Lead Management
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Estimates
Payroll
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Budgeting
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Invoices
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Expenses
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Order
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Lead Management
Project Management
Proposal
Recruiting
Contact Management
Task Management
Estimates
Payroll
Deal Management
Time Tracking
Budgeting
Attendance
Sales Pipeline Management
Document Management
Invoices
Team
Proposals
Ticket Management
Payments
Roles & Permissions
Contract Management
Product
Expenses
Events
Client Portal
Order
Reports
Noticeboard
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Feature Image

Create Accurate Estimates in Minutes and Win More Projects

Stop relying on spreadsheets and manual calculations. CRMLeaf’s Estimates Management Module helps you build professional, error-free estimates fast—boosting client trust and accelerating deal closure.

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Benefits

Why Growing Teams Rely on CRMLeaf for Fast, Accurate Estimates

Whether you're in construction, IT, services, consulting, or manufacturing—CRMLeaf streamlines estimate creation and helps you win more projects with less effort.

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Instant Estimate Creation

Create estimates in minutes using a step-by-step builder—no spreadsheet hassle.
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Reduced Errors and Rework

Eliminate manual miscalculations and ensure consistency every time.
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Auto-Populated Client Data

Pull details directly from your CRM—no double entry or missing fields.
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Professional Templates

Customize estimates with your logo, brand colors, terms, and formats.
Features

Built for Teams That Need Estimating Accuracy and Speed

CRMLeaf equips you with everything needed to generate, manage, and track estimates from first draft to client approval.

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Quick Estimate Builder

Generate estimates by filling out predefined fields—simple and fast.
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Customizable Templates

Use ready-made templates or create branded versions for specific clients.
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CRM Data Integration

Auto-fill project and client info from your CRM—minimizing manual work.
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Status Tracking & Notifications

Track estimate views, approvals, and rejections in real time.
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Version Control

Make updates, compare versions, and never lose track of edits.
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Follow-Up Reminders

Get auto-alerts for pending client approvals and ensure timely responses.
Services

Estimate Management That Saves Time and Wins Clients

CRMLeaf’s Estimates Module does more than build quotes—it ensures accuracy, professionalism, and faster decisions.

Industry-Specific Flexibility

Customize templates, pricing models, and terms based on your business needs.

Bulk Estimate Generation

Quickly generate estimates for multiple clients or project types with just a few clicks—perfect for agencies or fast-paced teams.

Centralized Estimate Hub

All estimates, client data, and revision history—organized in one place.

Approval Workflow Built-In

Send, track, and follow up—all from within CRMLeaf.

Error-Free and Transparent

Reduce risks and gain client trust with consistent, cleanly formatted estimates.

Collaborative Estimate Management

Team members can co-edit, comment, and track approvals with ease.

Blogs

Stay ahead with the Latest Insights

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May 30, 2025

Why KARMA Chose CRMLeaf to Streamline Its Solar Projects?

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Solar Project
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FAQS

Estimates Management FAQs

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Our experts will show you how our app can streamline your team's work.

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