Ortem Technologies
    AI Estimation SaaSLive Product
    Azimuth

    Azimuth

    Scope projects. Ship estimates.

    Turn raw client requirements into structured estimates, team plans, and client-ready proposals — in minutes, not days. AI-powered estimation, one-click PRD + TRD + Proposal generation, built-in CRM, and branded email delivery. Customisable for your agency by Ortem Technologies.

    Anthropic Claude AI7-stage CRMOpen trackingSelf-improvingWhite-label ready
    View Case Study

    14-day free trial · No credit card required · Setup same day

    Azimuth AI project estimation platform — Scope projects, ship estimates

    4–8 hrs

    Saved per proposal

    5 min

    AI estimation time

    3 docs

    Generated in one click

    67%

    Avg win rate improvement

    See Azimuth in Action

    Azimuth three-step workflow — Upload requirements, AI breaks it down, Generate and send
    Azimuth features — AI estimation, team roles, document generation, CRM pipeline, multi-currency
    Azimuth CRM dashboard — project pipeline, total projects, active, proposals sent
    Azimuth CRM analytics — pipeline value $303k, leads by stage, lead sources, win rate 67%
    Azimuth project estimation breakdown by features, tasks, hours, and budget

    Three Steps to a Polished Estimate

    From raw requirements to client-ready documents in minutes.

    01

    Upload Requirements

    Paste raw requirements, upload an XLSX or CSV file, or type them in. Azimuth handles messy inputs — no formatting required.

    02

    AI Breaks It Down

    Anthropic Claude parses requirements into features, tasks, and hour estimates — with role assignments and cost projections automatically calculated.

    03

    Generate & Send

    One-click PRD, TRD, and Client Proposal. Share via branded email with open tracking, or send a browser-viewable shareable link.

    Everything You Need to Estimate with Confidence

    From initial requirements to polished proposals — one streamlined flow.

    AI Estimation Engine

    Paste raw requirements. Claude parses them into modules, features, and tasks — each with per-role hour estimates. 5 minutes instead of 4–8 hours.

    One-Click Document Generation

    PRD, Technical Requirements Document, and Client Proposal generated simultaneously. Section-level editing with full version history and rollback.

    Built-In CRM Pipeline

    7-stage Kanban (New → Won) linked directly to projects. No re-entry between your scoping tool and your CRM.

    Branded Email Delivery

    Send proposals via Resend with three branded template themes. PDF and Excel attached. Real-time open tracking — know the moment a client reads your proposal.

    Self-Improving AI

    After each project closes, capture actual vs. estimated hours. The feedback loop trains future estimations to narrow the accuracy gap over time.

    Shareable Proposal Links

    Generate expiring browser-viewable proposal links — clients read proposals without downloading files. Ideal for async review and approval.

    "Azimuth cut our proposal time from a full day to under an hour. We paste the client brief, the AI breaks it into tasks, we tweak a few estimates, hit generate, and the PRD and proposal are ready. Our win rate improved because our proposals now look more professional than anything we produced manually."

    Agency Founder

    Software Development Agency, UK

    White-Label It for Your Agency

    Azimuth can be customised and white-labelled so your clients see your brand — not ours. Ortem Technologies handles the full customisation, deployment, and ongoing support.

    Your Brand

    • Your domain
    • Your logo throughout
    • Your email templates
    • Branded PDF proposals

    Custom Workflows

    • Custom role types
    • Custom document templates
    • Additional CRM stages
    • Custom approval flows

    Integrate Everything

    • API & webhooks
    • Slack notifications
    • HubSpot / Salesforce sync
    • Custom data export

    Straightforward Pricing

    All plans include the full AI estimation and document generation suite. Upgrade for more seats, white-label, and integrations.

    Starter

    $500 setup

    $49/month

    1 seat · 10 projects/month

    • 1 user seat
    • 10 projects per month
    • AI estimation engine
    • PRD + TRD + Proposal generation
    • Shareable proposal links
    • Email support

    14-day free trial · no credit card

    Most Popular

    Growth

    $1,500 setup

    $99/month

    5 seats · unlimited projects

    • 5 user seats
    • Unlimited projects
    • Built-in 7-stage CRM
    • Branded email delivery with open tracking
    • PDF & Excel export
    • AI feedback loop (actuals tracking)
    • Priority support

    14-day free trial · no credit card

    Agency

    $3,000 setup

    $249/month

    Unlimited seats · white-label

    • Unlimited user seats
    • White-label branding (your domain + logo)
    • Custom document templates
    • API access & webhooks
    • ATS / CRM integrations
    • Multi-currency support
    • Dedicated account manager

    Custom pilot available

    Annual billing saves 2 months. All prices in USD. Setup is a one-time fee.

    Frequently Asked Questions

    Stop Writing Proposals from Scratch

    Book a 30-minute demo. We'll run your last client brief through Azimuth live — you'll see a full estimate, PRD, and proposal generated in under 10 minutes.

    Talk to Our Team