All the Tools Your Business Needs to Grow & Comply
Estajo provides a comprehensive suite of tools to streamline your sales process, automate tedious tasks, and ensure every lead is nurtured effectively. We’ve built the CRM of the future, today.
Document Automation & Management
Automated Document Population
Instantly generate personalized Word documents like proposals, contracts, and quotes. Our system automatically populates fields with lead and deal data, eliminating manual entry and reducing errors.
Effortless Client Document Collection
Receive necessary files from leads with ease. Send secure, unique upload links directly from your CRM, allowing clients to submit signed agreements, forms, or supporting documents that are automatically stored.
Centralized Document Storage & Tracking
Never lose track of a critical file. All generated and received documents are automatically associated with the relevant lead or deal, providing a complete, organized, and easily searchable document history.
Bulk Document Export
Export multiple documents at once. Whether you’re preparing for an audit or simply need to archive a project, our system allows you to download documents in bulk, saving you valuable time and effort.
Automated Archiving & Deletion
Ensure long-term compliance with our tiered data retention policy. Our system automatically manages the lifecycle of leads and documents, from an active “rest” state to permanent deletion after a specified period.
Sales Process & Lead Management
Intuitive Deal Pipeline Visualization
Gain a crystal-clear overview of your sales opportunities. Move deals through custom stages, identify bottlenecks, and forecast revenue with confidence, ensuring consistent progress.
Comprehensive Lead & Contact Management
Keep all your valuable connections organized. Store detailed lead and contact information, activity notes, and associated documents in one centralized, easily searchable database for immediate context.
Smart Task & Activity Assignment
Ensure timely follow-ups and accountability. Assign custom tasks directly from lead records, track completion, keeping your team productive and on schedule.
Automated Lead Routing
Eliminate manual lead distribution. Our automation intelligently assigns new leads to the right sales reps based on custom fields and predefined rules, ensuring rapid response times and optimized workloads.
Role-Based Access & Permissions
Manage your team effectively with customizable user roles and permissions. Ensure each team member has the right level of access to data and features, maintaining security and operational clarity.
Precise Duplicate Detection
Prevent redundant records and ensure data cleanliness. Our system automatically identifies duplicates based on the unique Email Address and tags all related records. This triggers a mandated manual audit via the Compliance Filters, allowing you to consciously delete redundant records and guarantee your database remains accurate and reliable for all sales and compliance efforts.
Data & Automation Utilities
Customizable Web Form Generation
Easily create and deploy web forms to capture new leads directly into your CRM. Customize fields to gather the precise information you need, streamlining your lead acquisition process.
Flexible Data Export to Excel
Gain full control over your lead data. Download lead information to Excel based on custom filters, enabling detailed analysis or seamless integration with external marketing tools.