Know which open estimates need your attention.
Marginry reviews your existing estimate records and prepares a clear brief for you, plus a follow-up queue for your team. Each priority comes with a reason and a recommended next step.
Prepared work, split by who acts on it.
The owner brief
Shows you the few estimates that need a management decision. Each one explains why it surfaced, gives a recommended next step, and ends with a short check for you or your team to confirm.
The follow-up queue
Gives your team a list to work through, one row per estimate with its reason and its check. Older quotes are queued to confirm they're still live. Records with gaps are queued for your team to check or update.
Supporting detail is there when you want to check the reasoning.
29 open estimates reviewed. Three brought to the owner's attention.
A made-up company, used to show the work. It is not a typical outcome or a client result; another company's records will produce different numbers.
In this sample, the owner gets three focused questions. Some may require checking with the team. The review does the reading, sorting and explaining around them.
See all three priorities+
Where all 29 open estimates went+
From an export of 72 estimates, 29 of them open.
What's left after the review is short.
Grounded in your records. Checked by a person.
We explain why each estimate deserves attention, and we keep missing information separate from confirmed facts. Every review is checked by a person before it is sent.
The review works only from what your records show. It can't see contact made outside the CRM, know what a customer intends, or say which quotes will close.
How estimates are sorted+
Practical questions
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