with granular permissions. Easily define user roles, restrict access to documents, and provide private “My Drive” spaces for individual organization.
Compliance and Security, Built-In.
Data security and governance are non-negotiable. Estajo’s unique features provide the framework you need to mitigate risk and build client trust with minimal effort.
Policy-Driven Data Lifecycle
Maintain strict governance over **document and file retention** based on your internal policies. Our platform stages older records for review, allowing you to manually manage the disposal of unnecessary files, **optimizing your storage consumption to control subscription costs** and ensure long-term compliance.
Compliance Data Visibility
Simplify legal requests by easily **finding and retrieving a lead’s basic data** using pre-configured filters. This grants you the visibility needed to adhere to regulatory policies and confirm record status.
Zero-Downtime Data Integrity
Maintain clean, reliable data with sophisticated duplicate detection. Our unique manual audit process ensures **data consistency and reliability**, providing the framework for a trustworthy and accurate database.
Ready to End the Paperwork Nightmare?
Join the growing number of SMBs who are automating their entire sales workflow and achieving unprecedented efficiency with Estajo.