Transform Operational Efficiency with Intelligent Estimating Software

Saleoid is not just a calculation tool; it is an AI-powered estimating software fully integrated with your CRM. It allows you to generate accurate quotes instantly, engage leads via chatbot, and automate the transition from estimate to paid invoice or active project.

Our AI Chatbot acts as a virtual sales agent. It communicates with visitors on your website, suggests relevant services based on their needs, and automatically creates an estimate including those services. It then emails the estimate to the client so they can review, approve, and make a payment.

Clients can review the estimate directly from their email. Depending on your settings, they can approve the estimate by making a Full Upfront Payment or a Partial Deposit directly through the secure link. Once payment is made, the status automatically updates to "Approved."

It depends on the payment terms you set. If you select Full Upfront or Partial Payment, the system automatically generates and sends an invoice to the client as soon as they pay against the estimate. For Payment on Completion, you can set the system to automatically generate and charge the invoice once the project is marked as complete.

Yes. If you set an estimate to "Payment on Completion," approving the quote will automatically create a new Project in Saleoid. This ensures a seamless transition from sales to execution without manual data entry.

Yes. You can brand your estimates to look professional by uploading your company logo and changing the accent colors to match your brand identity.

Yes. You can create and save customizable estimate templates for your frequently sold services or products. This eliminates repetitive data entry, allowing your team to send consistent quotes in seconds.

Yes. You get real-time tracking for every document. You can see exactly when a client opens or views your estimate. This visibility allows your sales team to follow up at the perfect moment if a quote remains unopened.

Since the estimating tool is native to Saleoid, every quote you send is automatically linked to the Contact’s profile in the CRM. This gives your team a complete view of the negotiation history and allows you to trigger automation workflows based on the estimate's status.

Yes. You can configure global or item-specific tax rates and apply discounts (percentage or fixed amount) directly within the estimate builder. The system automatically calculates the totals, ensuring 100% accuracy.

Yes. Saleoid supports all major global currencies. You can select your preferred currency in the settings to ensure your estimates and financial reports match your local business requirements.

Yes. If a client pays via cash, check, or bank transfer, you can manually log the payment against the estimate. This action records the transaction in the system and automatically converts the approved estimate into an active Project, keeping your workflow seamless.