Project Estimation Software for Hygge's Presale Team
Every estimate began with collecting briefs from documents, notes and spreadsheets. Gaps in a brief surfaced halfway, after someone had filled them with guesses. When a client asked where a number came from, there was little to show. We built one presale workspace for Hygge's own team. An AI agent drafts each estimate module by module. Each module points to past data, a named project or AI judgement marked as such, and a person approves it or sends it back. Every finished proposal feeds the next estimate.
Can You Show a Client Where Your Estimate Came From?
If your estimates depend on who writes them, we start with a map of how your team scopes and prices today. You see what a workspace takes over, with the scope and price.
What Presale Looked Like Before One Workspace
Each step from brief to proposal lived in a different file. Every handoff meant rebuilding context.
Briefs Spread Across Documents
Requests, call notes and requirements sat in separate files. Every estimate began with collecting them.
Estimates Started on Missing Answers
Gaps in a brief surfaced halfway through an estimate, after the estimator had filled them with guesses.
Ranges Without a Source
An effort range with no link to past work left little to show a client who asked where the number came from.
Past Deals Left in Folders
Finished proposals stayed in files, and the next estimate could not learn from the last one.
Decks Assembled by Hand
Each pitch deck was built by hand, and keeping it in step with the approved scope took another round of edits.
Case Sharing Based on Memory
Which past project could be named to which client depended on someone's memory.
The Challenge
Each deal passed through several files on its way from the first brief to a proposal. The team rebuilt the context at every step. Estimates depended on who wrote them. What past deals had taught stayed in folders the next estimate could not reach.
Briefs, estimates, decks and proposals lived in scattered documents, spreadsheets and hand-made slides.
Our Solution
We built one workspace for the whole presale cycle. It holds the leads pipeline, intake, AI estimation and a matrix built from past deals. Pitch decks, a case library and client showcases sit in the same place. Every estimate module points to its evidence and carries a confidence score. Reviewers approve it or send it back. Each finished proposal returns to the matrix. The next estimate starts better calibrated.
One workspace for the presale cycle, where an AI agent drafts and people approve.
How the Project Estimation Software Solves It
Each card answers one problem above.
Intake in One Place
Sales and tech fill their sides of the brief in the workspace, with questions set by work type.
Gaps Found Before the Estimate
Every answer is marked known or unknown. A completeness score lists what is missing before framing starts.
A Source for Every Module
Each module points to past statistics, a named project or AI judgement stated as such.
Every Deal Teaches the Next
A finished proposal joins the estimation matrix. The next estimate starts from more evidence.
Decks From the Approved Scope
Versioned decks export to five formats from one approved version.
Disclosure Rules the Platform Enforces
Each case is named, anonymized or internal only, and the platform checks it before a client sees it.
What Hygge Presale Does
Each card is a working module of the platform Hygge's presale team uses.
Leads Pipeline
Board, list and timeline views of every opportunity across six presale steps. Each stage has its own owner and deadline.
Intake Shaped by Work Type
Sales and tech fill their own sides of the brief. Each work type, from a new build to an audit, adds the questions it needs.
Completeness Before Framing
Every answer is marked known or unknown, and a completeness score lists what is missing.
AI Estimation Engine
Claude connects through the platform's MCP server and submits an estimate per module. It lists roles, assumptions and open questions, and a reviewer approves it or sends it back.
Anchored Modules
Each module points to historical statistics, a named past project or AI judgement stated as such. Anchors that do not exist are rejected.
Confidence and Risk Buffer
More evidence gives a tighter range and a smaller buffer. Overrides below the risk floor are audited, and every version keeps a diff.
One Funnel With Lead Generation
Qualified leads from outreach arrive with their history. Both teams work from one directory.
Estimation Matrix
Effort ranges per feature type from past estimates. Filters cover architecture, UI approach and AI-assisted delivery.
Pitch Decks and Proposals
Versioned decks with a talk track and comments, exported as PDF, HTML, Markdown or a full client package.
Case Library With Disclosure Rules
Cases move from draft to review to approved. Named, anonymized or internal-only modes decide what sales can show.
Showcases From the Client's Words
A hosted story built from the request and the meeting transcript, matched to approved cases.
AI Agents Through MCP
Personal tokens connect Claude Code or Codex. Every agent action passes the same checks, review gates and audit trail as the web app.
What Runs Without Anyone Pressing a Button
The background work that keeps estimates calibrated and materials findable.
A Matrix That Learns From Every Deal
The proposal version the client saw joins the historical set once the deal is finished.
Proposals That Extract Themselves
Uploaded PDFs are parsed in the background into features, team and totals. Failed runs retry.
Notices to the Right People
Status changes email the lead's team, with recipients resolved at the moment of the event.
Materials Searchable on Change
Every lead's materials are indexed for search as soon as they change.
What Changed for Hygge's Presale Team
What the platform holds to on every deal, from the first brief to the proposal.
Drive Each Pipeline Stage
Anchored to Evidence
From One Approved Deck Version
Of Case Disclosure, Enforced
The Services Behind Hygge Presale
Anthropic Claude API
React
Next.js
TypeScript
NestJS
PostgreSQL
Pgvector
DockerHow the Platform Fits Together
Leads Pipeline and Intake
AI Estimation and the Matrix
Pitch Decks and Proposals
Case Library and Showcases
AI Agents Through MCP
One Funnel With Lead Generation
Industries We Serve
Industries where sales teams scope and price custom work, drawing on past projects.
Sales & Marketing Technology
Prospecting and outreach platforms where automation has to look human enough that the platform it runs on does not object.
Marketing & Creative
Turning agency method into software, with generative tools that sharpen a person's thinking.
Solutions Behind Hygge Presale
The Hygge solutions this internal platform runs on.
CRM Development
Every deal keeps its calls, estimates and proposals in one workspace.
Business Process Automation
An AI agent drafts estimates from past deals, and people approve them.
More Products Hygge Has Shipped
Hygge's other in-house systems, and a client case where an audit set the price for the build.
Hygge Lead Generation
Hygge's own outbound platform, where only approved hypotheses run campaigns. Every reply traces back to the targeting behind it.
- 5 toolsReplaced by one platform
- 0Scripted messages sent after a reply
- Every leadTraced to its hypothesis
- Per accountDaily and weekly sending limits
Hygge HR
Hygge's own HR platform: people, time off, hiring and projects in one system. Balances, reminders and pay history update every night.
- 0Manual balance recalculations
- 3+ yearsTenure days added on their own
- 1 platformFor people, time off, hiring and projects
- Any dateRole and pay history on record
PlayFusionLabs CRM
Custom CRM development for a game studio. An agent researches companies, Today lists who to ping, and finance sits in one database.
- ~2 monthsFrom first call to daily use
- 150+Releases since launch
- 1 databaseFor sales, projects and finance
- $0In per-seat licences
BoardsOnline
A founder paid for a platform reported as done. Engineers checked every feature, and the rebuild started from what worked.
- 3 verdictsFor every feature reported as done
- 6 monthsFrom the audit to a tested, live platform
- 1+ yearOf support after the contract ended
Project Estimation Software: Questions Buyers Ask
Is Hygge Presale a product we can buy?
How does the AI estimate a project?
What keeps an estimate from being too optimistic?
Can sales show a past project without naming the client?
Which AI tools can work with the platform?
Let's Build Something That Matters
We're your one-stop Digital Engineering Partner. Tell us the process, product, or data problem you're trying to solve, and Hygge scopes AI and software work around the business result you need.
Tell Us What You're Building
Share the product, process, or data problem behind the request, along with the systems, data, or timeline the build has to work around.
Get an Audit-Backed Consultation
Hygge reviews the systems and data behind the request, so the first call opens with real specifics on the table.
Receive a Scoped Proposal
A plan with the approach, team, timeline, and cost, built around the business result the project needs to hit.