TakeOff Estimates and Reports 4.0 - 2026 Pricing, Features, Reviews & Alternatives

TakeOff is a customer relationship management (CRM) software designed to help freelancers and businesses handle reports, estimates, budgets, travel accounting, proposals, goals, and more on a unified platform. Administrators can create quotes using existing cards, analyze results across the commercial pipeline and forecast, monitor opportunities and streamline decision-making processes.

TakeOff allows organizations to gain visibility into lost, open, or confirmed proposals, their distribution by department, ranking of commercials, time spent on billables and non-billables, team's activities, progress, and other metrics on a dashboard. Administrators can generate invoices, track sent and received emails to trace interactions with customers, and archive documents, images, or reports in a cloud-based platform. Sales representatives can also add reasons for proposals' closure related failures using prepared lists.

TakeOff offers an API, which helps businesses integrate the platform with several third-party systems. Supervisors can automatically track phone calls, business meetings, and other commercial activities to gain insights into the required costs for acquiring a new customer. Other features include electronic signatures, appointment tracking, deadline management, and GPS tracking.