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All Features

All Your Clients, One Place

Stop losing client info in notebooks and spreadsheets. Estimy keeps all your customer data organized with their complete history.

Organize Your Clients

Key Benefits

  • Centralized client database
  • Complete quote and invoice history
  • Contact info and multiple addresses
  • Notes and tags for organization
  • Quick client lookup when quoting

How It Works

Step 1
Add clients
Import from CSV or add clients as you create quotes.
Step 2
View history
See all quotes, invoices, and payments for each client.
Step 3
Stay organized
Add notes, tags, and multiple contact methods.

Related Features

Invoicing
Convert accepted quotes to invoices in one click. Deposit invoices, progress billing, credit notes. Legal numbering. Try free.
Automated Reminders
Send automatic reminders for expiring quotes and overdue invoices. Email and SMS. Get paid faster. Try free.
Worksite Management
Manage worksites, track budgets, expenses, and profitability per project. Full visibility into your contracting business. Try free.