Skip to main content
Looking for help?
< All Topics
Print

What types of businesses can use Estajo?

Posted
Updated

Estajo is ideal for small to medium-sized sales teams that need more than a basic CRM. Our platform provides the structured foundation necessary for ambitious companies looking to scale their operations and streamline their entire sales process.

Our advanced features are perfect for teams focused on growth, specifically:

  • Sales Automation (Workflows): For teams that need to ensure every lead is immediately assigned via round-robin logic and that no task is ever missed during managerial handoffs.

  • Document Management (Automation): For teams that waste time generating proposals, allowing them to instantly create accurate, branded documents from client data.

  • Data Governance: For companies focused on compliance and accountability, ensuring clean data, strict user roles, and secure storage (mitigating legal risk as they grow).

Table of Contents