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Estajo
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Getting started with Estajo

  • Video Tutorials

    • User Onboarding & Team Handoff
    • How to Use the Compliance Filters to Audit Your Data
    • How to Create a Lead Assignment Workflow
    • How to Automate a Document Template with Lead Information
  • Written Articles

    • Adding leads to Estajo
    • How to Add Appointments and Tasks
    • How to Create Tags and Other Custom Options
    • How to Create a Deal
    • How to Import a Document Template
    • How can I track my usage limits?
    • How to Create and Deploy Custom Forms
    • My Drive: Your Hierarchical Storage System
    • Estajo Email Support Templates

News & Announcements

  • Blogs

    • πŸš€ Sales Workflow Automation: Building Impartial Round-Robin Lead Assignment
    • πŸ“‹ Document Automation Software: The Fastest Way to Cut Your Quote-to-Signature Cycle Time
    • πŸ” Proactive Data Auditing: How to Use Compliance Filters to Protect Your Pipeline
    • πŸ›‘οΈ Total Data Control: Bulk Export and Purge for Unmatched Compliance and Efficiency

FAQ's

  • General & Getting Started

    • What is Estajo?
    • Is there a free trial?
    • What types of businesses can use Estajo?
    • Can Estajo support teams operating in multiple time zones?
    • Our Data Retention Policy
  • Billing, Pricing & Upgrades

    • How does our pricing work?
    • Our Billing and Refund Policy
    • How is the Total Price for my Estajo subscription calculated?
  • Core Features

    • How does Estajo detect and manage duplicate leads to ensure data integrity?
    • Is Estajo's application HIPAA or other regulatory compliant for sensitive data?
    • What does "Round Robin" assignment mean for leads?
  • User Roles & Permissions

    • What are the different user roles in Estajo?
    • Where is my data hosted and how is it secured and backed up?
    • ❓ What is the difference between Deactivating a User and Permanently Deleting (Purging) a User?

Featured Articles

Popular Articles
  • User Onboarding & Team Handoff
  • How to Use the Compliance Filters to Audit Your Data
  • How to Create a Lead Assignment Workflow
  • What is Estajo?
  • Is there a free trial?
Newest Articles
  • ❓ What is the difference between Deactivating a User and Permanently Deleting (Purging) a User?
  • What does "Round Robin" assignment mean for leads?
  • How is the Total Price for my Estajo subscription calculated?
  • πŸ›‘οΈ Total Data Control: Bulk Export and Purge for Unmatched Compliance and Efficiency
  • πŸ” Proactive Data Auditing: How to Use Compliance Filters to Protect Your Pipeline
Recently Updated Articles
  • How to Create and Deploy Custom Forms
  • How is the Total Price for my Estajo subscription calculated?
  • ❓ What is the difference between Deactivating a User and Permanently Deleting (Purging) a User?
  • User Onboarding & Team Handoff
  • How to Create a Lead Assignment Workflow

© 2026 Estajo All Rights Reserved

Legal

  • TERMS OF SERVICE
  • PRIVACY POLICY AND DATA PROCESSING ADDENDUM
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    • What’s Next: Our Product Roadmap
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